
Highly trustworthy, and knowledgable. This firm gave our family the right direction we needed to be on the right path for retirement and estate planning needs. Would definitely recommend the...
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Yekani Wealth Management & Real Estate, located in Woodland Hills, CA, is an independent financial services firm dedicated to helping individuals and families create personalized retirement strategies through a wide array of insurance products. Their Financial X-Ray process aims to identify critical financial mistakes, enabling clients to build a stronger family legacy while achieving their retirement goals.
In addition to comprehensive financial planning and retirement income strategies, Yekani Wealth Management offers services such as tax-efficient strategies, long-term care planning, and estate planning, ensuring that clients are well-prepared for the future. With over 15 years of experience serving the Persian community in the greater Los Angeles and Orange County area, the firm is committed to providing reliable financial information and guidance.
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Highly trustworthy, and knowledgable. This firm gave our family the right direction we needed to be on the right path for retirement and estate planning needs. Would definitely recommend the...
simply a crook person. made an appointment to do some investment, but called me. I am glad I found another great place to invest. Don't trust this place
Tried to make an appointment with Mr. Yekani. The lady that was trying ti=o set up the appointment was not friendly at and was not accommodating someone's schedule that can not be on the phone...
DO NOT TRUSET THIS GUY. I invested more than 600k about 5 years ago. also, I got a life insurance policy. after 5 years I lost about $80,000. canceled all my accounts and life insurance policy....
This guy and his office are not good! He acts nice before you invest money with them and then never return your call after that if you have any concerns or questions. He never answers...