HCR Wealth Advisors

HCR Wealth Advisors

Financial Services Los Angeles, California, United States 16 employees
Employees
16
Contacts
3
Emails
3
Phones
3

HCR Wealth Advisors Overview

Headquarters
Los Angeles, California, United States
Phone Number
Available in AeroLeads
Website
hcrwealth.com
Industry
Financial Services
Employees
16
Founded
1988
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About HCR Wealth Advisors

No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients’ needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a client’s financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.

HCR Wealth Advisors Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

HCR Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Lynda Furnari Entrepreneurial Business Executive
Email Phone
Greg Heller President at Hcr Wealth Advisors
Email Phone
Jordan Kahn CIO at Hcr Wealth Advisors
Email Phone
Dave Hindler
View

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles
Director 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1
General 1 1 1

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