Signature Resources
Beverly Hills, CA
(7)
Beverly Hills, CA
(7)
I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
7 customer reviews
Rob Bertrand
Ivan's ability to relate to a wide range of people allows him to provide quality financial planning advice.
Reviewed on Facebook
Ziva Halpert
Knowledgeable, professional, caring........
We highly recommend Ivan.
Reviewed on Facebook
Natalie Rivera
If you feel like its time to get your retirement in order, this is the guy to help you out. He will create multiple plans to accommodate your future plans. No pressure, no sales pitch, just information and help. :) More...
Reviewed on Facebook
Jasmyne Easter
Ivan was so helpful in assisting me with planning for the future. He is very knowledgeable and passionate about what he does. He was genuinely concerned with helping me make the best decisions for my family. Thanks Ivan! More...
Reviewed on Facebook
Carson Nicely
I've never met a more passionate individual, who is willing to help me on any matters that arise. There has never been a question Ivan wasn't willing to answer. I would go to him for just about anything. You can trust him and I would highly recommend using his services. More...
Reviewed on Facebook
Jen Flores
Great guy whom really loves what he does. Shows passion in his work and reminded me the importance of saving for my retirement (Im going thru big changes & he reminded me not to forget this crucial aspect when budgeting my funds). He helped me figure out how much I need to realistically need to be saving & offered me reasonable plans for retirement. I have recommend him to my friends, he really does want to help and shows true passion in his work. PLUS he always has some funny jokes and will make you chuckle. More...
Reviewed on Facebook
Jonathan Wickremasinghe-Kuhn
Planning for your future financial stability is no easy task, but Ivan made it easier by explaining my options very well and taking the time to make sure I understood concepts that I was having trouble with. He worked around my schedule and found a location that was convenient to me, and he gave his honest opinions about what would be best for me and was able to convey that this was true and not just a sales pitch. I highly recommend him to anyone hoping to figure out the best way to save for their future. More...
Reviewed on Facebook
