About Greater Pacific Solutions
We’re excited to announce that we are now Greater Pacific Solutions Financial and Insurance Services. Our team, core values, and mission remain the same, and we are dedicated to providing you with the highest level of financial guidance and support.
Individualized Approach
Revolting from the traditional "one size fits all" model, we craft our services with both advisor and client in mind creating a cohesive and robust experience for both.
Our new brand is designed for one purpose – delivering extraordinary value to our clients, advisors, partners, and communities by providing the highest quality ongoing financial planning, financial service and seamless implementation of advice.
View our Customer Relationship Summary
"The best investment you can make is in yourself." - W.B
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Common Questions
Please contact us if you cannot find an answer to your question.
A licensed financial professional can provide you with personalized, expert advice to help you make informed financial decisions and achieve your financial goals.
A licensed financial professional can help you in a number of ways, including:
- Developing a financial plan: A financial consultant can help you develop a comprehensive financial plan that takes into account your current financial situation, future financial goals, and risk tolerance.
- Investment advice: A financial consultant can help you identify the best investment opportunities that match your financial goals and risk tolerance, and provide advice on how to allocate your assets.
- Retirement planning: A financial consultant can help you create a retirement plan that takes into account your current financial situation and future financial goals.
- Tax planning: A financial consultant can help you minimize your tax liability through smart tax planning strategies.
- Estate planning: A financial consultant can help you create an estate plan that protects your assets and provides for your loved ones after you're gone.
To provide the best financial advice, your financial professional may ask for the following documents:
- Tax returns: Most recent federal and state tax returns can provide insight into your financial situation and help your advisor determine the best course of action.
- Investment statements: Provide a record of your current investments and the value of your portfolio.
- Retirement account statements: If you have a 401(k), IRA, or other retirement accounts, your advisor may need to see the statements to determine your current retirement savings and plan for the future.
- Bank and credit card statements: To understand your spending habits and debt load, your financial advisor may request your recent bank and credit card statements.
- Pay stubs: Your pay stubs can help your advisor determine your current income and expenses.
- Estate planning documents: If you have a will, trust, or power of attorney, your advisor may need to review these documents to determine the impact on your overall financial plan.
It's important to provide your financial professional with accurate and complete information so they can provide the best advice for your specific financial situation.
Send us a message & tell us more about your financial goals and needs. We will get back to you soon to schedule a consultation.
Greater Pacific Solutions Core Office
3435 Wilshire Boulevard, Los Angeles, California 90010
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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Branch offices in Los Angeles, Orange, and San Diego counties. Financial Planning, Investment Advisory Services and Securities offered through MML Investors services, LLC, Member SIPC, 3435 Wilshire Blvd, Suite 2900, Los Angeles, CA 90010, (310) 689-3300
Copyright © 2023 Greater Pacific Solutions - All Rights Reserved.
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