Welcome to Greater Pacific Solutions
Working with you every step of the way.
Welcome to Greater Pacific Solutions
Working with you every step of the way.
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.
Check the background of this firm on FINRA's BrokerCheck.
Individualized Approach
Revolting from the traditional "one size fits all" model, we craft our services with both financial advisor and their clients in mind, creating a cohesive and robust experience for both.
Our new brand is designed for one purpose – delivering extraordinary value to our clients, our financial advisors, partners, and communities by providing the highest quality ongoing financial planning, financial service and seamless execution of advice.
"The best investment you can make is in yourself." - W.B
Articles of Interest
Common Questions
Please contact us if you cannot find an answer to your question.
A licensed financial advisor can provide you with personalized, expert advice to help you make informed financial decisions and achieve your financial goals.
A financial advisor can provide valuable guidance and support to their clients in navigating the complex world of personal finance. From setting financial goals to creating a comprehensive investment plan, a financial advisor can help their clients make informed decisions and take control of their financial future.
- Creating a strategy: A financial advisor can work with clients to craft a strategy that takes into account their unique financial situation, goals, and risk tolerance. This can include strategies for managing debt, saving for retirement, and investing for the future.
- Providing investment advice: A financial advisor can help clients choose appropriate investments based on their goals, risk tolerance, and investment horizon. They can also provide guidance on portfolio diversification and rebalancing.
- Offering tax planning advice: A financial advisor can help clients minimize their tax liability through strategies such as tax-loss harvesting and maximizing tax-advantaged investment accounts.
- Providing ongoing support and guidance: A financial advisor can serve as a trusted partner to their clients, providing ongoing support and guidance as their financial needs and goals evolve over time.
- Overall, a financial advisor can play a crucial role in helping clients achieve financial security and peace of mind. By providing expert advice and support, they can help clients make smart financial decisions and achieve their long-term goals.
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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Copyright © 2023 Greater Pacific Solutions - All Rights Reserved. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. [link to www.SIPC.org] 3435 Wilshire Blvd, Suite2900, Los Angeles, CA 90010, (310) 689-3300. CRN202603-3888339. Fin Ed Series: CRN202603-4087458
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