Beach Financial Group - El Segundo, California

Introduction to Beach Financial Group

Beach Financial Group is a respected financial institution located in El Segundo, California. Situated at 360 N Pacific Coast Hwy Ste 2000, El Segundo, CA 90245, United States, the group offers a comprehensive suite of financial services designed to meet the diverse needs of individuals and families. With a readily accessible phone number at 3104142100 and a user-friendly website at beachfinancialgroup.com, Beach Financial Group strives to provide accessible and professional financial guidance. The company’s commitment to customer satisfaction is evident in its positive reputation and consistently high ratings.

Location and Accessibility

The physical location of Beach Financial Group at 360 N Pacific Coast Hwy is strategically chosen, offering convenient access for clients in the South Bay area of Los Angeles County and beyond. The office is equipped to cater to clients with mobility challenges, boasting a wheelchair-accessible car park and a wheelchair-accessible entrance. Furthermore, on-site parking is available, ensuring ease of access for all visitors. This dedication to accessibility underscores a commitment to inclusivity and demonstrates a practical approach to serving a broad clientele.

Specialties and Services

At its core, Beach Financial Group specializes in providing a range of financial institution services. While specifics may vary, clients commonly find assistance with insurance planning, including health, auto, and home insurance. The group’s expertise extends to broader financial planning needs, helping clients navigate significant life events and achieve their long-term financial goals. It's understood that the team possesses a deep understanding of the California market, offering tailored advice to reflect local regulations and opportunities. It’s worth noting that the company likely integrates various financial products and services, potentially encompassing retirement planning, investment management, and estate planning. The ability to assist with diverse insurance needs – as highlighted in client feedback – suggests a robust and well-connected network within the industry.

Client Feedback and Reputation

Beach Financial Group has garnered a strong reputation based on client feedback. Currently, the company boasts 11 reviews on Google My Business, with an impressive average opinion of 4.6/5. These reviews consistently praise the team's professionalism, responsiveness, and dedication to client understanding. Several testimonials emphasize the team's ability to clearly explain complex financial options, empowering clients to make informed decisions. The feedback routinely references the group’s prompt and courteous email and phone communication, demonstrating a commitment to exceptional customer service. Many clients highlight the assistance provided during periods of significant life changes, such as relocation to California or the need for comprehensive insurance coverage. The appreciation for a friendly and approachable team culture is a recurring theme, suggesting a positive and supportive work environment that translates to a better client experience.

Key Features and Benefits

• Dedicated Support: Clients consistently report receiving prompt and professional responses to inquiries via email and phone.
• Comprehensive Planning: The group assists with a wide range of financial needs, including insurance, retirement, and investment planning.
• Local Expertise: The team possesses in-depth knowledge of the California market.
• Accessible Services: The office is committed to accessibility for all clients, with wheelchair-accessible facilities and ample parking.

Contact Information and Resources

For those seeking to engage with Beach Financial Group, the following information is readily available:

• Address: 360 N Pacific Coast Hwy Ste 2000, El Segundo, CA 90245, United States
• Phone: 3104142100
• Website: beachfinancialgroup.com

The company’s website offers a valuable resource for potential clients, providing detailed information about services, team members, and client testimonials. Further research into the group’s offerings and credentials is highly recommended before engaging their services.

👍 Reviews of Beach Financial Group

Arielle L.

5/5

Wow! The whole team at Beach Financial are terrific. They made sure I understood all my options when I was looking for a new health care plan (and later car and home insurance). They always answered my emails and calls quickly and professionally. If you are looking for great help - I suggest you contact them!

Adam E.

5/5

Beach Financial helped me get settled with all my insurance needs when I moved to California.  The whole team where amazing and friendly. I now also use them to help me plan all my financial endeavors. I highly recommend their services

Rubin R.

5/5

Beach Financial Group has been advising me on health insurance for last 5 years and I have always had excellent customer service and assistance. They have always called me back in a quick timely manner and dealt with any questions I may have or help I may require.

Mark V.

5/5

Excellent company to work with! Went above and beyond to help with my insurance, where being a Brit - I had no idea what it was about! Adam and his team were caring, patient and knowledgeable when dealing with myself. I had to sort out a number of insurance including health, car and home. 5 stars!

Ray S.

5/5

Working with Beach Financial Group was a wonderful experience. All my questions were answered thoroughly and everything was explained clearly. Everyone here is professional and I highly recommend them.

Brits I.

5/5

really great - we recommend them to everyone who needs financial advice or insurance , whether it be travel, medical, rental, event or life insurance Beach Financial will take care of you . Absolutely brilliant

Tim L.

1/5

Do not ever buy any insurances or any kind of service from Adam Beach. It’s a total rip off, you’re doomed as soon as you sign

Pranav D.

5/5

First class company. Have interacted with them for years. They do what they say they will do, and they do it very very well.