Sheby Financial Group - Long Beach, California

Sheby Financial Group, located at Address: 5000 E Spring St #340, Long Beach, CA 90815, is a financial planning firm that has been serving clients for many years. The company can be reached at Phone: 5624207800 and their website is shebyfg.com.

Specialties

Sheby Financial Group specializes in financial planning, providing clients with guidance on a wide range of financial matters. Their expertise includes retirement planning, investment management, and estate planning. They are dedicated to helping their clients achieve their financial goals and provide personalized service to meet each client's unique needs.

Other Points of Interest

The company is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended, and restroom facilities are available. The company has received positive reviews from clients, with an average opinion of 3.5/5 based on 2 reviews on Google My Business.

Client Reviews

One client has been with the company for 6 years and has had a positive experience, stating that Kirk Sheby, the financial planner, is helpful, knowledgeable, and personable. The client has received assistance with financial planning, retirement planning, and student loan debt. The client also appreciates the quick response time when contacting the company.

Recommendation

If you are looking for a financial planner to help you achieve your financial goals, Sheby Financial Group is a recommended choice. Their expertise in financial planning, retirement planning, and investment management, combined with their personalized service, make them a reliable partner for your financial needs. Contact them today through their website or phone number to schedule an appointment and start your journey towards financial success.

👍 Reviews of Sheby Financial Group

Jonathan Schwartz

2/5

Jerry ignores emails for 3 months, then claims he's putting your return together 3-4 times after not starting the first time. Avoid if you want customer service from the firm charging you over $400 for a business return.

Kevin Coryell

5/5

I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everything from financial planning, retirement planning, and more recently, my student loan debt. Most importantly, when I call or email him he always picks up or responds quickly. Highly recommend!