Herman Roque & Associates

Herman Roque & Associates Financial planner in Los Angeles
5455 Wilshire Blvd # 2138, Los Angeles, CA 90036

Herman Roque & Associates is a well-regarded financial planning firm located in the heart of Los Angeles at 5455 Wilshire Blvd, Suite 2138. Known for their personalized and strategic approach, they cater to a diverse clientele, offering services that include retirement planning, investment advice, tax strategies, and wealth management. Their office is conveniently situated in the bustling Miracle Mile district, making it easily accessible for local clients. The firm prides itself on a strong reputation, as reflected by positive client reviews highlighting their expertise and personalized service.

Services Offered

• Retirement Planning
• Investment Advice
• Tax Strategies
• Wealth Management

Cost Range

The cost for financial planning services can vary widely based on the complexity of the services required. Generally, clients can expect to pay anywhere from $1,500 to $7,500 annually for comprehensive financial planning. Some services may also be charged on a percentage basis, typically ranging from 0.5% to 1% of assets under management. It's advisable to contact Herman Roque & Associates directly for a personalized quote.

Local Tips

• Located in the Miracle Mile district, the area offers ample parking options, including street parking and nearby parking structures.
• Consider scheduling an appointment during weekday mornings when the area is less busy, ensuring a more relaxed visit.
• Take advantage of nearby attractions like the Los Angeles County Museum of Art (LACMA) or the La Brea Tar Pits if you're in the area for an appointment.

Frequently Asked Questions

Do I need to make an appointment before visiting?

Yes, it is recommended to schedule an appointment to ensure personalized attention and avoid waiting times.

What should I bring to my first consultation?

It's helpful to bring any relevant financial documents, such as tax returns, investment statements, and a list of financial goals.

Are consultations available virtually?

Yes, Herman Roque & Associates offers virtual consultations for clients who prefer remote meetings.

America/Los_Angeles time zone
average rating from reviews for Herman Roque & Associates: