In
Innovative Wealth Strategists
6767 Forest Lawn Dr STE 120, Los Angeles, CA 90068, United States
Comments
Cr
Review №1

My wife and I have been involved with innovative wealth strategist for over 15 years. Bruce has guided us and our life savings in a very positive and caring way. He has helped us put our son through private university in the most tax efficient way while still having our life savings grow in a complicated marketplace. We have and will always trust Bruce and his very caring staff. If you need an honest hard-working financial planner who is accessible to you at all times we highly recommend Bruce Horowitz.

Da
Review №2

In the many years I have entrusted Bruce Horowitz and his capable staff with my financial planning, I have been more than pleased with the quality of service and advice I have been given. I would recommend Bruce to anyone contemplating estate planning.

Sc
Review №3

My wife and I hired Innovative Wealth Strategists as our Financial Planner in 2012. Before we hired IWS, Bruce Horowitz went into detail learning about our situation, needs, goals and objectives. Bruce insisted on making sure his firm was right for us!Once we were on-board, Bruce presented a recommended portfolio that was well researched and aligned perfectly with our preferences (balancing my wife and my input!). Their experience with investment vehicles was amazing.He has specialists on staff that help us with College Funds for our kids, Health Care and Life Insurance among many others. His network of Attorneys and Accountants was also extremely valuable in getting all our affairs together.IWS continues to take care of our needs and is proactive and detailed oriented in everything they do. I have never met a more professional, experienced and skilled financial person than Bruce. His staff is top notch.We no longer have stress over our investment portfolio like we did when we managed it ourselves or using large firms like Schwab or Dean Witter.We recommend Bruce and his team to anyone that is looking for their assets managed to meet their needs.

Da
Review №4

We found Bruce A Horowitz to be a highly risky and poor manager of our life savings. His advice cost us tens of thousands of dollars. He failed to communicate on countless occasions and his offices were understaffed in watching our investments. I am writing this review in the hope that people will read this and steer clear of entrusting Horowitz with their savings.

Information
4 Comments
4 Rating
  • Address:6767 Forest Lawn Dr STE 120, Los Angeles, CA 90068, United States
  • Site:http://www.iwstrategists.com/
  • Phone:+1 323-878-2500
Categories
  • Financial planner
Working hours
  • Monday:8:30am–12:30pm
  • Tuesday:Closed
  • Wednesday:Closed
  • Thursday:8:30am–5:30pm
  • Friday:8:30am–5:30pm
  • Saturday:8:30am–5:30pm
  • Sunday:8:30am–5:30pm
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
Similar organizations