Cancel

    Open app

    Search

    Axianta Financial Partners

    3.6 (22 reviews)
    Closed 10:00 am - 12:00 pm

    Services - Axianta Financial Partners

    Investment management

    Axianta Financial Partners Photos

    You might also consider

    Recommended Reviews - Axianta Financial Partners

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    10 years ago

    Helpful 2
    Thanks 0
    Love this 3
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Pat D.
    195
    2
    1

    8 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 12
    Thanks 0
    Love this 5
    Oh no 0
    Photo of Simon M.
    91
    70
    35

    9 years ago

    Helpful 14
    Thanks 0
    Love this 3
    Oh no 0
    Photo of Toon F.
    1048
    12
    2

    10 years ago

    Helpful 2
    Thanks 0
    Love this 2
    Oh no 0

    8 years ago

    Helpful 1
    Thanks 0
    Love this 2
    Oh no 0
    Photo of Ron R.
    1
    31
    15

    8 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Kate C.
    252
    23
    16

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    This place changes lives. Love the people and the energy here. Thank you for a great opportunity!

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Paul T.
    134
    7
    0

    11 years ago

    Helpful 10
    Thanks 0
    Love this 5
    Oh no 0
    Photo of Richard O.
    33
    119
    21

    9 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0

    11 years ago

    Helpful 7
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Carol S.
    484
    18
    3

    11 years ago

    Helpful 5
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Joanna C.
    217
    24
    1

    10 years ago

    Helpful 3
    Thanks 0
    Love this 4
    Oh no 0
    Photo of Bev J.
    16
    14
    0

    11 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Tony G.
    579
    10
    4

    10 years ago

    Great place to learn what we never learned in school. How to maximize what you earn and minimize taxes.

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 0

    9 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    11 years ago

    Helpful 17
    Thanks 0
    Love this 5
    Oh no 0

    10 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 0

    Ask the Community - Axianta Financial Partners

    Review Highlights - Axianta Financial Partners

    We work mainly with Investments and Life Insurance but we partner with many different companies.

    Mentioned in 2 reviews

    Read more highlights

    You might also consider

    Verify this business for free

    People searched for Financial Advising 1,500 times last month within 15 miles of this business.

    Verify this business

    Edward Jones - Financial Advisor: Dan Rosen

    Edward Jones - Financial Advisor: Dan Rosen

    (2 reviews)

    Woodland Hills

    I was with Dan Rosen for about 20 years. His office staff is…read moreFANTASTIC! For the most part I was happy with the performance in my accounts. Unfortunately, he got very NASTY the one time I had a question in regards to my fee base account and ended up telling me to find a new broker. Thankfully, I found someone that we are very happy with.

    Ben Franklin once said "Be sure to pay yourself first". While it's something that makes sense,…read moresometimes it's a hard trick to follow when it comes to retirement plans. I've been with Edward Jones, Dan Rosen and company for about 25 years now. During that time we have all seen fluctuations in the market. His explanations have given me the right direction that has helped keep me on track (I hope) of one day soon to financially say I can retire. He has listened to my concerns, sold at times I got nervous when he told me to stay put. No one can predict when a market has reached it's bottom or it's top. He always reminds me not to miss the best days by sitting on the side lines. Overall, as I look back, his advice has allowed me to pay myself first. You see all kinds of advertisements out there trying to get your money. I don't feel he's out trying to get my money. He's earning me a good return based on my risk tolerance, age, occupation, etc. I get attention to detail from Dan, Sue and Sandy with multiple accounts. I've played a little money with another associate to make a comparison of claims. After four years of that seed money, Dan and Edward Jones doubled those returns. While this might not always be the case, I will always consider Dan as more than just an agent. He's a friend who I highly recommend if at all possible for your investment opportunities to pay yourself first.

    Fidelity Investments

    Fidelity Investments

    (20 reviews)

    Woodland Hills

    Went on Friday 06/26 to roll over my 401k from Walmart. Topanga Blvd. location…read more Paul and associate was so professional and polite. He took care of my transaction and I do appreciatiate his help. Good luck with your golf game. Thanks JCM

    Actual branch: Hit or miss the knowledge level of who helps you. What I have found disturbing is…read morethe lax security on my account. I have had to ask a representative to close out of my account prior to leaving they left it on the big screen. What the hell? They just got sued for a data breach. My last in person visit. The representative couldn't open a roth for me so i could have pretty much saved myself a trip and done it on my own with a representative over the phone which is what i did while in the branch. The rep was in the room with me and we had to call the fidelity customer service line. I guess he was good as far as answering questions while in the room. Again not comfortable how lax everyone seemed to be with my account. What really bothered me was i caught the guy looking at my chest. Made me really uncomfortable and doubt i will go back to that branch due to that. Now I will review the service over the phone and their preditory marketing practices. I have received numerous calls from their reps saying they have looked into my account and want to discuss my investment options. This is insane. So anyone can look into my account from fidelity with sensitive info. My privacy is being violated. I have asked to be put on the do not call list and i'm still getting calls followed up by emails that I haven't responded. The poor judgement makes me not trust them with my money. I'm very disappointed with them. They don't take privacy seriously and feel like they can borderline stalk clients which is what i feel like. Like i'm dodging telemarketers i don't want to deal with. It's harassment!

    Morgan Stanley

    Morgan Stanley

    (3 reviews)

    Woodland Hills

    This firm, originally known by a different name, provided financial investment services to me from…read more2000 to 2015. I received an offer to retire early at age 55, and knew that the company pension would not suffice. I contacted this firm to obtain a plan that would offer good investment returns and sufficient income to allow me to retire early. At first, this firm was highly responsive to me, contacting me monthly with updated information. After several years I found myself having to contact them to get needed information and documents for tax purposes. By 2015, this firm had increased its fees and lowered its level of service to the point that I was forced to move my portfolio. My income was declining monthly and my investment advisor had been reassigned! I found myself working with a part timer who hadn't a clue as to how to advise me! In early 2016 I ended my relationship with Morgan Stanley and am now being well served by a different brokerage firm.

    Morgan Stanley has been a blessing to our family thanks to our wonderful financial advisor, Jeffrey…read morePrince. I was so thankful to have found him, and have been delighted with his support and guidance when trying to manage our family estate. When feeling overwhelmed with the sudden passing of my parent, and looking after my Mom, who has Alzheimer's, and putting my son through college, I didn't know where to begin. I call Jeff my "younger, big brother" because of the way he looks after our family. He's a very skilled advisor, with kindness, compassion, and a big heart. You don't see those words associated with many a financial advisor. Jeff is exceptional in his field. He has helped find the support we needed to sell our family home, take care of my Mom's specialized care, increase my son's college fund, and find an equally amazing tax consultant, Frank Miraglia, who is skillfully managing our family's taxes . Jeff always checks in to see how we are all doing! We have been so very blessed to have found Jeff Prince. We have entrusted our family finances with him and have peace of mind and joyful hearts with his care and support. I recommend Jeffrey Prince without reservation as a financial advisor. He's very holistic in his way, looking at the entire situation and breaking it down into manageable parts that he magically fixes one by one! Jeff is someone you can count on and trust with your family's finances and watch them grow, he certainly has been a blessing to our family!

    Axianta Financial Partners - financialadvising - Updated June 2026

    Loading...
    Loading...
    Loading...