On behalf of the entire team at Pacific Group Advisors, I would like to thank you for your continued trust and valued relationship.
We have partnered with Family Inheritance Research Group to create a custom survey for our firm. This survey gathers up to date important information in a quick and private manner. We plan to use this information to ensure there are no gaps in our clients’ financial plans.
We thank you in advance for taking the time to complete this survey. To begin, please click on the button below.
If you prefer a paper survey please request one from our office at elimiz@pacificgroupadvisors.
net or 206-356-5682.
Eli Mizrahi as published on Forbes
Creating An Income Stream For Your Spouse With Social Security
Meet Eli Mizrahi
INVESTMENT ADVISOR / PRESIDENT AT PACIFIC GROUP ADVISORS
Eli Mizrahi is a Investment Advisor Representative and President at Pacific Group Advisors. Eli is licensed as a Fiduciary (Series 65). Eli uses common sense and problem solving rather than product selling while helping the families he works with retire with dignity and has been working with retirees and people aspiring to retire since 1983. […]
In order to serve you best, we use specialized teams we have chosen to align with in different parts of the country for asset management, financial planning, insurance and annuities research. It is our feeling that we can serve you better this way.
- As an independent firm with a fiduciary responsibility, our loyalty is reserved to our clients.
- We have no axes to grind and no one tells us what arrows we should have in our quiver.
- We do not work for any national firm dictating what products to use and agenda we should follow.
- Our job is to try our best to fulfill your, needs, wants and desires as best as possible.
We’d love to hear from you!
Ask us any questions you may have, and we’ll be sure to help answer them.