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Location
Greater Pacific Solutions Financial and Insurance Services
Their online system is not a good. Service is not even reach at local bank online system.
BM
Bree M
Sep 9, 2023
1.0
2 failed Zoom meetings. Unprepared, Unprofessional, and all they do is keep having their Marketing team call and email Me, trying to get me to give them more business and sell me stuff. It's bordering Harrassment at this point.
They suggested a Zoom meeting. I specifically scheduled it for when my spouse and I could be present. Dan Heidelberger was unprepared for the Zoom meeting and rescheduled for a couple days later, when of course my husband couldn't attend.
Second Zoom meeting- Dan doesn't attend his own Zoom meeting. He calls, and predictably advises that he can't find the info he's looking for. Mind you, it's not info that I requested- it's info to benefit HIM. He said he'd call in a bit when he got the info. He said he'd call in a bit when he got the info and we could start the meeting. He ghosted.
But I keep getting emails and calls from the Marketing Team!
Never judge a book by its cover Dan.
Fyi- The manager in a small retirement account I had retired, so this is who it got transferred to- I didn't choose it. And I'll be removing this company as soon as I can.
Frequently Asked Questions About Greater Pacific Solutions Financial and Insurance Services
What financial products does Greater Pacific Solutions Financial and Insurance Services offer?
They offer insurance, annuities, retirement products, mutual funds, and securities.
What are the main services provided by Greater Pacific Solutions?
Their services include financial services, retirement services, and investment advisory services.
Where is Greater Pacific Solutions Financial and Insurance Services located?
They are located at 3435 Wilshire Blvd, Suite 2900, Los Angeles, CA 90010.
What are the business hours of Greater Pacific Solutions?
They are open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
Which languages are supported at Greater Pacific Solutions Financial and Insurance Services?
They support English, Chinese-Cantonese, Chinese-Mandarin, French, German, Japanese, Korean, Russian, Spanish, and Vietnamese.
Is Greater Pacific Solutions affiliated with any organizations?
Yes, they are associated with FINRA and SIPC.
How can I contact Greater Pacific Solutions by phone or fax?
You can reach them by phone at +1 310-698-3360 and by fax at +1 310-689-3399.
What nearby insurance agencies could I visit along with Greater Pacific Solutions?
Nearby insurance agencies include Glory Insurance & Financial Services, Inc and California Fair Plan Assn, offering additional options for insurance needs.
Are there any legal service offices near Greater Pacific Solutions?
Yes, there are several nearby legal service offices such as the Law offices of Jane Chung APLC, Law Offices of Ronald G. Kim, and Kwok Peter providing legal and employment law services.
What nearby landmarks or notable places can I visit near Greater Pacific Solutions?
You can visit the Equitable Life Building, a landmark and historical building close to their location, adding cultural interest to your visit.