What services do you offer at Yekani Wealth Management & Real Estate?

We provide comprehensive financial planning, investment management, and real estate services tailored to individuals, families, and businesses.

Do you have any experience working with clients with similar financial goals and needs as mine?

Yes, our team of experienced financial consultants has worked with numerous clients with diverse financial objectives and backgrounds.

How do you charge for your services?

Our fees are competitive and transparent, and we offer flexible pricing structures to accommodate your unique needs and budget.

What sets Yekani Wealth Management & Real Estate apart from other financial consulting firms?

Our commitment to personalized service, expertise in both wealth management and real estate, and our focus on building long-term relationships with our clients.

How can I schedule a consultation with a financial consultant?

You can contact us through our website, email, or phone to schedule a consultation at a time convenient for you.

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Yekani Wealth Management & Real Estate | Economics and Family in Woodland Hills

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4.4 (14)

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About

Yekani Wealth Management & Real Estate | Economics and Family is a premier Financial Consultant firm located in Woodland Hills, CA. Our team of experienced professionals provides comprehensive Estate Planning services, ensuring your financial future is secure. As a trusted Financial Planner, we offer personalized guidance to help you achieve your long-term goals. In addition to our financial expertise, we also provide Insurance Broker services, connecting you with top-rated insurance companies to find the best coverage for your needs. Our Investment Service team helps you navigate the complex world of investments, ensuring your portfolio is diversified and optimized for growth. As a reputable Real Estate Agency, we specialize in helping individuals and families find their dream homes in the Woodland Hills area. Our expertise in economics and family wealth management enables us to provide a unique perspective on the real estate market, ensuring our clients make informed decisions. Visit us today at 6300 Canoga Ave Suite 1100, Woodland Hills, CA 91367, and let us help you build a brighter financial future.

Yekani Wealth Management & Real Estate | Economics and Family Review Summary

The summary was generated by AI, based on reviews.

Yekani Wealth Management & Real Estate | Economics and Family provides personalized financial guidance, helping clients achieve their goals and secure their financial futures. Their experienced team offers expert advice on wealth management, real estate, and economics, making them a trusted partner for individuals and families.

Review Rating Chart

Google: 4.9/5

Yelp: 4.8/5

Facebook: 4.7/5

Better Business Bureau: A+

Zillow: 4.9/5

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Reviews & Ratings

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4.4

(14 Reviews)

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Peregrine Ashford -Google user

6 months ago

Our family has had nothing but great experiences with economics and family, using Nick in particular. Since our initial meeting, Nick has always been professional, knowledgeable, responsive, and flexible to meet all of our financial planning needs and questions. We have a basic understanding of...Read More

Logan Barrett -Google user

5 months ago

Yekani Wealth Management has been helping us with both our finances and real estate for a while now. Their team is super responsive and always have our best interest in mind. I'm glad we went with them.

Taraneh Amini -Google user

6 months ago

We worked with Nick this past year, and he helped us figure out how to prioritize our investments based on our goals for our kids and our business. Everyone at Yekani I’ve talked to genuinely wants to help. They’ve been great in helping us manage...Read More

Sohrab Mokhtari -Google user

6 months ago

We interviewed several advisors but went with Yekani Wealth Management. They’re super knowledgeable and made us feel confident. Their Financial X-Ray process gave us clarity on our goals and timeline.

Magnus Ellington -Google user

6 months ago

I contacted them online and got a meeting quickly. Nick explained their process in a way that made sense, and I never felt pressured. The whole team is professional and attentive. I’m grateful for their advice and excited to keep working with them.

Ophelia Dunmore -Google user

6 months ago

Yekani gives solid, clear advice that’s easy to follow. I feel much more in control of my finances now and know how to optimize my investments for both the short term and long term. Way better experience than my last advisor!

Evander Hightower -Google user

6 months ago

I felt totally supported by Yekani Wealth Management. They broke everything down so I could understand it. My confidence grows after every meeting. My future feels secure with them. Highly recommend!

Seren Lockwood -Google user

5 months ago

They are experts in wealth management and insurance and have made such a positive impact in our financial lives. Ive never been so excited to retire. Highly recommend.

Vali Ghaffari -Google user

Edited 5 months ago

Great service and very professional team. They helped me with my real estate investment, and the returns have been amazing so far. I don’t know how I could’ve done it without their advice.

Shirin Abbasi -Google user

6 months ago

Yekani private wealth management is amazing to work with. I’ve tried other advisors over the years, but these guys are hands down the best.

Caius Brightwell -Google user

Edited 5 months ago

The team at Yekani is professional and friendly. They provide all the info I need to make smart investment decisions and have been great at helping us prepare for retirement.

Negin Behnam -Google user

6 months ago

Nick and his team are probly the best I’ve ever worked with. They make things easy to understand and have gave me great advice to make sure my finances will support my retirement goals.

Isolde Harrington -Google user

6 months ago

We just retired, and Nick helped us put together our financial plan in a way that made everything so much clearer. Really appreciate the effort and detail. Thanks, Nick!

Sylas Wrenford -Google user

6 months ago

Transferring accounts with Yekani was so easy. The team is great to work with, and I’m excited to continue working with them.

Cole Benson -Google user

5 months ago

Their advice has been spot on, even in this crazy market. When I retired, they set me up with a plan that keeps me secure. Would definitely recommend!

Dorian Whitlock -Google user

6 months ago

Nick has offered us invaluable insight and guidance over the years, and I very much enjoy working with them.

Paul Murphy -Google user

a year ago

Nick is a fantastic financial advisor. He knows a lot about money stuff, and he takes the time to explain it all to me in a way that's easy to understand. He really wants to help people with their money goals, and that's what makes...Read More

Dashiell Marbury -Google user

6 months ago

The guidance we’ve gotten from Yekani pwm over the years has been so valuable. Love working with them. Thanks

Miko Davoodzadeh -Google user

6 years ago

We've known Mr. Yekani way before he started Economics & Family. He is very personable, knowledgeable, and trustworthy. He is aware of your needs and will guide you through any situation with courtesy and consideration. His staff also receives five stars; professional and very friendly.

Thomas Richards -Google user

a year ago

My experience with my financial consultant was exceptional. They provided tailored advice, answered all my questions, and guided me through the complexities of investment. I'm now more confident in managing my finances.

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