I've known Adam f or several years as a client. Adam is very professional, pleasant, & responsive. He's very concerned about the financial needs of each client. I've referred friends, family...
Linda K.
12/5/2025
(44)
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The Boring Financial Company, located in Beverly Hills, CA, is a second-generation wealth management firm that specializes in generational wealth management and personalized financial planning. With a focus on understanding clients' values and concerns, they provide services such as investment advice, retirement planning, estate planning, and elder care to ensure sound financial decisions throughout various life events.
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I've known Adam f or several years as a client. Adam is very professional, pleasant, & responsive. He's very concerned about the financial needs of each client. I've referred friends, family...
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