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Feedback from our most recent clients
I have been a client of Franklin's for about 20 years. During this time Franklin has found various investing opportunities that have been successful in meeting my goals. He has taken the time to understand my goals and my risk/reward comfort zone. When he finds opportunities that may be in that zone, he brings them to my attention and explains the details, such as the pro/cons and how they fit in with my current investments. In addition, he has an outstanding administration support team who have been very helpful and dedicated dealing with the complications that sometimes arise with the financial institutions. In addition to being my financial advisor, I consider him a friend.
I have been a client of Mr. Mohri for about 10 years. He is always available and is very patient with my questions and concerns. With choices on investment and retirement plans that we made under his guidance, not only we saved significantly on taxes, also we feel like we have secured our future. He is always very thorough and honest on his advises. I have no hesitation recommending Franklin Mohri for financial advice.
Rahim A. Raoufi
Many thanks, Franklin, for getting me on track with a secure, achievable retirement plan. I truly appreciate your pleasant professionalism and ability to clarify details. You’ve made the process completely pain-free! I enthusiastically recommend you and your experienced team to anyone looking for exceptional financial services.
Mohri Financial & Insurance Services have served us well for insurance and financial services for the past several years. Franklin takes time to accommodate our schedule, is professional and courteous, and gives unbiased insurance and financial advice. We plan to use their services for many years.
“The above statements are provided from clients of the advisor. There has been no compensation paid of any type or kind in exchange for the statements. No material conflicts of interest exist arising from the relationship between the advisor and the clients. The statements provided may not be indicative of all client experiences. There can be no performance guarantees or guarantees of success.”
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA and SIPC. Mohri Financial & Insurance Services and Mutual of Omaha Investor Services, Inc. are not affiliated. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Franklin Mohri – CA Insurance Lic# OC71568
The information provided here is general in nature. It has been obtained from sources believed to be reliable, but no guarantee is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice. Consult with your legal, tax or investment professional before taking any action based on this information. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.