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February 2024 by Alex “security encryption” Bennett
I did not think I could retire at my age, but Travis and Paul Ivanoff have helped me plan a pathway to retirement which included Long Term care.
Retiring without Long Term care insurance is placing a burden on your children.
They have built a team that is responsive and comprehensive. They plan events that resemble a family get together. And are actually a learning environment for retirees.
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August 2023 by Karen
Similar to another individuals experience, Mr. Ivanoff called to inquire about the reservation I made for my mother and I to attend. As my mother does not drive far, I take her. Ivanoff vocalized wanting a "specific population" of people to attend his seminar and insisted we cancel. "If you're okay with that I can go ahead and cancel that" after indicating that my mother attend alone instead. He offered a voucher to location if we came in a different time/day and have a private session instead. Not impressed. Ageist given my mother got this invitation and knowing that not all elderly people have the transportation means of attending.
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August 2023 by Karen Cortez
Similar to another individuals experience, Mr. Ivanoff called to inquire about the reservation I made for my mother and I to attend. As my mother does not drive far, I take her. Ivanoff vocalized wanting a "specific population" of people to attend his seminar and insisted we cancel. "If you're okay with that I can go ahead and cancel that" after indicating that my mother attend alone instead. He offered a voucher to location if we came in a different time/day and have a private session instead. Not impressed. Ageist given my mother got this invitation and knowing that not all elderly people have the transportation means of attending.
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September 2021 by Linnie Sohler
I have been working with Paul Ivanhoff for at least 10 years. Talk about integrity! This man takes no fees for his service, which other advisors do. Those fees are hidden in your annual reports. Not with Ivanhoff Advisors! Obviously, I make more money! You won't be sorry! Call for an appointment today!
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April 2021 by Michael P.
Ivanoff Advisors are a great financial services firm to work with, as they really care about people whether they are individuals, couples, and families in advising and investing. Their representatives are fiduciary, which is important Ivanoff Advisors offer a good variety of investments for their clients that can be both short term and for retirement. They specialize in clients 50+ in that they really listen to each client's personal needs and are a lot more than just the free seminars they offer. Their services do not stop there with a supplemental medical insurance representative who was a former nurse that understands and helps people with difficult decisions. They are also looking into offering tax preparation as well as other referral services in 2022. Their variety and flexibility make Ivanoff Advisors a one stop shop for the services mentioned.
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November 2018 by Melanie Vliet
I received an invitation in the mail from this company to attend one of two retirement seminars at the Summit House in Fullerton the following week. I called and reserved spots for my husband and myself.
Two days before the event, Paul Ivanoff called me, ostensibly to confirm our reservations. He was mistaken , however, as to which day we had selected. Nevertheless, he seemed not to care about the error but only wanted to cancel our reservations.
Mr. Ivanoff repeatedly insisted that we had attended one of his previous seminars (this one was open only to first-time guests). The date he provided was one on which we were not available to attend, nor was any seminar in my iCal for that date. Mr. Ivanoff refused to listen to me on these points, interested only in cancelling our reservations for this week.
I wouldn’t trust this man any farther than I could throw him, and at 5’2”, 110 pounds, that wouldn’t be far.
