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10:30AM - 5:30PM
13844 Alton Pkwy #134, Irvine
Financial Advising
“Marc and his team analyzed, answered questions and concerns we had throughout the process… faster than the mortgage company we’d been working with; adding cash back into the deal.”
“Jimmy is a stellar Real Estate Agent and a man of integrity. He puts his clients needs first and is very professional. I would recommend anyone that's looking to sell or purchase real estate to contact Jimmy and his team. You won't regret it!”
“I recently participated in my first financial planning session with Andrea Graham and I was blown away by her professionalism and insights. She was able to answer questions that I had been curious about for years and gave me several points of view depending on where I wanted to see my finances in the future. I had a great amount of stress before my meeting but walked away with immense confidence in the direction we are taking. I am pleased that she is financial advisor. I will be sending her and her company all of my referrals.”
8:30AM - 5PM
2020 Main St Suite 1200, Irvine
Financial Advising
“I'm very grateful for New York Life and my agent Leo Salas for helping me understand the value and importantance of planning for my financial future for myself and my loved ones. I highly reccomend him if u want quality service.”
“We have been Cooke Wealth Management clients since 2002 and can say with certainty that we have been truly blessed to have John and Juliette manage our investments.
They have taken time to get to know us personally and have helped us determine our long-term goals and risk tolerance level.
With all this in mind, they meet with us regularly, and are always quick to respond to questions and concerns.
Their involvement in our lives and finances has helped lift the burden of making investment choices on our own. We can enjoy life without financial concerns, knowing our investments are being managed by those who uphold our Christian values.”
8:30AM - 5PM
2825 Main St, Irvine
Financial Advising
“During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Daniel, Bree and Ann were fantastic to do business with. They were attentive, listened to our requests and completed the tax return correctly and on time. Thank, for a great experience!”