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8:30AM - 4:30PM
32392 Coast Hwy #190, Laguna Beach
Investing
9AM - 12:30PM
27201 Puerta Real Suite 300, Mission Viejo
Investing
“My spouse and I have been working with Chad and his team for over 5 years now and could not be more satisfied with the service and advice we received throughout this time. After our tax situation became more complex (working in multiple states, property ownership, etc.), we needed assistance with our annual returns and overall guidance on where we could improve. Chad, Emily and the rest of the team have been very responsive whenever we reached out and have always taken the time to break down complex concepts into digestible recommendations (including the reasoning/impact for a recommendation).We look forward to working with Chad and his team for many years to come!”
“Having been associated with "Bill" and his group now for over 30 years, I can attest as a client, friend, and business associate that Applied Financial Planning has weathered all the storms and given expert financial advise along with personal tax planning over the years that has saved me and my family thousands of dollars.”
“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”
“From my personal experience I can tell you that Mrs victoria crypto she is one of the best binary options/forex managers I have met in a while. I had lost over $3000 on the advice of managers who have little to or no experience. Today I remain grateful to Mrs victoria crypto for coming through for me during my early days of trials and errors.”
9AM - 6PM
26050 Acero, Mission Viejo
Investing
“Cliff was extremely helpful through the transition of my 401(k) to an IRA. I was a bit cautious about trying someone new to trust with my hard-earned $$, yet he has invested my funds well and delivered an impressive return. He's very knowledgeable and responds in a timely manner whether it's a phone call, email, text, and makes time to visit you at your home, if you prefer. I would recommend him for anyone looking for financial advice or investing for their future.”
“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”
9AM - 4:30PM
610 Newport Center Dr #200, Newport Beach
Investing
“Wonderful company to handle your wealth management and great staff. Thanks Bob, Ela, Tricia and Angelique for all you do. We have been with FRG for 12 awesome years and are very pleased with the results.”
“This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.”
9AM - 5:30PM
18881 Von Karman Ave Suite 1420, Irvine
Investing
“I have had the pleasure of working with the Cooke Wealth Management team for over a year now and would strongly recommend their services to anyone looking for wholistic wealth management and financial planning help.”
8:30AM - 5:30PM
260 Newport Center Dr #404, Newport Beach
Investing
“I have had the pleasure of working with Mortgage Vintage on a variety of deals. Every deal was completed quickly, efficiently and with effective communication.Michael Veal has been my point of contact on every loan and I would highly advise working with him. It doesn't matter if you are a broker or borrower, if your loan amount is $50,000 or $5,000,000, Michael Veal goes above and beyond with impeccable attention to detail.”
“did mortgage refinance thru Charles Schwab. They got us 0.25% lower rate than normal. Quicken actually does the refiance.. Quicken closed in 3 weeks at 4.0% fixed. We fired prior brokers who tried to hit us with additional $2k in fees at closing and had us at higher rate.”
9AM - 5PM
9870 Research Dr, Irvine
Investing
“We’ve been happy clients with Annette since moving here many years ago. She’s always available to answer questions or concerns. She takes the time to offer suggestions and advice and has been very helpful over the years.Accurate and thorough, we couldn’t be more pleased with the services provided.”
9:00 AM - 5:00 PM
2601 Main St, Irvine
Investing
“WOWWWW. I have to say the servicing department at Val-Chris Investments has made major improvements over the last few years! Whenever I have a question or I need help with an investment issue I speak with Ryan Boulter in servicing and he responds back to me In minutes not hours or days. EXTREMELY detailed with his work. Nowadays you just don't find this level of customer service anymore.There was a time when I did not get this level of service but this has been dealt with at Val-Chris Investments and what a difference! I would highly recommend Val-Chris Investments!”
8:30AM - 5PM
27101 Puerta Real Suite 160, Mission Viejo
Investing
“They were helpful for getting a 529 plan check wired to a university. They don't try to control your asset allocation like some of the investment advisors I have had.”
9:00 AM - 5:00 PM
26151 La Paz Rd, Mission Viejo
Investing
“This branch of Wells Fargo Bank is extremely professional.. We have done business for over 32 yrs and are so impressed with all aspects of banking at this branch. I highly recommend them for any type of service.”
“Thank you Jasmine for helping me get a new card! She is very professional and kind. I had my wallet stolen a couple of days ago, and had a new card made on site. Plus theres always free cookies and coffee which is always nice.”
“My wife and I first met Dan Ohlwiler and his family run Sterling Financial business in Mission Viejo by responding to a dinner seminar. We have been to a variety of different seminars and followed up with an in office meeting with some. Dan never told us what we needed, he asked us what our goals were. He was by far the most honest, freindly and forthcoming representative we have met. He didn't promise wild wealth plans or risky business. Dan exposed us to several safe and steady plans and he carefully explained them for us. We took our time to ask questions. No pressure, no today only deals. We took the documents home and chose the best option for us and signed up. Now almost 5 years later and we are even more confident about our decision to trust Dan and his family. We have made more investments through Sterling and recommended several friends. That proved to be a valuable dinner for us, our family and our friends! S&D, Laguna Beach, CA”
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“Maggie is not only a very smart and effective financial advisor, she's great at educating along the way. I always feel like I'm in the know with my finances when I work with her.”