Financial Advising in Mission Viejo, CA

“They are a very professional team, they can handle, advice and help with the domestic and international corporate taxes and what you need to do in a best efficient way.”

“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”

“This review is long overdue. After losing my accountant of 20+ years to retirement, I went in search of a trusted recommendation to fill the void. Chad was a referral from our financial advisor for a house re-fi and I can't begin to describe the relief and total satisfaction I've had with his team both with the refi's we've done and our taxes when we moved them over in 2019. I've owned a business for over 25 years, I've never seen a more professionally run, personally invested person than Chad. The attention to detail, the ease of the service, the utter lack of any doubts on my part that he was doing everything and then some to fulfill his duties make me recommend him to everyone I can that asks me for a referral to a competent, trustworthy company for mortgage and tax needs. If Google would allow more than 5 stars, I'd give him all of them.”

“Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.”

“This Fidelity location deserves a better rating. I've worked with Daniel Neve's team for 3 years now and I'll say it's a top notch team. Whenever I meet with Daniel, I learn so much from him; and feel comfortable and confident that my portfolio is in good hands. Most of all, he listens well and is willing to work with me without pushing.”

“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.”