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“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.”
“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.”
“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.”
“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”
“Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.”
“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 - 12:00 PM
25632 Alicia Pkwy, Laguna Hills
Investing
“If you are considering establishing a banking relationship, I highly recommend setting and appointment with Josiah. He greeted us with a smile and he took the time to ask us our needs for the account. This made the process smooth. Excellent customer service skills. Thank you Josiah for assisting us.”
9:00 AM - 12:00 PM
24251 Rockfield Blvd, Lake Forest
Investing
“I do not like to do reviews even though I had good or bad experiences but this is my first and is for thank to Blake Rehak from Branch Small Business Banker (SAFE) for being helpful, friendly and kind. I'm a woman with a small business who's trying to achieve personal goals and working hard for it. Wells Fargo should have more employees like him. Sincerely Carolina Labrador”
Investing
Investing
Investing
Investing
Investing
Investing
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!”