Financial Consultants near Aliso Viejo
Financial Consultants near Aliso Viejo picked by BestProsInTown
17 businesses
Edward Jones - Financial Advisor: Jonathan Lien, CFP®
“I’ve had the pleasure of working with Jonathan Lien, Financial Advisor at Edward Jones, and Linda Garrido, and I couldn’t be more impressed with their professionalism, knowledge, and genuine care for their clients.<br><br>Jonathan takes the time to truly understand your financial goals and creates a personalized strategy that feels both practical and forward-thinking, which gave me a lot of confidence in my decisions.<br><br>Linda is equally amazing—organized, responsive, and always ready to help with any questions or paperwork. Together, they make an incredible team that makes you feel valued and supported every step of the way.<br><br>If you’re looking for financial guidance from people who really listen and put your interests first, I highly recommend Jonathan Lien and Linda Garrido at Edward Jones!”
Citizen Debt Services
“Citizen Debt Services helped me organize my finances and create a realistic plan to pay off my debt. Their team explained everything clearly and made me feel confident throughout the process. I’m finally seeing progress, and it’s all thanks to them!”
US Business Funding
“In today’s world you typically only hear about “the bad.” I cannot say enough good things about Christopher Rodriguez at US Business Funding! From the moment we made contact he was very professional, polite, knowledgeable about his products and service and quick to respond to all my questions. He and his team processed our transaction at a rate that was way beyond my expectations! Christopher walked me through every step of the process with ease and professionalism. The customer service of Christopher and his team are exceptional! Thank you Christopher for helping us grow our business!”
Edward Jones - Financial Advisor: Ian White
“Not only does Ian know his specialty and explain it well but he also cares about his people.<br><br>Not only did he explain finances but also shared a book recommendation of “The Alchemist.” Thanks so much Ian!”
Clarity Wealth Management
“I highly recommend Clarity Wealth Management. Gina and Tyler are amazing financial advisors. They are smart and knowledgable. They are available for meetings and responsive to my calls and emails. And they make me feel comfortable, and are easy to talk to.They both always have good insight about different investment/business/tax ideas, and have really helped my investments grow. They are fiduciary and have my best interests at heart. And Gina being a CPA has huge tax advantages!”
Merrill Lynch Financial Advisor John Jihyun Nam
“Hey Admiral Lynch, I'm Dr. Christopher J. Urbina CEO of Big Bank Foundation, and I am contacting you to advise better. I need a favor to Claim the Trump Foundation as Inferior to the Court System. President Trump is Claiming California as a corporate to deforestation and I need your support for Veterans Affairs. President Trump fired Virginia Speth and ruined the ANA Union. The School system Supports Me too, NEA.”
World Financial Group Irvine Office
“The associates are friendly and knowledgeable about many different kinds of insurance and retirement solutions for middle Americans. If you’re looking for a career in the financial industry, they can help assist you in that area too,”
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