Financial Planners near Costa Mesa

“Great company following a great investment philosophy. Their profit based fee structure just can't be beat. Highly recommend!“

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“Ray has been my financial advisor for almost 8 years. I have found him to very professional and personable. Thanks to his understanding of my financial needs, I am confident in my present and future financial wellness.“

“Just finished another review with Scott and Jerry. I couldn’t be happier. It’s been 10 years working together, exceeding my expectations.“

“I’m only familiar with the Bahnsen Group due to David Behnsen’s appearance on Larry Kudlow’s “Kudlow” show (from 07/19/22).To add to their discussion regarding Twitter and Mr. Musk, I’d like to point out that I’m astonished none (to my knowledge) of CA’s (yearly) 58 County Civil Grand Juries - and their undeniably truthful work products, have any presence whatsoever in the “digital town square”. I believe the lack of same is yet another “adverse material effect” on Musk’s offer to purchase Twitter since one can assume Musk had no knowledge of CA’s County Civil Grand Jury System and also since Twitter failed, inexplicably, to secure a permanent stage for any (or all) of CA’s County Civil Grand Juries in said “Town Square”.“

“The best of the best! Intelligent advice from people with integrity and a genuine commitment to their clients. Top notch wealth management group who, in my experience, have an exceptional track record making smart investment choices.with an excellent track record.“

“I can't say enough about Joshua Crowe. He's so knowledgeable and fun to talk to. He's honest and tells you like it is. He's such a professional.“

“Hi, my name is Rosemary, and Dan Finn’s financial group has literally been one of the biggest blessings in my life! Many years ago I was in a horrible car accident that left my body and mental state in pure horror, misery and simply, not knowing where I would be going from there. The recovery process was a long, hard and debilitating road, but life and recovery was a whole lot easier on me than it would have been if I didn’t get such a fair, great and wonderful structured settlement through this amazing company. Not having to worry about money running out through all of those struggling years has been a pure blessing and I am so beyond grateful for what Dan and his wonderful team has done for me. Today, I am strong, healthy and grateful woman. I am also an author, teacher, healer and love helping people try to become the best version of themselves from wherever life has taken them thus far. That all has to do with my life experience and overcoming so much, but I have to say and cannot stress enough about how important, comforting and crucial it was in having this structured settlement set up so perfectly for me. When someone like myself or anyone is going through difficult situations and circumstances, having the opportunity to be set up for life with a great structured settlement, makes life a whole lot easier to cope with and just one huge less worry! Feeling secure, confident about my money continuously coming in without fail and knowing that I will always be taken care of in the financial department is one of the best and most amazing feelings in this world! It is something I will always be forever grateful and appreciative for. Thank you Dan Finn for helping to make my journey in recovering so much easier and less stressful than it could have been. Thank you from the bottom of my heart. This company is amazing and yes, I highly recommend them and structured settlements.Sincerely,Rosemary Beatriz Montoya“

“I’m with Beacon Pointe because of one reason, Dylan MacDonald.

I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long.  That’s right…all year!

When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success.  Each meeting I had with Dylan was a perfect example of tremendous patience and understanding.  I asked his team to run the numbers depicting several different scenarios in regard to my portfolio.  I asked the same questions at least five different ways.  By the time I came to a decision, I felt totally confident that we left no rock un-turned.

My best friend as well as my sister are Dylan’s clients. They too, are extremely satisfied with Dylan’s performance. We can’t imagine anyone else managing our financial affairs.  You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back.

I’m a New Yorker.  I don’t tell you ... I like your shoes ... just to make you feel good.  When I say something I mean it.  If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!“

“Claire is both knowledgeable and personable. I'm not a long time client, but so far I'm very satisfied.“

“John Carlson has been handling our investments for quite awhile and this review is overdue. John has a way of simplifying investments into laymen's terms that you can understand. I feel better prepared for retirement in the next 20 years than I did when I first came to him. John is a gem and I recommend him to anyone who will listen because I know he will take care of them.“

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“I’ve been a client for years. Followed him from his previous position at Edward Jones. He’s been wonderful at helping me toward my goals of retirement and investments for my future. His honesty and integrity are unmatched. I would absolutely recommend consulting with him if you need help with your financial future. He will spend all the time you need to fully get to know you and see what it is you need. His goal is to help you with your overall well being. Not just financial.“

“I inherited a very small account with The DeRosa group. They have always treated me the same as their large clients. Excellent fiduciaries.“

“This is not 5 Stars lightly given. I've been a Mercer client for close to 25 years, so I can speak with some authority. Every aspect of my life has been improved by my relationship, first with Rick Mercer and then with the entire Mercer team. If not for their diligence, skill and investment philosophy I would undoubtedly still be bent over the dental chair. I work now with Chuck Breuch at the Boulder Branch and although, because I'm retired, I am "small potatoes " in terms of income, I still receive the finest of service. If love and investments can be used in the same phrase, they apply to Mercer Advisors and me.“

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“Really good at the financial stuff, but also took the time to get to know me as a person. I can't recommend them highly enough.“