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Closed today
3061 E La Palma Ave, Anaheim“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.“
Closed today
10833 Valley View St Suite 520, Cypress“We have worked with Marty for many decades. He has been a valuable resource in providing a financial plan during the various stages of our lives. Marty is a good listener and takes times to understand what is important in our lives and provides financial options to achieve our goals. He and his team of Audrey and Fabiola are efficient, trustworthy, and respond quickly to our questions and concerns.“
Closed today
151 N Kraemer Blvd #105, Placentia“Jim has been my trusted financial advisor since 1995—over 30 years now—and has guided me with steady, reliable success. His thoughtful investment strategy has produced a consistent return that aligns well with my long-term financial goals. Thanks to his guidance, I’ve remained invested in the market through all its ups and downs, avoiding rash decisions and instead focusing on steady growth. While I haven’t aimed to get rich quickly, the results have been exactly what I hoped for: stable, sustainable progress over time. Thank you, W. Jones, Oceanside, CA“
Closed today
151 N Kraemer Blvd # 230, Placentia“I've had nothing but good service since beginning my retirement planning with Zuk and Associates 20 plus years ago. Gary Adams is my advisor, but I know they all have similar training and do an excellent job.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
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Financial Planners
Financial Planners
“Sadly, our property owners moved to another company, but I spent 5years with McFadden. They were always extremely responsive to any issues or problems I had with the house. I never had any problems reaching them to get an issue resolved even on the weekend or at night. As a renter, I highly recommend Carol McFadden.“