Financial Consultants near Irvine

“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!“

“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!“

“Jose is an absolute professional and is very knowledgeable in his field. He is generous with his time and explains things in a way that makes even the most complicated ideas understandable. Great guy!“

“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!“

“Although applying for a loan can be intimidating, this organization made the process easy and stress-free. They gave me a loan that was ideal for my financial situation and thoroughly explained everything.“

“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!“

“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.“

“The building is beautiful and the staff and office are topnotch. Appointments preferred. Parking structure is well maintained. And the location is ideal for business lunches and meetings located next to Fashion Island.“

“Very great team all around. I've been with them for around 5 years now and they respond very quickly, Mr wheatley gives great advice for those of us learning how to handle finances. Very happy with the team here! Mary and coleen are also very nice!“