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8:30AM - 5PM
333 City Blvd W # 2050, Orange9AM - 5PM
3333 Michelson Dr #820, Irvine“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.“
9AM - 5PM
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.“
9AM - 5PM
3333 Michelson Dr #300, Irvine“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.“
9AM - 5PM
4 Upper Newport Plaza Dr Suite 201, Newport Beach“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.“
“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.“
8:30AM - 3:30PM
151 N Kraemer Blvd #105, Placentia“This is a great community and company to partner with! Angel took the time to walk me through the process and answered all my questions about our financial plan and any concerns making it clear and easy to understand and allow me make confident choices. I highly recommend them and look forward to continuing using them more!“
“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.“
“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.“
8AM - 5PM
6 Upper Newport Plaza Dr, Newport Beach“The Lotter Group is a great place to work, grow and have fun! Client needs are the only thing that matters. I encourage William to contact the firm directly. Agents come and go but there is a customer service department that can always help with questions, changes or any issue.“
9AM - 5PM
4000 MacArthur Blvd #1050, Newport Beach“I met Dave when he came to speak at my daughter's high school and he clearly new the college finance business extensively. We met for a consultation where Dave provided excellent advice and explained all aspects thoroughly. Dave helped us complete the FAFSA application. The best advice we received and used was to reach out to the colleges and negotiate. That advice got us $15k a year in an academic scholarship. Highly recommend Dave if college planning.“
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