Financial Planners near Orange

““

““

““

“I have trusted ABS since I met them in 2016. I came to them while looking for a better investment company to suit my needs.. I was introduced to Scott Mason and the team by friends and colleagues who already were invested with them for some years. They are extremely smart, supportive, and personal in their ability to manage my portfolio.They advise me on long term views, current market conditions, and consult when considering options for reallocation. Scott and Ryan are quick to answer a call or email, and find out anything I ask for. Jerry has been a big support as I navigate my Long Term Care insurance, for example. And I always enjoy visits with Scott, either on the phone or when he's on the road in my city! He's always on top of things.“

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

“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.“

“Even though I am not the most experienced in finance, it has been really easy to to get use to investing because of the great help of my financial advisor, Nicolas, he is always willing to help whenever I need. Also, communicating with him has been really easy and helpful answering any questions. Over all, I highly recommend this service as their attention to clients, knowledge, and experience is top tear.“

“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.“

“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.“

“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.“

“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“

“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.“

“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.“

““

““

““

““

““

““

““

““

““

““

““

“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.“

““