Financial Planners near Orange

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“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.“

“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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“I really didn't understand how this type of program worked before I reached out to Debtmerica. Their consultant listened to my situation and was quickly able to tell me realistically how this works. It's not for everyone, but it was definitely for me. I was behind on bills, my credit was getting worse and worse and I was drowning. They didn't judge me, were professional and I did my research to make sure they were legit. My first credit card was just paid off for about 45% of what I owed! I'm so happy and for the first time, I feel like I'm working toward resolving this out of my life!!!“

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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.“

“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.“

“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“

“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.“

“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.“

“What a great group of professionals to do business with. Always ready to help. Makes taking care of our accounts easy.“

“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.“

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

“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.“

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