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3333 Michelson Dr #300, Irvine
Financial Planners
“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.“
“Hi, my name is Rosemary, and Dan Finn’s financial group has literally been one of the biggest blessings in my life! Many years ago I was in a horrible car accident that left my body and mental state in pure horror, misery and simply, not knowing where I would be going from there. The recovery process was a long, hard and debilitating road, but life and recovery was a whole lot easier on me than it would have been if I didn’t get such a fair, great and wonderful structured settlement through this amazing company. Not having to worry about money running out through all of those struggling years has been a pure blessing and I am so beyond grateful for what Dan and his wonderful team has done for me. Today, I am strong, healthy and grateful woman. I am also an author, teacher, healer and love helping people try to become the best version of themselves from wherever life has taken them thus far. That all has to do with my life experience and overcoming so much, but I have to say and cannot stress enough about how important, comforting and crucial it was in having this structured settlement set up so perfectly for me. When someone like myself or anyone is going through difficult situations and circumstances, having the opportunity to be set up for life with a great structured settlement, makes life a whole lot easier to cope with and just one huge less worry! Feeling secure, confident about my money continuously coming in without fail and knowing that I will always be taken care of in the financial department is one of the best and most amazing feelings in this world! It is something I will always be forever grateful and appreciative for. Thank you Dan Finn for helping to make my journey in recovering so much easier and less stressful than it could have been. Thank you from the bottom of my heart. This company is amazing and yes, I highly recommend them and structured settlements.Sincerely,Rosemary Beatriz Montoya“
“I’m only familiar with the Bahnsen Group due to David Behnsen’s appearance on Larry Kudlow’s “Kudlow” show (from 07/19/22).To add to their discussion regarding Twitter and Mr. Musk, I’d like to point out that I’m astonished none (to my knowledge) of CA’s (yearly) 58 County Civil Grand Juries - and their undeniably truthful work products, have any presence whatsoever in the “digital town square”. I believe the lack of same is yet another “adverse material effect” on Musk’s offer to purchase Twitter since one can assume Musk had no knowledge of CA’s County Civil Grand Jury System and also since Twitter failed, inexplicably, to secure a permanent stage for any (or all) of CA’s County Civil Grand Juries in said “Town Square”.“
“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.“
“Wow, Ina is stellar! The phrase "above and beyond" doesn't even come close. That assumes I knew exactly what I expected her to do. I simply told her my predicament and where I wanted to end up and, being clearly expertise in what US Bank has to offer, she strategized and walked me through far more options than I ever knew. Yes, cool that US Bank has a wide array of financial products - It takes someone who understands the pros and cons of each to best use of them. Or, even know to use them at all. Seriously, what a surprising visit. It's so rare these days to get a high level of knowledge and service in a bank branch. I'm grateful this is the branch I chose and that Ina was there to provide everything she did.“
“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.“
“I inherited a very small account with The DeRosa group. They have always treated me the same as their large clients. Excellent fiduciaries.“
“Ray is an exceptional financial advisor and human being. He really puts his clients needs above all else! If you are looking for the best financial advisor in OC he is your man! Thanks Ray for all you do!“
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