Investing in Brea, CA
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4 locations found near Brea
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3070 Saturn St #101, Brea CA 92821
“As always Rob is very honest about his knowledge whether the information is good or not .Its obvious he cares about his clients and does his best to take care of them. Our financial situation has grown significantly since we turned our investments to him. Thank you Rob”
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3421 East Imperial Highway Ste E-1, Brea CA 92823
“I went there and waited because a appointment wasn't available . I brought a trust with a power of attorney for them to copy they said I had to fill out their power of attorney to use their services. I filled out the paperwork got a call a week later saying I would have to get 2 doctors written statement about my relatives health incapacity to validate their power of attorney. My relative's is in hospice with dementia to get their objectives accomplished would put my relative thru consider discomfort and pain and I will not put them thru that. This whole process was started because a stock broker of theirs said he was assigned to the account and wanted to discuss strategies with me. I have been handling the account for nearly 2 years and have done fairly well and now they want to advise me? When my step father died nearly 2 years ago it took schwab nearly 4 months to get his affairs sorted out, he had a trust and a ira and it took 4 months? I called and complained back then and I still question their ability to handle the current situation of my relatives affairs. When my relative passes on I will definitely be transferring assets to another broker”
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145 South State College Boulevard Suite 300/350, Brea CA 92821
“My financial advisor Chuck Ives it is completely wonderful. He is smart, patient, and knows his business. He always allows plenty of time, so you never feel rushed. It's really not possible to say too much good about him and the service he provides.”
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815 East Birch Street, Brea CA 92821
“Had a good experience today with Frank as a new customer. Even though they were very busy he acknowledged me walking in within seconds. Once it was my turn, he was quickly able to handle my needs and answered my questions. One he couldn't at first but then took the time to check and give me the information I needed. Everything is set with my account. Great job Frank!”
