Applied Financial Planning, Inc.
Insurance,
Investing,
Financial AdvisingHours:
220 Progress #150, Irvine CA 92618 Hours
About Applied Financial Planning, Inc.
Independent. Objective. Transparent. Applied Financial Planning is dedicated to helping people create and preserve wealth. The key to our success is our personalized approach in assisting clients with a wide range of services from integrated wealth management and in-depth investment analysis to tax advantaged investing and tax preparation. We offer customized strategies for all stages of your life. We give your future direction by providing the knowledge and resources of a large team but with the personal attention and care of a dear friend whose primary concern is about your financial health — today and tomorrow.
Most Recent Reviews
November 2022
Having been associated with "Bill" and his group now for over 30 years, I can attest as a client, friend, and business associate that Applied Financial Planning has weathered all the storms and given expert financial advise along with personal tax planning over the years that has saved me and my family thousands of dollars.
October 2021
I use this financial firm to do my taxes. This place and the folks there are true professionals and there's always a relaxed atmosphere. I've always gotten great treatment and everything about my taxes is thoroughly vetted and explained. I always leave with confidence that I received the best service that I could get.
October 2016
Bill has been doing my taxes for many years... a few years back I had an issue with the IRS (due to a former employer). He told me what to do and wrote a letter on my behalf... all fixed!I only see him once a year, but I always enjoy tax season to catch up with him.
More Comments(5)
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