Financial Advising in Irvine, CA
22 locations found near Irvine
View Map10:30AM - 5:30PM
13844 Alton Pkwy #134, Irvine
Financial Advising
Financial Advising
“Applying for a loan with Liberty1 Financial was quick. I recieved multiple offers to choose from. I spoke to an Alex to discuss the offers and answer my questions etc. He helped facilitate the closing of the loan. The overall time from applying to receiving the money was 3 days.”
Financial Advising
“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.”
Financial Advising
“Jimmy is a stellar Real Estate Agent and a man of integrity. He puts his clients needs first and is very professional. I would recommend anyone that's looking to sell or purchase real estate to contact Jimmy and his team. You won't regret it!”
Financial Advising
“I have had the pleasure of working with the Cooke Wealth Management team for over a year now and would strongly recommend their services to anyone looking for wholistic wealth management and financial planning help.”
Financial Advising
“I began a relationship with Scott Sutclffe of UBS in 2016. I have been most pleased with his and their work on my behalf. I had used Smith Barney for years, but when they were absorbed by Morgan Stanley, their fees doubled and their service plummeted. UBS saved me. With my former banker, I was $100,000 in the hole with nowhere to go but down. UBS stopped that slide, safeguarded my income, and is growing my investments. Be involved with your brokerage. With UBS I am. I can sleep soundly now! Do your homework. Watch those fees, follow your investments.”
8:30AM - 5PM
2020 Main St Suite 1200, Irvine
Financial Advising
“I'm very grateful for New York Life and my agent Leo Salas for helping me understand the value and importantance of planning for my financial future for myself and my loved ones. I highly reccomend him if u want quality service.”
Financial Advising
“JP and Centerpoint are great. We came in with a pretty complex return (multiple kids, investments, Schedule C combined with W-2 income...), and he rocked it. Very knowledgeable about the ins and outs of tax rules and regulations, and extremely attuned to the importance of back-up documentation and audit-proofing. Flexible and willing to put in the time to make things right, with reasonable rates. We were also able to get everything done remotely, via Zoom and digital signatures. Highly recommended.”
9AM - 5PM
9870 Research Dr, Irvine
Financial Advising
“We’ve been happy clients with Annette since moving here many years ago. She’s always available to answer questions or concerns. She takes the time to offer suggestions and advice and has been very helpful over the years.Accurate and thorough, we couldn’t be more pleased with the services provided.”
Financial Advising
“After working with my previous financial planner for many years, I had only spoken to him a handful of times the last couple years, the members of his team would always mention how he was so so busy. A family member referred Jason to me and I am now very comfortable and confident that I can call Jason anytime whenever I have a question or concern. He's also very attentive, my husband enjoys the stock market and follows it daily and Jason is very knowledgeable on stocks. Jason and his team even meets with me to analyze and see if I am still on track with all my finances including the trust account with my family. So grateful that I found Jason and Janet, his assistant!!”
Financial Advising
“I used Bailey Financial Management and Insurance Services for purchasing a life insurance policy when I was in my 30s. Boy, was I ever glad that I did when the unexpected happened and my husband died suddenly. Bailey Financial Services assisted me in my time of grief to process the paperwork and get the check in my hand within 3 days for final expenses. After my husband's death, Robert Bailey advised me on my goal of purchasing long-term health care in case I am in need of skilled or assisted living in my elderly years. I purchased a unique asset- based life insurance with a long-term health care rider from Bailey Financial Services. Either way, it seems to be a win-win policy. If it is needed for long term care needs, it will be there, but if I don't ever use it, the principal amount becomes life insurance for my beneficiaries. I highly recommend Bailey Financial Management and Insurance Services.”
8:30AM - 5PM
2825 Main St, Irvine
Financial Advising
“I have had good experiences with this company both online and brick and mortar. I went in to this branch because I was having an issue with the app. I found the staff to be very professional and helpful, and my problem was resolved. The office is very nice and clean too. They do also validate parking. It would be nice if the office was open on weekends as well but it doesn't take away from the quality of the customer service.”
Financial Advising
8AM - 5PM
4 Venture Ste 300, Irvine
Financial Advising
Financial Advising
9:00 AM - 5:00 PM
2372 Morse Ave #377, Irvine
Financial Advising
Financial Advising
Financial Advising
6:30AM - 5PM
9870 Research Dr, Irvine
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I'm an electrician and went to this company to help with an audit. Their front office staff Brooke and Michelle are extremely friendly. Bree was very communicative and Ann is a pleasure to work with. Daniel Steven's runs a very tight ship and I look forward to referring them out to a lot of my colleagues in the industry.”