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“I recently participated in my first financial planning session with Andrea Graham and I was blown away by her professionalism and insights. She was able to answer questions that I had been curious about for years and gave me several points of view depending on where I wanted to see my finances in the future. I had a great amount of stress before my meeting but walked away with immense confidence in the direction we are taking. I am pleased that she is financial advisor. I will be sending her and her company all of my referrals.”
“We have been Cooke Wealth Management clients since 2002 and can say with certainty that we have been truly blessed to have John and Juliette manage our investments.
They have taken time to get to know us personally and have helped us determine our long-term goals and risk tolerance level.
With all this in mind, they meet with us regularly, and are always quick to respond to questions and concerns.
Their involvement in our lives and finances has helped lift the burden of making investment choices on our own. We can enjoy life without financial concerns, knowing our investments are being managed by those who uphold our Christian values.”
8:30AM - 5PM
2825 Main St, Irvine
Investing
“During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.”
9:00 AM - 5:00 PM
2601 Main St, Irvine
Investing
“Cheers to all the staff of this leading company! They respond quickly to the customer queries and try to resolve the issues of clients as soon as possible. Keep it up, guys!”
8:30AM - 5PM
2825 Main St, Irvine
Investing
“This is a great place to work! We have early release days during the Summer and great recognition programs. This company is very flexible with work/life schedules and offers many internal departments to learn and grow your career.”
Investing
Investing
Investing
Investing
Investing
“Val Chris is highly professional and super easy to work with. They always get the job done and make sure everything is a painless process. Would highly recommend. 5 stars for sure.”