Investing in Mission Viejo, CA
9 locations found near Mission Viejo
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“Cliff was extremely helpful through the transition of my 401(k) to an IRA. I was a bit cautious about trying someone new to trust with my hard-earned $$, yet he has invested my funds well and delivered an impressive return. He's very knowledgeable and responds in a timely manner whether it's a phone call, email, text, and makes time to visit you at your home, if you prefer. I would recommend him for anyone looking for financial advice or investing for their future.”
Investing
Investing
“did mortgage refinance thru Charles Schwab. They got us 0.25% lower rate than normal. Quicken actually does the refiance.. Quicken closed in 3 weeks at 4.0% fixed. We fired prior brokers who tried to hit us with additional $2k in fees at closing and had us at higher rate.”
Investing
“This branch of Wells Fargo Bank is extremely professional.. We have done business for over 32 yrs and are so impressed with all aspects of banking at this branch. I highly recommend them for any type of service.”
Investing
“They were helpful for getting a 529 plan check wired to a university. They don't try to control your asset allocation like some of the investment advisors I have had.”
Investing
“My wife and I first met Dan Ohlwiler and his family run Sterling Financial business in Mission Viejo by responding to a dinner seminar. We have been to a variety of different seminars and followed up with an in office meeting with some. Dan never told us what we needed, he asked us what our goals were. He was by far the most honest, freindly and forthcoming representative we have met. He didn't promise wild wealth plans or risky business. Dan exposed us to several safe and steady plans and he carefully explained them for us. We took our time to ask questions. No pressure, no today only deals. We took the documents home and chose the best option for us and signed up. Now almost 5 years later and we are even more confident about our decision to trust Dan and his family. We have made more investments through Sterling and recommended several friends. That proved to be a valuable dinner for us, our family and our friends! S&D, Laguna Beach, CA”
Investing
“Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.”
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Wells Fargo
4 Locations
“My spouse and I have been working with Chad and his team for over 5 years now and could not be more satisfied with the service and advice we received throughout this time. After our tax situation became more complex (working in multiple states, property ownership, etc.), we needed assistance with our annual returns and overall guidance on where we could improve. Chad, Emily and the rest of the team have been very responsive whenever we reached out and have always taken the time to break down complex concepts into digestible recommendations (including the reasoning/impact for a recommendation).We look forward to working with Chad and his team for many years to come!”