Investing in Mission Viejo, CA

“Dr Sterling came to me in a dream, I was going through a though time in my life (my wife had just left me to date another women she met in Canada) and I had a dream about a man named Sterling helping me, immediately I checked Sterling stores near me and sure enough this popped up so I drove 3 hours out to meet the amazing Sterling, there he told me about my future kids moving to eastern Poland. I then managed to invest in eastern Poland and became a millionaire all thanks to Mr Sterling.”

“This review is long overdue. After losing my accountant of 20+ years to retirement, I went in search of a trusted recommendation to fill the void. Chad was a referral from our financial advisor for a house re-fi and I can't begin to describe the relief and total satisfaction I've had with his team both with the refi's we've done and our taxes when we moved them over in 2019. I've owned a business for over 25 years, I've never seen a more professionally run, personally invested person than Chad. The attention to detail, the ease of the service, the utter lack of any doubts on my part that he was doing everything and then some to fulfill his duties make me recommend him to everyone I can that asks me for a referral to a competent, trustworthy company for mortgage and tax needs. If Google would allow more than 5 stars, I'd give him all of them.”

“Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.”

“This Fidelity location deserves a better rating. I've worked with Daniel Neve's team for 3 years now and I'll say it's a top notch team. Whenever I meet with Daniel, I learn so much from him; and feel comfortable and confident that my portfolio is in good hands. Most of all, he listens well and is willing to work with me without pushing.”

“I don't know what everyone is complaining about here! If you know what you're doing with your investments, you should be getting at least the same performance as the S&P 500 index. In fact, I'm in the process of rolling over my entire JP Morgan IRA into Schwab. If you're complaining about their website, take a look at JP Morgan.”