Financial Advising in Newport Beach, CA
30 locations found near Newport Beach
View Map8AM - 4:30PM
4770 Campus Dr Ste 210, Newport Beach
Financial Advising
Financial Advising
“I had the most incredible experience with the representative Imelda Casanova. She was so helpful and kind and especially patient. I probably have called her about six times in the last two days and not once did she get frustrated. I just got a new car and she was able to set up the insurance and in no time. I've been in customer service for 14 years and know how to treat my customer and Imelda was my competition. Thank you for going above and beyond and know your are a asset to your company.”
Financial Advising
“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”
Financial Advising
“Wonderful company to handle your wealth management and great staff. Thanks Bob, Ela, Tricia and Angelique for all you do. We have been with FRG for 12 awesome years and are very pleased with the results.”
Financial Advising
“This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.”
Financial Advising
“First time at this bank and branch, needed to make a deposit for a client, and I was impressed how clean the place was, and how professional and fast the employee who helped me with the transaction was”
Financial Advising
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
Financial Advising
“Thank you Jasmine for helping me get a new card! She is very professional and kind. I had my wallet stolen a couple of days ago, and had a new card made on site. Plus theres always free cookies and coffee which is always nice.”
8AM - 4:30PM
307 Marine Ave #8, Newport Beach
Financial Advising
“Absolutely 100% five stars, if I could give them six stars I would. The two ladies at this particular location are so nice. We stopped in set up a couple 2019 IRA's set up a couple 2020 IRA's and threw some money into a couple different accounts. Today you don't need someone to purchase your stocks, today you don't need someone to handle your investments because the truth is it's very easily done online but there's something nice about calling a professional and getting advice, getting some direction and also making sure everything you want done is done right. If you're looking to be a day trader and this company is not for you but if you're looking for some long-term investments and top of the line professional service then you found the right place.”
Financial Advising
“I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his assistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!”
8:30AM - 5PM
4695 MacArthur Ct #1100, Newport Beach
Financial Advising
Open 24 hours
500 Newport Center Dr, Newport Beach
Financial Advising
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
Financial Advising
Financial Advising
“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”
“It has been one year since my initial review of this group and my positive feeling has been justified. Scott Sutcliffe is my professional advisor and his team has been very helpful in moving my account from UBS to WF. My annual fees have fallen. Access online is easy. All team members are easy to reach. Any questions I've had concerning investment issues are well resolved and responded to. The old UBS team was good, but my new team seems even better. I'm not yet ready to give 5 stars at the one year mark, but will follow up within the coming year as required.A larger team is not always a responsive one. When I had my account at Morgan Stanley Smith Barney I had a huge team with nobody really able to answer questions except one low placed clerk. Needless to say, glad I'm not with them any more.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
8:30AM - 5PM
1100 Quail St, Newport Beach
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
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“Best company ever to use to manage your financial future and retirement in life. I would not ever trust anyone else what so ever. They always have all there clients best interest and financial future in mind. please talk to them to make sure you can retire comfortably in life.”