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9AM - 4:30PM
660 Newport Center Dr Unit 700, Newport Beach
Investing
“I have worked with many in the financial industry over the years and this firm really stands out. My options were explained well and I never felt rushed or pressured to make a decision. The team were patient and thorough, helping me look at a larger picture. I can now feel comfortable about my financial future and that means everything at this stage in my life. I have no hesitation in recommending Financial Resources Group.”
“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.”
6:30AM - 5PM
660 Newport Center Dr Suite 550, Newport Beach
Investing
“It has been a rewarding experience working with Mike and his Team. I came to them requesting a loan product to finish a investment property which was stalled due to economic constraints. They were able to approve me for a loan package that included due diligence on tracking all monies allocated which I greatly appreciated. When your doing construction their are a lot of hidden cost that can be introduced at Ny given time. They have assisted me in creating a seamless transition to get to the finish line. This is due to the fact that they no how to execute draws, have templates that are user friendly , are professional in looking at the big picture to help clients achieve their goals. I would recommend them to anyone who requires their support to finish a project. Kind regards. Francisco”
“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.”
“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.”
“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.”
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“The team at URBAN STREET VENTURES, INC. are exceptional. They are easy to work with, quick to respond and get things done. I highly recommend them for your Real Estate transactions. Special thanks to Robert, Marija and Gabrielle for being so wonderful!”