Investing near Orange, CA
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
21 locations found near Orange
Filters
-
765 The City Drive South Ste 390, Orange CA 92868
“Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so helpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!”
-
2601 Main St #400, Irvine CA 92614
“I am very happy that I went with Val Chris Investments for my loan needs. Chris in particular was very helpful and kept in constant communication which I really appreciated.”
-
3070 Saturn St #101, Brea CA 92821
“As always Rob is very honest about his knowledge whether the information is good or not .Its obvious he cares about his clients and does his best to take care of them. Our financial situation has grown significantly since we turned our investments to him. Thank you Rob”
-
220 Progress #150, Irvine CA 92618
“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.”
-
1101 Dove St #190, Newport Beach CA 92660
“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.”
-
2401 East Katella Avenue Ste 150, Anaheim CA 92806
“I went in this bank today with a 63 dollar check, I was wondering if they were going to give me a hard time. But the Lady was so professional and polite and wonderful. I have to say I'm completely satisfied with the service. Wish I would have gotten her name.”
-
-
3061 E La Palma Ave, Anaheim CA 92806
“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.”
-
18881 Von Karman Ave Suite 1420, Irvine CA 92612
“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.”
-
3421 E Imperial Hwy Ste E-1, Brea CA 92823
“I went there and waited because a appointment wasn't available . I brought a trust with a power of attorney for them to copy they said I had to fill out their power of attorney to use their services. I filled out the paperwork got a call a week later saying I would have to get 2 doctors written statement about my relatives health incapacity to validate their power of attorney. My relative's is in hospice with dementia to get their objectives accomplished would put my relative thru consider discomfort and pain and I will not put them thru that. This whole process was started because a stock broker of theirs said he was assigned to the account and wanted to discuss strategies with me. I have been handling the account for nearly 2 years and have done fairly well and now they want to advise me? When my step father died nearly 2 years ago it took schwab nearly 4 months to get his affairs sorted out, he had a trust and a ira and it took 4 months? I called and complained back then and I still question their ability to handle the current situation of my relatives affairs. When my relative passes on I will definitely be transferring assets to another broker”
-
815 East Birch Street, Brea CA 92821
“Had a good experience today with Frank as a new customer. Even though they were very busy he acknowledged me walking in within seconds. Once it was my turn, he was quickly able to handle my needs and answered my questions. One he couldn't at first but then took the time to check and give me the information I needed. Everything is set with my account. Great job Frank!”
-
4 Park Plaza STE 530, Irvine CA 92614
“After working with my previous financial planner for many years, I had only spoken to him a handful of times the last couple years, the members of his team would always mention how he was so so busy. A family member referred Jason to me and I am now very comfortable and confident that I can call Jason anytime whenever I have a question or concern. He's also very attentive, my husband enjoys the stock market and follows it daily and Jason is very knowledgeable on stocks. Jason and his team even meets with me to analyze and see if I am still on track with all my finances including the trust account with my family. So grateful that I found Jason and Janet, his assistant!!”
-
2825 Main St, Irvine CA 92614
“Sydney Andersen was fantastic to work with. She was knowledgeable, professional, and took the time to help with my financial goals. She explained everything clearly and made the meeting both informative and comfortable. I left feeling more confident about my financial plan and next steps. Highly recommend!”
-
100 Spectrum Center Dr #1100, Irvine CA 92618
-
-
20375 Yorba Linda Blvd, Yorba Linda CA 92886
“We've been banking here for years and I just need to give a shout out. Brennen gives us exceptional service. He is patient, knowledgeable, friendly, helpful, finds what we need when we need it. At a time when other banks are diminishing their face to face service, I'm appreciate someone who knows what great customer service is. I recommend this Wells Fargo location all have been intelligent and helpful and Brennon is over the top. Thanks from David and Angela. We appreciate you guys!”
-
17775 Santiago Blvd, Villa Park CA 92861
“Putting banks aside from the problems we always have with them with fees, charges and other issues, I am glad we choose to bank with this wellsfargo in villa park as our local bank. Don't get me wrong I still haven't and I'm sure won't ever find that bank that doesn't totally screw you over, but this review is for the people and services i always get every time I go in. I've never had a problem and have always been treated very nicely. I had one issue I brought to the managers attention about not being given an envelope for my cash when leaving especially when it's a very large amount, and since I've always been given one. I'm from back east and our banks all have drive thru's which seem to be non existent here and it's the only thing I wish this location had but other than that I rarely have to wait and everyone is friendly.”
-
6455 Irvine Center Dr, Irvine CA 92618
“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!”
-
18022 Culver Dr, Irvine CA 92612
-
-
40 Pacifica #900, Irvine CA 92618
“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.”
