Investing near Santa Ana, CA
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23 locations found near Santa Ana
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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.”
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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!!!”
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260 Newport Center Dr #404, Newport Beach CA 92660
“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”
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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.”
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660 Newport Center Dr Unit 700, Newport Beach CA 92660
“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.”
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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.”
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660 Newport Center Dr Suite 550, Newport Beach CA 92660
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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.”
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3061 East La Palma Avenue, 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.”
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5000 Birch Street Suite 8500, Newport Beach CA 92660
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450 Newport Center Drive Suite 625, Newport Beach CA 92660
“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.”
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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.”
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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!!”
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16 Corporate Plaza Drive, Newport Beach CA 92660
“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.”
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100 Spectrum Center Dr #1100, Irvine CA 92618
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2825 Main Street, 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!”
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19081 Goldenwest St, Huntington Beach CA 92648
“Been with Wells for many years and they've always had excellent people to help me with any of my banking needs including checking, savings and a home loan. Certainly the best of the BIG banks as compared to previous experiences with others based on on the East Coast.”
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500 Newport Center Drive Ste 150, Newport Beach CA 92660
“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.”
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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.”
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6455 Irvine Center Drive, 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!”
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650 Newport Center Dr, Newport Beach CA 92660
