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9AM - 4:30PM
610 Newport Center Dr #200, Newport Beach
Investing
“Bob Messina is a great Financial advisor. He also plans fun events for clients at the movies or dinners at the best restaurants to go over and update us on the financial market and annuities. On Thanksgiving he ordered pies for his clients and we picked them up before Thanksgiving. Such a generous person. ❤️??”
“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.”
“My wife and I first met Dan Ohlwiler and his family run Sterling Financial business in Mission Viejo by responding to a dinner seminar. We have been to a variety of different seminars and followed up with an in office meeting with some. Dan never told us what we needed, he asked us what our goals were. He was by far the most honest, freindly and forthcoming representative we have met. He didn't promise wild wealth plans or risky business. Dan exposed us to several safe and steady plans and he carefully explained them for us. We took our time to ask questions. No pressure, no today only deals. We took the documents home and chose the best option for us and signed up. Now almost 5 years later and we are even more confident about our decision to trust Dan and his family. We have made more investments through Sterling and recommended several friends. That proved to be a valuable dinner for us, our family and our friends! S&D, Laguna Beach, CA”
6:30AM - 5PM
660 Newport Center Dr Suite 550, Newport Beach
Investing
“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.”
“I was referred here by my real estate agent by the name of Jonathan. He told me to go to his accountant named Tony. My husband and I have been coming to Tony for the past 2 years! He was great! This year, he is booked, and we could only get remote appointments. I'm disappointed.... they said his partner Garett Jones is available for a meet. I've done a whole research on him... including yelp reviews... so far, my investigation is complete, and we have decided to go for it! He seems legit and has nothing but good 5 star reviews amongst the people. I'm hoping that he is as great as Tony, if not BETTER... I'll be updating here after our appointment.”
9AM - 6PM
26050 Acero, Mission Viejo
Investing
“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.”
“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.”
“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.”
“I have worked with Sandy and his team for 20+ years. They do what they say and always meet the timeframe. Everyone I deal with is very professional. I highly recommend Mortgage Vintage.”
8:30AM - 5PM
2825 Main St, Irvine
Investing
“During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.”
“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.”
“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.”
9:00 AM - 5:00 PM
2601 Main St, Irvine
Investing
“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!”
8:30AM - 5PM
2825 Main St, Irvine
Investing
6AM - 5PM
40 Pacifica #900, Irvine
Investing
“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.”
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“Val Chris is highly professional and super easy to work with. They always get the job done and make sure everything is a painless process. Would highly recommend. 5 stars for sure.”