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8AM - 7:30PM
16485 Laguna Canyon Rd Ste 255, Irvine“Jonathan and team are incredible to work with. They make recommendations based on mine and my wife’s expectations and goals and do everything possible to ensure we set ourselves up for success. I would strongly recommend anyone looking for guidance and a financial advisor, to speak to Jonathan.“
8AM - 5PM
26400 La Alameda Suite 104, Mission Viejo“I had a rather complex issue that involved setting up a monthly distribution from my IRA and depositing it in a joint account as well as obtaining a written statement citing the monthly distribution, etc. etc. etc. etc. I also needed these actions accomplished ASAP if not sooner as it was extremely time-sensitive. Ian White, my Financial Advisor and Pamela Fairfield, the Administrative Assistant performed miracles for me in record-setting time. Ian and Pamela are the best, and I wouldn't hesitate to recommend them to anyone.“
8AM - 5PM
16440 Bake Pkwy #100, Irvine“I highly recommend Clarity Wealth Management. Gina and Tyler are amazing financial advisors. They are smart and knowledgable. They are available for meetings and responsive to my calls and emails. And they make me feel comfortable, and are easy to talk to.They both always have good insight about different investment/business/tax ideas, and have really helped my investments grow. They are fiduciary and have my best interests at heart. And Gina being a CPA has huge tax advantages!“
10AM - 6:35PM
18881 Von Karman Ave STE 280, Irvine“It Does Help You Out ! Today I become a Debt-Free person. I want to send my thankful to all team members who helped me, encouraged me during this program. Highly recommend Jake, he knows what he is doing as well as what clients expect. Professional!“
7AM - 4PM
1 MacArthur Pl #350, Santa Ana“In today’s world you typically only hear about “the bad.” I cannot say enough good things about Christopher Rodriguez at US Business Funding! From the moment we made contact he was very professional, polite, knowledgeable about his products and service and quick to respond to all my questions. He and his team processed our transaction at a rate that was way beyond my expectations! Christopher walked me through every step of the process with ease and professionalism. The customer service of Christopher and his team are exceptional! Thank you Christopher for helping us grow our business!“
9AM - 5PM
Ste. A-211, 15375 Barranca Pkwy A, Irvine“The associates are friendly and knowledgeable about many different kinds of insurance and retirement solutions for middle Americans. If you’re looking for a career in the financial industry, they can help assist you in that area too,“
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