Financial Planners in Irvine

“John Carlson has been handling our investments for quite awhile and this review is overdue. John has a way of simplifying investments into laymen's terms that you can understand. I feel better prepared for retirement in the next 20 years than I did when I first came to him. John is a gem and I recommend him to anyone who will listen because I know he will take care of them.“

“Ray has been my financial advisor for almost 8 years. I have found him to very professional and personable. Thanks to his understanding of my financial needs, I am confident in my present and future financial wellness.“

“I can't say enough about Joshua Crowe. He's so knowledgeable and fun to talk to. He's honest and tells you like it is. He's such a professional.“

“Wow, Ina is stellar! The phrase "above and beyond" doesn't even come close. That assumes I knew exactly what I expected her to do. I simply told her my predicament and where I wanted to end up and, being clearly expertise in what US Bank has to offer, she strategized and walked me through far more options than I ever knew. Yes, cool that US Bank has a wide array of financial products - It takes someone who understands the pros and cons of each to best use of them. Or, even know to use them at all. Seriously, what a surprising visit. It's so rare these days to get a high level of knowledge and service in a bank branch. I'm grateful this is the branch I chose and that Ina was there to provide everything she did.“