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9AM - 5PM
4 Upper Newport Plaza Dr Suite 201, Newport Beach“The best of the best! Intelligent advice from people with integrity and a genuine commitment to their clients. Top notch wealth management group who, in my experience, have an exceptional track record making smart investment choices.with an excellent track record.“
9AM - 5PM
13070 Yale Ave, Irvine“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.“
9AM - 5PM
3333 Michelson Dr #820, Irvine“Ray is an exceptional financial advisor and human being. He really puts his clients needs above all else! If you are looking for the best financial advisor in OC he is your man! Thanks Ray for all you do!“
9AM - 5PM
3333 Michelson Dr #300, Irvine“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.“
“I’ve been a client for years. Followed him from his previous position at Edward Jones. He’s been wonderful at helping me toward my goals of retirement and investments for my future. His honesty and integrity are unmatched. I would absolutely recommend consulting with him if you need help with your financial future. He will spend all the time you need to fully get to know you and see what it is you need. His goal is to help you with your overall well being. Not just financial.“
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