Financial Planners near Tustin

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“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.“

“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.“

“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!“

“I’m only familiar with the Bahnsen Group due to David Behnsen’s appearance on Larry Kudlow’s “Kudlow” show (from 07/19/22).To add to their discussion regarding Twitter and Mr. Musk, I’d like to point out that I’m astonished none (to my knowledge) of CA’s (yearly) 58 County Civil Grand Juries - and their undeniably truthful work products, have any presence whatsoever in the “digital town square”. I believe the lack of same is yet another “adverse material effect” on Musk’s offer to purchase Twitter since one can assume Musk had no knowledge of CA’s County Civil Grand Jury System and also since Twitter failed, inexplicably, to secure a permanent stage for any (or all) of CA’s County Civil Grand Juries in said “Town Square”.“

“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.“

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“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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“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 inherited a very small account with The DeRosa group. They have always treated me the same as their large clients. Excellent fiduciaries.“

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“I really didn't understand how this type of program worked before I reached out to Debtmerica. Their consultant listened to my situation and was quickly able to tell me realistically how this works. It's not for everyone, but it was definitely for me. I was behind on bills, my credit was getting worse and worse and I was drowning. They didn't judge me, were professional and I did my research to make sure they were legit. My first credit card was just paid off for about 45% of what I owed! I'm so happy and for the first time, I feel like I'm working toward resolving this out of my life!!!“

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“I have been a client of Jeff Brown since 1993 and have stayed with him for all these 25 years. Where Jeff has been my wealth has been and has grown with expert guidance. Jeff and Lance started Bell and Brown and I have been with them from the beginning. Bell & Brown are the wealth advisors to my entire family as well. Whenever I am asked who I recommend for good, sound, honest financial advice and service, I encourage them to contact Bell & Brown Wealth Advisors. My family, friends and I are in great hands with Lance, Jeff and Marilyn.“

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“We highly recommend Dave Coen and College Planning America! Great experience regarding our savings, spending, and how to finance college for our high school children.“

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