closed
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520, East Lambert Road, 92821, Brea, Orange County, US United States
contacts phone: +1 562-640-0593
larger map & directionsLatitude: 33.924577, Longitude: -117.889472
MrMoruss78 Mo
::An eye opening and literally life changing. When I left this place I felt like weight had been lifted off my shoulders. Initially, I didn't expect much when my wife first told me about a meeting she had with a financial planner. Usually you expect some older gentleman in a slightly oversized suit and tie. I mean, you know the type. This place is definitely not that type. It's actually contrary to that type. My man Joseph, he's not that type. My man Christian, he's not that type. This is a welcoming place, that makes one feel at ease; at home even. They are definitely not the financial looking type. I think that's great! Joseph, whom I worked with, explained finances and money like he's been doing it for a lifetime! Everything felt so easy. We went through some figures, found some loopholes that will help us (my wife and I ) with our financial situation and voilà , we were on our way! It was short and painless. Was so relieved and excited after the session I called my sister in law and told her she needed to go here! Actually, if you're in the market for a financial planner or tax people that are willing to spend the time to go through every single detail with you in plain English/ Spanish about your finances YOU SHOULD COME HERE! PS - Did I mention they're willing to travel to meet with their clients.
Jorge Martinez
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