Haussmann Financial
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23201 Lake Center Dr #300
El Toro, CA 92630 - 800-773-8700
Hours
Chamber Rating
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Barb Boyack
May 15th, 2022 -
Soly Asmar
I met with Dominica their Financial Advisor and she went over my retirement plan. Dominica gave me advice on what to do for my family's future. She is very professional and does exactly what she says she will do. I highly recommend Dominica to anyone looking for financial planning advice.
Mar 30th, 2019 -
Mike Clearman
Dominica Henderson manages my retirement account and I could not be happier. She understands my risk tolerance and makes recommendations that make sense for me. I am completely at ease knowing Dominica is watching out for me and my $!
Mar 23rd, 2019 -
pamela kelly
If you care about your retirement investment you will do your homework and trust your investment with anyone but Trudy and Dominique at Haussmann Financial. After years of being a Haussmann Financial client Trudy reassigned my account to Dominique of whom I was never happy with. I repeatedly requested a new adviser for several years and my requests fell on def ears. Under Dominiques watch my account totally tanked. I recently found out that without notification Trudy turned my account over to a self managed account with Securities America. All my calls and messages left for Trudy requesting a conversation to give her a chance to justify this change have gone ignored and unreturned. Until my account was managed by Dominique I never had an issue with this company. The fact that Trudy approved this action, without any notification to me and the fact that she ignored all my requests for a new advisor speaks volumes about how little she cares about her clients.
Dec 11th, 2018 -
Nancy Nichols
My husband and I live in Oregon and have been investing with Haussmann Financial for over 15 years. Throughout the years Trudy and her staff have provided us with expert advice and quality investments tailored to our personal needs and investment style. In addition, Trudy and staff have always been readily available to confer with us whenever we may have questions or concerns. Our regular scheduled conferences continue to be organized, informative and beneficial. We have the upmost confidence in Haussmann Financial and their ability to safeguard our financial future and that of our family.
Aug 26th, 2018
Contact Info
- 800-773-8700
Questions & Answers
Q What is the phone number for Haussmann Financial?
A The phone number for Haussmann Financial is: 800-773-8700.
Q Where is Haussmann Financial located?
A Haussmann Financial is located at 23201 Lake Center Dr #300, El Toro, CA 92630
Q What is the internet address for Haussmann Financial?
A The website (URL) for Haussmann Financial is: http://www.trudy.haussmann.sarep.com/
Q What days are Haussmann Financial open?
A Haussmann Financial is open:
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Q How is Haussmann Financial rated?
A Haussmann Financial has a 4.3 Star Rating from 6 reviewers.
Hours
Ratings and Reviews
Haussmann Financial
Overall Rating
Overall Rating
( 6 Reviews )Barb Boyack on Google
Soly Asmar on Google
I met with Dominica their Financial Advisor and she went over my retirement plan. Dominica gave me advice on what to do for my family's future. She is very professional and does exactly what she says she will do. I highly recommend Dominica to anyone looking for financial planning advice.
Mike Clearman on Google
Dominica Henderson manages my retirement account and I could not be happier. She understands my risk tolerance and makes recommendations that make sense for me. I am completely at ease knowing Dominica is watching out for me and my $!
pamela kelly on Google
If you care about your retirement investment you will do your homework and trust your investment with anyone but Trudy and Dominique at Haussmann Financial. After years of being a Haussmann Financial client Trudy reassigned my account to Dominique of whom I was never happy with. I repeatedly requested a new adviser for several years and my requests fell on def ears. Under Dominiques watch my account totally tanked. I recently found out that without notification Trudy turned my account over to a self managed account with Securities America. All my calls and messages left for Trudy requesting a conversation to give her a chance to justify this change have gone ignored and unreturned. Until my account was managed by Dominique I never had an issue with this company. The fact that Trudy approved this action, without any notification to me and the fact that she ignored all my requests for a new advisor speaks volumes about how little she cares about her clients.
Nancy Nichols on Google
My husband and I live in Oregon and have been investing with Haussmann Financial for over 15 years. Throughout the years Trudy and her staff have provided us with expert advice and quality investments tailored to our personal needs and investment style. In addition, Trudy and staff have always been readily available to confer with us whenever we may have questions or concerns. Our regular scheduled conferences continue to be organized, informative and beneficial.
We have the upmost confidence in Haussmann Financial and their ability to safeguard our financial future and that of our family.
Overall Rating
Overall Rating
( 6 Reviews )Write a Review
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