Irvine, CA Financial Consultant

Cindy helped sell our house in Yorba Linda, and it was a great pleasure working with her. She was extremely professional with a lot of experience, always responsive, and ... more

Jonathan and team are incredible to work with. They make recommendations based on mine and my wifes expectations and goals and do everything possible to ensure we set our ... more

Everybody at TMC was pleasant, professional and efficient. One drawback was that sometimes they had too many people involved in the processes. Overall, a positive experi ... more

Hello there Mrs. Gabriela , thank you very much for been there ,thank you for such a exemplary company NIM and thank you so very much for having such a incredible super ... more

These folks are FANTASTIC at Wealthwise Financial. Caring, Insightful, they listen to questions and provide good sound financial advice! Heartily, recommend them!!

After working with my previous financial planner for many years, I had only spoken to him a handful of times the last couple years, the members of his team would always m ... more

Avoid this office! A Michael Ciuffetelli Is unprofessional with a bad attitude. We wanted to buy stocks however he never gave us a chance to even have an appointment to s ... more

Just finished signing up with Ross Newman. Very informative, helpful and understanding. He really laud everything out for me, no shame for getting to this point of needin ... more

Quality experience with a great atmosphere. We appreciate your collaboration.

I highly recommend Clarity Wealth Management. Gina and Tyler are amazing financial advisors. They are smart and knowledgable. They are available for meetings and respon ... more

This is a complete scam. Do not waste your time and money like I did. You do not pay for forgiveness and always contact your current loan company. I learned the hard way.

They excel at explaining and guiding you throughout the journey, offering exceptional assistance.

Mark Morales is great he went above and beyond to make sure my distribution was done correctly and as soon as possible. Mark goes above and beyond for his clients and I ... more

Matthew became our financial advisor shortly after the 2002 stock market correction. Our prior advisor was not communicating with us in a timely manner when we had pressi ... more

Mr Alex , has been more then adviser in my life,, he has always been there with any financial or work related problem that we have, he also has been doing our life,retire ... more

I can't have enough praises for this company.....

I appreciated the financial help they gave me and made the process easy for me to understand. I highly recommend this company!

The loan officer assigned to me demonstrated remarkable professionalism and knowledge, ensuring a stress-free experience.

Ed is amazing at what he does! Not only did he move quickly with my loan process, but he had the most competitive rate Ive seen. Ed was very professional and patient with ... more

Jason is one of the best finance guy I have ever worked with. He not only helped me get my first out, also super helpful on refinancing my loan. He is super responsive, a ... more

Sends unwanted emails, even though I unsubscribe, I don't own a business and yet they keep sending me emails stating that my file was declined. Sounds fishy to me, beware ... more

Not the best experience. She told us we were getting a 5% rate (this was back in May) but then when we were more advanced in the process and she sent the closing detail w ... more

I have had the pleasure of working with Denis and have found him to be extremely diligent and thorough in his approach. He takes the time to explain all the crucial aspec ... more

Udirect gives prompt service. Ive been with them for years. Would recommend them. Theyre always fast to respond to requests and they know what theyre doing.

Great team and management. Thank you for your partnership.

AWESOME! Very helpful and understanding

The story about debt collectors was really interesting. It provided accurate and simple information.

Solvable is recommended as it enables you to have an idea of your income tax. So, you can avoid fraud!

Good quality of financial strategy and planning! David shares very insightful perspectives on my financial reports and makes up a valuable business plan for me. Highly re ... more

As a existing customer, I enjoy the high quality service that is always received in the branch. Today is no exception. My agent assisted me with my refinance, was knowle ... more