Simplicity Financial
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3350 Shelby St, Suite 200
Ontario, California 91764 - (951) 444-1895
Chamber Rating
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Shelley Torres
I met the twins and Steve about a year and a half ago and Im so thankful! They have helped me with figuring out the retirement puzzle and been super patient with teaching me about my options. I highly recommend them and even have sent them clients from my own business. If you have a minute, talk to them and see what I mean.
Feb 23rd, 2024 -
Paul Penn
I'm so happy I met steve and the twins. They were able to fix my retirement accounts and understand my ROTH needs. I highly recommend them.
Feb 19th, 2024 -
virginia martin
Meeting the Financial Bros & Steve Ruiz has been the best thing to happen to us & our financial future. I highly recommend working with them.
Feb 15th, 2024 -
Darren & Jennifer Schendel
I highly recommend Alan and Aaron Cruz, and their firm The Financial Brothers, for all your financial planning needs. I was impressed by their professionalism, knowledge, and responsiveness. They take the time to thoroughly understand your situation and develop a comprehensive plan tailored to your needs. They truly care about your financial well-being and are always available to answer any questions and provide guidance. If you are looking for a financial planning firm that you can trust to provide expert advice and personalized care, look no further than the Financial Brothers with Integrity Financial.
Feb 13th, 2024 -
Patricia Florez
Aaron Cruz is professional and I value his expertise. He is easy to talk to and down to earth. Aaron helping us create the retirement we are dreaming of!!
Feb 13th, 2024
Contact Info
- (951) 444-1895
Questions & Answers
Q What is the phone number for Simplicity Financial?
A The phone number for Simplicity Financial is: (951) 444-1895.
Q Where is Simplicity Financial located?
A Simplicity Financial is located at 3350 Shelby St, Suite 200, Ontario, California 91764
Q How is Simplicity Financial rated?
A Simplicity Financial has a 5.0 Star Rating from 20 reviewers.
Ratings and Reviews
Simplicity Financial
Overall Rating
Overall Rating
( 20 Reviews )Shelley Torres on Google
I met the twins and Steve about a year and a half ago and Im so thankful! They have helped me with figuring out the retirement puzzle and been super patient with teaching me about my options. I highly recommend them and even have sent them clients from my own business. If you have a minute, talk to them and see what I mean.
Paul Penn on Google
I'm so happy I met steve and the twins. They were able to fix my retirement accounts and understand my ROTH needs. I highly recommend them.
virginia martin on Google
Meeting the Financial Bros & Steve Ruiz has been the best thing to happen to us & our financial future. I highly recommend working with them.
Darren & Jennifer Schendel on Google
I highly recommend Alan and Aaron Cruz, and their firm The Financial Brothers, for all your financial planning needs. I was impressed by their professionalism, knowledge, and responsiveness. They take the time to thoroughly understand your situation and develop a comprehensive plan tailored to your needs. They truly care about your financial well-being and are always available to answer any questions and provide guidance.
If you are looking for a financial planning firm that you can trust to provide expert advice and personalized care, look no further than the Financial Brothers with Integrity Financial.
Patricia Florez on Google
Aaron Cruz is professional and I value his expertise. He is easy to talk to and down to earth. Aaron helping us create the retirement we are dreaming of!!
Overall Rating
Overall Rating
( 20 Reviews )Write a Review
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