Tustin, CA Financial Planner

Darren has been my CPA for over 10 years. He has always gone out of his way to help me understand my taxes. I started as an insurance agent with 0 policies, and he help ... more

Customer Service, Attention to Detail Tops!!!!! My experiences with the C&C Wealth Strategies have been nothing but positive and thorough. The team members are extremely ... more

The company is questionable. SIG advertises very attractive and competitive investment products that are not actually available. It is unclear what the motive could be ... more

I have been working with Melissa for many years. I know that I can email or call her and get a quick response. She always keeps me up to date with all my life insurance ... more

John has been super helpful in assisting me w/tax free income and other investment advice. I highly recommend him. He is friendly and knowledgeable and offer many inves ... more

Love this branch. Never busy. No wait. They offer new crisp bills if you ask. Tons of open parking space. I only come here ever since I found them.

Robert is highly ethical, the most honest, smart and very proffessional financial advisor we could ever have. We are very satisfied with the result under his management o ... more

Never enough tellers. I waited 20 minutes to make a deposit

HE IS VERY NICE

Scott's a great planner that focuses on the safety and tax efficiency of your money. That's important due to the volatility and uncertainty of the stock market and the p ... more

They are liars and crooks. They kept money sent as payments for a lease/loan. Pass the word to avoid these guys like the plague. Jerry Blanks, Don Johnson and Monty Ruff ... more

A shame their way to do