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BEST RATED ANAHEIM, CA FINANCIAL SERVICES

3 Best Financial Services in Anaheim, CA

Expert-recommended Top 3 Financial Services in Anaheim, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Jesus Gonzalez - Anaheim, CA Financial Services - Portrait
Jesus Gonzalez - Anaheim, CA Financial Services - Company Logo
3+ YEARS IN TBR
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JESUS GONZALEZ

(4.7 Score)
PRIMERICA
1475 South State College Boulevard, Suite 118,
Anaheim, CA 92806 Directions

Since 2000

Specialty:

✓Retirement Income Planning ✓Financial Planning ✓IRAs Traditional and Roth ✓403(b) and 403(b)(7) Plans ✓Auto and Homeowners Insurance ✓Managed Investments ✓College Savings Planning

“Jesus Gonzalez is an authorized financial representative at Primerica, specializing in personalized investment strategies. His clients highly regard him as a knowledgeable and insightful advisor, particularly benefiting from his tailored financial plans. Primerica is a financial services firm that caters to individuals at different stages of their investment journey, providing specialized services for both novice investors and retirees. They take immense pride in their role, assisting clients in making informed financial decisions through regular portfolio reviews and tailored advice. Their fundamental principle lies in humanizing the investment process by providing empathetic support and strategies that prioritize clients' well-being. They are dedicated to acquiring and upholding a high level of knowledge and expertise in various investment domains, which they apply in delivering comprehensive services to their clients.”

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License #0D02098

Contact:

(714) 284-0202 (714) 227-7703

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

The Corban Group - Anaheim, CA Financial Services - Portrait
The Corban Group - Anaheim, CA Financial Services - Company Logo
8+ YEARS IN TBR
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THE CORBAN GROUP

(4.7 Score)
1240 North Lakeview Avenue, #250,
Anaheim, CA 92807 Directions

Since 2006

Specialty:

✓Retirement Analysis ✓Tax Strategies ✓Financial Planning ✓Estate Conservation ✓Portfolio Management ✓Financial Advisory ✓Investments ✓Education Funding ✓Risk Management ✓Wills and Trusts ✓Asset Allocation ✓Risk Tolerance ✓Money Management ✓Wealth Management ✓Insurance ✓Healthcare Planning ✓Long-term Planning

"The Corban Group combines education and experience to position themselves to offer broad-based financial services for their clients. Alex G. Yo is the founder of The Corban Group. He envisioned a company of competent professionals who valued their clients' desires and needs. The Corban Group takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. They want to keep you on track toward a meaningful and purpose-driven financial future. They have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

2026 Highlights: Corban Group provides undivided attention to every client from planning to execution to follow-up."

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License CRD #23131

Contact:

(714) 630-1800 (888) 990-4050

Mon-Fri: 9am - 5pm
Sat: By Appointment
Sun: Closed

TBR® Inspection Report:

Centaurus Financial, Inc - Anaheim, CA Financial Services - Portrait
Centaurus Financial, Inc - Anaheim, CA Financial Services - Professional Portrait Image
Centaurus Financial, Inc - Anaheim, CA Financial Services - Office Image
Best Financial Services in Anaheim CA - Centaurus Financial, Inc video
10+ YEARS IN TBR
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CENTAURUS FINANCIAL, INC

(4.6 Score)
2300 East Katella Avenue, Suite 200,
Anaheim, CA 92806 Directions

Since 1992

Specialty:

✓Annuities ✓Insurance ✓Real Estate Investment Trusts ✓Stocks ✓Options ✓Mutual Funds ✓Retirement Plans ✓Alternative Investments ✓College Savings ✓Individual Equities ✓401(k) ✓403(b) ✓457 Plan ✓Defined Benefit ✓Money Purchase ✓Profit Sharing ✓Fixed Income ✓Wealth Management and Advisory

“Centaurus Financial, Inc is a national independent broker-dealer licensed to offer securities, investment advisory services, and insurance products. They are a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). They are also registered as a broker-dealer and a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Centaurus Financial, Inc. has 95+ Team Members, 650+ Financial Advisors, and 18,000+ Valued Clients. Their management team is committed to continuing this legacy for many years to come. Their investors and registered representatives have systematically controlled their firm's growth to ensure that everyone has access to whoever they need promptly. Their team of dedicated employees is led by an experienced management team that promotes a high service standard throughout their firm. They will remain steadfast in their commitment to helping their clients attain their financial goals and objectives.”

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License #1837928

Contact:

(714) 456-1790 (800) 880-4234

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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JESUS GONZALEZ REVIEWS

Jesus Gonzalez is a great human being, always looking out for you. He called to make sure I added my daughter to my life insurance so she could also get coverage as well. I have known him for many years now and I would definitely recommend him for any financial advice. I wish I've known him in my teenage years for financial advice, every time I've come to his office for any matter he has always offered great advice and treats me like family. Thanks Jesus happy to have worked with you.

Im so thankful to have come across Jesus, I needed major help regarding my life insurance policy and had so many questions, he took the time to explain everything step by step until I understood everything, his professionalism and honesty really made me feel at ease, he’s really passionate about what he does and really shows he cares about his clients and helping people, I will definitely be recommending friends and family, thank you again Jesus for your help and great service.

I have known Jesus Gonzalez for over 14 years. He has been helping me and my family on our financial needs. He’s a great person and he truly loves to help other people. I feel very comfortable recommending him for all of your financial needs.

I was referred by a family member who are already pleased with the financial advice they have received from Mr. Jesus Gonzalez. It did not take long to understand that Mr. Jesus Gonzalez had his best interest in me and my family. He gained my trust. - Francisco V Reply

Mr Gonzales is my financial advisor. He just delivered a life insurance check that I did not think I was going to get. He did an amazing job making sure I received it and in a very quick time line. I will definitely keep working with him for my future financial stability. Reply

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THE CORBAN GROUP REVIEWS

I just had my personal taxes done by them and loved the end result. I always like a 2nd opinion, so when a friend recommended Alex, I made an appointment. But before I went, I also did my taxes online with one of the best packages according to reviews. Alex's team was able to almost double my tax return, as the online systems did not take into account some big deductions. The cost was very reasonable and they even did my daughters return for just a bit more! They also E-File so I hope to get my return fast. I highly recommend them.

If you need your taxes done, look no further! These people are awesome. They got me a huge refund by spending the time to make sure they understood all of our income and expenses. Not tricks, just honest hard work and knowledge of the tax code. Their price to do the taxes was also very reasonable, unlike the other people I talked to.

I'm impressed with these guys. They're sharp and friendly. Alex, Billy and Kevin thanks for being there. Thanks for the good follow-up.

CENTAURUS FINANCIAL, INC REVIEWS

These Guys will bend over backwards to get anything done for the client, their respective reps, or anyone in general. a true Spirit of Giving and making things happen for people. Thnx Centaurus. Stay at it.

Efficient! Customer focused and excellent communication.

TBR® Inspection Score Report

JESUS GONZALEZ Total Inspection Points: 113/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Business Images: 9
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THE CORBAN GROUP Total Inspection Points: 112/120
Acknowledgments: 8
Complete Info: 8
Reviews Study: 8
Business Images: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CENTAURUS FINANCIAL, INC Total Inspection Points: 111/120
Acknowledgments: 8
Business Images: 8
Current Evaluation: 8
Reviews Study: 8
Legitimate Ratings: 9
License: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10