3 Best Financial Services in Corona, CA

My husband, Cory, and I were referred to Safeguard Investment Advisory Group by a good friend of ours. When my husband decided to retire we went to Safeguard Investment Advisory Group, meeting with Rick Rivera, and have been with this group for over 15 years. The staff are very friendly, offering a variety of drinks (non-alcoholic) and if you want a warm chocolate chip cookie, they have that too.We have never regretted moving our money to Safeguard Investment. They have also assisted my financial planning since I recently lost my husband. Thank you Safeguard for all that you have done for us and continue to be there for me with any questions I may have. I will be forwarding their information to any of my family members and friends who are currently working or near retirement. You All Are The Best of the Best! and I am so grateful you all are there assisting me and my needs. Thank you.

I was actually with another firm, but attended a Safeguard workshop in an effort to obtain a little more insight and some new options that might be available to update my current portfolio. Well, attending the workshop lead to a consultation which ultimately lead to my becoming a Safeguard Client. The value percieved and service provided was unparalleled to my previous experience. I'm definitely on path towards a more secure future and a Safeguard client for life.

My husband and I have been clients of Safeguard for more than twelve years. Reid Abedeen and his staff are so knowledgable and helpful for all of our needs. They are always up to date on our investments and the latest financial news. They make us feel like we are part of a family and we highly recommend them.

Can somebody tell me where there's a button for higher than 5 stars. My husband, who would never ask for outside help regarding our retirement, asked me if I wanted to attend a retirement seminar with him. That's when we met Matt Sherman. Matt's presentation was easy to understand. He helped us identify things about retirement planning that we hadn't considered. That night, we set an appointment and after finding out exactly what WE wanted to accomplish, he organized a plan for us. While my husband knows quite a bit about this topic, I don't, but Matt is easy to talk to and I was comfortable asking questions and learning from him. His advice for us was customized to our needs and he became our financial advisor. Since then, whenever we have had questions, (for example, during COVID this year), Matt has been very responsive and gives us his undivided attention. I'm so glad we met you Matt. Knowing you are there for us gives me peace of mind and if my hubby goes before I do, I find comfort in knowing you will be there to help me through it. Thank you!! And...thank you for the wonderful gift! We LOVE it.

After attending a presentation given by Matthew Sherman we felt confident in disclosing our finances with him without being judged. Matthew presented a wealth of information about retirement, taxes, investments and the updated state of the financial world in a nutshell. As a result, we had a consult with Matthew that has changed the trajectory of our financial future that gives us peace of mind. His knowledge of all areas provided comfort in the security of our future. We highly recommend his services. You wont regret it! We waited tooo long for financial guidance. Stop procrastinating. We all work too hard for our money to waste it and not let it work for us and our future. Call him.

I met with Adam shortly, just to go over the 401k funds available to me through my current employment. The information provided by him was concise and easily digestible. Not only did he point out the funds he liked and *why*, he also provided sample allocations to those funds, as well as explanations to *why* he was avoiding certain funds. I am thankful to have made this connection and intend on utilizing it again in the future.