3 Best Financial Services in Garden Grove, CA

“Wilson Financial Services is an independent financial services firm helping individuals create retirement strategies using various insurance products to custom-suit their needs and objectives. Dennis Wilson is the founder of Wilson Financial Services. Dennis specializes in working closely with his clients to create personalized, sound legacy and retirement income plans. He values the importance of protecting accumulated assets while effectively generating sufficient retirement income and minimizing taxes. He is the West Coast Director for Effective Ministries, Inc. (The LINK), impacting the nation of Niger, Africa, by building orphanages, supplying medical equipment, and serving as a missionary. At Wilson Financial Services, the team believes everyone should be able to live the retirement they've always wanted. They are dedicated financial practitioners passionate about helping individuals and families achieve their ideal retirement. Contact them to schedule a meeting.”

“Jeff Kim is the Financial Advisor at First Command. As a First Command Financial Advisor, he is dedicated to helping clients consistently make smart, informed financial decisions essential to pursuing long-term financial security. He chose this profession because he believes it allows him to make a real difference in the lives of those he works with. He doesn’t believe in shortcuts to financial security and advocates time-tested financial principles, including prudent and responsible debt management, disciplined saving and investing, and a thoughtful insurance strategy for managing financial risk. As an Investment Advisor Representative (IAR), he adheres to a fiduciary standard required to act in the client’s best interests in all cases. First Command was founded by a former Air Force officer intent on improving the financial well-being of service members and their families.”

“Jon Glant has been a financial advisor at Edward Jones. He believes investing his time before spending your money to understand what he's working toward is important. Edward Jones is a financial firm that helps you save on your pension, gain knowledge, and become a tax-smart investor. They can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. Edward Jones can work together to develop specific strategies to help you achieve your goals. They can help you create a complete, tailored plan to help you achieve your financial goals. They believe the best way to build and preserve your financial future is with a long-term approach to investing. They are dedicated to providing their clients with top-notch client service. Contact them to request an appointment.”