Here’s The Deal: Wilson Financial Services is an independent financial planning firm in Garden Grove, California. Juan Verdin is the firm's chief operating officer and managing partner. His goal is to utilize the resources available to enhance financial circumstances for individuals, families, and businesses, and he is committed to providing those services to the best of his ability. He graduated from Ohio State University with a Bachelor of Science in Family Financial Services and a minor in Business Administration. He has passed his Series 6, 7, 24, 63, and 66 securities exams and is also a licensed life insurance professional. At Wilson Financial Services, the team believes everyone should be able to live the retirement they've always wanted. Their team of professionals can help you create a well-thought-out strategy using a variety of investments, insurance products, and services to address your financial needs and concerns. They are dedicated financial practitioners passionate about helping individuals and families achieve their ideal retirement. They examine your current financial situation and determine your retirement needs. Contact them to schedule a meeting.
3 Best Financial Services in Garden Grove, CA
Expert recommended Top 3 Financial Services in Garden Grove, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 WILSON FINANCIAL SERVICES REVIEWS
We are new to Wilson Financial (advisor Juan Verdin), but with the dealings we've had with them so far, as our retirement planning continues, have been fantastic. Juan is compassionate, understanding, and very patient! We're SO glad we listened to the radio ads and gave them a call.
Wilson Financial Advisors are some of the most professional financial and life insurance advisors in the industry. They take great care of their clients and empower them with the knowledge to make the right decision. Highly recommend them.
I have been the beneficiary of Dennis Wilson and Wilson Financial Services for 20 years. It has been a very profitable and positive experience and it continues on to this day. I highly recommend Dennis for your financial needs and direction.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Jeff Kim is the Financial Advisor at First Command in Garden Grove, California. 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 in 1958 by a former Air Force officer intent on improving the financial well-being of service members and their families.
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TOP 3 FIRST COMMAND FINANCIAL ADVISOR - JEFF KIM REVIEWS
I had the pleasure of working with Jeff Kim at First Command, and I can't recommend him enough! His expertise and dedication to helping clients achieve their financial goals are truly exceptional. Jeff took the time to understand my unique financial situation and provided me with personalized recommendations that have greatly improved my financial security.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![JON GLANT - EDWARD JONES Garden Grove Financial Services JON GLANT - EDWARD JONES Garden Grove Financial Services](https://threebestrated.com/images/JONGLANTEDWARDJONES-GardenGrove-CA.jpeg)
Here’s The Deal: Jon Glant has been a financial advisor with Edward Jones since 2011. As an Edward Jones financial advisor, he believes that investing time to understand what you're working toward before investing your money is crucial. Whether you're planning for retirement, saving for your children's or grandchildren's college education, or safeguarding the financial future of your loved ones, Jon Glant and his team can work with you to develop specific strategies to help you achieve your goals. They can also monitor your progress to help you stay on track and make any necessary adjustments along the way. Throughout the process, they are dedicated to providing top-notch client service. Together, you can develop strategies to assist you in achieving your financial goals. Contact them to request an appointment.
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TOP 3 JON GLANT - EDWARD JONES REVIEWS
They can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.