3 Best Financial Services in Garden Grove, CA

“Wilson Financial Services has a team of professionals who 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. 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. 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.”

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“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 is founded by a former Air Force officer intent on improving the financial well-being of service members and their families.”

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“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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