Falcon Wealth Planning is one of the financial planners in Irvine, California. With more than 30 years of combined experience, their team dedicates their services to designing creative solutions tailored to you. Falcon Wealth is a NAPFA-Registered Financial Firm and a Certified Financial Planner™ Professional who helps clients nationwide. They are a fee-only registered investment advisor specializing in tax-efficient retirement income and helping clients achieve their financial goals. Falcon Wealth Planning specializes in objective financial planning to help clients build, manage, grow & protect their assets through life’s transitions. They provide complete services to assist you in achieving your goals. They are values they live by here at Falcon Wealth Planning. Falcon Wealth Planning, Inc. is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments.
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3 Best Financial Services in Irvine, CA
Expert recommended Top 3 Financial Services in Irvine, 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.
FALCON WEALTH PLANNING REVIEWS
Peter was excellent. He provided me with a plan that I can put into action immediately, and the consultation, along with his expertise, was free. As I'm just at the beginning of my journey, having an ongoing advisor isn't currently in my best interest, a point that Peter reassured. However, in the future, I will certainly return when the time is right, as I valued the candid and straightforward approach.
My husband and I recently met with Peter and can't say enough great things about him. He was knowledgeable, patient and took time to explain things and answer our questions. We learned so much just in our initial meeting. I highly recommend Falcon Wealth Planning to anyone who is unsure where to begin when it comes to planning for the future.
I received an excellent free consultation with specific next steps I could take. There was no pressure to enroll in as a paying client, and I was encouraged only to do so if I truly felt it met my needs.
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WealthWise Financial Services is a financial planning firm in Irvine, California. Whether you are a business owner, a key executive, or a woman of wealth, the firm is dedicated to providing you with personalized wealth management and financial planning solutions that align with your unique goals and values. What sets WealthWise Financial Services apart is its innovative investment approach, which combines satellite and core portfolios. The firm uses alternative assets to provide possible downside protection and diversification while creating fee-based core portfolios with unconstrained weightings in market capitalizations, sectors, and geographic locations. By leveraging the latest technology and research, the firm strives to deliver superior risk-adjusted returns that help clients achieve their financial objectives. At WealthWise Financial Services, the focus is not just on managing your wealth but on redefining wealth management altogether. Call them today for free assessment.
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WEALTHWISE FINANCIAL SERVICES REVIEWS
I have had the privilege of working with Loreen Gilbert and her talented team at WealthWise Financial Services for the past several years and have referred several of my clients to her. She is a joy to work with and is at the leading edge of her profession. She is extremely knowledgeable, hardworking and has a heart for serving others and putting her client's needs first. Loreen Gilbert has been an incredible resource to me and I can't recommend her more highly.
These folks are FANTASTIC at Wealthwise Financial. Caring, Insightful, they listen to questions and provide good sound financial advice! Heartily, recommend them!!
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Applied Financial Planning, Inc. is dedicated to helping people create and preserve wealth. William C. O’Connor and Sean Walker, Principal and Wealth Advisor. The firm offers a personalized strategy for assisting customers with various services, from integrated wealth management and in-depth investment analysis to tax-advantaged investing and tax preparation. They provide your future direction by providing the knowledge and resources of a large team with personal attention and care. They develop a customized financial plan that adapts and changes as your life progresses. Their mission is to support their clients in achieving financial independence and, once completed, leading a life of financial significance. They give your future direction by combining the knowledge and resources of a large firm with the personal attention of a dear friend whose primary concern is your financial health. They offer personalized strategies for all stages of your life. Their disciplined, time-tested investment strategies provide your portfolio with the proactive service you require to pursue your goals.
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• Complimentary Consultation.
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APPLIED FINANCIAL PLANNING REVIEWS
William O'Connor and Applied Financial has been handling our taxes and financials for almost 20 years. Bill is a tax and financial wizard that has saved us thousands of dollars over the years. I have never worked with a more professional and knowledgeable financial planner and tax return expert. And Sonja has always been there for us to help answer questions and deal with issues that come up during the coarse of the year. We have referred them numerous clients over the years with excellent results. Great knowledgeable firm with integrity that has helped guide and protect our financial interests over the years!
I have used Bill and his team for 2 years, this year will be my 3rd. They are very efficient to where it only takes about an hour provided I come prepared. They then maximize my return all within the IRS Tax law. This puts my wife at ease and know they'll stand behind the return should something come up.
Bill has been doing my taxes for many years... a few years back I had an issue with the IRS (due to a former employer). He told me what to do and wrote a letter on my behalf... all fixed! I only see him once a year, but I always enjoy tax season to catch up with him.
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