Here’s The Deal: 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 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 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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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.
![Applied Financial Planning Irvine Financial Services Applied Financial Planning Irvine Financial Services](https://threebestrated.com/images/AppliedFinancialPlanning-Irvine-CA.jpeg)
Here’s The Deal: 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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TOP 3 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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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.
![Edward Jones - Jason Jiang Irvine Financial Services Edward Jones - Jason Jiang Irvine Financial Services](https://threebestrated.com/images/EdwardJonesJasonJiang-Irvine-CA.jpeg)
Here’s The Deal: Jason Jiang is a financial advisor and limited partner with Edward Jones in Irvine, California. His mission is to provide clients with concierge service and impactful financial advice. He joined Edward Jones to run one of the four offices here in Irvine, CA, as he was drawn to their firm's partnership structure, which uniquely enables him to prioritize clients' interests over shareholders' interests. He completed a Bachelor of Science in Business Administration with a concentration in Finance from the UC Riverside School of Business Administration. He also holds the AAMS™, CRPC™, and CRPS™ certifications and licenses. Jason Jiang has also earned the Certified Exit Planning Advisor® designation as his team, and he works primarily with business owners and key executives who require complex planning.
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TOP 3 EDWARD JONES - JASON JIANG REVIEWS
A couple weeks ago, I recommended Jason to a family friend of mine - a business owner that needed assistance with both his company’s payroll system and retirement plan. This past weekend, my family friend let me know how great of a job Jason had done for him. He told me that Jason brought in another payroll company and 401k service provider to meet with them and how great/ informed he felt after that meeting. Jason and his team figured out what was important to my family friend’s company and made sure that they found a solution to their problem. He also let me know how quickly Jason responds!! As an accountant that also works with business owners, I highly recommend Jason to any business owner that needs help on their retirement 401k plan or on finding payroll solutions for their company.
Very Professional and reliable. Jason is always there to answer questions for my employees and myself, and also takes time to explain things
Jason is one of the hardest workers I know. Very knowledgeable in what he does and definitely knows how to save both me and my company money on both taxes and fees.
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.