Here’s The Deal: Falcon Wealth Planning is a fee-only financial planner in Ontario, California. Gabriel Shahin is the founder and principal of the firm. He has extensive experience in advanced tax planning, investment management, and portfolio analysis and has helped families and individuals reach their financial goals since 2003. He received his Bachelor of Science in Business from the WP Carey School of Business at Arizona State University and his master’s from the University of Massachusetts. 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. The team specializes in comprehensive financial planning. They are fee-only registered investment advisors specializing in tax-efficient retirement income and helping their clients achieve their financial goals. Their mission is to provide their clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies tailored to their unique goals. They are driven to provide their clients professional advice that enhances their quality of life and leads to simple solutions. They offer customized advice on each client’s wealth planning issues. They prioritize providing clients with clarity and education and making planning simple and tangible to achieve their financial goals.
3 Best Financial Services in Ontario, CA
Expert recommended Top 3 Financial Services in Ontario, 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
Jamil from Falcon Wealth Planning did such a great job in explaining finance to us in a way we understood. We found out that the life insurance policy we had was a financial pit instead of being beneficial which I had a hunch but didn’t know why. He explained why. Also, he took the time to read my husband’s work 401k and explained it to us especially since the word choices in it are difficult to understand. Therefore, if you are in a place where you need financial guidance please don’t hesitate to contact Falcon Wealth Planning. Jamil is kind, patient, and has a lot of experience in this field. He doesn’t pressure you in any way or tries to sell you anything his main priority are the financial wellbeing of his clients. I hope this review was useful and informative in making a choice for your future financial needs.
I was looking to see where I can put my money to better use and after speaking with Kendell we went into detail over my finances and set up a plan and investments to consider. What I really liked about my experience with Kendell was he was not pushing any products or services on to me and he was very informative; which made it very comfortable to speak to him. I would recommend Falcon Wealth to anyone who is looking for financial guidance or taking the first step to being more conscious about their finances.
Meeting with Kendell for the free, initial assessment this office offers was extremely helpful. I fully felt he was interested first and foremost in benefiting me and then in determining whether their services were right for me. At the same time, he offered me all sorts of genuinely valuable advice related to my current position. I would recommend anyone who wants a robust financial strategy that takes tax strategy into account connect with this firm.
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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.
![Integrity Financial & Insurance Services Ontario Financial Services Integrity Financial & Insurance Services Ontario Financial Services](https://threebestrated.com/images/IntegrityFinancialInsuranceServices-Ontario-CA.jpeg)
Here’s The Deal: Integrity Financial & Insurance Services is a well-known financial and insurance agency in Ontario, California. Gabriel Resendez is the president of the firm. He completed his Bachelor of Arts in Business Administration from California Polytechnic University at Pomona. His education and experience while serving in the Marine Corps provide the foundation for his successful track record in the financial and insurance services industries. The team's mission is to get to know and understand your needs, wants, and long-term goals. Then, they will partner with you to develop customized financial and risk management strategies that create, build, and protect Legacy. By building long-term, mutually beneficial relationships with their clients, they strive to create a family-type atmosphere in which their clients truly feel their financial interests and well-being are the priority.
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TOP 3 INTEGRITY FINANCIAL & INSURANCE SERVICES REVIEWS
I highly recommend Alan and Aaron Cruz, and their firm The Financial Brothers, for all your financial planning needs. I was impressed by their professionalism, knowledge, and responsiveness. They take the time to thoroughly understand your situation and develop a comprehensive plan tailored to your needs. They truly care about your financial well-being and are always available to answer any questions and provide guidance. If you are looking for a financial planning firm that you can trust to provide expert advice and personalized care, look no further than the Financial Brothers with Integrity Financial.
Me and my family got an exceptional experience with Integrity Financial & Insurance Services, from the moment we engaged with their team, Alan and Aaron commitment to professionalism and client satisfaction were evident. They were very knowledgeable, patient, and went above and beyond to address all our questions and concerns. Their dedication to integrity truly sets them apart. I highly recommend their services for anyone seeking trustworthy and comprehensive financial solutions.
I would highly recommend Integrity Financial. We've worked with Aaron for a few years now and he's friendly, professional and down to earth. He takes the time to explain everything so we have a clear understanding of what our money is doing and how we can ensure we're getting the most out of our investments.
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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.
![MILES FINANCIAL GROUP Ontario Financial Services MILES FINANCIAL GROUP Ontario Financial Services](https://threebestrated.com/images/MILESFINANCIALGROUP-Ontario-CA.jpeg)
Here’s The Deal: MILES Financial Group is one of the leading financial planners in Ontario, California. Billie C. Miles is the partner and co-founder of the firm. The team is committed to helping clients secure their financial future by developing savings and retirement solutions that meet or exceed their financial goals. MILES Financial Group is a top financial services company that focuses on helping you grow your money without paying taxes, keeping your wealth safe, ensuring you have income for life, financing insurance premiums, and planning your estate. The firm is part of an elite leadership team of industry veterans. Through their unique partnerships, they are positioned to impact the financial futures of thousands of families nationwide positively. Their complimentary retirement review can help you ensure your finances last a lifetime. Contact them to schedule an appointment and discuss your financial needs.
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TOP 3 MILES FINANCIAL GROUP REVIEWS
I've worked with Billie for over a year now and he's really helped me with my finances. I discovered Billie through his radio talk show and I listened to the program several times before I made the initial call. I was excited to meet him and discover his integrity. I've trusted him with all of my investments for future retirement and income. He's always treated me professionally and I appreciate his honesty. I feel that with his help over past financial planners, I will have more financial growth and safer financial stability. Billie has truly helped me to realize my financial goals of future retirement. I would encourage anyone and everyone that is planning for future retirement to reach out to Billie Miles to set an appointment to let him review both past and future investments. Dennis Carson.
I am very impressed with the service and knowledge of Billie Miles and the Miles Financial Group. He is first class all the way. He was very thorough in explaining the different programs offered and tailored a financial plan to our needs. He really cares about his clients best interests and is professional and trustworthy. I highly recommend Miles Financial Group to anyone needing retirement or financial planning.
Prior to meeting with Billie Miles, I had read an article on the do's and don'ts of hiring a retirement financial specialist and what to look for in their offer. Billie Miles met each and every one the article mentioned in order to rate the firm excellent and professional. The meeting with Billie convinced us even more we chose the right company. Thank you Billie Miles for answering ALL our questions and giving us peace of mind.
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.