3 Best Financial Services in Orange, CA

“Crossroads Planning, LLC is owned by Tony T. Chan, who also serves as the registered investment advisor. The firm's goal is to help clients build comprehensive financial strategies that provide the flexibility to enjoy life now while preparing for the future. They offer their customers sound guidance at an affordable price. They advise meeting your overall financial goals through sound financial planning in a conflict-free environment. They believe sound financial planning and advice are backed by deep expertise and experience and are grounded in knowing your success is the only result that matters. They strive to build a strong foundation with each and every client and provide the best possible solution. They offer a complimentary appointment to describe their services and to see how they can best match your needs. They are an energetic, flexible, and open-minded team ready to work hard for you. If you want to work with them, please email them or schedule an appointment today.”

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“Keep It Simple Financial Planning is owned by Jason J. Hamilton, a CFP® and CRPC®. With his technical expertise, education, and extensive experience, he helps investors achieve their financial goals, lower taxes, and optimize income and investment returns while adhering to ethical standards. The Keep It Simple Financial Planning team takes a personalized approach to financial planning, working closely with you to understand your goals, priorities, and concerns. They are a fee-only registered investment advisor. This means no product sales, no commissions, and they sit on the same side of the table as you, their clients when delivering financial advice. Their team is committed to staying up-to-date on the latest financial trends and best practices, and they're here to provide you with ongoing support and guidance as your financial situation evolves. Contact them today to learn how Keep It Simple Financial Planning can help you achieve your financial goals with a simple, straightforward plan that works for you.”

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“Sound Financial Services, founded by Craig Attanasio, is dedicated to understanding your needs, wants, and long-term goals. Their team's mission is to provide personalized financial solutions based on a deep understanding of your unique financial situation. With over 30 years in business, Sound Financial Services offers a wide range of services, including income tax preparation and planning, investment advisory services, retirement planning, college planning, and estate planning. Their goal is to assist you in developing, implementing, and monitoring a strategy tailored to your unique financial situation. They believe in thinking outside the box and are unafraid to challenge conventional wisdom in investing and preserving wealth. Their energy, commitment, and efforts are focused on you, the client, and your satisfaction. They strive to get to know and understand your needs, wants, and long-term goals. They are committed to utilizing their resources to help their clients pursue their dreams. Sound Financial Services helps clients clarify their financial goals and determine realistic plans. Feel free to call them for a no-obligation consultation to see if they fit your needs.”

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