3 Best Financial Services in Orange, CA

“Crossroads Planning, LLC is a fee-only financial planner in Fayetteville, North Carolina. Tony T. Chan is the firm's owner and registered investment advisor. At Crossroads Planning, their goal is to help you build a comprehensive financial strategy that gives you 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 a top-notch financial planner in Orange, California. Jason J. Hamilton is the owner of the firm. He is a CFP®, CRPC®, Certified Financial Planner™, and Chartered Retirement Planning Counselor®. As a Certified Financial Planner™, he brings the technical expertise, education, experience, and ethics requirements investors seek to help them achieve their goals, lower their taxes, and optimize their income and investment returns. 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 is one of the leading financial advisors in Orange, California. Craig Attanasio is the founder of the firm. Their team's mission is to learn and understand your needs, wants, and long-term goals. They want to assist you in developing, implementing, and monitoring a strategy to address your 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. Over 30 years in business, they offer income tax preparation and planning, investment advisory services, retirement planning, college planning, and estate planning services.”

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