3 Best Financial Services in Rancho Cucamonga, CA

I’ve been with Journey Financial Group for over 4 years now (lost track of how long). They are the most attentive financial group I’ve ever worked with. When I first started with them, they were so thorough in making sure I got the best insurance coverage for me asking me what I wanted and suggesting things I didn’t even think of. They weren’t pushy. They genuinely wanted to take care of me. I only have my insurance with them, but I know they offer other financial advising. They are very knowledgeable in their field. And if they come across something they aren’t familiar with, they take the initiative to find answers for you. Every phone call or email I sent to ask questions or make changes, they answered practically instantly. Now with their new app I can text them directly. Being that keeping track of my insurance info is last on my busy priority list, Journey Financial helps me by keepOng me posted on any changes, any renewals, and any issues that come up. They are ALWAYS there ready for anything I need and they work on making things more convenient for me. It ones less thing I have to think about in my crazy, busy life. The staff is so awesome. They’re so giving and caring, and truly professional. They are well-mannered and know how to give top-notch customer service. If you’re too busy to think about dealing with insurance, Journey Financial Group is a trustworthy establishment to help you with that. I can’t thank them enough for making my life slightly easier.

I’ve used Journey Financial Group for my financial planning for the past 5 years. Chad and Natalie have helped me purchase 2 homes, plan for retirement, and assisted me with different types of insurance plans. They are professional and always have my best interest at heart. I trust them with my finances and life planning, and they treat me like family!

I have had my home and auto insurance policies with Chad for over five years now. Every year they make sure that I have the best possible rates and coverage. Chad and his staff provide awesome service and great rates. Thank you! PS I can't believe I waited this long to write a review!

Mike Sears was recommended to us, and we can see why he was recommended! He's good at explaining elements of financial planning, and listening to you and your needs and makes recommendations based on your personal financial road map. As anyone knows, maps are only good for showing you various routes to get to various places - Mike is the GPS who listens to your input, your goals, and takes your destination, combines it with where you are now (your current location/circumstances), and plots out the best route to get to your destination.

Has always been very professional and helpful. Explains things in a kind and understanding way.I was very afraid when my husband passed about my future and what was going to happen to me. But Michael sat down with me and my father who has known him for years and set a path for me for that I am thankful

Absolutely love working with Mike Sears and his team for decades now. Complete trust is how I feel when working with them. So grateful I started this journey so long ago.