Liberty Capital Management, Inc. is a distinguished financial services firm that offers personalized solutions to individuals and corporations. With a team of experienced professionals with extensive expertise in financial services, the company excels in providing comprehensive wealth management services tailored to the unique needs of its clients. They are committed to upholding a personalized philosophy and maintaining a professional environment. To ensure the highest level of satisfaction and responsiveness, They often assign a dedicated team consisting of two or more professionals, along with support personnel, to each client. This approach guarantees that clients receive the utmost attention and expertise throughout their financial journey. In addition, the firm takes pride in the diverse range of custom-tailored services they offer, catering to the specific requirements of their clients.
Best Financial Services in Santa Ana
Handpicked Top 3 Financial Services in Santa Ana, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
We have a strict “No Pay to Play” policy.
LIBERTY CAPITAL MANAGEMENT REVIEWS
Their Clients know we will always strive to fulfill their very highest expectations.
Impressive. Highly Recommend. Thank You
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.
Lifestyle Financial Services recognizes the significance of financial planning and the need to establish a secure future for individuals and their families. Charles Sosa is a Chief Executive Officer of the firm and has been in the financial industry for over 10 years. They firmly believe in engaging in a thorough process with their clients to gain a deep understanding of their priorities and how a customized financial plan can assist them in achieving their objectives. The values that initially drove them to enter this industry continue to guide their practice. At Lifestyle Financial Services, their primary focus is on supporting families with their financial matters and creating a welcoming and secure environment for them. They are dedicated to embodying and imparting these values to their clients on a daily basis. If you are seeking professional financial guidance, do not hesitate to contact them today to schedule an appointment.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LIFESTYLE FINANCIAL SERVICES REVIEWS
With Charles, there were a lot of things that he suggested we don't change, and there were some really great ideas that he had to improve the growth of our portfolio in other areas. He talked about setting up a trust to protect our children, whether we had life insurance to fit our needs, and he referred us to other professionals to help make that happen. What sold me was the consultant approach to solving our problem rather than the hard sales approach or scare tactics. At the end of the meeting, my wife commented how comfortable she was. She felt, for the first time, that someone was truly in our corner...on our team. It really felt like all of the bases were covered.
Charles and Amanda are the best! Personal service, quick to return calls. Amanda helped me with something I needed and followed up on her day off! Thanks Amanda.
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.

Morgan Stanley Smith Barney LLC is a well-known financial planner in Santa Ana. The Firm is one of the leading financial services providers. Renowned for its expertise in philanthropic services and qualified retirement plans, the firm is dedicated to assisting individuals, families, and institutions in achieving their financial goals. Their team of financial advisors works diligently to establish trust and provide tailored guidance to each client. They are committed to delivering comprehensive solutions, and Morgan Stanley Smith Barney LLC offers a wide range of services to address the specific needs of their clients. They aim to provide the necessary resources and expertise to help clients achieve their unique financial objectives. Furthermore, the firm actively promotes diversity and inclusion by attracting, developing, and retaining talent that reflects the rich diversity of society.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
MORGAN STANLEY SMITH BARNEY LLC REVIEWS
Morgan Stanley is a professional financial service.
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.