Here’s The Deal: Free Financial is one of the leading financial services in Santa Clarita, California. Chris M. is the owner of the firm. He has prepared income tax returns for over ten years, is a life insurance expert, holds a degree in accounting, and is committed to ongoing long-term education in his field. He is also active in local charities and goes out of his way to help his community. The staff at Free Financial have over ten years of experience assisting people in preparing their taxes and offering financial planning solutions. They formed Free Financial in 2012 to expand their ability to reach and help more families needing fair and honest financial and tax preparation services. They provide a free financial plan that helps families get on the right track financially by developing a personalized comprehensive plan. Their customers also appreciate their affordable investment management, life insurance, and tax preparation services. The team believes in putting the customer first and providing value at a fair price.
3 Best Financial Services in Santa Clarita, CA
Expert recommended Top 3 Financial Services in Santa Clarita, 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 FREE FINANCIAL REVIEWS
It’s Tax season once again. This has been long over due, the least I can do for Chris’ professionalism and expertise. I could not recommend Chris enough how he helped us with our tax audit that my former accountant failed miserably to file correctly. To everyone out there who is looking for a professional tax preparer or financial advisor, please try Chris.
Chris has been helping us with our taxes for years. He is always available and very knowledgeable. We highly recommend Chris.
Christopher Munchhoff has done my tax returns for the past two years and also advised me regarding my finances. He is very courteous and has done a great job for me. I trust his recommendations.
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.
![PRESTIGE FINANCIAL ADVISORS Santa Clarita Financial Services PRESTIGE FINANCIAL ADVISORS Santa Clarita Financial Services](https://threebestrated.com/images/PRESTIGEFINANCIALADVISORS-SantaClarita-CA.jpeg)
Here’s The Deal: Prestige Financial Advisors is a family-owned financial planner in Santa Clarita, California. Jeff McCarty is the president and financial advisor of the firm. He holds his Series 65 – Investment Advisor Representative with Simplicity Wealth LLC, an SEC-registered investment advisory firm, a CA Life and Health Insurance license, and his CA Property and Casualty Insurance License. Jeff McCarty and his team are committed to helping you achieve your lifetime financial goals and dreams. Together, they will utilize a process to help eliminate fear, anxiety, and hassle in dealing with your financial affairs. Their concerted planning solutions aim to manage your wealth according to your individual goals strategically. They are consistent in their process, adamant in their philosophy, and unwavering in their integrity as they work with and relate to their clients. Their experience, dedication, and ability to deliver are key to developing planned solutions that are timely and focused on achieving your financial goals. They provide straightforward solutions designed to help grow your assets, reduce risk, minimize taxes, and protect what is precious to you.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 PRESTIGE FINANCIAL ADVISORS REVIEWS
If you want to talk to someone IN PERSON, call Jeff at Prestige Financial Advisors of Santa Clarita. His office is right off of Soledad Canyon near Canyon Country. All those other fiduciaries are in offices in other states! If you want to talk to someone local that you can depend on, definitely call Jeff to handle your wealth management.
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.
![TOTAL FINANCIAL SOLUTIONS, INC. Santa Clarita Financial Services TOTAL FINANCIAL SOLUTIONS, INC. Santa Clarita Financial Services](https://threebestrated.com/images/TOTALFINANCIALSOLUTIONSINC-SantaClarita-CA.jpeg)
Here’s The Deal: Total Financial Solutions, Inc. is a well-known financial planner in Santa Clarita, California. Arif M. Halaby is the owner of the firm. As President and CEO of Total Financial Solutions, he has over 24 years of experience as a financial professional and specializes in designing retirement strategies. Arif M. Halaby is insurance licensed in 14 states and holds the designation of CEP as a Certified Estate Planner in the state of California. He has dedicated his life to protecting people. The Total Financial Solutions, Inc. team helps retirees learn how to protect their savings using specific retirement income strategies. Their mission is to help you prepare for your future by creating safer retirement strategies. The firm is located 1.5 miles from downtown Santa Clarita.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 TOTAL FINANCIAL SOLUTIONS, INC. REVIEWS
Arif and his team at Total Financial Solutions helped me manage my retirement portfolio and to select the best options for me and my family. They are always available to answer any questions that I may have and explain in terms that I understand. Highly recommended.
My husband has worked for Arif for about 10 years. The financial knowledge he has gained helping families with their finances has made him a better leader to our family. We are blessed to know Arif, his family, and the fine people that work with him.
I am so happy I went to Total Financial Solutions. I really appreciate that Arif and his team really take their time to make sure I understand anything I need to know about my investments. If you need sound financial advise I highly recommend Total Financial Solutions.
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.