Sound Financial Services
Sound Financial Services is one of the best financial services located in Orange. Sound Financial Services is one of the Three Best RatedĀ® Financial Services in Orange, CA.

About
California. Craig Attanasio is the founder of this firm, and he is one of the certified financial planners. Their mission is to get to know and understand your needs, wants, and long-term goals. They want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. They aim 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 Service helps its clients clarify their financial goals and determine realistic plans. Feel free to call them for a no-obligation consultation to see if they would fit your needs well.
Specialty
Retirement and Tax Plans
401(k)
403(b) Planning
College
Estate Plan
Money Purchasing & Profit Sharing Plans
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Reviews
Helen was very efficient and patient. She took the time to get to know my wife and I and our financial goals. Very easy to work with and is very transparent about their tax prep and making sure you understand the why and how of everything. Recommended by a good friend and will be a life long client. It was a great experience.
Craig Attanasio is Very Patient, Helpful, Honest and Kind! My father had him as his taxman and I will Forever too! 5 Star!!!!! HIGHLY RECOMMEND!!!
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Location / Contact:
- 1224 East Katella Avenue, Suite 102, Orange, CA 92867
- Phone : (714) 639-7822
- EMail : cra***@s***e.bz
- Website : soundadvice.bz
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: By Appoitment
TBRĀ® Inspection Report:
Nearby Financial Services in Orange:
-
CROSSROADS PLANNING, LLC 765 The City Drive South, Suite 390, CA 92868
-
LIFE DESIGN FINANCIAL & INSURANCE SERVICES 500 North. State College Boulevard, Suite 1100, CA 92868