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Financial Planners in Irvine, CA

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  • 1.

    Liang & Quinley Wealth Management

    • 7700 Irvine Center Dr
      Ste 270 Irvine, CA 92618
    9.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (949) 748-8258
    Referral from Nov 15, 2016
     
    Business reviewer avatar
    Ursula L.:
    I'm looking for a good certified financial planner in the local area, ideally with somewhat affordable rates. Thanks in advance!
    Business reviewer avatar
    I have a guy who I worked with as a financial planner before I retired. We use him as our adviser. I know how honest and hard working he...
  • 2.

    Ameriprise Financial Services, Inc.

    • 2 Park Plz # 1100 Irvine, CA 92614
    9.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (949) 863-9400
    Referral from Jan 30, 2015
     
    Business reviewer avatar
    Lo S.:
    I am looking for a professional who can answer my many financial questions and do some advanced (for me) math so I can make some...
    Business reviewer avatar
    Marty Ghiringhelli - he is my sister's bro in law. I think you will really like him....
  • 3.

    O'Keefe Sean-Shuster Financial

    • 4 Park Plz # 520 Irvine, CA 92614
    9.8
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (949) 833-5788
    Referral from Jun 24, 2014
     
    Business reviewer avatar
    Gabriela M.:
    Can someone please suggest the best ( without outrageous fees!) medical insurance in California for self employed individuals and their...
    Business reviewer avatar
    Www.seanokeefe.net. He is a cfp with credentials from Harvard and wharton. He is my husband. Been in business over 20 years He will be...
  • 4.

    Ameriprise Financial

    • 4 Venture Irvine, CA 92618
    • Closed
    9.7
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (949) 453-0593
    Referral from Feb 18, 2015
     
    Business reviewer avatar
    Linda S.:
    Does anyone know a very honest, trustworthy, knowledgeable financial advisor you would recommend?
    Business reviewer avatar
    Yes Mike Emge with Ameriprise 949-453-0593 x225 tell him I told you to call him! He is the best most honest helpful man you will ever...
  • 5.

    Wealth Planning Group

    • 9841 Irvine Center Dr Irvine, CA 92618
    • Closed
    9.6
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (949) 250-9955
    Referral from May 15, 2014
     
    Business reviewer avatar
    Yorba U.:
    Can you post anonymously please? I would like to get recommendations for a CPA or financial planner, preferably local. Thanks
    Business reviewer avatar
    financial Planner Karl Dimler 949.250.9955. Been with him 30 years. He is with LPL.
  • Referral from August 4, 2015
    5.0
    Facebook reviewer avatar
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