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Frequently Mentioned on Social Media
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Referral from November 6, 2015
Oscar U. asked:
Can anyone refer me to a good tax accountant / financial advisor? Thank you!
Frankie M. replied:
Travis Tandy
Courtney H. replied:
Juan Lopez is the tax man! Been going to him for years. 714 505 4285.
Louis R. replied:
Which one, they're two separate fields? For accountants, Brett Friedman CPA is second-to-none 7148501001. As for local financial advisors, talk to David Geske at Redwood Investments, he has been helping me since 2004. 9495679945
Ana O. replied:
silvia@anaheimprofessionalservices.com Silvia Albayati (714) 758-8380 The best
Referral from November 16, 2013
Dodie W. asked:
Friends I really believe in the process of referrals. Here is a list of professionals I know to be credible, ethical, and outstanding professionals. If your in need of...
Dodie W. replied:
714-313-9665
Dodie W. replied:
Lani Hana just let me know if you need me to ever do a mortgage review to find out the values now in your tract
Referral from November 22, 2015
Shirley S. asked:
Do any of you know a local Edward Jones financial advisor you would personally recommend? Thanks!
Melissa B. replied:
Yes Marianne Zamora
Diana U. replied:
I would check www.daveramsey.com and check on there for his endorsed local providers
Referral from September 9, 2014
Ryan P. asked:
OK. I have a big question for people. Is anyone a financial advisor? Do you have any experience in trading foreign currencies? I have some big questions. Could be...
Len C. replied:
http://m.us.wsj.com/articles/SB10001424052702304665904576384111852016334?mobile=y
Referral from September 16, 2017
Jessica H. asked:
Financial Advisor in HB area?
Kay P. replied:
Weaver Consulting Group at Main/PCH
Patty C. replied:
I second Weaver Consulting Group. Been going to Jason for years. He is the best and very honest!
Referral from September 1, 2014
Sara N. asked:
Does anyone know of a financial advisor in the Orange County area?
Jan N. replied:
Dave Ramsey has authorized local providers all over. Should be on his website.
Referral from February 5, 2015
Aimée E. asked:
Anyone have a referral to someone at a Wells Fargo branch? Looking for a financial advisor to set up an account with. (apparently a normal banker there can not assist...
Nichole C. replied:
Travis Nichols works for wells fargo.
Referral from December 29, 2014
Laura Y. asked:
Looking for a financial advisor in the HB area... any recommendations?
Referral from December 30, 2013
Jennifer V. asked:
Need referral for local HB financial advisor as mine is no longer around... Message me thanks!
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