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Liang & Quinley Wealth Management
Referral from
Nov 15, 2016
Ursula L.:
I'm looking for a good certified financial planner in the local area, ideally with somewhat affordable rates. Thanks in advance!
Mike P.:
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... Ameriprise Financial Services, Inc.
- Financial Planner, Financial Advisor...
- 2 Park Plz # 1100 Irvine, CA 92614
Referral from
Jan 30, 2015
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...
Meg S.:
Marty Ghiringhelli - he is my sister's bro in law. I think you will really like him.... O'Keefe Sean-Shuster Financial
Referral from
Jun 24, 2014
Gabriela M.:
Can someone please suggest the best ( without outrageous fees!) medical insurance in California for self employed individuals and their...
Eva O.:
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... Ameriprise Financial
Referral from
Feb 18, 2015
Linda S.:
Does anyone know a very honest, trustworthy, knowledgeable financial advisor you would recommend?
Michelle P.:
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... Wealth Planning Group
- Financial Planner, Accountant, Cpa
- 9841 Irvine Center Dr Irvine, CA 92618
- Closed
Referral from
May 15, 2014
Yorba U.:
Can you post anonymously please?
I would like to get recommendations for a CPA or financial planner, preferably local. Thanks
Tom R.:
financial Planner Karl Dimler 949.250.9955. Been with him 30 years. He is with LPL. Annette Di Bello, CPA, CFP, PC
- Financial Planner, Investment Advisor...
- 9870 Research Drive Irvine, CA 92618
Referral from
May 09, 2013
Anthony F.:
whats on my mind, well, for those who don't no, i'm looking for someone who no's quickbooks to come and create a database for my carpet...
Jim S.:
Tony, give our accountant a call (Annette Di Bello Kelly-949-735-4195/annette@dibellocpa.com). She's great, lives in Carlsbad and rates...
Referral from August 4, 2015
Pat P. asked:
Can anyone recommend a really good financial planner in the area. Preferably someone who has been around a long time and who is not too young. Someone who has...
Carol K. replied:
Kris Malkin - she's on Facebook She's local
Linda C. replied:
Mark Phillips & Associates 19712 MacArthur Boulevard Suite 225 Irvine, CA 92612
Sharon C. replied:
Gary Sherwood 949-595-4103
Brigitta C. replied:
Don Harrell Morgan Stanley (949) 241-2307, cell Amazing at what he does, very sincere.
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