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Haussmann Financial,

23201 Lake Center Dr #300, Lake Forest, CA 92630, United States

● Open
4.3 6
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Hours open Contact Us About Us Reviews Add Review

About Us

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Haussmann Financial is a leading finance institution located at 23201 Lake Center Drive in Lake Forest, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

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Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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Contact Us

Direction
23201 Lake Center Dr #300, Lake Forest, CA 92630, United States
(800) 773-8700
trudy.haussmann.sarep.com
Call Website
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Reviews

New Review
Rating (required):
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Astrid Castro:
5

"I am just starting to plan for retirement and I needed advice on a budget and how to manage my 401k. I met with Dominica and she was very helpful by explaining to me how to maximize my budget and gave me suggestions on how I can start my retirement planning. She’s very diligent and professional, I felt really comfortable working with her as she is very knowledgeable in her stuff. Will definitively recommend her for financial advice to anyone."

more 6 years ago
Mike Clearman:
5

"Dominica Henderson manages my retirement account and I could not be happier. She understands my risk tolerance and makes recommendations that make sense for me. I am completely at ease knowing Dominica is watching out for me and my $!"

more 6 years ago
Soly Asmar:
5

"I met with Dominica their Financial Advisor and she went over my retirement plan. Dominica gave me advice on what to do for my family's future. She is very professional and does exactly what she says she will do. I highly recommend Dominica to anyone looking for financial planning advice."

more 6 years ago
pamela kelly:
1

"If you care about your retirement investment you will do your homework and trust your investment with anyone but Trudy and Dominique at Haussmann Financial. After years of being a Haussmann Financial client Trudy reassigned my account to Dominique of whom I was never happy with. I repeatedly requested a new adviser for several years and my requests fell on def ears. Under Dominique’s watch my account totally tanked. I recently found out that without notification Trudy turned my account over to a self managed account with Securities America. All my calls and messages left for Trudy requesting a conversation to give her a chance to justify this change have gone ignored and unreturned. Until my account was managed by Dominique I never had an issue with this company. The fact that Trudy approved this action, without any notification to me and the fact that she ignored all my requests for a new advisor speaks volumes about how little she cares about her clients."

more 6 years ago
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