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Peshke Financial
27201 Puerta Real, Mission Viejo, California, United States
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About the Peshke Financial
Peshke Financial is a trusted finance institution located at 27201 Puerta Real in Mission Viejo, California, United States. With a commitment to providing personalized financial solutions, Peshke Financial offers a wide range of services including investment management, retirement planning, and wealth management. Our team of experienced financial advisors strive to help clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Peshke Financial can help you reach your financial goals.
Photos of Peshke Financial
27201 Puerta Real Suite 300, Mission Viejo, CA 92691, United States
Opening hours of Peshke Financial
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 12:30
Saturday:
Closed
Sunday:
Closed
Reviews of Peshke Financial
"My spouse and I have been working with Chad and his team for over 5 years now and could not be more satisfied with the service and advice we received throughout this time. After our tax situation became more complex (working in multiple states, property ownership, etc.), we needed assistance with our annual returns and overall guidance on where we could improve. Chad, Emily and the rest of the team have been very responsive whenever we reached out and have always taken the time to break down complex concepts into digestible recommendations (including the reasoning/impact for a recommendation). We look forward to working with Chad and his team for many years to come!"
"Chad and his team are great! We have been happy clients for many years. Besides doing our taxes & having great advice, I love their newsletters with informative articles, and really appreciate how accessible they are for any questions that pop up throughout the year. I highly recommend Peshke Financial!"
"After a year of doing our taxes wrong, I wanted help to make them right. The reviews led me to Peshke Financial and they've been so helpful in getting our taxes back on track. Other financial advice has been helpful as well. With changing tax laws happening so frequently, it's nice to have someone who's on top of it all for you. Don't try to do them yourself! Also, he's efficient and reliable in answering all questions you have. Worth every penny."
"Chad and his team consistently do a great job. He's always very timely on getting back to me even outside of tax season. He makes sure that the process is streamlined and as easy as possible. Thanks for all you do! Lisa"
"First met with Chad in 2013 to figure out how to get ready to buy my first home. He was kind enough to drive 30 minutes to my office knowing that in all likelihood I was still at least a few years away from my first purchase. Chad taught me all the important steps needed to improve my credit (listen to his advice!) while I continued to build my income and savings to more realistic levels that we set as goals. Fast forward to 2016 and we just closed on our first purchase. Chad stayed in touch the entire way and patiently helped me figure out when it was truly the right time to buy. While we were making offers on several properties Chad went the extra mile and called the Selling Agents to tell them why they should pick our offer. Really helps in this competitive SoCal market. Once we entered escrow, Chad was proactive, organized, provided clear communication, and made the process streamlined and stress free. Closed early with no issues. He even pulled off some fancy footwork to help lock in a superior rate when my fiancee's credit score unexpectedly dropped 2 points below the sacred 740 threshold. He also caught a mistake my accountant made on my 2015 taxes when he was pre-qualifying us for the mortgage so no doubt he is great at taxes also. Chad is super proactive in monitoring the interest rate market to identify opportunities to refinance. So nice to know someone is watching that for me. Since 2016 Chad has helped me refinance my mortgage twice to lock in a lower interest rate. He always makes sure the refinance makes sense economically before recommending it, including all fees associated. Most of all I enjoy working with someone I can really trust who has a strong faith and integrity to match. Would recommend Chad to anyone."
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