Keep It Simple Financial Planning
333 City Boulevard West, Orange, California, United States
About the Keep It Simple Financial Planning
Keep It Simple Financial Planning is a trusted finance institution located at 333 City Boulevard West in Orange, California, United States. Our team of experienced professionals is dedicated to simplifying the complexities of financial planning for our clients. We offer personalized services to help individuals and businesses achieve their financial goals with ease and confidence. Trust Keep It Simple Financial Planning to provide you with straightforward and effective solutions for all your financial needs.
Photos of Keep It Simple Financial Planning
333 City Blvd W # 1700, Orange, CA 92868, United States
Opening hours of Keep It Simple Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Keep It Simple Financial Planning
"If you are looking to get your financial life in order and get advice on the world of investing then you must schedule a meeting with Jason. He is incredibly knowledgeable and knows what he is doing. Jason is very kind and makes the whole experience very comfortable and fun. My financial situation has changed since I started following what was taught. I am so grateful and happy to have made the decision to get some advice. Schedule an appointment I highly recommend him!"
"Jason, is amazing at simplifying and helping me understand the importance of saving and planning for my retirement. In our first session he sat down with me and taught me how the stock market works and various concepts within the retirement planning process. He then showed me what can be possible if I start saving and investing now while I am still young. After having spent time teaching me the various retirement concepts and answering my questions. He helped me create a savings plan that is right for me. I am so grateful that I met with him. Thank you!"
"Jason is extremely knowledgeable yet helps his clients to understand the intricacies of financial planning. He is always positive thinking, even in negative financial times, and is extremely trustworthy. I highly recommend the use of his and his team's services."
"Jason is extremely knowledgeable in what he does and has educated me on so many different aspects of financial planning. More importantly, he cares about his clients and wants to help people change their lives and invest in their future. Highly Recommend!"
"Jason is great! I have been a saver my whole life and Jason convinced me with 95% certainty that I would not run out of money if I followed the retirement spending plan that we created. I had looked for an adviser like Jason and had just about given up hope of finding one that did not insist on managing my portfolio for an annual fee based on size of portfolio. Jason is creative and very good at explaining difficult financial concepts, he will personalize a plan according to to your particular needs and situation."
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