Selah Portfolios & Planning
129 Cabrillo Street, Costa Mesa, CA 92627
About the Business
Selah Portfolios & Planning is a reputable finance institution located at 129 Cabrillo Street in Costa Mesa, California. Our dedicated team of financial experts specializes in creating personalized investment portfolios and comprehensive financial planning services tailored to meet the unique needs and goals of our clients. With a commitment to excellence and a focus on long-term success, Selah Portfolios & Planning is the trusted partner you need to secure your financial future.
Photos
Location & Phone number
129 Cabrillo St # 103, Costa Mesa, CA 92627, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
10:00 AM - 3:00 PM
Sunday:
Closed
Reviews
"Lauren is great to work with. She is very helpful and patient. I've become much more confident with my finances through our conversations and planning."
"Lauren is brilliant, knowledgeable, anticipates needs, and always kind and patient. She is a pleasure to work with and I know she has my best $$ interests at heart. My daughters feel the same way/ we trust her completely!"
"I feel confident having Lauren as my financial advisor. She has been guiding me now for several years to accomplish my retirement goals and I enjoy working with her. Lauren brings tremendous acumen, experience and diligence to her job as a wealth manager and she is quite pleasant to work with. Gracias Lauren!!!"
"I've worked with Lauren for over 5 years. From the initial phone call, she has been more interested in what my goals are and we talk about actionable steps that can be taken. What I most admire is that she answers every single one of my questions and even checks on my personally. I would gladly recommend working with Lauren!"
"I feel so grateful that I found Lauren and Selah. I have recommended a plethora of people to her. She is very knowledgeable and easy to work with. If I have any questions, she responds quickly. I would recommend Selah without hesitation. You are in good honest hands with Lauren!"
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- Financial Consulting
- Financial Advisor
- Tax Consultant
- Audit & Consulting
- Asset Allocation
- Comprehensive Financial Plans
- Customized Financial Planning
- Financial Goal Setting
- Financial Planning Services
- Financial Stability Planning
- Financial Stability Solutions
- Individualized Investment Advice
- Investment Portfolio Balancing
- Investment Portfolio Creation
- Investment Portfolio Monitoring
- Investment Risk Assessment
- Investment Risk Management
- Investment Strategy
- Investment Strategy Development
- Long Term Financial Security
- Long Term Investing
- Long Term Investment Planning
- Long Term Wealth Management
- Portfolio Analysis
- Portfolio Diversification
- Portfolio Management
- Portfolio Optimization
- Retirement Planning
- Retirement Savings Strategies
- Tax Efficient Investing
- Wealth Creation Strategies
- Wealth Management
- Wealth Preservation
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