Downie Financial Group- Dave Ramsey Smartvestor Pro
26050 Acero, Mission Viejo, California, United States
About the Downie Financial Group- Dave Ramsey Smartvestor Pro
Downie Financial Group is a reputable finance institution located at 26050 Acero in Mission Viejo, California. As a Dave Ramsey Smartvestor Pro, we specialize in providing expert financial advice and guidance to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping clients make informed decisions about their finances and investments. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, Downie Financial Group is here to help. Contact us today to schedule a consultation and start on the path to financial success.
Photos of Downie Financial Group- Dave Ramsey Smartvestor Pro
26050 Acero, Mission Viejo, CA 92691, United States
Opening hours of Downie Financial Group- Dave Ramsey Smartvestor Pro
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Downie Financial Group- Dave Ramsey Smartvestor Pro
"Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning."
"Cliff has been an invaluable asset for myself and my husband. He has helped us set up a our family living trust and has become our financial advisor with our investments. Cliff Downie is very through and patient. He teaches and he listens. He is very proactive and responds quickly and does what he says he will do. Cliff Downie is very honest and trustworthy in our opinion. Thanks Cliff."
"Cliff was extremely helpful and professional. I wanted to discuss retirement plans and obtain additional financial advisement, and he was able to lead me in the right direction in a thorough manner and very quickly - Just within the initial consultation, I was able to learn so much. His services are backed by Dave Ramsey, which is great, because he is well-known and has also been able to help many overcome financial crisis. Highly recommend booking a call with Cliff!"
"Looking for a trustworthy financial advisor? Cliff is knowledgeable, thorough and honest. Not only does Cliff have a heart of a teacher he loves what he does. A great combination when looking to achieve your long-term financial goals."
"I been working with Cliff at Downie Financial Group for about 3 years. Like most people I was very confused about how and where to invest my money which made me delay from starting. Cliff explained to me why a Roth IRA was a much wiser long term plan for me opposed to a traditional IRA which I had no clue about before our meeting. The one thing I like most about working with Cliff is avoiding all the hidden fees that I would have paid if I had chosen a larger company that spends a fortune on advertising. I finally feel that I have a solid investment plan for the future. I wish I would have started with Cliff when I was 18."
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