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Falcon Wealth Planning
3400 Inland Empire Boulevard, Ontario, California, United States
About the Falcon Wealth Planning
Falcon Wealth Planning is a leading finance institution located at 3400 Inland Empire Boulevard in Ontario, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their wealth management goals through personalized financial planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Falcon Wealth Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Photos of Falcon Wealth Planning
3400 Inland Empire Blvd Suite 100, Ontario, CA 91764, United States
Opening hours of Falcon Wealth 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 Falcon Wealth Planning
"Jamil from Falcon Wealth Planning did such a great job in explaining finance to us in a way we understood. We found out that the life insurance policy we had was a financial pit instead of being beneficial which I had a hunch but didn’t know why. He explained why. Also, he took the time to read my husband’s work 401k and explained it to us especially since the word choices in it are difficult to understand. Therefore, if you are in a place where you need financial guidance please don’t hesitate to contact Falcon Wealth Planning. Jamil is kind, patient, and has a lot of experience in this field. He doesn’t pressure you in any way or tries to sell you anything his main priority are the financial wellbeing of his clients. I hope this review was useful and informative in making a choice for your future financial needs."
"My experience with Falcon was great. I worked with Peter to get a free assessment of my goals and current situation. I feel like it's important to mention that I haven't yet committed to joining on yet. Those reasons are more internally personal, and have nothing to do with my overall experience. Below is a small summary of the impression I was left with. Peter was very clear and knowledgeable as we spent two sessions going over my personal goals. The first session was more of a get to know you and the second was where the bulk of the information was laid out. The process of educating me as a potential client was very detailed and felt like a cornerstone of the company as a whole. The values behind this approach should be highly praised. I also never felt pressured in any way. That was clearly reiterated to me over the course of my process. I typically have trust issues with anyone that comes close to my finances but I honestly felt safe and trusting as I spent time talking to Peter. All of that said if you're curious, I wouldn't hesitate to reach out to their team and see what they can offer you. Thank you!"
"I highly recommend Falcon Wealth Planning. Met with Jamil and his personalized approach helped us navigate some financial decisions. He answered all our questions. Initial meeting was complimentary to determine if they are a good fit and able to help you make some financial decisions. He could be a valuable partner for anyone seeking sound financial advice."
"Fantastic experience working with Quinn at Falcon. Really took the time and effort to listen to my goal and hopes. Went through my financial information and gave me very valuable feedback to help me stay on top of things financially. Best of all this was all without any sort of sales pitch or pressure. Just a great guy who truly wants to help people. Can not recommend enough."
"I was looking to see where I can put my money to better use and after speaking with Kendell we went into detail over my finances and set up a plan and investments to consider. What I really liked about my experience with Kendell was he was not pushing any products or services on to me and he was very informative; which made it very comfortable to speak to him. I would recommend Falcon Wealth to anyone who is looking for financial guidance or taking the first step to being more conscious about their finances."
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