Ross & Mary Hunt, Inc
About the Business
Ross & Mary Hunt, Inc is a trusted finance institution located at 29970 Technology Drive in Murrieta, California. With a dedication to providing top-notch financial services, our team of experts is committed to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer a wide range of services to meet our clients' needs. Visit us today to see how we can help you secure your financial future.
Location & Phone number
Ross & Mary Hunt, Inc, 29970 Technology Dr #120, Murrieta, CA 92563, United States
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
10:00 AM - 6:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:30 AM - 2:30 PM
Saturday:
10:30 AM - 1:30 PM
Sunday:
Closed
Reviews
"For the last 30 years Ross and Mary have taken care of my financial guidance and investments well! Between IRAs, savings and an annuity, they have my wife and I on a good path for retirement and I thank them for all that. Communications with Mary and Ross are great too! I recommend RMH Advisors!"
"My wife and I have been a client of Ross and Mary for over 15 years. Just a few years before we met Ross & Mary I had retired. In 2008 after financial & real-estate markets had collapsed, we were devastated. Ross, being an independent advisor, put together a plan that to this day is still working. It is our belief that the Lord placed Ross & Mary in our path, and to Him, Ross and Mary we are so grateful."
"I've known Ross for over 40 years and have been a client for 30 years. In that time Ross and Mary have provided personal, financial and professional advice that has been honest, detailed, considered, prudent and much appreciated. I emphatically recommend them!"
"I have been working with Ross and Mary Hunt for over 20 years. They have provided guidance in the areas of investing, financial planning, preparation for retirement and estate planning. Over this time they demonstrated excellent knowledge in their field and are extremely attentive to detail. Ross and Mary were also very sensitive to our risk tolerance when recommending investments. I highly recommend them to anyone seeking financial planning services."
"I have been a client of Ross & Mary for over seven years. It has been a pleasure to work with them. Prior to consulting them, our several retirement investments were a patchwork of accounts made up of savings and employee retirement plans developed during years of a two income, multi-employer family. As retirement drew near, it became necessary to get everything coordinated in order to maximize opportunities. We became very comfortable with Ross & Mary providing advice and direction right from the beginning. Their pleasant and positive personalities enhanced our confidence in the excellent information and planning advice laid out in easy to understand terms. Their suggestions for consolidating some accounts and moving some weaker plans into more robust ones were both simplifying and financially beneficial. From time to time it has been necessary to make withdrawals for household renovations, vacations, etc. and they have advised on the best accounts to use to minimize impact on my portfolio. Response to questions has always been quick. They make themselves available by text, phone, video, and in person. I gladly endorse Ross & Mary Hunt for investment planning and advice."
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