Progressive Strategies Financial Group
27281 Las Ramblas, Mission Viejo, CA 92691
About the Business
Progressive Strategies Financial Group is a leading finance institution located at 27281 Las Ramblas in Mission Viejo, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or plan for retirement, we are here to help you navigate the complex world of finance. With a focus on innovation and forward-thinking strategies, we are committed to helping our clients make progress towards their financial aspirations. Visit us today to learn more about how Progressive Strategies Financial Group can help you secure your financial future.
Photos
Location & Phone number
27281 Las Ramblas Suite 138, Mission Viejo, CA 92691, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Exceptional Financial Planning Experience I have had the pleasure of working with Tori Patrick for the last 15 years and wanted to share my positive experience. From the outset, Tori’s professionalism and expertise were evident. She took the time to thoroughly understand my financial goals and concerns, and then crafted a personalized plan tailored to my needs. Throughout the process, Tori demonstrated a deep understanding of financial markets and strategies, providing clear explanations and guidance every step of the way. Tori is patient, attentive, and always available to answer any questions I highly recommend Tori to anyone seeking top-notch financial planning services."
"Tori and Theresa are wonderful! They're always lovely to talk to, and they're always very responsive whenever I need to make an update or have any questions. Getting started with Tori was one of the best decisions I ever made!"
"Finding the right financial advisor can feel like searching for a needle in a haystack, but I struck gold with Tori! From the moment I met her, her expertise and genuine interest in my retirement goals put me at ease. She didn't just throw numbers at me – she took the time to understand my situation, risk tolerance, and desired lifestyle. We built a personalized retirement plan together, brick by reassuring brick. Every step of the way, she clearly explained my options and the reasoning behind her recommendations. I never felt pressured or talked down to – it was truly a collaborative effort. But Tori's support doesn't stop there. I receive regular updates tailored to my portfolio and the broader market, keeping me informed without overwhelming me. Her proactive communication and accessibility provide an incredible sense of security. Thanks to Tori, I face retirement with confidence and excitement, knowing my financial future is in capable hands. If you're searching for a financial advisor who's not just knowledgeable, but also invested in your success, look no further than Tori!"
"Working with Tori has been fantastic. She has helped create a solid strategy for my finances and is passionate about helping women be financially independent. Really grateful to have the opportunity to work with her!"
"Tori has been my financial advisor and trusted partner in managing my investment funds since my divorce. Her expertise and professionalism has brought a new level of insight and efficiency to my financial planning. She listens intently, understanding my current needs and future goals and offers advice accordingly. Tori’s recommendations are always well considered, since she thoroughly understands the financial landscape. The strategies she has used gives me great confidence in our ongoing partnership. And, her assistant, Teresa, goes above and beyond, showing great initiative and exceptional organizational skills. I highly recommend Tori to anyone looking for a dedicated and skilled professional to guide them through the complexities of financial planning and investments."
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- Financial Advisor
- Audit & Consulting
- Budgeting And Saving
- Economic Trends Monitoring
- Estate Planning
- Fee-Only Financial Planning
- Finance Advisor
- Financial Freedom
- Financial Goal Setting
- Financial Literacy Programs
- Financial Planning Services
- Financial Risk Assessment
- Independent Financial Advisor
- Inheritance Management
- Insurance Solutions
- Investing Strategies
- Investment Advice
- Investment Portfolio Management
- Investment Product Selection
- Investment Research
- Investor Education
- Long-Term Investment Goals
- Personalized Financial Solutions
- Retirement Income Planning
- Retirement Planning
- Retirement Savings Plans
- Risk Management Strategies
- Stock Market Analysis
- Tax Planning
- Tax-Advantaged Savings
- Wealth Creation Strategies
- Wealth Management Solutions
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