Irvine, CA Financial Planner

Thrivent Financial-Lutherans loan agency I worked with was absolutely fantastic! They were extremely accommodating and offered a variety of repayment options that fit my ... more

This loan company deserves praise for their openness and honesty. There are no surprises or hidden fees, just simple and honest service. I admire their honesty and would ... more

Amazing client help and will help everyone with phenomenal, incredible, sensible or horrible credit. Definitely endorse to Thrivent Financial-Lutherans needing a singular ... more

It begins with the union's name: Financial Partners. I appreciate the helpful professionals that assist me each time. Comfortable: the atm is inside which makes one f ... more

Love it

Professional all the way! Peter is very knowledgeable, personalbe and quick. I highly recommend Peter Christenson for all your financial services!

We trust this company 100%. We beilive our investments are in the best hands.

Poor mechanisms with respect to providing customer service and support. The local office is closed and calls are not forwarded to a local representative on a national lev ... more

My husband and I recently met with Peter and can't say enough great things about him. He was knowledgeable, patient and took time to explain things and answer our questi ... more

You are liars and crooks

You are liars and crooks

You are liars and crooks

You are liars and crooks

You are liars and crooks

1.0 star rating I was recommended to this awful company. I had heard great things about it so I decided to give it try. I was recommended to call Erika Gonzalez and let m ... more

A representative there was so unprofessional she could not stop flirting with my husband right in front of my face! Great company overall but they really need to hire mor ... more

A representative there was so unprofessional she could not stop flirting with my husband right in front of my face! Great company overall but they really need to hire mor ... more

A representative there was so unprofessional she could not stop flirting with my husband right in front of my face! Great company overall but they really need to hire mor ... more

As a person who did not grow up with a strong background of financial literacy, I was very nervous to start working with a financial advisor, even though Henry came highl ... more

Ray is an exceptional financial advisor and human being. He really puts his clients needs above all else! If you are looking for the best financial advisor in OC he is yo ... more

Michael Scherer did a informative, helpful presentation for the Irvine Chamber. I wish I had known Michael years ago. He is trustworthy and has your best interest at he ... more

Knowledgable wealth management team. Really enjoyed the process. These guys know their stuff.

My time interacting with Stefan Gronvold has been exceptional. I highly recommend him or the rest of his team to anyone.

Peggy is all I could have asked for in a financial advisor. Intelligent, thoughtful, caring, and a sense of humor. I could not have asked for a better advisor, and have b ... more

Highly recommend this company! We have had 2 transactions with this company, a purchase and a refinance. Jason is on top of it and gets it done to close quickly! We are v ... more