Simplicity Financial
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3350 Shelby St, Suite 200
Ontario, California 91764 - (951) 444-1895
Chamber Rating
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Shelley Torres
I met the twins and Steve about a year and a half ago and Im so thankful! They have helped me with figuring out the retirement puzzle and been super patient with teaching me about my options. I highly recommend them and even have sent them clients from my own business. If you have a minute, talk to them and see what I mean.
Feb 27th, 2024 -
Paul Penn
I'm so happy I met steve and the twins. They were able to fix my retirement accounts and understand my ROTH needs. I highly recommend them.
Feb 19th, 2024 -
virginia martin
Meeting the Financial Bros & Steve Ruiz has been the best thing to happen to us & our financial future. I highly recommend working with them.
Feb 16th, 2024 -
Patricia Florez
Aaron Cruz is professional and I value his expertise. He is easy to talk to and down to earth. Aaron helping us create the retirement we are dreaming of!!
Feb 14th, 2024 -
Darren & Jennifer Schendel
I highly recommend Alan and Aaron Cruz, and their firm The Financial Brothers, for all your financial planning needs. I was impressed by their professionalism, knowledge, and responsiveness. They take the time to thoroughly understand your situation and develop a comprehensive plan tailored to your needs. They truly care about your financial well-being and are always available to answer any questions and provide guidance. If you are looking for a financial planning firm that you can trust to provide expert advice and personalized care, look no further than the Financial Brothers with Integrity Financial.
Feb 11th, 2024
Contact Info
- (951) 444-1895
Questions & Answers
Q What is the phone number for Simplicity Financial?
A The phone number for Simplicity Financial is: (951) 444-1895.
Q Where is Simplicity Financial located?
A Simplicity Financial is located at 3350 Shelby St, Suite 200, Ontario, California 91764
Q How is Simplicity Financial rated?
A Simplicity Financial has a 5.0 Star Rating from 20 reviewers.
Ratings and Reviews
Simplicity Financial
Overall Rating
Overall Rating
( 20 Reviews )Shelley Torres on Google
I met the twins and Steve about a year and a half ago and Im so thankful! They have helped me with figuring out the retirement puzzle and been super patient with teaching me about my options. I highly recommend them and even have sent them clients from my own business. If you have a minute, talk to them and see what I mean.
Paul Penn on Google
I'm so happy I met steve and the twins. They were able to fix my retirement accounts and understand my ROTH needs. I highly recommend them.
virginia martin on Google
Meeting the Financial Bros & Steve Ruiz has been the best thing to happen to us & our financial future. I highly recommend working with them.
Patricia Florez on Google
Aaron Cruz is professional and I value his expertise. He is easy to talk to and down to earth. Aaron helping us create the retirement we are dreaming of!!
Darren & Jennifer Schendel on Google
I highly recommend Alan and Aaron Cruz, and their firm The Financial Brothers, for all your financial planning needs. I was impressed by their professionalism, knowledge, and responsiveness. They take the time to thoroughly understand your situation and develop a comprehensive plan tailored to your needs. They truly care about your financial well-being and are always available to answer any questions and provide guidance.
If you are looking for a financial planning firm that you can trust to provide expert advice and personalized care, look no further than the Financial Brothers with Integrity Financial.
Overall Rating
Overall Rating
( 20 Reviews )Write a Review
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