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Applied Financial Planning, Inc.

4.7

About this business

Location details

100 Pacifica, Irvine, CA, 92618, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:30 p.m.
Tue8:30 a.m. to 5:30 p.m.
Wed8:30 a.m. to 5:30 p.m.
Thu8:30 a.m. to 5:30 p.m.
Fri8:30 a.m. to 5:30 p.m.
SatClosed
SunClosed
4.712 reviews
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Zoe Flippen's profile image
Zoe Flippen 
on Google
5 months ago

I recently participated in my first financial planning session with Andrea Graham and I was blown away by her professionalism and insights. She was able to answer questions that I had been curious about for years and gave me several points of view depending on where I wanted to see my finances in the future. I had a great amount of stress before my meeting but walked away with immense confidence in the direction we are taking. I am pleased that she is financial advisor. I will be sending her and her company all of my referra... read more

Eric Matheny's profile image
Eric Matheny 
on Google
a year ago

Outstanding service, responsive, and knowledgeable. 

Lucia C's profile image
Lucia C 
on Google
a year ago
Mike Porter's profile image
Mike Porter 
on Google
2 years ago

Having been associated with "Bill" and his group now for over 30 years, I can attest as a client, friend, and business associate that Applied Financial Planning has weathered all the storms and given expert financial advise along with personal tax planning over the years that has saved me and my family thousands of dollars. 

leslie “Maineac”'s profile image
leslie “Maineac” 
on Google
4 years ago

Bill is the best tax man available 

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Frequently asked questions about Applied Financial Planning, Inc.

How is Applied Financial Planning, Inc. rated?

Applied Financial Planning, Inc. has a 4.7 star rating with 12 reviews. 

When is Applied Financial Planning, Inc. open?

Applied Financial Planning, Inc. is closed now. It will open at 8:30 a.m. 

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