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BML Wealth Management
- Financial Services
- Irvine, CA
About this business
Location details
18401 Von Karman Ave #340, Irvine, CA, 92612, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I met Shane 20 years ago. I knew very little about investing and creating a financial plan but he explained it in a way that I understood. He also knows me very well. Regardless of our financial world Shane kept me at a safety and income level where I ultimately gained. We have scheduled meetings and I am always encouraged about where my finances sit. I feel very secure under his guidance. He is sharp, well informed and cares about his clients.
BML has always been the most trusted financial advisor. Shane is incredible with his insight and help with my financial well being. Patricia and Candace have always been very helpful in maneuvering through the Schwab system. For me it’s all about trust and the BML team shines and is well known for this in the financial world.
Always a pleasure to talk with Anthony. We did a full review and set up some changes. He walked me thru what my options were and gave me time to think. He is GREAT at his job!!
After signing on with BML, my financial life has been in order! It was all over the place before, and now I have it aligned with my goals. They also discovered that my life insurance was still going to someone it shouldn't be, and quickly fixed the problem!
As always, Shane knew , in advance of us telling him, what concerns we might have , and how they related to our various accounts. He knew all about the accounts without even looking at all the computer spread sheets, which were ready to review. We have never had anything other than amazing service, and wise planning from Shane, and top notch customer service from the BML staff.
Frequently asked questions about BML Wealth Management
How is BML Wealth Management rated?
BML Wealth Management has a 5 star rating with 199 reviews.
When is BML Wealth Management open?
BML Wealth Management is closed now. It will open on Monday at 8:00 a.m.
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