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Boyer Financial Services
- Financial Advising
- Huntington Beach, CA
About this business
Location details
7752 Warner Ave, Ste 201, Huntington Beach, CA, 92647, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Knowledgeable, intentional, client-oriented staff. Wonderful firm to work with.
I would highly recommend Jason Jacobi for A great Financial Advisor. He has always treated me like family and has always done the best for me and my family. My success is because of Jason.
We have been very happy with the services of Jason Jacobi and all the others at Boyer Financial. I've always been a frugal saver, but paying a commission for skillful management is well worth it. The investment advice is is sound and rational. What's more, it's nice to be working with a great group of people who treat us like family.
Originally recommended through Dave Ramsey, my family has trusted Jason Jacobi and staff at BFS for about five years or so. He handles our retirement planning and helped consolidate many IRA's and CD's that we had accumulated over many years of employment. He and the staff are very friendly, focused, attentive and deeply knowledgeable about the markets and a wide array of financial products. Our portfolios have been managed much better than what we experienced with another broker. We are very satisfied with how everything ha... read more
Frequently asked questions about Boyer Financial Services
How is Boyer Financial Services rated?
Boyer Financial Services has a 5 star rating with 12 reviews.
When is Boyer Financial Services open?
Boyer Financial Services is closed now. It will open on Monday at 8:30 a.m.
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