This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
23101 Moulton Pkwy #108, Ste 600, Laguna Hills, CA, 92653, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Mike and Terry, your advice and guidance over the years is greatly appreciated!
Terry has been my financial adviser for 40+ years. He and/or Mike are always available to take my calls and patiently answer questions I may have. They are both dedicated, knowledgeable and truly care about the needs of their clients. I love being able to talk to a live person when calling Laguna Financial. That's where Cristi comes in. She is pleasant when answering the phone and many times was able to answer the question I had. She is a great addition to the team.
Terry and Mike have been exemplary in every aspect of our work together. They are reliable, transparent, and extremely knowledgeable. I appreciate the regular market updates and educational articles they provide,which help me stay informed and confident in my financial decisions. Their follow-through and honesty set them apart. I trust them completely and highly recommend their services.
Great experience! Mike and Terry are both very responsive and have helped us navigate our finances with easy to understand language! Front office staff is kind and relays any message to the advisor quickly. Would recommend to anyone in need of assistance!
Dug has reduced my net worth over the last 8 years or so with investments that I should have not been in. He lied to me by telling me the investments would give me a return of 6% to 8% YEARLY , instead I lost a lot of my money. Not only did I loose money I can't get out of most of them and I continue to loose money. I believe he lied to me by saying he is invested in the same funds investing $100,000 in each of my funds. As the market had it's best run I have lost a lot of MONEY. Thanks, I hope you made a lot of commission.
Laguna Financial Advisors has a 3.7 star rating with 6 reviews.
Laguna Financial Advisors is open now. It will close at 4:00 p.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com