3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA 92618
(855) 480-1168
www.3pointefinancial.com
Contact: Olsen, CFP, John
Business Description: We will help you develop a process to make sound financial decisions. We'll show you how to reduce or eliminate debt, pay for kids and grand kids education, retire on goal, and do all of this typically without taking money out of your pocket or your business. We help find higher yield, avoid hidden exposures, and work as a general as it relates to coordinating all of advisory team.
In Business Since: 2005
Service Area: Nationwide, will help anyone anywhere. Start with a phone consultation by visiting http://www.3pointefinancial.com/index.php/schedule
On Angie's List Since: 6/24/2011
Warranties: SATISFACTION
Free Estimates: Complementary Consultation
Office Hours: Mon 09.00 AM - 05.30 PM, Tue 08.30 AM - 05.30 PM, Wed 08.30 AM - 05.30 PM, Thu 08.30 AM - 05.30 PM, Fri 08.30 AM - 05.30 PM, Sat 08.30 AM - 10.30 AM, By Appointment
Excluded Services: Auto Insurance, Lending
Licensed: Yes, I am appropriately licensed for my trade
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)
Senior Discount: 10%
Cities Served: National
 
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