Antonio Financial Group

Founded 2011 • Angie's List since April 2012

Not Rated| 0 Reviews

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Description

The Antonio Financial Group is an independent Fee-Only Registered Investment Advisory (RIA) firm based in Irvine California. The firm provides fee-only financial planning and asset management services, which means it receives NO commissions from ANY financial services firm—the only thing we sell is the advice we provide. Additionally, the Antonio Financial Group operates under a fiduciary standard, which means it is committed to always operating in the best interests of its clients....

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Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

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Services Offered

We offer comprehensive financial planning services and a la carte financial planning services focused on specific client needs. Should you enlist our services, we provide objective financial planning services at a rate of $175 per hour as needed by the client. The amount of services requested and needed are chosen by the client. We also provide asset management services for clients without receiving any commissions.

Services Not Offered

We do not sell any securities, financial products, or insurance. We do not receive any commissions or referral fees.

General Information
Free Estimates
Yes
Payment Options
Check, Visa, MasterCard, American Express, Discover, PayPal
Senior Discount
15%
Emergency Service
No
Warranties
NO