Life Design Financial & Insurance Services - Orange (CA)

mary myers I was pleasantly surprised at the level of knowledge Edward French demonstrated during our first appointment. Prior to today’s appointment, I had a phone consultation regarding Capital Gains taxes from the sale of a home. He assisted me in the preparation of the data he needed to prepare my returns. I found him easy to work with and actually enjoyed our appointment.

Mathew Porter "Working with Label Financial has been an outstanding experience. Their team took the time to understand my financial goals and provided personalized strategies that delivered real results. Thanks to their expertise, I was able to increase my savings, optimize my investments, and feel confident about my financial future. I highly recommend Label Financial to anyone seeking trustworthy and knowledgeable financial advisors."

Sherlyn Huerta I have used this credit union for more than 15 years and it is the best in the valley! I especially recommend the branch from Calipatria as the workers are courteous. Recently I joined the online banking and I had a little difficulty getting the app to work. Although, I do recommend getting it and honestly the worker by the name of Alma was very, very helpful! All in all, they are best...

Orlin Koehmstedt Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro!