Lifestyle Financial Services - Santa Ana (CA)

Robert Garza John provided excellent service and provided the best numbers by comparing “apples to apples” . My family and I really appreciate all the hard work he put into making an already stressful situation that much easier. Everything was conducted in a timely manner. I highly recommend john! Thanks again!

Drew Bader Some nice people here but some of the advisors are incompetent. Heard an advisor was fired for a racist tirade in public. Another advisor who was a cheerleader at UCLA was an apologist for this individual and is racist himself. Some of the advisors clearly demonstrate a lack of professionalism and are technically not qualified for their positions. I’ve heard too many stories of missed investment opportunities, deception and overall questionable behavior. Other than that, this branch is ok.

juanoaklnd My name is Juan, JT Financial is highly experienced in tax preparation, I have been a client of Tonia for five years and have consistently received satisfactory results with my tax returns. I wholeheartedly recommend her services without hesitation .

Kate Poppins Every person was very polite and helpful in the office.