Lincoln Financial Advisors - Irvine (CA)

Harlan Jodie (JodieJo Ha) Ali has a great relationship with my realtor so they communicated efficiently with each other (and me!). For my home purchase, I wasnt the top bidder, but the sellers preferred to work with Ali (as he had helped them refinance their home). Dont do yourself a disservice by using your friend/family member who is new to the industry (Been there!) get yourself a local pro with connections. I had one house that fell through and I needed special fire insurance/wrap around insurance policy for, and instead of the process of finding an insurer being tedious, they were able to recommend me someone who got the job done with as amazing of service as Ali and his team themselves.

Arlene Illa Melissa is a Godsend! She never hesitates to respond to any of my questions and always makes sure that all paperwork is completed, submitted, and filled out correctly. Her professionalism is the gold standard. I have had three interactions, two in-person meetings and one conference call. I always come away feeling confident that progress has been made. Melissa is knowledgeable, experienced, and willing to get any answers needed to assist me. I highly recommend her.

Matt Renner Anne has been a rock-solid advisor to our family for decades. On taxes and real estate matters, she shares her experience and ensures we get the best outcomes possible. A sincere and detail-oriented practice, we have had no issues and have always felt taken care of.