Santa Ana Finance & Management - Santa Ana (CA)

DIEGO PEREZ The best in town !

thad Miller Been working with Jim . For 10 years now. Just finished off paying my house. Its been nothing but a pleasant journey with him. I would definitely go back to do it again. Thank you

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.

Kenneth Primeau Great experience with tax preparation! They are very knowledgeable and professional! Highly recommend!