StrateFi Wealth Management - Irvine (CA)

Kelly Doyle It’s only been a few weeks since I joined MCA, and I’ve already used the service twice—once for a flat tire and once when I locked myself out of my car. Both times, the reps were polite, helpful, and the service arrived faster than expected. I also started exploring the other perks, like the legal coverage and travel discounts. Honestly, this isn’t just a roadside plan it’s like a full protection package for drivers. Super impressed so far.!!

Hesham Kamel Staff if very much not there Joking around add the lines are ridiculously long Staff just sitting there joking around

Madeline Coyle Jeff was extremely helpful and made the whole process of going over my taxes feel not as nerve racking. He was very personable and I will definitely be going to him for his services again.

Lily Bryan She does not pay attention to detail nor take deadlines seriously she has been a hinderence to my grandmothers estate and has a conflict of interest relationship with the attorney. Stay far away from her especially if she is providing trustee services.

Bert Ople I recently worked with Brian to set up disability insurance, and I couldnt be more pleased with the experience. Brian took the time to answer all my questions clearly and made what could have been a complicated process feel simple and stress-free. His professionalism and genuine care for his clients really stand out. I highly recommend Brian to anyone looking for reliable and compassionate service when it comes to disability insurance. Thank you again, Brian!

Nikolas Miler Victor is very professional when speaking on the phone, and only wants what’s best for his customers, rather than make you an appointment to come on in, if the problem is solvable whilst on the phone with the customer, he tries his best to remedy the situation to save the customer time and money.