World Financial Group Irvine Office - Irvine (CA)

Sheldon Elias Schiffer My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.

Robert Jones Test, Test, Test

Hunter Cramer I want to give a huge shoutout to Brianna Matthews for being amazing throughout the whole mortgage process. She made everything super simple and easy to understand, which was a big relief for someone like me whos not too familiar with all the financial jargon. Brianna took the time to walk me through each step, answering all my questions patiently. Her expertise and professionalism were evident from the start, and I felt confident knowing she had my back. Thanks to Brianna, Im now a proud homeowner! If youre in need of a mortgage, I highly recommend reaching out to Brianna Matthews. You wont regret it! Thanks again, Brianna, for your top-notch service

Bertha Rodriguez I have been here twice and have never had any issues whatsoever. They were so helpful and made the process so easy! I love coming here. Definitely recommend 10/10!!