Advanced Planning Financial & Estate Services

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(5)

25411 Cabot Rd Ste 209
Laguna Hills, CA 92653
We believe in a “Holistic Approach” to Wealth Management and Estate Planning. Since 1999, our firm Advanced Planning Financial & Estate Services, has been creating Custom-Tailored solutions to help our clients achieve their dreams...

Reviews

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5.05 reviews
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Danny C.
8/11/2014

I am an immigration attorney with Green Maple Law Group based in Irvine, and I am a client of Advanced Planning Financial & Estate Services. Mr. Albert Aizin is the Principal; he is a detailed...

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Diane M.
10/5/2017

Albert Aizin a financial planner and financial adviser. Albert has a wonderful hands on touch. He is extremely thorough when going through our financial investments. He absolutely makes sure that...

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David G.
10/28/2014

I am a Trust and Estate Planning Attorney practicing in Southern California for decades. I've known many wealth managers and financial advisors over the course of my career and I can say that...

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Yvonne T.
11/18/2014

I'm getting to 40 and it's time! Time to better understand if we've diversified our 401k -which we didn't quite understand before meeting Albert Aizin. Thank you for helping us get a better...

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Manley K.
3/13/2015

One of the best investments I ever made was with Albert Aizin over 10 years ago. I have never received such excellent, efficient service and good results. If there were a six star rating, I would...

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