Certus Financial Group

Closed
yelp logo

(1)

Call
Website

Photos

25909 Pala Ste 380
Mission Viejo, CA 92691
+1 (949) 367-9653
https://www.iplan4u.com
We are a financial planning and investment advisory branch of The Certus Financial Group, which is referred to as TCFG. We intend to build life-long partnerships with our clients. Our primary focus is on Advisory Services, a fee-based process, in which we consult with you on any issues that involve your financial well-being and in which we may be asked to manage portions of your savings/investment portfolios

Also at this address

Reviews

yelp logo
1.01 reviews
Andrew J.
6/17/2025

Terrible experience - No one answers the phone or calls back. I would expect a FINRA licensed organization to be a little more responsive than this.

Read more on Yelp
Owner verified
See a problem?

You might also like

BizNiya Corp- Ray Benito
Real estate leasing and rentals, Legal and tax services, Automobile and consumer finance companies

BizNiya Corp- Ray Benito

1
"If you are looking for ways to diversify your portfolio - whether it's inside your 401k or IRA, or in your other investments, I highly recommend speaking with Ray. He really cares about his..."
photo of Steve W.
Services, nec, nec, Business services, nec, nec

The Financial Coaching Group

The Financial Coaching Group, Inc. is a registered investment advisor firm serving select hard-working individuals and their families. We started in the financial and insurance services industry in 1998. The Financial Coaching Group, Inc. emerged in 2009 when we determined that an independent, un-biased approach would be the best way to continue to serve our clients. Our smaller size allows us to personalize our services and focus on your goals first. With the experience to guide and the desire to serve, we provide our clients with customized investment solutions so you can confidently make the important financial decisions that impact your future wealth and retirement.
Kenneth B. Krantz, CPA
Business services, nec, nec, Auditing services

Kenneth B. Krantz, CPA

4
"Ken has been our CPA for 18 years, and he has saved us a lot of headaches and money when it comes to our corporate and personal taxes. He is extremely knowledgeable, and goes above and beyond to..."
photo of Art J.
United States›California›Mission Viejo›Certus Financial Group

Partial Data by Foursquare.