Downie Financial Group- Dave Ramsey's Smartvestor

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26050 Acero
Mission Viejo, CA 92691
+1 (714) 909-1215
http://www.cliffdownie.com

Downie Financial Group is a registered investment adviser based in Mission Viejo, CA, offering advisory services in California and other jurisdictions. With over 15 years of experience, their fiduciary financial planner, Cliff Downie, aims to educate and advise clients on retirement planning, investments, and college savings, acting in their best interest. Through transparent education, strategic planning, and consistent action, Downie Financial Group helps clients reach their retirement financial goals.

As a recommended member of the Dave Ramsey SmartVestor Network, Downie Financial Group shares the same investment philosophies taught by Dave Ramsey. They provide short, simple, and easy-to-understand financial videos to help clients understand investing for retirement. With a focus on client education and communication, Downie Financial Group strives to be a trusted advisor for families in the Inland Empire Orange County area.

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4.547 reviews
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Patrice B.
3/12/2020

Met Cliff through the Dave Ramsey's Smartvestor Pros. Cliff was very professional and knowledgeable. I felt at ease while discussing my financial status with him. Cliff was good about explaining a...

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Matt K.
2/16/2024

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was...

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Nichole S.
9/23/2023

Put in a request for more info from Smartvestor and began to receive various calls, texts and e-mails from random Smartvestor reps. It helped me decide it's absolutely NOT the company for me.

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Shelly H.
1/19/2024

Highly recommend Cliff Downie. Easy to talk to and really helped my husband and I get our finances in order. Will continue to use Cliff for all of my future financial decisions.

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Steve M.
4/1/2023

OMG! I put in my request for a consultation and received three replies within a few minutes, that was to be expected.... what I noticed next was my email inbox being spammed to high heaven with...

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