Mitch F.
7/3/2024
We've been working with John Stokes Financial for over a decade, and even longer with our personal agent, Rick Friend. Rick has worked financial miracles for us for two decades, providing helpful,...
John Stokes Financial
Closed
(7)
Photos
2040 Main St Ste 570
Irvine, CA 92614
John Stokes Financial is a financial planning and investment management firm serving clients in Irvine, California. The firm by John Stokes, a Certified Financial PlannerTM professional with of experience in the financial services industry. John Stokes Financial offers a wide range of financial planning services, including retirement planning, estate planning, insurance needs analysis, and tax planning. The firm also provides investment management services, including portfolio management, asset allocation, and risk management. John Stokes Financial is committed to providing its clients with comprehensive, high-quality financial planning and investment management services.
Also at this address
Reviews
4.57 reviews
Eileen L.
4/1/2014
I took John's Unemployment Training seminar and found it very interesting and informative. It saved me lots of time and frustration researching and signing up the unemployment benefits. He also...
Mark A.
1/30/2014
Funny a post was entered as this being a bad financial institution. I totally disagree. John Stokes, and members of his staff call me back quicker than any other business. I am confident he...
Jeff G.
12/11/2012
These people are the absolute WORST financial advisors. They NEVER call even when your advisor is changed. We left and went to a much better place.
Brendan H.
6/18/2015
I met a gentlemen named Rick Friend when he gave a class at an outplacement agency. Rick was extremely helpful and thorough. I would highly recommend him to anyone who needs to figure out what to...
Owner verified
See a problem?
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.