Joseph D.
7/29/2023
I've had the best experience with The Modern Money Team! Retirement planning is complex and can be intimidating but Jordan & Team gave me a clear understanding of their amazing investment...
Modern Money
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2051 E Spring St
Long Beach, CA 90806
Modern Money is a dedicated financial service provider in Santa Ana, CA, offering comprehensive solutions for individuals and families seeking financial freedom and stability. Founded by a husband and wife team, their mission is to empower their clients with the knowledge, tools, and strategies necessary to build a solid financial foundation and secure their future.
With a personalized approach to retirement planning, Modern Money listens to their clients' unique goals and concerns, simplifies the complexities of financial planning, and crafts personalized retirement road-maps. Their expertise covers various aspects of financial planning, including life insurance, retirement planning, children's savings, estate planning, and more, ensuring that each client receives tailored solutions to achieve their financial goals.
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Reviews
5.03 reviews
Theary P.
7/31/2023
My husband and I got a IUL policy for us and our two children ages, 7 and 4. We went in with a specific budget and the team at Modern Money listen to what we were looking for in a policy and...
Tino Y.
7/24/2023
Wow, where do I begin. Jordan and Sarun are nothing short of excellent. The knowledge obtained from our meeting was unforgettable. They were professional, ethical, and caring. Jordan asked all the...
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