Esther N.
5/1/2024
Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are 73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone...
The Financial Architects
Open
(107)
Photos
13890 Peyton Dr Ste A
Chino Hills, CA 91709
The Financial Architects, based in Chino Hills, CA, is dedicated to empowering families, individuals, and businesses with comprehensive financial planning services. Their holistic approach encompasses income planning, investment management, estate legacy planning, tax planning, and insurance solutions tailored to meet unique client needs.
Founded by CEO Manuel Soto, the firm emphasizes personalized financial roadmaps, aiming to simplify complex financial concepts and provide ongoing support. With a commitment to financial literacy, The Financial Architects strives to guide clients towards building wealth and securing a legacy for future generations.
Generated from the website
Also at this address
Reviews
5.0107 reviews
Gabriela C.
5/21/2024
My husband and I have been Mr Soto's Clifford almost 20 years, primarily for life insurance and financial advise. He is knowledgeable, reliable and friendly and always available to answer...
Carlos G.
12/10/2024
TFA offers a great variety of products that can help families with building wealth and protect their hard earned assets. I've recommended them to clients for setting up trusts to avoid probate....
Lorraine J.
8/29/2023
I love the financial architects! They help people so much! I've known the broker Manny Soto over two decades. He's bringing knowledge from every background to this Chino Hills office. Manny has...
Calvin B.
5/21/2024
Manuel Soto has been my advisor for 15 years. He helped me set up both my wife and I's term insurance policies as well as both of our IUL's. He has been nothing short of amazing and I have...
See a problem?
