Genesis E.
2/6/2023
I had the amazing pleasure of getting to work with Drea! She's absolutely amazing at what she does and has taught me so much about insurance and different policies. Prior to meeting with her I...
The Financial Architects - Claremont
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915 W Foothill Blvd Ste I
Claremont, CA 91711
The Financial Architects is a financial planning firm based in Claremont, CA, dedicated to educating and empowering families and businesses to achieve financial success. With a holistic approach, they craft personalized financial roadmaps that address unique goals, risk tolerance, and the complexities of investments and taxes.
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Reviews
5.03 reviews
Noelle H.
2/5/2023
I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee anymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were...
Jose G.
1/29/2023
Amazing experience and costumer service. Celeste Sierra-Ververa is a very knowledgeable broker who helped me with my HELOC loan. Service was very fast and if I ever need anything or had any...
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