Started refinance application with Weslend January 2020. Jeff Steeves was simply great. No pressure, knowledgeable and walked me through the entire process. I never left my home, everything was...
WesLend Financial
(6)
Photos
Lifestyle Financial in Santa Ana, CA, is a financial planning firm dedicated to assisting families in securing their financial future. With a focus on comprehensive planning, the team at Lifestyle Financial addresses various aspects of personal investing and estate planning, providing tailored solutions to meet individual needs.
At Lifestyle Financial, the approach is centered on understanding clients' unique circumstances before crafting personalized recommendations. The team prioritizes building trust and creating a supportive environment for clients to take charge of their financial well-being.
By offering objective and sound financial advice, Lifestyle Financial aims to empower individuals, families, and businesses to make informed decisions and plan for a prosperous future. Clients can expect a collaborative process that focuses on their goals and aspirations, setting the foundation for a strong financial path forward.
Generated from the website content
Also at this address
Reviews
AWFUL! Lose stuff in "junk" mail Waited till closing day to ask for more docs. Delayed closing. Incompetent. Avoid at all cost.
My wife and I began a refi on MAY 7th. It is now Aug 18 and it's not done. We have been asked over and over again for the same things. I am a teacher and my wife is an RN. We have been told on...
I called Lenox on 8/28 and spoke with Jeff Steeves, who has been great. I sent all requested docs that same day. Jeff submitted on 8/30. Initially I was told we should be closing early October....
WesLend Financial is a great place to work. Armando is an Amazing Boss. His team leadership and support make him the best manager I've ever worked with. I enjoy coming to work, it's an awesome...
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.
Partial Data by Foursquare.




