Financial Synergistics Group - Tustin, California
Address: 180 E Main St Suite 206, Tustin, CA 92780, United States.
Phone: 9493293408.
Website: financialsynergistics.com
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Financial Synergistics Group
⏰ Open Hours of Financial Synergistics Group
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Introduction
Nestled in the heart of Tustin, California, at the esteemed address of 180 E Main St Suite 206, lies Financial Synergistics Group, a distinguished financial consultancy firm that has been guiding clients towards financial security and prosperity for decades. With a client-centric approach and a commitment to understanding each individual's unique financial landscape, the firm has carved a niche for itself in the competitive financial services industry.
Main Services
- Generations Strong: A comprehensive service designed to foster financial well-being across generations within a family. It involves strategic planning to ensure the wealth and values of one generation are passed on securely to the next.
- Family Centric: Tailored financial plans that align with the specific goals and values of each family. This service ensures that every family member's financial needs are met and that the family's overall financial health is optimized.
- Pure Perspective Process: A systematic approach to financial planning that begins with understanding the client's unique perspective, values, and goals. This process ensures that every decision made is in line with the client's best interests.
- Planning Integrity: A commitment to maintaining the highest ethical standards in all aspects of financial planning. This involves honesty, transparency, and a fiduciary duty to act in the client's best interests at all times.
- Productive Know-How: Leveraging the firm's extensive knowledge and experience in financial planning to provide clients with practical, productive strategies to manage their wealth.
- Circle of Influence: Building a network of trusted professionals to provide clients with comprehensive financial solutions. This includes collaborations with attorneys, accountants, and other specialists to ensure all aspects of a client's financial life are covered.
- Lead by Example: A commitment to setting a high standard for financial planning, not just for clients, but for the industry as a whole. This involves continuous learning, professional development, and a dedication to improving the financial planning process.
- Agile Solutions: Flexible and adaptable financial planning strategies that can pivot and adjust to changing market conditions and life circumstances. This ensures that clients' financial plans remain resilient and relevant in an ever-changing world.
- Future Focused: A forward-thinking approach to financial planning that anticipates future needs and opportunities. This involves long-term strategic planning and regular reviews to ensure clients remain on track to meet their financial goals.
- Actively Outdoors: Encouraging clients to lead active, healthy lives by incorporating outdoor activities into their financial planning. This might include planning for travel, adventure, or other outdoor pursuits.
- Inspired Retirees: Tailored financial planning for those in retirement or approaching retirement. This involves ensuring clients have enough income to maintain their desired lifestyle while also planning for the future.
- Multi-Generations: Financial planning that caters to the unique needs of multiple generations within a family, from parents to children and even grandchildren.
- Philanthropic Singles: Financial planning that enables single individuals to make a meaningful impact with their wealth, whether through charitable giving or other means.
- Rainmakers: Tailored financial planning for high-income individuals and business owners. This involves strategies to manage and grow wealth, while also planning for future generations.
- Suddenly Single: Comprehensive financial planning for individuals who have recently lost a spouse or partner. This involves immediate support and long-term planning to ensure financial security.
Location and Access
Financial Synergistics Group is located at 180 E Main St Suite 206, in the heart of Tustin, California. The building is situated in the historic downtown area, surrounded by a mix of modern and heritage architecture. The firm is easily accessible by car, with plenty of free parking available on-site and in the surrounding streets. Public transportation is also an option, with the Tustin Metrolink Station just a short walk away.
The firm's suite is located on the second floor of the building, with a wheelchair-accessible entrance and elevator. The suite itself is also wheelchair-accessible, with wide doorways, ample space for maneuvering, and a wheelchair-accessible toilet. There is also a dedicated parking space for clients with disabilities.
Featured Characteristics
- Online Appointments: The firm offers online appointments via video conferencing, allowing clients to meet with their financial planner from the comfort of their own home.
- On-Site Services: For clients who prefer an in-person meeting, the firm's suite is a comfortable and professional space for discussions and planning sessions.
- Free Parking Lot: The firm provides free parking for clients, with both on-site and street parking available.
- Appointment Required: To ensure that every client receives the full attention and dedication they deserve, appointments are required for all meetings with Financial Synergistics Group.
- Appointments Recommended: While not always required, appointments are always recommended to ensure a productive and efficient meeting.
Practical Information
The firm's phone number is 949-329-3408, and their website is financialsynergistics.com. They are open Monday to Friday, from 8:30 AM to 5:00 PM, and by appointment on Saturday. They are closed on Sundays and major holidays.
When leaving a review for Financial Synergistics Group on Google My Business, clients can expect a prompt response and resolution to any issues raised. The firm values client feedback and uses it to continually improve their services.
Client Reviews
Financial Synergistics Group has received a total of 3 reviews on Google My Business, with an average rating of 5/5. The positive aspects mentioned in these reviews include:
- Expertise and Experience: Clients praise the firm's extensive knowledge and experience in financial planning, with one client noting that they have trusted the team with their families' insurance policies and financial planning for over a decade.
- Personalized Approach: The firm's commitment to understanding each client's unique financial landscape and tailoring their services accordingly is highlighted in several reviews.
- Long-Term Relationships: The firm's ability to build long-term relationships with clients is evident in their reviews, with one client mentioning that they have been working with the firm for 30 years.
- Professionalism and Integrity: The firm's high ethical standards and commitment to client best interests are reflected in their reviews, with one client noting that they have "trusted the team" with their financial planning.
These positive aspects align with the firm's stated mission and values, demonstrating that Financial Synergistics Group is a reputable and trusted financial consultancy firm.
👍 Reviews of Financial Synergistics Group
