John Stokes Financial - Irvine, California

Sharon G.

I’ve been working with John Stokes Financial for 7 years. He let me know that I had enough in my accounts to be able to retire. That was some of the best news I had ever gotten! I work directly with Tom Krebs. He answers all of my questions quickly and professionally. Everyone I have dealt with has been extremely prompt and helpful. The returns on investment have been excellent! I trust them implicitly to work in my best interest.

Maureen V.

My husband and I been working with John for ten+ years and it has been one of the best decisions we’ve made for our financial future. From the very beginning I felt like part of the family which led to a great deal of trust in John and his team. I found them all to be very transparent, thoughtful and they always tailored their approach to our personal needs. We will be ready to retire soon and there is no way we would have been ready without John’s expert advice these past years. The team didn’t just advise us, they educated us with patience and helped us make good long term decisions. I truly see this relationship as a partnership. If you’re looking for someone who not only delivers results but also makes you feel secure and informed along the way, I highly recommend John and his team.

Monica M.

My husband and I have been clients of John Stokes Financial (JSF) for over 10 years now and trust this firm with our finances due to their high integrity, professionalism and consistent track record. John’s team offer a great customer support , and John himself is always there for his clients, even when things go awry, he will be there offering his support.
Highly recommend!

Joe I.

I recently moved my retirement funds with John Stokes Financial. By any metric, I am a small investor, however, John invited me to his office, introduced me to his staff and made me feel like a "millionaire!" His personal attention and friendly staff confirmed that my investments are in good hands. They instill confidence and are easily accessible. Thank you John Stokes...

Marla W.

I met John in 2010 through the outplacement service Lee Hecht Harrison and have been with John Stokes Financials ever since.

I trust his advice, referrals and overall management of my retirement funds. I believe he loves what he does and always has his clients best interests at heart.

Also, he’s just a nice guy and a pleasure to talk to.

Martina Z.

I started working with John Stokes after a pretty surprising layoff. I found out he helps clients who are in transition, and that peaked my interest. My husband and I reached out, had an intro call, and I was sold! John and Tom (an excellent advisor in his own right!) at John Stokes Financial helped us figure out our bigger goals. They challenged us to look at our spending and save for a purpose. They created a plan for my husband to retire and gave me clarity to know what I need to bring in with the next opportunity. This inspired me to start my own business, and I continue to invest and plan with John Stokes. His team is direct and fair and really helps you create a roadmap for success, and I totally needed that! I highly recommend their services.

Roger M.

We chose John Stokes to manage our investments over 15 years ago and have been very satisfied with the job he has done. John has given us an excellent pathway to transition into retirement with an approach that is working well in these confusing times. I would recommend his services.

Jennifer R.

We’ve been looking for a trustworthy group to guide our full financial picture. Working with an accountant and a financial planner never connected the dots for what our entire plan should look like. John’s group has walked us through not only our current plan but how we progress to hit our goals. We finally feel like we have the full knowledge of all
Aspects of our financial health! So thankful for John Stomes and his team. They are trustworthy, knowledgeable, and personally invested in our financial health!