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What Our Clients Are Saying...

After dealing with a large firm that does not really listen to your needs and tries to push you into one of their categories, it is a real pleasure to deal with a group that listens and can translate that information into products that fulfill my needs.

Jere Preuss

Santa Ana, CA

I can’t begin to express how much I appreciate the help I received from Surf City. Like most people, I was at a loss when it came to financial planning.  From day one they made a positive difference for me. They really took the time to look at all aspects of my finances and plan out the best course of action for my future. It was nice to have all my options explained to me, and not to have to guess at what was best for me.  I can now stop worrying about my financial future.

Robin Gray

Fresno, CA

We have been working with the Surf City team for more than a decade now. They are heaven-sent!  Not only are they extremely nice & easygoing, they are also knowledgeable and insightful professionals. Brian is a creative, out-of-the-box thinker, yet they take a conservative-values approach to financial planning

that we appreciate.

Roger and Dina Tran

Laguna Hills, CA

Very Limited Openings!