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, Financial Synergistics Group, situated at 180 E Main St Suite 206, is a beacon of financial guidance and planning. With a commitment to understanding each client's unique financial landscape, this boutique firm stands out for its personalized approach and comprehensive services.
Main Services
- Generations Strong: Specializing in multi-generational planning, Financial Synergistics Group helps families navigate complex financial dynamics, ensuring wealth continuity and preservation.
- Family Centric: At the core of their services lies a deep understanding of family dynamics, providing tailored solutions that address each family member's needs and goals.
- Pure Perspective Process: This proprietary process involves a thorough assessment of a client's financial situation, followed by a strategic plan that aligns with their values and objectives.
- Planning Integrity: Financial Synergistics Group emphasizes the importance of integrity in financial planning. They believe in transparent, honest, and ethical practices that build trust and lasting relationships.
- Productive Know-How: The firm equips clients with the knowledge and tools needed to make informed financial decisions, empowering them to take control of their financial future.
- Circle of Influence: Recognizing the importance of a strong support network, Financial Synergistics Group works closely with clients' other professional advisors, such as attorneys and accountants, to ensure a cohesive financial strategy.
- Lead by Example: The firm's team members are committed to leading by example, demonstrating their belief in the services they provide and the strategies they recommend.
- Agile Solutions: In response to the ever-changing financial landscape, Financial Synergistics Group offers flexible, adaptable solutions that evolve with their clients' needs and market conditions.
- Future Focused: With a forward-thinking approach, the firm helps clients plan for tomorrow, today. They specialize in retirement planning, estate planning, and wealth transfer strategies.
- Actively Outdoors & Inspired Retirees: Committed to helping clients enjoy their golden years, Financial Synergistics Group offers guidance on funding active lifestyles and inspiring retirements.
- Multi-Generations, Philanthropic Singles, Rainmakers, Suddenly Single: The firm caters to a wide range of client profiles, offering specialized services for each unique situation.
Location and Access
Situated at 180 E Main St Suite 206, Tustin, CA 92780, Financial Synergistics Group is located in the heart of Orange County, California. Tustin, known for its historic buildings and vibrant community, provides an ideal backdrop for the firm's mission to preserve and grow wealth.
The firm is easily accessible from major highways, including the 5, 55, and 261 freeways. Public transportation is also available, with the Tustin Metrolink Station and several bus routes nearby. The firm offers free parking on-site, ensuring clients' visits are convenient and hassle-free.
Featured Characteristics
- Wheelchair-Accessible Facilities: Financial Synergistics Group is committed to ensuring all clients can access their services comfortably and safely. The building features a wheelchair-accessible entrance, seating, and toilet.
- Online Appointments: In response to modern lifestyles and global pandemics, the firm offers online appointments, allowing clients to access their services from anywhere in the world.
- On-Site Services: For clients who prefer in-person meetings, the firm's suite offers a comfortable, private space to discuss and plan financial strategies.
Practical Information
- Phone: 9493293408
- Website: financialsynergistics.com
- Email: [email protected]
- Operating Hours: Monday - Friday, 9:00 AM - 5:00 PM
- Appointments: Recommended, but not always required
Positive Aspects from Reviews
With an average rating of 5/5 from 3 reviews on Google My Business, Financial Synergistics Group's clients praise the firm's personalized approach, expertise, and commitment to client care.
- Long-Term Relationships: Clients appreciate the firm's commitment to building long-term relationships, with one client mentioning they have entrusted the team with their families' insurance policies and financial planning for over a decade.
- Expertise and Experience: Another client highlighted their 30-year relationship with Matt Hudack, a testament to the firm's expertise and consistency in financial planning and wealth management.
- Professionalism and Approachability: The firm is praised for maintaining a high level of professionalism while being approachable and easy to work with, making complex financial concepts accessible and understandable.
👍 Reviews of Financial Synergistics Group
