KPP Financial Inc. - Irvine, California

Address: 17875 Von Karman Ave Suite 132, Irvine, CA 92614.
Phone: 8005575461.
Website: kppfinancial.com.
Specialties: Financial consultant.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 4.2/5.

Location of KPP Financial Inc.

8005575461

KPP Financial Inc. is a financial consulting firm that offers a wide range of services to help individuals and businesses manage their finances effectively. With a focus on personalized attention and tailored solutions, KPP Financial Inc. is dedicated to providing the best possible financial advice and guidance to its clients.

The company is located at Address: 17875 Von Karman Ave Suite 132, Irvine, CA 92614. The building is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Appointments are recommended, and online appointments are available for added convenience.

KPP Financial Inc. can be reached by phone at Phone: 8005575461. The company's website, Website: kppfinancial.com, provides detailed information about its services, team, and approach to financial consulting.

The company specializes in Financial consultant. services, with a team of experienced professionals who are knowledgeable in all areas of finance. From investment strategies and retirement planning to tax preparation and estate planning, KPP Financial Inc. has the expertise to help its clients achieve their financial goals.

KPP Financial Inc. has received 11 reviews on Google My Business, with an average opinion of 4.2/5. Many reviewers have praised the company's personalized approach, expertise, and professionalism.

Reviews of KPP Financial Inc.

Jack Lenz

5/5

I started when it was just KP. When it became KPP, I continued to receive excellent advice an a close relationship. KPP has provided a secure and wonderful retirement. Thanks to all of you.

Robert Oreste

4/5

Great service, well structured to meet my retirement income needs and appropriately incorporating my personal risk profile.

J Ro

1/5

I invested heavily with KPP and after a negative 4% return over two years - and never once a phone call to inform me - I am leaving. They state on the podcast that their money is right next to yours. Not true. I got a phone call and the first thing I was asked was "How do you want your money back?" No explanation on how they charged me fees for two years and never once called. No apology for not keeping me abreast of the poor performance.

Steve always says if it is too good to be true, it probably is. That is exactly right with KPP.

William Honda

5/5

I started working with Justin about 1.5 years ago and have had a very positive experience. Outside of portfolio management, they also offer weekly online office hours where participants can get feedback on their investing strategies and even have a radio show that provides investing advice.

Tamara Taylor

5/5

Steve and Justin do a good job helping the general public with investing knowledge and commentary through their podcast. Not all independent advisors, in fact not many at all, give their knowledge and experience as freely as they do, which tells me they DO like to help others and give back. I appreciate their transparency and education.

Emilios Danezis

5/5

Steve Peasly has a tremendous amount of integrity. I had invested my money in the past with KPP Financial and I felt very safe with his company. He turned it into a nice profit for my family and myself.

Shaun Edge

5/5

I have learned so much about investing wisely from listening to their podcast and reading their newsletters. If I didn't enjoy managing my portfolio so much, I would definitely let Steve and Justin.

Pablo Manya

5/5