Selah Portfolios & Planning - Costa Mesa, California

Selah Portfolios & Planning is a financial planning specialist that can be found at Address: 129 Cabrillo St # 103, Costa Mesa, CA 92627. This company is identified as women-owned and offers wheelchair accessible entrance, parking lot, and restroom facilities, making it a welcoming space for all.

When it comes to financial planning, Selah Portfolios & Planning excels in their field, with Specialties: Financial planner. They are dedicated to providing personalized financial planning services to help individuals and families achieve their financial goals. Appointments are required, and it is recommended to schedule in advance to ensure availability.

Selah Portfolios & Planning has established a strong reputation in the community, with 27 reviews on Google My Business. The average opinion: 5/5 reflects the high level of satisfaction among their clients.

The company's website, Website: selahportfoliosandplanning.com, offers valuable information about their services, team, and approach to financial planning. It is an excellent resource for those seeking financial guidance and a trusted partner to help them navigate the complex world of finance.

Reviews of Selah Portfolios & Planning

Wendy Henderson

5/5

I’ve been working with Lauren since 2019 and it’s been a great experience!! I have a ton of questions and she explains everything with patience. I have complete confidence in her ability to guide us into a comfortable retirement along with meeting our other financial goals. She has also recommended a trust attorney and tax preparers that I’m really happy with. AND she’s just a good person with a kind heart.

Rose Palazzo

5/5

I feel confident having Lauren as my financial advisor. She has been guiding me now for several years to accomplish my retirement goals and I enjoy working with her. Lauren brings tremendous acumen, experience and diligence to her job as a wealth manager and she is quite pleasant to work with. Gracias Lauren!!!

lori gage

5/5

Lauren is brilliant, knowledgeable, anticipates needs, and always kind and patient. She is a pleasure to work with and I know she has my best $$ interests at heart. My daughters feel the same way/ we trust her completely!

Elizabeth Nelsen

5/5

Lauren is great to work with. She is very helpful and patient. I've become much more confident with my finances through our conversations and planning.

Jessica Townsend

5/5

I've worked with Lauren for over 5 years. From the initial phone call, she has been more interested in what my goals are and we talk about actionable steps that can be taken. What I most admire is that she answers every single one of my questions and even checks on my personally. I would gladly recommend working with Lauren!

marissa van groningen

5/5

I feel so grateful that I found Lauren and Selah. I have recommended a plethora of people to her. She is very knowledgeable and easy to work with. If I have any questions, she responds quickly. I would recommend Selah without hesitation. You are in good honest hands with Lauren!

Adela Garcia

5/5

Lauren has been a pleasure to work with. She is always available to answer any questions I have. She makes things easy for me to understand. I feel comfortable with her and know that I can trust her. She is amazing.

Katie Trippe

5/5

I couldn't be happier knowing that Lauren is managing my finances (and that I don't have to!). She's communicative, responsive, and I feel confident knowing I'm in her good hands. My mom & sister use her, and I've already recommended her to a handful of friends. Highly recommend Selah Portfolios for your financial planning needs.