Haussmann Financial - Lake Forest, California

Address: 23201 Lake Center Dr #300, Lake Forest, CA 92630, United States.
Phone: 8007738700.
Website: trudy.haussmann.sarep.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 4.4/5.

Location of Haussmann Financial

8007738700

Haussmann Financial is a financial planning specialist that can be found at Address: 23201 Lake Center Dr #300, Lake Forest, CA 92630, United States. The company can be reached at Phone: 8007738700 or through their website trudy.haussmann.sarep.com.

Haussmann Financial specializes in Financial planning, making them a great choice for individuals and families looking to secure their financial future. The company is committed to providing personalized financial strategies that are tailored to meet the unique needs of each client.

The office of Haussmann Financial is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. There are also regular toilets available, and appointments are recommended. The company has received a total of 7 reviews on Google My Business, with an average opinion of 4.4/5.

Other points of interest about Haussmann Financial include their commitment to providing excellent customer service, their expertise in the financial industry, and their ability to help clients achieve their financial goals. Whether you're looking to save for retirement, plan for your children's education, or simply manage your finances more effectively, Haussmann Financial can help.

Overall, Haussmann Financial is an excellent choice for anyone looking for a reliable and experienced financial planner. With their convenient Lake Forest location, accessible office, and personalized approach to financial planning, Haussmann Financial stands out as a top choice for financial planning services.

If you're interested in learning more about Haussmann Financial and how they can help you achieve your financial goals, be sure to visit their website or give them a call to schedule an appointment. You won't be disappointed

Reviews of Haussmann Financial

Haussmann Financial - Lake Forest, California

Astrid Castro

5/5

I am just starting to plan for retirement and I needed advice on a budget and how to manage my 401k. I met with Dominica and she was very helpful by explaining to me how to maximize my budget and gave me suggestions on how I can start my retirement planning. She’s very diligent and professional, I felt really comfortable working with her as she is very knowledgeable in her stuff. Will definitively recommend her for financial advice to anyone.

Soly Asmar

5/5

I met with Dominica their Financial Advisor and she went over my retirement plan. Dominica gave me advice on what to do for my family's future. She is very professional and does exactly what she says she will do. I highly recommend Dominica to anyone looking for financial planning advice.

pamela kelly

1/5

If you care about your retirement investment you will do your homework and trust your investment with anyone but Trudy and Dominique at Haussmann Financial. After years of being a Haussmann Financial client Trudy reassigned my account to Dominique of whom I was never happy with. I repeatedly requested a new adviser for several years and my requests fell on def ears. Under Dominique’s watch my account totally tanked. I recently found out that without notification Trudy turned my account over to a self managed account with Securities America. All my calls and messages left for Trudy requesting a conversation to give her a chance to justify this change have gone ignored and unreturned. Until my account was managed by Dominique I never had an issue with this company. The fact that Trudy approved this action, without any notification to me and the fact that she ignored all my requests for a new advisor speaks volumes about how little she cares about her clients.

Mike Clearman

5/5

Dominica Henderson manages my retirement account and I could not be happier. She understands my risk tolerance and makes recommendations that make sense for me. I am completely at ease knowing Dominica is watching out for me and my $!

Freedom First

5/5

Barb Boyack

5/5

Maureen Slater

5/5