OCFG is centrally located in Southern California and positioned to help people in the Greater Orange Coast area.
When it comes to addressing financial goals and objectives, finding the right advisor is a critical decision. OCFG offers the opportunity for a no-cost consultation to see if we are right for each other! That's right, we are selective and you should be too.
Some questions you should ask a potential advisor:
- What is your process?
- What are your areas of expertise?
- What are your fees?
- What is your availability?
- Am I locked into a contract?
Orange Coast Financial Group is committed to a high level due diligence, service and communication with and for our clients and some reasons we choose not to work with clients are as follows:
We are happy to help find the right fit for anybody looking for the best advice and maintain referral relationships with Advisors nationwide.