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
Financial Synergistics Group, situated at 180 E Main St Suite 206, Tustin, CA 92780, United States, is a distinguished financial consulting firm that stands out for its comprehensive approach to wealth management. With a strong emphasis on understanding individual financial landscapes and navigating clients towards their best interests, the company offers a refreshing perspective on financial planning.
Main Services
- Generations Strong: A family-centric approach that caters to the financial needs of multiple generations, ensuring a strong financial foundation for years to come.
- Pure Perspective Process: An innovative process that focuses on understanding clients' unique financial situations and aligning strategies with their personal goals and values.
- Planning Integrity: A commitment to transparent, honest, and ethical financial planning, ensuring clients always understand their financial picture.
- Agile Solutions: Flexible and adaptable financial strategies that evolve with clients' changing needs and market conditions.
- Circle of Influence: Leveraging a network of trusted professionals to provide clients with well-rounded financial advice.
- Lead by Example: A team of experienced professionals who embody the values they preach, leading clients by example in financial stewardship.
- Actively Outdoors & Inspired Retirees: Specialized services for those who love an active lifestyle and want to make the most of their retirement years.
- Multi-Generations & Philanthropic Singles: Tailored financial planning for individuals and families with varying financial situations and goals.
- Rainmakers & Suddenly Single: Support for individuals experiencing significant financial changes, such as divorce or inheritance.
Location and Access
The office is located in the heart of Tustin, California, providing easy access from major highways like the 5 and 55 freeways. Public transportation is available via the Orange County Bus service, with the nearest stop just a short walk away at El Camino Real & Main St. The building offers ample free parking, with wheelchair-accessible spaces available.
The suite is situated on the second floor, with a wheelchair-accessible entrance and elevator. The restrooms are also wheelchair-accessible, ensuring the facility is inclusive to all clients.
Featured Characteristics
- Online Appointments: The firm offers virtual consultations for clients who prefer the convenience of meeting from home or the office.
- On-Site Services: In-person meetings allow for more personal interactions, helping to build stronger relationships with clients.
- Free Parking Lot: The convenient on-site parking allows clients to arrive stress-free and ready to focus on their financial planning.
- Appointment Required/Recommended: Prior appointments ensure clients receive undivided attention and efficient service during their visit.
Practical Information
- Phone: 949-329-3408
- Website: financialsynergistics.com
- Address: 180 E Main St Suite 206, Tustin, CA 92780, United States
- Hours: Monday - Friday, 9:00 AM - 5:00 PM (Appointment Recommended)
Positive Aspects from Reviews
With an average rating of 5/5 from 3 reviews on Google My Business, Financial Synergistics Group has received high praise for its personalized approach and commitment to client success.
- Long-term Relationship Building: "I started working with Matt Hudack 30 years ago. Thanks Matt." - Client highlights the longevity of their relationship, emphasizing the firm's dedication to long-term financial planning.
- Trust and Expertise: "I’ve entrusted the team with our families insurance policies and financial planning for over a decade" - The client's confidence in the team's expertise and trustworthiness is evident in their decision to entrust the firm with their family's financial future.
- Positive Team Dynamic: "Great team to work with!" - This review highlights the positive atmosphere and collaborative spirit of the team, making clients feel valued and supported throughout their financial journey.
👍 Reviews of Financial Synergistics Group
