ProInsight Consulting

Financial Management Network, Inc. - Mission Viejo, California

Address: 26041 Acero, Mission Viejo, CA 92691.
Phone: 9494550300.
Website: fmncc.com.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

Location of Financial Management Network, Inc.

Financial Management Network, Inc. 26041 Acero, Mission Viejo, CA 92691

9494550300

Financial Management Network, Inc. is a company that specializes in financial planning. They are located at Address: 26041 Acero, Mission Viejo, CA 92691. You can reach them by phone at Phone: 94945

Reviews of Financial Management Network, Inc.

Financial Management Network, Inc. - Mission Viejo, California
Stuart Trautenberg
1/5

For years I have been paying about $1,400 per month for health insurance with FMN as my insurance broker. I trusted FMN. Always been very nice. I was always concerned about my high cost of health coverage. Never, not once, was California Covered mentioned to save money for my family's insurance. I mentioned it in the past and was told it's pretty much same amount. I called Covered CA (for 2025 coverage) myself and found a much better PPO plan for just $460/mo not $1,400/mo! I was paying $1,400/mo for many years with FMN as my ins broker. So much money thrown away. Legally, FMN did not have a fiduciary responsibility to me, but morally this was wrong. They did not have my best interest as a priority. Call Covered California before you spend tens of thousands of dollars for no reason. The excuse I was given by FMN is that they are not licensed for Covered California. Then the correspondence went dark. They new about Covered CA, but now I feel they just wanted their commissions with my insurance cost so high. Bad business.

Financial Management Network, Inc. - Mission Viejo, California
Jera Rickertsen
5/5

We're VERY happy having our portfolio with FMN. Nick and Joe Cavallo are our planners, and we value and appreciate our relationship. They're very thorough with explaining our options and supportive with ongoing communication. I feel secure trusting FMN with our future.

Financial Management Network, Inc. - Mission Viejo, California
Tatiana “Green Owl Consulting” Galeas
5/5

Matthew Conner is an awesome tax guru!

Financial Management Network, Inc. - Mission Viejo, California
diane
5/5

Matthew in the best tax guy ever.

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