Mondragon Advanced Planning - Glendora, California

Mondragon Advanced Planning: Your Trusted Financial Partner in Glendora

Mondragon Advanced Planning stands as a prominent financial advisory firm, dedicated to providing expert guidance and comprehensive financial planning services to individuals and families seeking to secure their financial future. Located in the heart of Glendora, California, the company occupies a strategic position, making its services accessible to a diverse clientele within the local community and potentially surrounding areas.

Core Services and Expertise

At the core of Mondragon Advanced Planning's offerings lies its specialization in financial planning. This involves a holistic approach, typically encompassing services such as retirement planning, estate planning (including the creation of living trusts, as mentioned in client feedback), investment management, tax planning, and insurance needs analysis. The firm aims to understand each client's unique financial situation, goals, risk tolerance, and time horizon to develop personalized strategies designed to achieve their objectives and mitigate potential risks.

The emphasis on personalized service is a recurring theme highlighted in the positive experiences shared by clients. As noted in the feedback provided, the team is praised for being 'exceptionally friendly, attentive, and always ready to address my questions and concerns.' This suggests a commitment to clear communication and client education throughout the financial planning process, ensuring clients feel supported and empowered to make informed decisions. The process is described as 'guided [them] through every step,' contributing to a feeling that even complex financial tasks become 'straightforward and manageable.' Furthermore, the mention of 'reasonable' pricing reinforces the value proposition offered by the firm.

Location and Accessibility

Mondragon Advanced Planning is situated at 1340 E Rte 66 #105, Glendora, CA 91740, United States. This Glendora location provides convenient access for local residents. The firm is committed to ensuring accessibility, evidenced by several key features noted in their profile:

• Wheelchair accessibility: Both a wheelchair-accessible car park and entrance are confirmed, along with a wheelchair-accessible toilet, ensuring the facility is welcoming and usable for everyone.
• Free parking: The availability of a free parking lot and on-site parking offers clients a cost-effective solution for their transportation needs during visits.
• Appointment system: It is essential to schedule an appointment to meet with the financial planners, ensuring dedicated time and attention are allocated to each client.
• Digital convenience: Online appointment booking is facilitated, streamlining the scheduling process for clients who prefer this method.

Diversity, Equity, and Inclusivity

Mondragon Advanced Planning distinguishes itself not only through its financial expertise but also by its commitment to diversity and inclusivity. The firm identifies as both Latino-owned and women-owned, reflecting a dedication to representation within the financial services industry. This identity fosters an environment that may resonate with clients who value diversity in their service providers.

Furthermore, the company explicitly states its commitment to language assistance, ensuring that communication barriers do not impede clients from receiving the support they need. This service is crucial for serving a diverse community effectively. The business also promotes a welcoming atmosphere for the LGBTQ+ community, explicitly mentioning being a 'LGBTQ+ friendly' and 'Transgender safe space' establishment, ensuring all clients feel respected and comfortable.

Client Experience and Reputation

The feedback received underscores a generally positive client experience associated with Mondragon Advanced Planning. Clients frequently commend the professionalism, friendliness, and thoroughness of the team. The personalized approach, coupled with clear communication and a focus on client goals, appears to be highly valued. The satisfaction expressed by clients regarding the completion of important documents like living trusts highlights the firm's capability in executing complex financial tasks efficiently and effectively. The positive word-of-mouth recommendations also indicate a strong likelihood of repeat business and referrals.

While the average rating stands at 2.7/5 based on 7 Google My Business reviews, the single detailed review provided offers a significantly more flattering perspective, focusing on high levels of satisfaction concerning service quality, guidance, and value. This suggests that while the average might be influenced by potentially less positive or mixed experiences, the core service delivery, as experienced by some clients, aligns with high standards of professionalism and client care.

Encouragement for Prospective Clients

For individuals seeking reliable, personalized financial planning in the Glendora area, Mondragon Advanced Planning presents a viable option. Their focus on comprehensive financial planning addresses crucial life goals, from retirement security to estate preservation. The confirmation of on-site services means face-to-face consultations are available, allowing for in-depth discussions.

Prospective clients are encouraged to leverage the online scheduling system for convenience, ensuring a smooth appointment process. The provision of language assistance and wheelchair accessibility further enhances the accessibility of their services. Given the emphasis on a supportive and educational client experience, scheduling a consultation to discuss specific financial needs and objectives is a recommended next step. The company's commitment to being a safe and inclusive space also warrants consideration for those prioritizing these aspects in their service providers.

While the average review score provides a general indicator, the positive experience detailed offers a glimpse into the potential benefits clients might receive, including expert guidance, reasonable pricing, and a supportive approach to navigating financial complexities.

👍 Reviews of Mondragon Advanced Planning

Veronica F.

5/5

Mondragon Advanced Planning recently completed my living trust, and I couldn’t be more pleased with the experience. The team was exceptionally friendly, attentive, and always ready to address my questions and concerns.
They guided me through every step of the process, making what could have been a complicated task feel straightforward and manageable.
Their pricing was very reasonable, and I felt truly supported from start to finish. I am extremely satisfied with the final result and will confidently recommend Mondragon Advanced Planning to my family and friends.

R H.

5/5

I recently used Mondragón A.P. to do my living trust. Paola and Alan were very knowledgeable and genuinely cared about all of my concerns. They made my wife and I feel very comfortable and walked us through the whole process in detail. I was very pleased with their services and affordability. I never thought I would do a living trust way before I retired, but they made the process super easy!

Estaba tan satisfecho con sus servicios, que se lo recomendé a mi mamá. Y ella también quedó muy agradecida, especialmente porque hablaban su idioma y todo fue muy profesional.

Thank you Paola and Alan. Gracias por sus servicios.

Crystal S.

1/5

This lady Paola Mondragón is not good at what she does. My family paid her about a year ago to do a living trust and nothing has been done, she has bad attitude and does not answer any phone calls. She always tries to make excuses as to why our living trust is not done. I WILL NOT RECOMMEND THIS Business to anyone !!! Save your money and go with someone else.

Jess V.

1/5

We paid Paola for a living trust and have not heard back with any update it’s been almost 1 year since we paid her for services !!! We fully trusted her and so far we have not heard any news !! And she still gets upset when she is asked what’s going on

Kenia M.

5/5

I use Mondragon advanced Planning to do my paper work and it was the best decision that I did.

ruby M.

1/5

WORST EVER!!!!!!! DONT TRUST THIS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Leo V.

1/5

No recomiendo estas personas ami nadamas me Robaron y la señora Paola es muy agresiva.......mondragon advanced planning no tienen nada de profesionalismo.