Downie Financial Group- Dave Ramsey Smartvestor Pro - Mission Viejo, California

Downie Financial Group, led by Dave Ramsey SmartVestor Pro Cliff Downie, is a renowned financial planning firm located at Address: 26050 Acero, Mission Viejo, CA 92691. With a phone number: 149091215 and website: cliffdownie.com, this company specializes in providing financial planning services.

The Downie Financial Group is known for its commitment to accessibility, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Additionally, the location includes standard restrooms and recommends appointments for visitors. With a total of 10 reviews on Google My Business, the company boasts an impressive average opinion: 5/5.

As a SmartVestor Pro, Cliff Downie and his team at Downie Financial Group are experts in Dave Ramsey's financial principles. They provide personalized guidance to help clients make informed decisions about their financial future. Whether you're looking to plan for retirement, save for your child's education, or manage your investments, Downie Financial Group has the expertise to help.

The firm's location in Mission Viejo, CA, offers easy access to a variety of amenities and is conveniently located for clients in the surrounding area. With a focus on accessibility and exceptional client service, Downie Financial Group stands out as a top choice for financial planning services.

If you're looking for a financial planner you can trust, look no further than Downie Financial Group. With a strong reputation, a convenient location, and a commitment to accessibility, this firm is an excellent choice for anyone seeking personalized financial guidance. To learn more about Downie Financial Group and how they can help you achieve your financial goals, visit their website at cliffdownie.com today.

Reviews of Downie Financial Group- Dave Ramsey Smartvestor Pro

Matthew Scott

5/5

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

Rebecca B

5/5

Cliff has been an invaluable asset for myself and my husband. He has helped us set up a our family living trust and has become our financial advisor with our investments. Cliff Downie is very through and patient. He teaches and he listens. He is very proactive and responds quickly and does what he says he will do. Cliff Downie is very honest and trustworthy in our opinion. Thanks Cliff.

Austin Bernd

5/5

Cliff was extremely helpful and professional. I wanted to discuss retirement plans and obtain additional financial advisement, and he was able to lead me in the right direction in a thorough manner and very quickly - Just within the initial consultation, I was able to learn so much. His services are backed by Dave Ramsey, which is great, because he is well-known and has also been able to help many overcome financial crisis. Highly recommend booking a call with Cliff!

Michael Miller

5/5

I been working with Cliff at Downie Financial Group for about 3 years. Like most people I was very confused about how and where to invest my money which made me delay from starting. Cliff explained to me why a Roth IRA was a much wiser long term plan for me opposed to a traditional IRA which I had no clue about before our meeting. The one thing I like most about working with Cliff is avoiding all the hidden fees that I would have paid if I had chosen a larger company that spends a fortune on advertising. I finally feel that I have a solid investment plan for the future. I wish I would have started with Cliff when I was 18.

Scott Wagoner

5/5

Looking for a trustworthy financial advisor? Cliff is knowledgeable, thorough and honest. Not only does Cliff have a heart of a teacher he loves what he does. A great combination when looking to achieve your long-term financial goals.

James Bilek

5/5

Cliff has been fantastic to work with. Very good at communicating and really takes the time to understand your situation and goals. He works very hard to help and I am very happy that I have hired him. His fee is extremely reasonable too!

Rick Coen

5/5

I spent an hour on the phone today with Cliff. What a guy! Very helpful. Cliff is a generous & thoughtful professional who helped me with my next step on this big, wonderful, journey we call life.
Thank you, Cliff!!

Rick Herman

5/5

The Downie Financial Group is very professional and responsive. They are concerned about meeting the needs of each of their clients and never pressure you to conform to a predetermined plan. They are very knowledgeable about the industry and the market and ensure that their clients are educated and understand their investments. It has been a pleasure working with them over the years.