Periscope Wealth Advisors - Anaheim, California

Periscope Wealth Advisors is a highly esteemed financial consulting and planning firm, located at 160 N Riverview Dr ste 101, Anaheim, CA 92808, United States. Their phone number is 9493401701 and their website can be found at periscopewealthadvisors.com.

Specializing in financial consulting and planning, Periscope Wealth Advisors offers top-notch services to their clients. Their specialties include helping individuals and businesses create comprehensive financial plans, which includes investing, risk management, tax planning, and retirement planning.

The location of their office is wheelchair accessible, with features such as a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended to ensure the best experience for clients.

With an impressive 24 reviews on Google My Business, Periscope Wealth Advisors has earned an outstanding average rating of 4.8/5. Clients appreciate their knowledgeable and experienced team, personalized approach, and dedication to helping them achieve their financial goals.

👍 Reviews of Periscope Wealth Advisors

Rena S.

5/5

Kevin Campbell’s Retirement Master Class was excellent! With a recent inheritance and not a lot of financial experience on our end, the information was timely, thorough and easy to understand. Kevin’s presentation was professional easy to follow. He is knowledgeable, personable and responsive to all questions presented to him. The two books that came in the mail helped integrate the information presented in the online training and is an easy reference. We also participated in the free consultation where I was able to ask personal questions related to our individual situation – this was very valuable too! I highly recommend this training to anyone needing to increase understanding of financial management and setting goals for the future.

Holly C.

5/5

Kevin's Retirement Planning Masterclass is well worth the time and very reasonable cost! I was a bit skeptical at first but this class came recommended to me by someone I respect, and I'm so glad I took the plunge -- I learned so much and feel like I have a much more concrete plan now. Kevin is extremely knowledgeable about not just the financial side of retirement but also the psychological blocks that can cause us to get in our own way. He presents complex information in a very approachable way, and clearly has a passion for helping people plan for their future. It's clear that Kevin truly cares. Absolutely zero sales, even in the free post-class consultation he offers. I'm deeply grateful and can't recommend this class and Kevin enough!

julie S.

5/5

I recently completed a retirement masterclass and couldn’t be more pleased with the experience. The teacher was incredibly knowledgeable and engaging, making complex topic’s easy to understand. The course material was well-structured and highly informative. I feel much more prepared for my retirement journey thanks to this class. Highly recommend!

John H.

5/5

My wife and I have no idea how a mailer for The Retirement Masterclass found its way into our mailbox. To be honest, my initial reaction was "more junk mail and somebody wanting our money". However, after reading thoroughly and placing a phone call to the SLO office, we decided to jump in and attend both sessions. We know that there's a lot more information out there on investing and retirement planning than we'll ever learn. We have known for some time that we need to discuss our finances with a financial planner, but didn't know who. This class, with Kevin as our teacher, handouts and books to review, and a 45 minute free consultation afterwards, was JUST what we needed and more than we hoped for. We loved Kevin's demeanor, teaching/coaching style, his obvious expertise, and approachability. By the time we ended our personal 45 minute session, both of us believe we can move forward armed with knowledge, a better understanding of investment options, and at least the start of updated financial planning. Thanks Kevin!!

Karen D.

5/5

These folks are outstanding. Not only was the MasterClass practical, informative, and professional, but the individual follow-up session was even better. Both were exceptional. Alex effectively communicated all items in an easy to understand manner. He tailored the discussion to address my concerns, but didn't stop there. He asked questions that lead to opportunities that I hadn't thought of. Truly exceptional and knowledgeable customer service in every way.

Christie M.

5/5

The Retirement Masterclass led by Alex was so informative and was presented in a way that I had not heard before. My husband and I have decided to continue to work with the team to prepare for our retirement. Recommend the class highly.

Michael H.

5/5

A truly excellent course! Kevin was not only very personable, but was very attentive to the participants, and made a lot of time for questions.
The material was extremely helpful, and very thorough; the two volumes sent to us were also a great help and very valuable resourse.
The extra free consultation after the class was also very valuable. Very highly recommended

Jory S.

5/5

I have attended a few retirement/investment seminars and found the quality of information and format for the information presented by Kevin Campbell and Periscope Wealth Advisors to exceed any I had previously attended . The information was extremely informative and there is absolutely no pressure; it truly is educational, and not a "sales presentation". I strongly recommend attending, if you are looking to be better informed about investment ideas and strategies for long-term financial planning needs.