Scott Eichler - Savvy Advisors - Financial Planner Orange County - Orange, California

Scott Eichler is a financial planner based in Orange County, California. He is affiliated with Savvy Advisors and can be found at the physical address of 742 E Chapman Ave, Orange, CA 92866. The location is wheelchair accessible, with an accessible entrance, parking lot, and seating.

Mr. Eichler specializes in financial planning and has received 13 reviews on Google My Business with an average rating of 5/5. These reviews highlight his expertise in various areas of financial planning, including wealth management, tax planning, and retirement planning.

According to one review, Scott Eichler helped a family set up a new retirement account that they were not aware was an option for them. This demonstrates his commitment to providing personalized and comprehensive financial advice to his clients.

In addition to his onsite services, Mr. Eichler can be reached by phone at 144105251. He also has a professional website that can be accessed at savvywealth.com.

Characteristics of Scott Eichler

As a financial planner, Scott Eichler is known for his:

• Expertise in various areas of financial planning
• Personalized and comprehensive financial advice
• Commitment to his clients' financial well-being

Ubication and Information

Scott Eichler is based in Orange County, California, at the following address:

Address: 742 E Chapman Ave, Orange, CA 92866

His office is wheelchair accessible, with an accessible entrance, parking lot, and seating. He can be reached by phone at 144105251 or through his website at savvywealth.com.

Recommended Information

If you are considering working with Scott Eichler, it is recommended that you:

• Review his Google My Business reviews to get a sense of his expertise and commitment to his clients
• Visit his website to learn more about his services and qualifications
• Contact him directly to schedule a consultation and discuss your financial goals and needs

Recommendation

Overall, Scott Eichler is a highly recommended financial planner in Orange County, California. With his expertise, commitment to his clients, and accessible office, he is a great option for anyone looking for personalized and comprehensive financial advice. Contact him today through his website or by phone to learn more about how he can help you achieve your financial goals.

👍 Reviews of Scott Eichler - Savvy Advisors - Financial Planner Orange County

Russell S.

5/5

Highly recommend Scott! He is a wealth of knowledge for financial planning, tax planning, and retirement planning. He talked me through setting up a new retirement account that I did not even know was an option for my family and I. Thanks Scott!

Rex G.

5/5

Scott and his team have been tremendous to work with. He helped me through a large business acquisition and then helped myself and my family with managing our funds. He listened to my needs and has done a great job with my investments. Scott and the staff are very communicative and easy to get a hold of. They treat you like friends and really care about the businesses and families that they work with. I would highly recommend working with them.

Tim S.

5/5

My family and I have been working with Scott for the past 3 ½ years, first through my organization’s retirement planning and then growing the relationship to our personal finances. Scott’s approach has always been very personable, and his team takes care to first understand the individual before setting up a manageable and easy to understand financial plan. He has encouraged us to think a bit outside the box while ensuring the conventional areas are well covered. Scott and his team are friendly, very responsive, and a true pleasure to work with. This has brought comfort and structure to our financial goals, and we look forward to a long and fruitful relationship!

Lorraine M.

5/5

Scott and the Standing Oak Advisor team are well-versed in all areas of financial/wealth management. On a quarterly basis, we meet to check in and discuss the best financial strategy which aligns with market performance (past, present and projected), my risk tolerance, and meet our mutual short/long-term goals. As a two-year client, I have and continue to be pleased with the services they provide and the overall customer experience. They are friendly, professional, patient, and very responsive to any questions or requests I may have. I highly recommend Scott Eichler and the Standing Oak Advisor team. A quick call is all it takes to get that partnership started – you’ll be glad you did!

Tom V.

5/5

Scott and his team are knowledgeable, responsive, and personal! I was introduced to the Standing Oak Advisors by a family member who has been with them for more than five years. It is not easy to have your money managed and accessed by someone else but Scott has made me feel safe.

Charlotte G.

5/5

Scott Eichler and his team helped me through a major acquisition and strait into my investment future. He is a wealth of knowledge and kind enough to take the time to explain every strategy in a way that is easy to digest. He is kind and always there when you need him. He cares about his clients. My experience with Standing Oak has been exceptional and I would recommend them to my family, friends, everyone!

Deborah M.

5/5

Scott and the Standing Oak Advisors team really make you feel like you are unique and not just another cookie cutter client. Everyone is different and that is how they handle your situation. They took the time to look deep into our situation and come up with the right solutions. Now, I just have to go forward and do my part. By the way, I am a repeat customer. Scott helped us with out life insurance issues about 20 years ago, so I knew who to go to for advise today. Thank you.

Jonathan M.

5/5

Standing Oak provides excellent advice and customer service. Scott and his staff all speak in "easy-to-understand" language and have delivered on their advice/plans to help my family meet our financial & retirement goals. I highly recommend them!