South Orange County Financial Planning - David S. Lopez, CFP - Laguna Niguel, California
Address: 30131 Town Center Dr #168, Laguna Niguel, CA 92677.
Phone: 9495423316.
Website: socfp.com.
Specialties: Financial planner.
Other points of interest: Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of South Orange County Financial Planning - David S. Lopez, CFP
South Orange County Financial Planning, led by David S. Lopez, CFP, is a financial planning firm that offers specialized services to help individuals and families achieve their financial goals. Located at Address: 30131 Town Center Dr #168, Laguna Niguel, CA 92677, this firm is dedicated to providing expert financial advice and personalized service to its clients.
One of the key features of South Orange County Financial Planning is the Language assistance they provide, making it easier for clients who speak languages other than English to access their services. Additionally, the firm is Wheelchair accessible with an entrance, parking lot, and restroom that are all designed to accommodate individuals with mobility challenges. The seating area is also wheelchair accessible, and restrooms are available for use.
The firm is LGBTQ+ friendly and provides a Transgender safe space, ensuring that all clients feel welcome and respected. Appointments are required, and it is recommended that clients schedule their visits in advance. The parking lot is free, making it easy and convenient to visit the firm.
South Orange County Financial Planning specializes in financial planning, offering expert guidance on a range of financial issues, from retirement planning to investment management. Led by David S. Lopez, CFP, the firm's team of experienced professionals is dedicated to helping clients achieve their financial goals.
While there are currently 0 reviews on Google My Business, the firm's commitment to providing personalized service and expert financial advice makes it a top choice for individuals and families in the Laguna Niguel area.