ProInsight Consulting

Your Financial Genie - Aliso Viejo, California

Address: 120 Vantis Dr #300, Aliso Viejo, CA 92656.

Website: yourfinancialgenie.com.
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Free parking garage, Free parking lot, Free street parking.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Your Financial Genie

Your Financial Genie 120 Vantis Dr #300, Aliso Viejo, CA 92656

Your Financial Genie, located at Address: 120 Vantis Dr #300, Aliso Viejo, CA 92656, is a renowned Financial planner that offers exceptional services to its clients. This company has established a strong reputation for its commitment to providing expert financial planning and advice.

One of the unique features of Your Financial Genie is that it identifies as women-owned, making it a great option for those who want to support women-led businesses. Additionally, the company offers online appointments, making it easy and convenient for clients to schedule a consultation from the comfort of their own homes. If you prefer in-person meetings, the company also provides onsite services. The entrance, parking lot, and restroom are all wheelchair accessible, making the location accessible for everyone.

Your Financial Genie has a restroom and offers free parking garage, free parking lot, and free street parking, making it easy and convenient for clients to visit the location. To ensure that you receive the attention you deserve, an appointment is required.

According to 6 reviews on Google My Business, Your Financial Genie has an average opinion: 5/5, which speaks volumes about the level of service and expertise that the company provides. Clients have praised the company for its knowledgeable and helpful staff, as well as its personalized approach to financial planning.

Reviews of Your Financial Genie

Your Financial Genie - Aliso Viejo, California
Cheryl de Rodriguez
5/5

We have been very happy with the service Ilkay Sepulveda has offered us. She has improved our earnings on our annuities, amd she has recommended a financial advisor for our managed accounts. She stays on top of our financial needs, including our Medicare benedits and makes money-saving recommendations. We appreciate that she is proactive with her suggestions amd oversight.

Your Financial Genie - Aliso Viejo, California
DLZ Family Homes
5/5

Ilkay is intelligent, caring and extremely helpful in listening to your goals and then making them happen! I am very thankful for all of her suggestions and help. Without Ilkay's advice, I would not be living the life that I am so happy to be living!

Your Financial Genie - Aliso Viejo, California
didem gokturk
5/5

Ilkay Sepulveda enlightened me on options for a comfortable retirement- after the loss of my Uncle, my Aunt was lost - especially with finances. Ilkay came to us as a blessing and helped to shape my Aunt’s financial structure and future. I’m very grateful and her on going support is much appreciated. She truly opened my eyes and understanding to an area where women need the most help.

Your Financial Genie - Aliso Viejo, California
Katya Orr
5/5

I definitely recommend The Lady Advisor to anyone in need of a financial advisor! Listened to me and my needs and was very personable. I'm not the most financially literate but she answered all my questions and really helped me understand how this all works

Your Financial Genie - Aliso Viejo, California
Ava Archie
5/5

I just love her! Soooo inspirational. I'm out of Debt, partially because of HER shared mindset.

Your Financial Genie - Aliso Viejo, California
Isabel Rasmussen
5/5

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