Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t
Website: legacywealthfinancial.com
Phone: (949) 529-1655
Cross Streets: Between Quasar Dr and Gateway Blvd
Closed now
- Sun Closed
300 Spectrum Center Dr, Ste 400 Irvine, CA 92618 ·2168.28 mi
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Reviews
yelpMy wife introduced me to Mike back when we just started dating. She spoke so highly of how personable and hard working he was for the small portfolio she had at the time. Since then we have...
MoreMike is extremely prompt in response time and professional. He listened well to assess my current situation and gave me financial insight and honest feedback. He is friendly, easy to talk to and...
MoreHe has great information and a very logical and sound mind. His words and thought process were wise and took a rational and no-nonsense approach to the analysis.
MoreI would like to give an update to my review of Mike Valiente's financial advisor expertise since I first starting working with him in 2018. I just now got off the phone with him after an hour and...
MoreIn assessing post-career and retirement planning, one of the most difficult decisions is to choose someone that you can trust and who will represent your goals to the best of their abilities. We...
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