Address: 815 E Birch St, Brea, CA 92821, USA
Phone: +18005267251
Sunday: Closed
Monday: 8:30AM–5PM
Tuesday: 8:30AM–5PM
Wednesday: 8:30AM–5PM
Thursday: 8:30AM–5PM
Friday: 8:30AM–5PM
Saturday: Closed
Valerie Mittel
This was an initial consultation and the agent was extremely helpful patient thorough professional and courteous in going over my finances for over an hour No charge Any services to be used will be a fee I felt so much better and was more than satisfied with the advice and the financial status for RETIREMENT.
saad gee
I don’t call. I do whatever I need on my cell phone or PC and it goes very well. That’s why I am surprised to hear comments about waiting long time on the phone or badly treated by some young employees. Perfect money management by professionals.
Dennis A
If I must wait hours for someone to answer the phone how about changing the music every half hour or so. Listening to the same music (?) over and over again is on the same level as Chinese water torture. I really can't give an accurate star rating since I never get to talk to anybody.
Mark Anthony Dominguez
I completely agree with the other reviewer who said that the younger employees are arrogant. The employee who works at the front counter, very young, practically rolled his eyes at me multiple times, he then proceeded to not upload very important documents for me, which he promised he would. I believe some training classes in Customer Service could be very beneficial.
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Am not sure. But I see no reason why it will not be open
Open Saturday?
1) I need to transfer retirement fund from my work plan into my IRA account with fidelity. Can I have the transfer form filled in your office if I just walk in your office in Brea? 2) Can I reset my user ID and password (Forgot both)when I walk in Brea office?
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