Why choose this provider?
Brighton Jones helps Irvine clients and those in the surrounding areas by meeting them at the intersection of life and wealth. Its personal CFO team develops a deep understanding of the client's future goals and current lifestyle, then builds and implements a personalized plan for them. The plan aligns each client's wealth with their values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail