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Proudly serving the Southern California area for over 15 years.

Loans

Whatever your needs are, as brokers we can select the bank that best satisfies them.

Real Estate

We can help you buy a first home or your next home, as well as any type of sale.

Taxes

A multi-disciplinary approach that brings clarity to your finances.

Consulting

Our service is top notch because we are able to offer everything under one roof

Why we are different.

We are different from most firms in that we are hands-on professionals that are licensed at every step of the way in dealing with easy to complicated tax issues, along with any and all real estate issues and mortgage loans. Our Personal approach allows us to work directly with the client to achieve their desired outcome with direct communication.

Our partnership with Quicken Loans and many other lenders allow us to shop in our clients’ best interest from among top national lenders. Our proven relationships and ability to work with attorneys and other professionals has allowed our business to grow in unique directions. Everyone here at Financial Solutions takes a team approach to our clients’ needs. Our track record of over 15 years in business has generated guaranteed results for our customers.

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About Us

Our boutique financial services firm is truly one of a kind. Every single member of our staff is licensed at least as a tax preparer. Staff also hold current licenses in life and property casualty insurance, real estate and mortgages, and previous licensing in securities (stock brokerage). We also partner with specialized professionals, such as CPAs and attorneys to provide what no other local firm even attempts – truly comprehensive service in all things related to your business and finances. Your largest investments can now be looked at from a tax perspective and your taxes can be done with deep knowledge about your business and investments. We provide guidance in estate planning and incorporations, business agreements, and many other subjects that may be difficult to obtain help with.

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Client Testimonials

Our goal is to provide families with the kind of integrated financial guidance that makes sense of the many financial issues impacting their lives.

Partners