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Newport Beach Financial Planners

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About Search Results

YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. “Preferred” listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

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4. Student Services

(17)

4931 Birch StNewport Beach, CA 92660

(800) 296-8417

My agent at student services was really nice to me and she treated me well because they understand the difficult situation I’m in. I did my best to …

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5. Wells Fargo Advisors

520 Newport Center Dr Ste 1700Newport Beach, CA 92660

(949) 644-2220

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, ser…

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Charles Schwab

6. Charles Schwab

16 Corporate Plaza DrNewport Beach, CA 92660

(949) 718-5108

From Business: Charles Schwab & Co. Inc. operates as a broker-dealer subsidiary of The Charles Schwab Corporation. The firm offers a plethora of investment services and products…

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7. Green Street Advisors

660 Newport Center Dr Ste 800Newport Beach, CA 92660

(949) 640-8780

From Business: Founded in 1985, Green Street Advisors Inc. specializes in real estate investment trust (REITs) and real estate research. Based in Newport Beach, Calif., the comp…

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8. Merrill Lynch Wealth Management

520 Newport Center DrNewport Beach, CA 92660

(949) 721-6100

From Business: Welcome to Merrill Lynch in Newport Beach, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance…

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Camel Financial

9. Camel Financial

BBB Rating: A+

4667 Macarthur Blvd Ste 200Newport Beach, CA 92660

(949) 722-7717

From Business: When founded over 30 years ago in Orange County, California, Camel Financial undertook an exciting and idealistic goal. We sought out to provide small and medium-…

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10. TIAA Financial Services

4675 Macarthur Ct Ste 1170Newport Beach, CA 92660

(949) 809-2600

From Business: At TIAA, our mission is clear: to help provide lifelong financial well-being for those we serve. Whether we’re helping clients plan retirement, save for college o…

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11. Newport Financial Group

1501 Westcliff Dr Ste 300Newport Beach, CA 92660

(949) 515-1501
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12. We Help You To Save Your Home

2052 Newport BlvdCosta Mesa, CA 92627

(949) 545-8263
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13. Sandstone Financial

1400 Newport Center Dr Ste 100Newport Beach, CA 92660

(949) 717-7290
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14. Certified Financial

3 Corporate Plaza Dr Ste 220Newport Beach, CA 92660

(949) 553-1977
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15. California Private Wealth Management

23 Corporate Plaza Dr Ste 150Newport Beach, CA 92660

(949) 219-0799
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16. Platinum Financial

537 Newport Center DrNewport Beach, CA 92660

(949) 629-1204
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17. Kort & Scott Financial Group

550 Newport Center DrNewport Beach, CA 92660

(949) 760-6525
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18. Hightower Advisors

520 Newport Center DrNewport Beach, CA 92660

(949) 717-6563
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19. Oppenheimer & Co Inc

600 Newport Center DrNewport Beach, CA 92660

(949) 219-1000
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20. Assista Financial

1300 Bristol St N Ste 290Newport Beach, CA 92660

(949) 752-5444
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21. Carol Hammond Cfp

1200 Quail StNewport Beach, CA 92660

(949) 581-4733
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22. Crystal Cove Advisors Inc

1101 Dove St Ste 120Newport Beach, CA 92660

(949) 752-7790
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23. E Sa Energy Corp.

4200 Von Karman AveNewport Beach, CA 92660

(949) 723-2120
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24. J LJ All Around Sports

4630 Campus DrNewport Beach, CA 92660

(949) 260-8448
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25. Pacific Crest Financial

4695 Macarthur CtNewport Beach, CA 92660

(949) 851-4969
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26. Hollencrest Securities

(1)
BBB Rating: A+

100 Bayview Cir Ste 500Newport Beach, CA 92660

(949) 823-7700

interviewed with the firm and came away very impressed with the caliber of the Hollencrest team

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27. Alliance Acceptance Inc

(5)

4340 Von Karman Ave Ste 300Newport Beach, CA 92660

(949) 769-8900

Ok, so I would not be dealing with this company had I been more responsible with my credit. I got financed for my vehicle from Alliance Acceptance C…

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Edward Jones - Financial Advisor: Jessie E Norton

28. Edward Jones - Financial Advisor: Jessie E Norton

485 E 17th St Ste 100Costa Mesa, CA 92627

(949) 722-7324

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for educat…

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29. U.S. Trust

500 Newport Center DrNewport Beach, CA 92660

(949) 760-4570

From Business: You can benefit from a wide range of services designed to meet your specific needs, regardless of complexity or size. Because of the broad range of capabilities o…

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30. Fidelity Investments

1600 Newport Center Dr Ste 100Newport Beach, CA 92660

(800) 331-5829

From Business: Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the followin…

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Helpful Reviews 
Student Services
Rick S. rated

Student services is great with their clients. First some pros, -When you call in they pick up pretty fast unless its outside of hours of operations and you leave a message. Unlike my lender you have to talk to a dumb computer for like 15 minutes before you talk to a human being. -Student Services send notifications about your account. I updated my account information with my bank and it broke on Student Services end, but they notified me within days, my lender not a single thing. Nothing from my lender until I owed a fee. -They process quickly, with updates Cons: -I don’t like how their alerts work. It seems ok now but I received alerts after I fixed my documents. -I don’t like that they are not 24/7. Since I working during the day I have to call them on my lunch and is somewhat of a hassle. Overall pretty good. I just like someone else doing the management of my loans for me especially when they are ready when things come up. contact info I used: (800) 296-8417, (818) 208-6969

Student Services
Max R. rated

It was a good thing I talked to my lender about my payment amount because I never would have thought I would be in the red for my student loans. They told me that everyone gets placed in a standard program based on how much they owe and that is what everyone has to pay. I knew I could refinance my loans through consolidations and payment adjustments. I didn’t know how to setup special instructs for my lender to look at and I had to make sure I did everything right because they wouldn’t do anything if I incorrectly instructed them. It was too much of a hassle for me and so I looked into getting services to solve my problem. I call Student Services at (800) 296-8417 for the best services and loan consolidation and processing. They are located in Newport Beach CA 92660. I looked into others but they are closer to me and have been around for 3 years. They managed everything for my loans. They are the best relief services I found and they hold up to that name thanks.

Student Services
Sylvia H. rated

It has always been difficult to work on my loans because I don’t have the income I need to for my loans nor does my credit allow me to refinance. My lender tells me I can change my payment period but I can’t because I’m already in the longer repayment plan. If I change it, I’ll be paying way too much. They are very respectful about my situation over the phone and have committed to helping me rediscover the income based plans available to me. It began with an email and I just read through it then do an e-sign thing. It was really easy and they take care of everything. I couldn’t help but notice the effort that they go through to keep me updated and informing me about tracking my loans. I can call their support people at 800-296-8417 and email them at support@studentservices.help. I prefer to call because it’s faster for me and they pick up right away. Oh, and they have regular business hours which can be a pain if you’re on the east coast.

Student Services
Patricia T. rated

Student Services helped my find a better rate for my federal student loans. I couldn’t be more thankful. The company really appreciates the people they work with and they are like everyone’s friend. I spoke to a representative and we talk about my federal student loans. They are cheerful and friendly and really know how to treat people nicely. I don’t mind giving them a call every once in a while to check up on my federal student loans because they make it easy for me to get the answers I need. They work directly with my lender so I don’t have to. Student Services really made my life easy with my new lower payment option and loan consolidation. I’m really glad I work with Student Services. Could have more hours.

Student Services
Patrick P. rated

My agent at student services was really nice to me and she treated me well because they understand the difficult situation I’m in. I did my best to keep up with my payments that my lender gave me which was really unfair because I never really understood why my lender didn’t give me better options and I didn’t want those graduated plans. Student Services noted that lenders always put people in standard plans. I really appreciate that they helped me find a lower payment plan. After I got off the phone they kept me updated. I was able to call them up anytime and check on my student loans. They always have the right answers. Student Services have the best services for loan forgiveness reputable and trustworthy.

Student Services
Nicole R. rated

Student Services helped me so much with the consolidation of my loans. I needed someone like this that I could trust. Student Services advertises on their website all sorts of services including public service loan forgiveness. I work in a small public school and I qualify no problem but I was so tied up with my daily tasks and community projects I never sat down to do all the paperwork and organize all. It is a lot know do and learn but Student Services will take care of everything. I received updates via email and text messages. They are really fun to talk to and they will answer all your concerns. They are very professional an I proud to have more control over my accounts with Department of Education.

Student Services
Umar W. rated

Student Services was willing to help me regardless of how much I owed. I have been looking for a long time for a company to help with federal student loan relief. My loan servicer advised that I continue paying my standard payment on time but it was too much for me. I wanted to learn more about my other options and when I called Student Services they did not question what I wanted to know and how little I wanted to pay. They were professional and courteous and explained to me everything about the Income Based Payment plans and how I can receive a lower payment. I’m really fortunate that I have now qualified for a lower payment and I can be free from having to pay hundreds of dollars that I can’t spare.

Student Services
Megan K. rated

Speaking with the reps at student services helped me get rolling on a new repayment. Nothing is better than no longer having to pay high payments to my lender. When I received a call I wasn’t sure what to expect and it turns out that the person I spoke with was very funny and nice. We set up my account in less than 15 minutes. It was great because I got everything I needed them to do right away. Four months later I’m still rocking a low payment and never did I set up my consolidation so fast before with my lender. I’m proud to be in control again and student services made it easy. Student Services is a reputable business that I’d like to manage my federal student loans.

Student Services
Lisa S. rated

I’m on board! I’m in a low payment program and I’m getting my loans consolidated. I work hard for this and my lender keeps giving me the run around. First issues with my auto pay now stuff about how I’m not ready for consolidation. What does that even mean? Anyway long story, Student Services helped my settle my dispute with my lender and they were really straight forward and professional. Student services took care of my loans. Call them up they do everything for you 800 296 8417. I learned a valuable lesson and Student Services handled it quickly and professionally.

Student Services
Wendy V. rated

I’m very happy with the processing of my student loans by Student Services. They called me one day and I was really concerned about the status of my federal student loans. I really didn’t understand options available to me. Student Services took the time to educate me about the options for lower income people. Most people are like me and we may have a high student loan debt but do not earn enough money to pay it off quickly. I was quoted a payment option of $53 a month on my student loans, which is more affordable for my income and my expenses.

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