G & L Financial Services - Corona, California

For individuals and businesses seeking expert financial consultation, G & L Financial Services presents itself as a dedicated provider. Located at 7232 Meurice Cir, Corona, CA 92880, United States, this firm aims to offer personalized financial guidance. Their primary focus is on assisting clients in navigating the complexities of personal and business finances, ensuring they achieve their long-term goals. Currently, G & L Financial Services boasts a limited online presence, with no readily available website, but their commitment to client service remains evident.

About G & L Financial Services

G & L Financial Services operates as a financial consultant firm, specializing in providing tailored advice to a diverse clientele. The firm’s core competency lies in analyzing financial situations, identifying opportunities for growth, and developing strategic plans to optimize financial well-being. They understand that every client’s circumstances are unique, and therefore, they prioritize a consultative approach, taking the time to thoroughly understand each client’s specific needs and aspirations. The firm’s philosophy centers on building long-term relationships based on trust, transparency, and a shared commitment to financial success.

Key Features and Services

• Personalized Financial Planning: G & L Financial Services crafts customized financial plans encompassing retirement planning, investment strategies, estate planning, and tax optimization.
• Investment Advisory: They offer guidance on investment selection, portfolio diversification, and risk management, helping clients align their investments with their financial objectives.
• Business Financial Consulting: For business owners, they provide support in areas such as business planning, cash flow management, and financial forecasting.
• Retirement Planning: Assistance with 401(k)s, IRAs, and other retirement savings vehicles is a key component of their services.
• Tax Planning: Strategic tax planning to minimize tax liabilities and maximize after-tax returns.

Location and Accessibility

The firm’s physical address is 7232 Meurice Cir, Corona, CA 92880. G & L Financial Services is committed to providing accessible services to all clients. The location features a wheelchair-accessible car park, ensuring convenient access for individuals with mobility challenges. Furthermore, the entrance is also wheelchair-accessible, promoting inclusivity and ease of access. A wheelchair-accessible toilet is available on-site, demonstrating a dedication to accommodating diverse needs. These accessibility features are integral to their operational philosophy, reflecting a commitment to serving a broad range of clients.

Client Feedback and Reputation

Currently, G & L Financial Services has 0 reviews on Google My Business, indicating a nascent stage in establishing its online reputation. The average opinion is 0/5, which underscores the need for the firm to actively solicit and respond to client feedback. While the lack of reviews may be concerning, it presents an opportunity for the firm to actively cultivate a positive reputation through exceptional service and client satisfaction. Building trust and demonstrating expertise will be crucial in attracting and retaining clients.

Contact Information

To engage with G & L Financial Services, clients can reach them at the phone number: 9515829956. Despite the absence of a dedicated website, prospective clients can likely find more information through local business directories or by contacting the firm directly to inquire about their services and expertise. It’s recommended to schedule a consultation to discuss specific financial needs and explore how G & L Financial Services can assist in achieving financial goals.

Recommendations for Potential Clients

Individuals and businesses seeking financial advice should carefully consider several factors when evaluating G & L Financial Services. Given the limited online presence and lack of recent reviews, conducting thorough due diligence is advisable. It’s suggested to initiate a conversation with a representative to gain a clearer understanding of the firm’s approach, experience, and client testimonials (if available). The firm’s commitment to accessibility is a significant positive, demonstrating a dedication to serving a diverse clientele. Furthermore, exploring potential referrals from trusted sources can provide valuable insights into the firm’s reputation and effectiveness. Understanding their specific areas of expertise – including investment management, retirement planning, and tax strategies – is crucial in determining whether they align with individual or business needs. Prioritizing open communication and establishing a strong rapport with the financial consultant is paramount to ensuring a successful and productive partnership. The firm's dedication to providing accessible services should be viewed as a core value, contributing to a positive client experience. Finally, researching the consultant's qualifications and certifications will add an additional layer of confidence in their expertise.

Ultimately, G & L Financial Services presents a potentially valuable resource for those seeking personalized financial guidance. However, prospective clients should approach the engagement with a degree of caution, prioritizing thorough research and a clear understanding of the firm’s capabilities and limitations.