Progressive Strategies Financial Group - Mission Viejo, California

gina M.

I’ve been working with Tori as my financial advisor for nearly 17 years, and I can’t recommend her enough! She is the consummate professional—always taking the time to listen to my needs and tailor my goals accordingly.

Tori goes above and beyond by making regular check-ins to review my progress and offering recommendations to ensure I stay on track toward meeting my goals. She explains everything clearly and thoroughly, making even the most complex financial matters easy to understand.

What truly sets her apart is her dedication and reliability—she’s always there when I need her. If you’re looking for someone who combines expertise with a personal touch, Tori is the advisor you can trust!

jeff T.

I've been with Progressive strategies Financial Group for around 20 years! Tori is always willing to assist in my financial questions and planning, leaving it to me to make the final call, but putting in her extensive knowlege to help me formulate a comfortable decision, Teresa is also available and willing to help whatever process may need attending to practically in an instant. My investments have definitely been going in the right direction through the years it sure seems, Whether we are chatting about the weather or the almighty dollar, so far, so good!

Patty V.

I cannot express how grateful I am for Tori and Teresa’s exceptional service during a challenging time for my family. Tori’s expertise and dedication, combined with Teresa’s support and dedication, were instrumental in managing the distribution of our mother’s portfolio after her passing. With six beneficiaries and numerous funds to navigate, the task was daunting, to say the least. However, Tori and Teresa’s positive attitude and patient guidance made the entire process remarkably smooth and comprehensible. Their diligence and efficiency ensured that the distributions were delivered promptly to all of us. I am truly appreciative of their perseverance and commendable efforts.

Tori was my parents trusted financial manager for many years and now she is mine. Thank you, Tori and Teresa, for your invaluable assistance and hard work!

Alethia A.

Tori has been my financial advisor and trusted partner in managing my investment funds since my divorce. Her expertise and professionalism has brought a new level of insight and efficiency to my financial planning. She listens intently, understanding my current needs and future goals and offers advice accordingly. Tori’s recommendations are always well considered, since she thoroughly understands the financial landscape. The strategies she has used gives me great confidence in our ongoing partnership. And, her assistant, Teresa, goes above and beyond, showing great initiative and exceptional organizational skills. I highly recommend Tori to anyone looking for a dedicated and skilled professional to guide them through the complexities of financial planning and investments.

Claudine B. W.

Exceptional Financial Planning Experience

I have had the pleasure of working with Tori Patrick for the last 15 years and wanted to share my positive experience. From the outset, Tori’s professionalism and expertise were evident. She took the time to thoroughly understand my financial goals and concerns, and then crafted a personalized plan tailored to my needs.

Throughout the process, Tori demonstrated a deep understanding of financial markets and strategies, providing clear explanations and guidance every step of the way. Tori is patient, attentive, and always available to answer any questions I highly recommend Tori to anyone seeking top-notch financial planning services.

MIke C.

Finding the right financial advisor can feel like searching for a needle in a haystack, but I struck gold with Tori! From the moment I met her, her expertise and genuine interest in my retirement goals put me at ease. She didn't just throw numbers at me – she took the time to understand my situation, risk tolerance, and desired lifestyle. We built a personalized retirement plan together, brick by reassuring brick. Every step of the way, she clearly explained my options and the reasoning behind her recommendations. I never felt pressured or talked down to – it was truly a collaborative effort.

But Tori's support doesn't stop there. I receive regular updates tailored to my portfolio and the broader market, keeping me informed without overwhelming me. Her proactive communication and accessibility provide an incredible sense of security. Thanks to Tori, I face retirement with confidence and excitement, knowing my financial future is in capable hands. If you're searching for a financial advisor who's not just knowledgeable, but also invested in your success, look no further than Tori!

Stefani I.

Tori Patrick and her team are exceptional. It’s safe to assume that finances are one of the most important areas of focus (and concerns), in people’s lives; it’s tied to the emotions of the past and working hard to make it; to the present and wanting it to be safe and to grow; and to the future so that we can rest easy knowing that we have planned well. Tori Patrick will listen, reflect, guide, and mentor you through each chapter of your journey. There’s something to be said about putting my head on the pillow at night, knowing that there’s a plan in place to secure my financial future. I am so-very grateful and encouraged to recommend Progressive Strategies Financial Group.

Jennifer P.

Tori and her assistant Teresa have been my financial planner for a few years, and have always been available to assist and answer any of my questions. While I have seen some of my investments go down, my investments with Tori have recovered much quicker, and I believe this is because of her superior knowledge and quick action in her industry. Would highly recommed Progressive Strategies!