Parsonex Financial Services
333 City Blvd West Ste 1700 Orange, CA 92868
Phone: (714) 441-8950
A Cup of Coffee… and a Second Opinion
You are welcome to make an appointment and visit me. At Parsonex Financial Services, Orange, CA Branch, I would like to hear what your goals are and how you plan to reach them.
With your goals in mind, I will analyze your portfolio and strategy to see if they are capable to deliver the results you expect, in the current market conditions.
If your investments and strategies are in line with your long-term goals, I will happily confirm it and wish you continued success.
If my analysis reveals that your plans or investments are no longer capable of delivering the expected results, I will explain why that is in plain English.
I can make recommendations for some alternative strategies or investments that could get you back on track.
Either way, the coffee is on me.