Based on 8 reviews
Cbt Financial Planning, INC is a financial planning service located at 1130 Roosevelt in Irvine, California, operating since at least 2022 based on the earliest review. They specialize in creating personalized financial plans tailored to individual client needs, goals, and risk tolerance levels. The company employs a team of knowledgeable advisors who guide clients through comprehensive planning processes to help them achieve their financial objectives.
The business operates exclusively within the United States, specifically serving clients in California and the surrounding areas from their Irvine headquarters. They focus on delivering customized financial strategies that address unique personal situations rather than offering generic solutions. Their services are designed for individuals seeking professional guidance on achieving specific financial milestones.
Multiple reviewers consistently praise the firm for providing highly personalized financial planning solutions that are tailored to specific client needs. Clients frequently mention the advisors' deep knowledge, patience in understanding risk tolerance, and ability to create comprehensive plans that fit individual goals. The team is noted for taking the time to understand each client's unique situation before crafting a strategy.
Clients can reach the company directly by calling their business phone number at 9492631883 located in Irvine, California. The firm also maintains an official website at bafps.com where additional information about their services and contact details can be found. No other communication channels like email addresses for private individuals are listed in the available information.
The company's advisors are described as highly professional, knowledgeable, and friendly, with a strong emphasis on communication throughout the planning process. Reviewers note that the team is always available to answer questions and provide accurate, timely information to clients. This consistent support system helps build confidence in the financial plans developed for each individual.
Cbt Financial Planning, INC is located at 1130 Roosevelt, Irvine, California.
The official website of Cbt Financial Planning, INC is bafps.com.
On Trustburn, Cbt Financial Planning, INC has a rating of 4.1 out of 5 based on 8 reviews.
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😊 Cbt Financial Planning, INC provided me with exceptional financial planning services. The advisors were highly knowledgeable and provided me with personalized solutions tailored to my specific needs. They were patient and took the time to understand my goals and risk tolerance. I am extremely satisfied with their services and would definitely recommend them. 😊
I had the pleasure of working with Cbt Financial Planning, INC and I must say their services are excellent. They have a team of highly knowledgeable and professional advisors who provided me with personalized financial planning tailored to my needs. They took the time to understand my goals and helped me create a comprehensive plan to achieve them. The communication throughout the process was great and they were always available to answer any questions I had. I highly recommend Cbt Financial Planning, INC to anyone looking for a reliable and trustworthy financial planning services.
I recently used a financial planning service and had a really positive experience. The advisors were professional, knowledgeable, and provided me with personalized guidance to help me achieve my financial goals. They took the time to understand my unique situation and created a customized plan that fit my needs. I was impressed with their expertise and the level of attention they gave to my financial situation. Overall, I had a great experience and would highly recommend their services to anyone in need of financial planning.
👍 I had a fantastic experience with Cbt Financial Planning, INC. The advisors were extremely helpful and knowledgeable. They provided me with personalized financial planning solutions that were tailored to my specific needs. I felt well taken care of and confident in their expertise. I would highly recommend Cbt Financial Planning, INC to anyone looking for professional financial planning services. 👍
❤️ I recently used Cbt Financial Planning, INC and I am extremely satisfied with their services. The advisors were knowledgeable, friendly, and provided me with personalized financial planning solutions. They helped me create a comprehensive plan to achieve my financial goals. I am confident in their expertise and highly recommend Cbt Financial Planning, INC. ❤️
I had an amazing experience with a financial planning service. The advisors were very professional and provided me with personalized guidance to help me achieve my financial goals. They understood my unique situation and offered tailored solutions. I highly recommend their services to anyone in need of financial planning assistance.
I have been a client of Cbt Financial Planning, INC for several years now and I am extremely satisfied with their services. The advisors are knowledgeable, professional, and always provide me with accurate and timely information. They have helped me create a solid financial plan and have been there to guide me through all the ups and downs. I highly recommend their services to anyone looking for reliable financial planning advice.
The financial planning services provided by Cbt Financial Planning, INC exceeded my expectations. The advisors were highly knowledgeable and provided me with personalized guidance to help me meet my financial goals. I felt confident in their expertise and appreciated the level of attention they gave to my individual needs. I would recommend their services to anyone in need of financial planning assistance.
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