Aros Asset Management - Orange, California

Gre C.

I have had my investment portfolio since I barely had 2 dimes to rub together, and Shelly has been with me every step of the way. She has always treated me with 100% respect no matter my net worth. She is patient and kind and understands my investment style and has worked to grow my portfolio exponentially over the last 15 + years. She consults with me on making life changes and always with my best interest in mind. She is transparent with her fees, and I love that! Also, she has had the same office staff besides adding a couple of new people through the years, so I feel very known and have personalized service with her and her associates. I would highly recommend working with Shelly Aros and her team.

henry

Shelly is a Star, has been my advisor many years. Always clear and precise, attentive to detail relative to our professional relationship. Rita & Rose, the administrative unit are also outstanding and available for consultation/ support.

Rafferty F.

If you want to start building a financial portfolio or you want to change your financial advisor, there isn't anyone better to go to than Aros Asset Management. Over 35 years ago, Shelly Aros stepped away from a lucrative corporate job and started her own financial services business. I can spend time telling you how successful she has become but I'd rather take the time to tell you about Shelly and her team. Yes, they are very professional, hardworking and dedicated. Yet, there is more to them than that. Shelly, Donna and Rita have worked together for years now and they are so in sync with each other and the business, that anything you call for is immediately handled, confidently secured, held in the strictest confidence and secured by ever regulation/compliance law ever put into place. They go beyond the pale, they are never too busy to chat if you need a sympathetic ear, a quick piece of advice or an update on your finances. I can't begin to tell you the number of times, I have called Shelly and said "sharpen your pencil, I have a wild investment idea!" In each case, Shelly has listened, asked pertinent questions, talked me off the ledge or researched the best approach. Most financial advisors are so busy they just take your request and do it! Not Shelly and her team, they analyze it, question the validity of it, coach, counsel, and research every request to ensure that you the customer are gaining the best return on your funds possible. Then they watch it daily, weekly, monthly and year over year to determine if it's still viable and producing the best possible return. As one of Shelly's first customers, I have recommended her and her staff to friends, family and acquaintances and in each and every case, they have come away more than satisfied. This team doesn't just do the job, they exceed expectations each and every time. In addition, Shelly and her team are the most ethical advisors, with their hearts, commitment and determination to excellence in every breath they take and every action taken on your behalf. I trust this team 100%, to the point that all my children know that should something ever happen to me, Shelly is the first call they make to ensure their future before anyone else. My highest, most respected regard and faith follow this group of devoted advisors always.

SHINAE C.

Shelly and Donna have been just wonderful. They are kind and very resourceful. They consistently check on you to make sure that you are aware of the updated information. They are dependable and consistent. I am glad I have them to manage my account.

peggy R.

Shelly and her staff are always there to help with anything I need.I am so grateful I have them to get help and advise me with decisions I need to make.

Palmer C.