Downie Financial Group- Dave Ramsey Smartvestor Pro - Mission Viejo, California

Downie Financial Group - Dave Ramsey Smartvestor Pro Overview

Located at 26050 Acero, Mission Viejo, CA 92691, Downie Financial Group, led by Cliff Downie, is renowned for its exceptional financial planning services. This firm, which can be reached at 149091215, offers personalized advice tailored to individual needs, making it a go-to destination for those seeking to secure their financial futures. Their office is not only conveniently situated but also fully wheelchair accessible, ensuring a comfortable experience for all customers.

Key Features and Services

Clients are drawn to Downie Financial Group for several compelling reasons. The firm specializes in financial planning, with Cliff Downie, their lead advisor, being particularly celebrated for his ability to navigate complex financial documents, such as a 80-page 401k booklet, with clarity and patience. This indicates a strong commitment to education and ensuring clients fully understand their financial plans.

• Expert Financial Planning: With a focus on providing detailed insights and comprehensive strategies.
• Accessibility: Their facility is wheelchair accessible, along with parking and restrooms, making services inclusive.
• Personalized Service: Appointments are recommended, suggesting a personalized approach to client needs.

Customer Opinions and Service Quality

The high ratings and glowing reviews, with an average opinion of 5/5 based on 10 Google My Business reviews, underscore the quality of service provided by Downie Financial Group. Clients consistently praise Cliff's honesty, knowledge, and clear explanations, which are critical in helping clients make informed financial decisions.

For example, one review highlights a transformative experience: "Very pleased to have found this place. Cliff was amazing. I will be using again in the future for my financial planning." Such testimonials speak volumes about the firm's ability to build lasting relationships with their clients.

Contacting Downie Financial Group

Interested in taking the first step towards securing your financial future You can reach Downie Financial Group by phone at 149091215 or visit their website at cliffdownie.com. Their commitment to accessibility and personal service ensures that whether you're inquiring for the first time or returning for more advice, you'll be met with professionalism and care.

👍 Reviews of Downie Financial Group- Dave Ramsey Smartvestor Pro

Matthew S.

5/5

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page 401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

Rebecca B.

5/5

Cliff has been an invaluable asset for myself and my husband. He has helped us set up a our family living trust and has become our financial advisor with our investments. Cliff Downie is very through and patient. He teaches and he listens. He is very proactive and responds quickly and does what he says he will do. Cliff Downie is very honest and trustworthy in our opinion. Thanks Cliff.

Austin B.

5/5

Cliff was extremely helpful and professional. I wanted to discuss retirement plans and obtain additional financial advisement, and he was able to lead me in the right direction in a thorough manner and very quickly - Just within the initial consultation, I was able to learn so much. His services are backed by Dave Ramsey, which is great, because he is well-known and has also been able to help many overcome financial crisis. Highly recommend booking a call with Cliff!

Michael M.

5/5

I been working with Cliff at Downie Financial Group for about 3 years. Like most people I was very confused about how and where to invest my money which made me delay from starting. Cliff explained to me why a Roth IRA was a much wiser long term plan for me opposed to a traditional IRA which I had no clue about before our meeting. The one thing I like most about working with Cliff is avoiding all the hidden fees that I would have paid if I had chosen a larger company that spends a fortune on advertising. I finally feel that I have a solid investment plan for the future. I wish I would have started with Cliff when I was 18.

Scott W.

5/5

Looking for a trustworthy financial advisor? Cliff is knowledgeable, thorough and honest. Not only does Cliff have a heart of a teacher he loves what he does. A great combination when looking to achieve your long-term financial goals.

James B.

5/5

Cliff has been fantastic to work with. Very good at communicating and really takes the time to understand your situation and goals. He works very hard to help and I am very happy that I have hired him. His fee is extremely reasonable too!

Rick C.

5/5

I spent an hour on the phone today with Cliff. What a guy! Very helpful. Cliff is a generous & thoughtful professional who helped me with my next step on this big, wonderful, journey we call life.
Thank you, Cliff!!

Rick H.

5/5

The Downie Financial Group is very professional and responsive. They are concerned about meeting the needs of each of their clients and never pressure you to conform to a predetermined plan. They are very knowledgeable about the industry and the market and ensure that their clients are educated and understand their investments. It has been a pleasure working with them over the years.