IWM Partners, LPL Wealth Advisors

Contacts

Address:
9550 Warner Avenue, Fountain Valley, CA 92708
Get directions

Website:
iwmpartners.com

Phone number:
+1 714-962-8000

Categories:
Establishment   Finance   Insurance agency  

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Reviews about IWM Partners, LPL Wealth Advisors

• Terry Harris

  Nov, 11 2018
  ★ ★ ★ ★ ★
  I met this savvy financial advisor while working for a local christian media company. She's very personable and loves people. I'm happy with my current financial advisor but I still bought a term life insurance policy through Barb Stowell in Fountain Valley.
  
  She came to my rescue when the first Insurance company we applied to rejected my Preferred status and wanted to move me a higher rate. She rejected that idea and went to work for me and found a company who accepted my Preferred status and kept the rate about the same as originally quoted... don't you love it when a Professional puts your needs above their commissions??
  
  I love her advice and think she is one of the best financial advisors in all of Orange County and Los Angeles.
  
  

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Nearest companies

• Little Giant Construction Service

  Establishment, General contractor, Home goods store, Electrician, Plumber

  9550 Warner Avenue, Fountain Valley, CA 92708

  +1 714-876-4434

  littlegiantconstructionservice.com

  Closed now: Until 06:00am tomorrow
• A to Z Handyman Service

  Establishment, General contractor, Home goods store, Painter, Electrician, Plumber

  9550 Warner Avenue, Fountain Valley, CA 92708

  +1 714-561-7149

  handymanfountainvalley.com

  Closed now: Until 07:00am tomorrow
•  

  Carolyn J. Tomaka

  Establishment, Health, Insurance agency

  9550 Warner Avenue #300, Fountain Valley, CA 92708

  +1 714-655-7074

  iwmpartners.com

  Closed now: Until 08:00am tomorrow
•  

  Law Offices of Kermit D. Marsh

  Establishment, Lawyer

  9550 Warner Avenue #250, Fountain Valley, CA 92708

  +1 714-593-2321

  kermitdmarshlaw.com

  Closed now: Until 08:00am tomorrow
• Law Offices of James F. Kajtoch

  Establishment, Lawyer

  9550 Warner Avenue #250, Fountain Valley, CA 92780

  +1 562-810-8890

  Closed now: Until 09:00am tomorrow
• Grason Homes

  Establishment, Real estate agency

  9550 Warner Avenue # 250, Fountain Valley, CA 92708

  +1 714-965-2400