Business Details
14 Years
experience
Your Trusted Partner for Financial Planning & Insurance Solutions
At Winn Financial, we specialize in helping clients identify and achieve their financial goals through comprehensive planning and tailored solutions. With over 20 years of industry experience, our mission centers on building solid financial foundations and customized insurance plans to meet diverse client needs. Our team of seasoned advisors prioritizes integrity, customer-first service, and innovative strategies to address both personal and business financial challenges.We are committed to delivering excellence through personalized attention, transparent communication, and a focus on long-term client success. Our values guide every interaction, ensuring clients receive actionable advice, competitive investment options, and thorough policy reviews to optimize coverage and tax advantages.
Services
Business Consulting
Retirement Planning
Auto Insurance
Medicare Planning
Secured Loans
Tax Services
Wealth Management
Insurance Services
Loan Services
Investment Solutions
Details
- Year established: 2012
Highlights and features
- Over 20 years of experience in comprehensive financial advisory services
- Customized financial strategies tailored to unique client needs
- Knowledgeable team of advisors providing personalized insurance plans
- Quick response time and dedicated client support
- Free life insurance policy reviews to optimize coverage and benefits
What people say
Super helpful
Great service
Quick response
Personalized service
Highly recommended
Services
Retirement Planning
We help clients structure effective retirement strategies, including 401(k) and IRA management. Our team provides personalized guidance on optimizing savings, minimizing tax liabilities, and selecting investment vehicles that align with long-term goals while ensuring financial security in retirement.
Insurance Services
Our insurance solutions cover life, auto, and business protection plans. We work with clients to assess coverage needs, compare policies, and implement customized protection against financial risks while balancing affordability and comprehensive safeguards for individuals and businesses.
Tax Services
We offer strategic tax planning and compliance support for individuals and businesses. Our services include identifying deductions, minimizing liabilities, and ensuring accurate filings while providing proactive advice to reduce audit risks and improve overall financial efficiency through tax-optimized strategies.
Wealth Management
Our wealth management services focus on growing and preserving client assets through diversified investment strategies. We analyze financial goals, risk tolerance, and market opportunities to create tailored portfolios that maximize returns while maintaining alignment with long-term objectives.
Business Consulting
We help businesses develop growth strategies, improve financial operations, and manage risks effectively. Our consulting services include tax optimization, insurance protection, loan solutions, and branding advice to enhance profitability while providing data-driven insights for informed decision-making.
Questions
What financial services do you offer for individuals?
We provide retirement planning, tax management, insurance solutions, and investment advisory services tailored to individual financial goals and risk profiles.
Do you offer business financial consulting?
Yes, we help businesses with tax optimization, risk management, loan solutions, and strategic planning to improve operational efficiency and long-term growth.
Can you assist with insurance policy reviews?
We offer free life insurance policy reviews to identify gaps, reduce fees, and optimize coverage to ensure policies align with current financial objectives.
What are your business hours?
Our office operates Monday through Friday from 9:00 AM to 6:00 PM Pacific Standard Time.
How do I schedule a consultation?
Clients can book appointments through our website or contact us directly at 714-888-5666 for personalized financial consultations.
Videos
Reviews (7)
Thomas John
Jul 30, 2021
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Critical:Professionalism,Quality,Responsiveness,Value
not to come here. Really bad services
not to come here. Really bad services
Julie H.
Jul 29, 2021
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Critical:Professionalism,Quality,Responsiveness,Value
I don't recommend this place. The service is bad and the owner is a liar.
I don't recommend this place. The service is bad and the owner is a liar.
Nguoi Bi Mat
Jul 14, 2021
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Critical:Quality
gia nguyen is not a good perosn, no integrity, no dignity and dishonest person, would not trust him with my personal info. stay away as all cost!
gia nguyen is not a good perosn, no integrity, no dignity and dishonest person, would not trust him with my personal info. stay away as all cost!
Jokhuhn Doe
Jul 05, 2021
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Beware of this place! The owner, Gia Sc, was featured in several youtube videos for stealing from an elderly, homeless woman.
Vy Nguyen
Jun 18, 2021
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Critical:Professionalism,Quality,Responsiveness,Value
The owner of this company is not a human. He always lied. He does not care about women. I do not recommend this office.
The owner of this company is not a human. He always lied. He does not care about women. I do not recommend this office.
Khin L.
Jun 16, 2021
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Critical:Professionalism,Quality
I had a service with Mr Nguyen. unprofessional, not reliable, dishonest, unpleasant. Never come back again.
I had a service with Mr Nguyen. unprofessional, not reliable, dishonest, unpleasant. Never come back again.
Kim Dinh
May 15, 2021
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Positive:Professionalism,Quality
Friendly and take time to read the file to max out the benefit for clients. Highly recommended!
Friendly and take time to read the file to max out the benefit for clients. Highly recommended!
