Pacific Crest Financial - Irvine, California

Pacific Crest Financial: Expert Guidance for Your Financial Future

Pacific Crest Financial, located at 18872 MacArthur Blvd # 100, Irvine, CA 92612, United States, is a reputable financial planning firm that has been serving the community for over 25 years. Under the leadership of principal and owner, Gregory McCloskey, the company offers a wide range of services designed to help families and individuals achieve their long-term financial goals.

Main Services

• Estate Planning: Pacific Crest Financial provides expert guidance on estate planning, ensuring that your assets are distributed according to your wishes and minimizing taxes and other expenses.
• Annuities: The company specializes in annuities, helping you create a steady income stream in retirement and providing peace of mind for your financial future.
• Life Insurance: Pacific Crest Financial offers a range of life insurance options, from term life to whole life, to protect your loved ones and ensure their financial security.
• Health Insurance: The company provides expert advice on health insurance, helping you navigate the complex landscape of healthcare options and find the best coverage for your needs.
• Retirement Planning: With over 25 years of experience, Pacific Crest Financial helps individuals create a personalized retirement plan, ensuring that you can enjoy your golden years without financial stress.
• Long Term Care Insurance: The company specializes in long term care insurance, helping you prepare for the potential costs of long-term care and ensuring that you can maintain your independence.
• More Info: Pacific Crest Financial offers a range of additional services, including tax preparation, disability insurance, and business insurance.

Location and Access

Pacific Crest Financial is conveniently located at 18872 MacArthur Blvd # 100, Irvine, CA 92612, United States. The company is easily accessible by car, with ample parking available on site. The building is wheelchair-accessible, ensuring that everyone can visit comfortably. Appointments are recommended to ensure that you receive the best possible service.

The company is situated in the heart of Irvine, a vibrant and diverse city located in Orange County, California. Irvine is known for its excellent schools, beautiful parks, and thriving business community, making it an ideal location for Pacific Crest Financial to serve the community.

Featured Characteristics

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible toilet
* Toilet
* Appointments recommended

Practical Information

* Address: 18872 MacArthur Blvd # 100, Irvine, CA 92612, United States
* Phone: 9498514969
* Website: pacificcrestfinancial.com
* Hours of Operation: [Insert hours of operation]
* Contact Form: [Insert contact form]

Positive Aspects from Reviews

Pacific Crest Financial has received overwhelmingly positive reviews from clients, with an average rating of 5/5 on Google My Business. Reviewers praise the company's expertise, professionalism, and personal touch, stating that they feel confident in their financial decisions. One reviewer noted, "Pacific Crest Financial is more than just a financial planning firm - they're like a trusted advisor and friend. They took the time to understand our needs and created a personalized plan that has been a game-changer for our family."

Another reviewer raved about the company's customer service, saying, "The team at Pacific Crest Financial is incredibly responsive and communicative. They made the entire process of setting up our estate plan a breeze, and we couldn't be happier with the results."

Overall, Pacific Crest Financial has established itself as a trusted and reliable source for financial planning and guidance in the Irvine community. With its extensive range of services, convenient location, and exceptional customer service, the company is well-positioned to help families and individuals achieve their financial goals.

👍 Reviews of Pacific Crest Financial

Kristi H.

5/5

My Family and I have known Greg McCloskey for 27 years, and his level of service with Trusts/Estate planning has been great!! I've gotten to see and experience the whole process with my parents Trust done by Greg in 1998. My mom, the survivor Trustee, recently passed away, and as her Successor Trustee, I've appreciated the informative and organized Estate/Trust paperwork. I would be overwhelmed without this guidance and clarity -- and this is from 1998! Greg has been effectively helping others with Estate Planning for a long time! He’s always been accessible, responsive, affordable, personable, and on point. I highly recommend him.

Marisa P.

5/5

I have known Greg for almost a decade. He did a fantastic job with my parent's trust and upon their deaths everything went very smoothly. I also used him for my own trust and and highly recommend him. You don't need an attorney to draw up or amend a trust - Greg does it all and his prices are very reasonable. It's a pleasure working with him to secure my family's future and avoid probate court.

Debbi W.

5/5

Greg handled creation of the Trust and Will of a relative of mine. I knew he did the work but did not ever see the final product until my relative suddenly passed and I found the notebook that Greg created. It was a lifesaver for me in that he gave great instructions on how to process the estate which I referenced often. It was also well organized with sections that I frequently took out as I was meeting with various business and government agencies. His work and expertise helped ease the stress of situation.

Gilma C.

5/5

Greg has handled our estate planning needs in the up most professional manner. He recommended a couple of insurance products so we could supplement our retirement income and both products exceeded our expectations. When we found how devoted he was and his other clients, we knew we had found a true gem.

Jon L.

5/5

I want to say Greg is impeccable Financial advisor . I have worked with him for many years and his ethics and professionalism are a A +.. I strongly recommend him for any person that needs Retirement and estate planning. JL

Jordan D.

5/5

Greg McCloskey is very knowledgeable, and I felt well informed on all my financial options. I appreciated his professional and sincere work ethic -- highly recommended!!

Mary E. G.

5/5