1. Home
  2. How We Help You

How We Help You

The steps we take to help you succeed financially

1. Transparent Education

We help remove any confusion you have about investments, so you have a clear understanding of why investing is an essential step towards financial freedom.

2. Strategic Planning

Together we create a custom strategic “easy to understand” plan that best suits the needs and long term goals for you and your families financial future.

3. Consistent Action

Finally we encourage you to take consistent action to achieve the financial goals we have created together. Nothing happens without consistent action.

OFFICE PHONE
BRANCH ADDRESS
26050 Acero, Mission Viejo, CA 92691
AREAS OF SERVICE
Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino”
Downie Financial Group (“DFG”) is a registered investment adviser offering advisory services in the State(s) of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of DFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Downie Financial Group

Areas of Service

Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino

Social Media

Downie Financial Group - All Rights Reserved

Skip to content