The Financial Architects

109 reviews

+1 (888) 350-5396

Website

Photos

Always having a good time with the TFA Family

TFA Long Beach Broker, Kurtis Barnett with Manny

The Insurance Latino, Omar Sanchez and wife with Manny

13890 Peyton Dr Ste A

Chino Hills, CA 91709

+1 (888) 350-5396

https://tfawealthplanning.com

The Financial Architects is a boutique financial planning firm based in Chino Hills, CA, specializing in providing personalized wealth management solutions to individuals and families.

With a focus on long-term financial security and growth, the firm offers comprehensive financial planning services tailored to each client's unique goals and needs.

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Reviews

5.0109 reviews

Esther N.

5/1/2024

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are 73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone...

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J.C. T.

5/21/2024

No matter how times I see the folks at TFA, I always walk out learning something new. Their knowledge and expertise is second to none. Would highly recommend them to anyone looking to improve...

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Gabriela C.

5/21/2024

My husband and I have been Mr Soto's Clifford almost 20 years, primarily for life insurance and financial advise. He is knowledgeable, reliable and friendly and always available to answer...

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Calvin B.

5/21/2024

Manuel Soto has been my advisor for 15 years. He helped me set up both my wife and I's term insurance policies as well as both of our IUL's. He has been nothing short of amazing and I have...

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Lorraine J.

8/29/2023

I love the financial architects! They help people so much! I've known the broker Manny Soto over two decades. He's bringing knowledge from every background to this Chino Hills office. Manny has...

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Ian Financial Group

Ian Financial Group is a financial services firm based in Chino Hills, CA, specializing in wealth management and investment strategies. With a focus on personalized solutions, the firm assists clients in navigating the complexities of financial planning and achieving their long-term goals. Generated from their business information