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The Financial Coaching Group
- Investment Service
- Laguna Hills, CA
About this business
The Financial Coaching Group, Inc. is a registered investment advisor firm serving select hard-working individuals and their families. We started in the financial and insurance services industry in 1998. The Financial Coaching Group, Inc. emerged in 2009 when we determined that an independent, un-biased approach would be the best way to continue to serve our clients. Our smaller size allows us to personalize our services and focus on your goals first. With the experience to guide and the desire to serve, we provide our clie... read more
Location details
23046 Avenida De La Carlota, Suite 430, Laguna Hills, CA, 92653, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 2:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been working with mike Stokes and the Financial Coaching group since roughly 2017. I add some funds i was looking to do something with, and I recall seeing an advertisement about the Financial Coaching group that seemed to speak to my needs at the time. I called made and about and met with mike. Right away i was impressed with his professionalism, his knowledge and his warm friendly manner. He was easy and very comfortable to engage with. During our meeting, we went over my financial situation in detail, I shared wit... read more
I’ve been extremely impressed with The Financial Coaching Group, Inc. for handling my financial planning and investment needs. Mike Stokes and his team offer an honest, transparent approach that instills genuine trust and confidence. Their personalized guidance has helped me navigate complex financial decisions and set clear, achievable goals. From the very first consultation, I felt that my financial well-being was their top priority. Mike’s expertise and willingness to answer every question make all the difference. I appr... read more
When I needed a financial advisor I asked my CPA for a recommendation and he referred me to Mike Stokes at The Financial Coaching Group. Mike has been terrific in meeting my financial planning needs. Mike is knowledgeable and professional, as well as responsive and personable. I highly recommend Mike Stokes for financial planning services.
Mike Stokes us very honest and very experienced advisor. He gives his opinion in a very understanding way and gives examples of issues to the client for comparison. I have gone through different advisor/brokers but nothing compares to Mike. I have recommended The Financial Coaching Group to my acquaintances and relatives without hesitation.
Mr. Mike Stokes: Thank you and your professional financial team for the work you have done for me over the past years. Your expertise and attention to detail in our financial affairs could not be faulted. We feel certain in the absolute integrity of your dealings with us, which is particularly reassuring.
Frequently asked questions about The Financial Coaching Group
How is The Financial Coaching Group rated?
The Financial Coaching Group has a 5 star rating with 1 review.
When is The Financial Coaching Group open?
The Financial Coaching Group is closed now. It will open at 8:00 a.m.