Webb Financial Group

6 reviews

+1 (949) 328-4210

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Shannon Webb is a Dave Ramsey Smartvestor Pro

26050 Acero

Mission Viejo, CA 92691

+1 (949) 328-4210

http://www.webbfinancialgrp.com

Webb Financial Group, based in Mission Viejo, CA, offers personalized financial planning services to help individuals achieve their long-term goals. With over 17 years of experience, Shannon Webb, a Chartered Retirement Planning Counselor and SmartVestor Pro for the Dave Ramsey Show, focuses on building trust and providing comprehensive financial advice to families, professionals, and retirees.

Specializing in retirement planning, investments, and college savings, Webb Financial Group emphasizes transparent client education and excellent communication to empower clients in making informed financial decisions. By working with a network of professionals, they offer a holistic approach to financial planning, serving clients in various cities across Orange County.

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Reviews

4.56 reviews

Michael W.

7/25/2017

I just completed my annual investment account review with Shannon Webb. The review included a comprehensive analysis of my portfolio and investment returns against my goals and expectations. I was...

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Cami M.

6/19/2018

Shannon Webb really helped me take a solid look at my current financial status and gave me an over view plan of what it would take to own a home as well as save for retirement. We laid out my...

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Caroline K.

5/6/2018

Shannon was incredibly thorough, intuitive, and asked pertinent questions to understand where I was at and what my goals were. I am just at the beginning stages of planning for retirement, and...

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Cliff D.

10/10/2016

I have worked with Shannon for over 10 years and have been very happy with his service and his guidance. He takes his time in learning everything about your unique situation and coming up with...

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Arman Z.

10/5/2015

I am not a fan of this company. I feel they were not professional on the phone and I would not recommend this company to anyone. Do yourself a favor and take your business somewhere else.

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Downie Financial Group- Dave Ramsey's Smartvestor

"Met Cliff through the Dave Ramsey's Smartvestor Pros. Cliff was very professional and knowledgeable. I felt at ease while discussing my financial status with him. Cliff was good about explaining a..."

Confluence Wealth Management Group - Ameriprise Financial Services, LLC

At Confluence Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Mission Viejo, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Steven D Curtis - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Mission Viejo, CA area, Steven D Curtis will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

United States›California›Mission Viejo›Webb Financial Group

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