Specializing in: - Financial Planners
Website: appliedfinancialplanning.com
Phone: (714) 929-7420
Cross Streets: Between Venture and Barranca Pkwy
100 Pacifica, Ste 400 Irvine, CA 92618 1974.34 mi
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4.0 8 reviews
William O'Connor and Applied Financial has been handling our taxes and financials for almost 20 years. Bill is a tax and financial wizard that has saved us thousands of dollars over the years. I... More
Just checked my old stock portfolio before these crooks started managing it, and I would be over eight million dollars ($8M) richer today had I never allowed them to manage my account. More
We've been clients since 2015 and have had a great experience. Our advisor Andrea has been a wonderful partner to us and given us sound advice as we have had to make some big financial decisions.... More
Sonya O'Conner has been doing my taxes for over 10 years. She is an expert in her field, fun to talk to and has the ability to explain complicated tax laws in a simple comprehensible way. This... More
I went in and got my 2011 taxes done today with Sonya... She did a great job (as always) and was quick and fun to sit down with. More
