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Savino Tax & Investment Advisory Group
4060 Campus Dr STE 220, Newport Beach, CA 92660, United States
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Savino Tax & Investment Advisory Group

Comments
Ty
Review №1

Tom is one of the most unprofessional investors I have dealt with. His age is getting to him apparently. I believe he needs to have retired years ago. Stay away because once he finds out you have assets or investments, he will not stop until his 15 billion dollar guy is involved. Be AWARE. You call this professional?? (Refer picture)

Bi
Review №2

Thank you, Tom and Joan Savino for providing great service and as I now know, very valuable advice for over 10 years. When I first met with Tom, it felt like being with an old friend who was genuinely interested in me, my goals and investment aspirations. I placed my trust in Tom and this turned out to be a great choice. I am very happy and still hold the investments that he placed me in years ago and I have been told by others that these were the very best I could possibly have. While Tom saw to it that my savings were invested in the best possible way for my situation, and that I paid as little in taxes as the law allowed, it was Joan who coordinated it all with precision, a big smile and always, a pleasant personality. Joan made sure that everything I needed to do relating to taxes and investments was completed in a timely manner with gentle and welcomed reminders of upcoming dates I needed to remember, especially around tax time. If you are thinking about an investment advisor, I would highly recommend them for both investment and tax advice.

Jo
Review №3

We attended a dinner seminar in 2016 and were very impressed with their knowledge, experience and integrity. Shortly thereafter we transferred our tax-deferred funds to them for investment and then retained them to prepare our tax returns. We feel that our professional service from them has been outstanding. In addition, they have become one of our most sincere and trusted friends. Accordingly, we recommend them to all who need the services of a good and reliable tax and investment consultant.

L
Review №4

We have been working with Tom for more than 10 yrs. He provides both financial services and tax preparations. He is very knowledgeable and responsive to all our needs and questions. Thanks to his advice, we are in a good financial standing. He also is a nice person and pleasure to work with. I would certainly recommend his services if you need a good financial adviser.

Ba
Review №5

Tom has been my financial adviser for about five years. He came into my life at a time when I so needed his help. He has financial advise through individual counseling, exceptional services and educational program. Thank you Tom for helping me feel secure with what little I have.

Mi
Review №6

I have been a client of the Savino Advisory Group for approximately two years now and I am very satisfied. The Savino Advisory Group has been very informative, patient, and pleasant to work with. I was provided with information on how to maximize my savings and Social Security. The Savino Advisory Group definitely deserves an A+ Rating with 5-Stars.

Ju
Review №7

LOVE working with Tom and Joan. They are helpful, knowledgeable, and truly care about my needs as a client. I highly recommend working with the Savinos if you live in the Newport Beach area.

Er
Review №8

Tom provided investment management to my family. His negligence led to catastrophic losses. Toms malpractice devastated my familys financial security and well-being.

Da
Review №9

Very helpful understanding retirement income and protecting your money...

Ca
Review №10

Amazing business! Very helpful in all areas!

St
Review №11

Very Professional and helpful

Information
2 Photos
11 Comments
4.7 Rating
  • Address:4060 Campus Dr STE 220, Newport Beach, CA 92660, United States
  • Phone:+1 949-748-1900
Categories
  • Tax preparation service
  • Financial consultant
  • Financial planner
Working hours
  • Monday:Closed
  • Tuesday:10am–5pm
  • Wednesday:10am–5pm
  • Thursday:10am–5pm
  • Friday:10am–5pm
  • Saturday:Closed
  • Sunday:Closed
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
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