Cancel

    Open app

    Search

    The Financial Architects - Orange County

    5.0 (13 reviews)
    Open 9:00 am - 5:00 pm

    Services - The Financial Architects - Orange County

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

    The Financial Architects - Orange County Financial Advising Photos

    You might also consider

    More like The Financial Architects - Orange County

    Recommended Reviews - The Financial Architects - Orange County

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of Adam T.
    696
    64
    12

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Hi Shannon, It is our pleasure to help you!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Thank you Esther. It is my pleasure serving you and your family.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Thank you Bobby! I’m so glad I could serve you!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Thank you for allowing me to help your family! It was my honor.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of C A.
    0
    7
    0

    7 years ago

    Business owner information

    Photo of Sheng V.

    Sheng V.

    Hi Christina, Thank you for allowing me to serve you!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - The Financial Architects - Orange County

    Review Highlights - The Financial Architects - Orange County

    After sitting in classes given by Terrie Bui and Sheng, insurance options seem so much clearer.

    Mentioned in 3 reviews

    Read more highlights

    You might also consider

    Verify this business for free

    People searched for Financial Advising 4,076 times last month within 15 miles of this business.

    Verify this business

    OCCC Insurance Services - Covered CA Certified Insurance Agent

    OCCC Insurance Services

    (13 reviews)

    This day I came with with my baby daughter to get some paperwork notarized which Jimmy already…read moreoffered me an affordable quote over the phone. Once we headed over, my first impression of him is a family man with integrity. The quality work is top notch and quick. I would totally go back for services again. It was a wonderful experience with OCCC THANK YOU! Brian

    If you apply Covered California here, double check your application and make sure everything is…read morecorrect. My mom came here to apply for herself only but some how my dad (who has Medicare - does not need to apply for CC) also received a bill from the insurance company for Coverer California. Meaning, the girl who processed her application applied two people for CC when there should only be one. Second, my mom picked "A" insurance plan and finalized it with paperwork. Some how, both my dad and mom each received a bill from "B" insurance plan, which is much costlier than my mom's previous choice. And plan "B" is "Enhanced PPO Child Only" (wtf..she's 63 yrs old). This makes me wonder if these were innocent careless mistakes or were it intentional due to greed/inner motive? The damage couldn't be fixed completely because my mom already made a payment for plan "B". She came back by herself but somebody else gave her some kind of excuses. I had to visit the office myself the third time with her to get those two major issues fixed. The bonus star was bc the manager of the office called us back later at night to apologize for his staff's mistake. I might post a follow-up rating in two months.

    The Financial Architects - Orange County - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...