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Haussmann FinancialFinancial advisor in Lake Forest, CA

Haussmann Financial is a financial advisor at 23201 Lake Center Dr #300, Lake Forest, CA 92630, rated 4.5 from 8 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Forest, CA0 paid placements in any rankingHow we rank

Call (800) 773-8700Website ↗

Key facts

Key facts about Haussmann Financial
Address23201 Lake Center Dr #300, Lake Forest, CA 92630Get directions
Phone(800) 773-8700
Websitetrudy.haussmann.sarep.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.5 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Lake Forest and 11 towns within 25 miles: Laguna Hills, Laguna Woods, Mission Viejo, Aliso Viejo, Foothill Ranch, Ladera Ranch, Rancho Santa Margarita, Irvine, Laguna Beach, Laguna Niguel and Coto De Caza.

Based in Lake Forest, CAView on map

Opening hours

Opening hours for Haussmann Financial
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Haussmann Financial

What are Haussmann Financial’s hours?

Haussmann Financial is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Haussmann Financial serve?

Serves Lake Forest and 11 towns within 25 miles: Laguna Hills, Laguna Woods, Mission Viejo, Aliso Viejo, Foothill Ranch, Ladera Ranch, Rancho Santa Margarita, Irvine, Laguna Beach, Laguna Niguel and Coto De Caza. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Haussmann Financial?

Haussmann Financial has a rating of 4.5 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Haussmann Financial?

Call Haussmann Financial on (800) 773-8700. The business is at 23201 Lake Center Dr #300, Lake Forest, CA 92630. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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