Skip to content

Keep It Simple Financial PlanningFinancial advisor in Orange, CA

Keep It Simple Financial Planning is a financial advisor at 134 S Glassell St Unit E, Orange, CA 92866, rated 5.0 from 11 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.

Orange, CA0 paid placements in any rankingHow we rank

Call (877) 694-3815Website ↗

Key facts

Key facts about Keep It Simple Financial Planning
Address134 S Glassell St Unit E, Orange, CA 92866Get directions
Phone(877) 694-3815
Websitekeepitsimplefinancial.com
HoursMonday to Thursday: 10 AM – 6 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Orange and 11 towns within 25 miles: Santa Ana, Tustin, North Tustin, Anaheim, Garden Grove, Placentia, Fullerton, Yorba Linda, Fountain Valley, Stanton and Irvine.

Based in Orange, CAView on map

Opening hours

Opening hours for Keep It Simple Financial Planning
DayHours
Monday10 AM – 6 PM
Tuesday10 AM – 6 PM
Wednesday10 AM – 6 PM
Thursday10 AM – 6 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Keep It Simple Financial Planning

What are Keep It Simple Financial Planning’s hours?

Keep It Simple Financial Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 10 AM – 6 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Keep It Simple Financial Planning serve?

Serves Orange and 11 towns within 25 miles: Santa Ana, Tustin, North Tustin, Anaheim, Garden Grove, Placentia, Fullerton, Yorba Linda, Fountain Valley, Stanton and Irvine. 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 Keep It Simple Financial Planning?

Keep It Simple Financial Planning has a rating of 5.0 from 11 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 Keep It Simple Financial Planning?

Call Keep It Simple Financial Planning on (877) 694-3815. The business is at 134 S Glassell St Unit E, Orange, CA 92866. 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.

Own Keep It Simple Financial Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile