Griffin Financial LLC | Financial & Estate Planning Anaheim Hills CA Fullerton CA

Welcome to the Griffin Family


 

Griffin Financial is a full-service Financial and Estate Planning firm located in Anaheim Hills. For 20 years, we have worked with clients in the Anaheim Hills and Orange County region, providing a wide variety of financial services.

 

Get to Know Us


Griffin Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

Our Values

Caring

Our goal is to develop a long-term, trusting relationship with you. Your agenda is our agenda.

Helpful

We spend time truly getting to know you and your goals so we can develop a personalized strategy.

Knowledgeable

We understand today's financial environment. We help take the guesswork out of preparing for the future.

Independent

We aren't tied to products or services from a single company. We find the solutions most appropriate for our clients.

Our Mission


It is our belief that each client deserves to work with a financial advisor that puts the needs of the client above all else. Our vision is to build a relationship with you and your loved ones that is founded on trust and transparency and will continue for multiple generations. This approach allows us to work with you as close partners and give advice based on a deep understanding of your financial concerns, goals, and objectives.


A stable financial future starts with planning.
We’ll help you
every step of the way.

Our flat-rate financial planning approach allows us to charge an hourly or fixed rate for our time.
Our process begins by helping you clearly identify your goals for your immediate and future financial needs.
We will analyze all relevant information and present you with a comprehensive financial plan.
We will provide you with the information and steps you need to implement the plan on your own or we can implement the plan on your behalf.

Schedule a Free Consultation

 

Our team of financial advisors will provide you with the customized resources you need to feel confident in your plan.

 

Get In Touch

Phone

714.912.4764

Email

bazmoon@griffinfinancial.com

Address

135 S. Chaparral Court, Suite 110,
Anaheim Hills, CA 92808

Hours

Mon-Thurs: 9am – 5pm
Fri: 9am-4pm
Sat-Sun: By Appointment