Scott S.
Very quick and well informed
Very quick and well informed
Our Company has over 10 years of focusing on individual successes, which range from customer technical experiences to finances. We pride ourselves in providing a premium experience to assist customers in finding personal freedom, while planning for a comfortable future. We're excited to change the financial industry by truly focusing on the individual, instead of just their finances.After getting to know you, we customize each program to meet your individual needs. The traditional financial industry thinks of you as a number and just focuses on how to monetize your decisions. We want to know you, then we can better serve your needs. No longer are you just a number, you're a person who needs a partner to understand you and work for you.Our qualified staff of certified National Financial Educators Council Coaching Professionals work with you no matter the situation to help understand and navigate your way through the financial landscape. We assist you through your challenges and partner with you to uncover and explore new opportunities. Our certified Coaches utilize educational resources and financial partners to elevate your financial situation.
Money Ladder (moneyladder.com) has 249 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
249 approved reviews, newest moderated first
Scott S.
Very quick and well informed
Karin
Jordan was thorough, and made me feel at ease with the whole process. I already feel a sense of relief
Santiago E.
Excellent customer service and guidance through the application process. Great, experienced support. Thank you!
Orlando M.
Heather was thorough with explaining the process. She worked with us to set up this plan that will help with a financial plan.
Cody P.
Very kind and helpful glad to have them on my side.
Sonia K.
She was thorough in explaining the process and helpful in reviewing my finances with me
Tyler J.
May God bless these people! The knowledge, compassion, empathy, and patience Bettina Mercado showed me was beyond anything I could’ve expected. I genuinely feel like a monkey has been taken off my back and my family is finally able to move forward back to where we were before the economy went down the gutter. The path has been set thanks to Bettina Mercado and Money Ladder. I can’t recommend them enough!
Shannon W.
Joel was so very informative and answered all my questions. After having a family year previously have a horrible experience, I asked a million questions, but he has reassured me that I made the right choice.