Security Financial S.
Amazing service
Amazing service! Always able to assit not only our business, but the clients that we serve! Perfect way to manage spending money for our vulnerable individuals!

Families and professionals rely on True Link to help manage and protect the finances of the people they support.
True Link Financial (truelinkfinancial.com) has 588 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
Showing 447 reviews with 5 stars · Clear filters
Security Financial S.
Amazing service! Always able to assit not only our business, but the clients that we serve! Perfect way to manage spending money for our vulnerable individuals!
E G.
I manage a special needs Trust for my sister. Was told about True Link from our Eldercare Attorney. I have been so happy with the service. It is easy to load and monitor the card and to control expenses that I choose not to allow. I also get regular alerts if the balance is low. I highly recommend this service, having used it for over two years.
Leslie C.
The True Link card has been a game changer for our family! We no longer have to worry that our Mom is getting scammed. Before we my Mom had the true link card, she went thru 17 visa cards in one year because of all of the fraud. We love the way that the card is linked to her bank account so that we can make scheduled transfers, but it is only linked one way, so that scammers can't take any of her money out of her bank accounts. We also love the way that we can personalize the card to allow certain vendors and not allow others. We have disallowed any transactions done over the phone which has stopped all of the scams. The customer service is great. We couldn't be happier!
Kay H.
The True Link debit card continues to be a near perfect solution to provide my elderly parent a sense of autonomy. She is able to continue to independently shop for groceries, get her hair done, and go to restaurants with friends. The card helps keep her safe from telephone scammers who attempt to defraud her by gaining access to her money sources. From my perspective, I am able to monitor her card usage and restrict how the card is used, keeping her banking information safe from scammers.
LORI
I saw a little paragraph about this site in a magazine I was reading and it sounded perfect for my senior friend who I help manage his money. I didn't want to have to go to Walmart and add money all the time. The app and website allow me to add funds to his card on the fly and comes straight from his checking account. It's been a great system for us so he has spending money, but not spending his entire SS check.
Shannon E.
TrueLink made it possible for our company to go from checks to debit cards for our clients which, not only made it easier on us during the time of the pandemic, but also allowed our clients to become more self-sufficient. They also resolve any issues that we have the same day!
Kimberly A B.
A great option for the management of funds for a client that has several aides that take her out for activities - it allows for us to manage and track expenses.
Alison H.
They are always pleasant, clear, concise and responsive. They are great to work with!