FINANCIAL ADVOCATES

Our goal at Financial Advocates is simple - extraordinary customer service as we fulfill our clients' needs in the personal financial service industry. We accomplish this by taking over the tasks which interfere with an enjoyable, leisurely lifestyle, and by partnering with organizations that have the finest reputations for quality... Financial Advocates is a full-service accounting firm that pledges to deliver the highest levels of customer value. Our experience, diversity, and track record parallels that of any reputable firm with special attention to your specific needs... Financial Advocates started in 2003 in response to a changing Big 5 accounting firm environment. Specifically, the change in focus of these firms to Fortune 1,000 companies which could endure premium billing rates. This change in philosophy left many closely held companies and individuals underserved and/or overcharged. Financial Advocates sought to take advantage of this situation by over-serving clients at a..

Primary location: Santa Ana United States