Journey Financial Group

At Journey Financial Group, we believe that educating our clients is the key to achieving their financial goals. We take a personal approach to financial planning, taking the time to understand our clients' unique needs and goals. Our team of experienced professionals is dedicated to helping our clients make informed decisions about their financial futures.

Our Services

We offer a wide range of financial services, including insurance, financial planning, health insurance, Medicare, mortgages, and real estate planning. We take the time to understand our clients' unique needs and goals, and offer personalized advice and guidance to help them achieve their financial objectives.

Insurance Services

Our insurance services include auto, home, and business insurance, as well as life insurance, health insurance, and Medicare insurance. We also offer claims services, including auto accident claims and workers' compensation claims.

Financial Planning Services

Our financial planning services include retirement planning, investment planning, and estate planning. We take the time to understand our clients' financial goals and offer personalized advice and guidance to help them achieve their financial objectives.

Health and Medicare Services

We offer a range of health and Medicare services, including individual and family health insurance, as well as Medicare insurance for seniors and individuals with disabilities.

Mortgages and Real Estate Services

Our mortgage services include purchase and refinance mortgages, as well as reverse mortgages for seniors. We also offer real estate planning services, including estate planning and probate services.

Why Choose Us

At Journey Financial Group, we believe that our clients' financial success is our top priority. We take the time to understand our clients' unique needs and goals, and offer personalized advice and guidance to help them achieve their financial objectives. Our team of experienced professionals is dedicated to providing exceptional service and support to our clients.

Meet the Team

At Journey Financial Group, we take pride in our team of experienced professionals. Our team members are dedicated to providing exceptional service and support to our clients, and are committed to helping our clients achieve their financial goals.

Testimonials

Our clients say it best. Here's what they have to say about their experiences with us:

• "Journey Financial Group is an honest, helpful, and attentive team of individuals that have your best interest in mind." - Kristi B., Brea, CA
• "Journey Financial is the place where you can feel better about planning for retirement. Why do you feel better? Because they explain everything inside and out so you actually understand and design your plan." - Tammie R., Placentia, CA