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1045 West Katella Avenue Ste 250, Orange, CA 92867

714-787-6903
marianela@marigoldfp.com
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Testimonials - What our Clients Are Saying

Client Centered

"It is a great pleasure to work with Marianela. She explains everything in a such way that it is easy for me to understand , which makes me feel secured in my financial decisions. whether she is busy or not she always return my telephone calls to clear my doubts. Thanks to Nela I enjoy my retirement."

- Maria A. (Retired)

1)  This statement is a testimonial by a client of the financial professional as of 07/31/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"My husband and I learned about Nela from his late mother who had used her services. Nela set us up with an investment strategy to carry us through our retirement years. We have both retired now and through the years have had many meetings with Nela to go over current and future investments. She has always offered the best advice for our situation. She and her staff have always show an interest in our personal well being and of that of our family. Most recently, Nela has helped out with paperwork and the moving of funds having to do with my mother’s estate, who just recently passed away. Don’t always understand the financial terms on the forms and she offered to conference call the financial institutions and fill out paperwork pertaining to money transfers. She and her staff have become like family to us and are always reachable without hesitation. Would give her 5 out of 5 stars and highly recommend her."

- Allyson S. (Retired)

1)  This statement is a testimonial by a client of the financial professional as of 07/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Marianela is a dream to work with. Her knowledge and professionalism are clear, but what makes working with her special is how much she cares about her clients. She always makes us feel that she has our best interests at heart and is patient with our many questions. Planning for retirement was feeling overwhelming until we met with Nela. Now, we have a clear plan and feel peace about the future. Thanks, Nela!"

- Leticia A. (Teacher)

1)  This statement is a testimonial by a client of the financial professional as of 07/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.