I suspect I have the same goals as everybody else- I want a financial advisor who listens to me, understands my situation, and crafts a plan accordingly. Travis checked every box. I have never felt more taken care of; I've never had such confidence and peace of mind. I used to check my investment accounts every day? Worried about performance. Thanks to Travis and his team, I KNOW I'll have enough to enjoy a comfortable retirement. On the very rare occasions that I do check my balances, I am always pleasantly surprised. I could not recommend him more highly. read more

Unfortunately, this is a bait switch scam. I found it a little humorous (shame on me for thinking the offer was legit ). However, feel REALLY bad for the large number of older couples they prey on. They tell you that they unfortunately had an overwhelming number of interest that they can't accommodate. Again, feel really bad for the large number of people that were misled. Caution and beware... read more

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We have been dealing with Ivanoff Advisors for several years now. Both Travis and his father Paul have been stellar Advisors for us not to mention very professional yet fun. I also want to give a shout out to their staff starting with the representative in the front office Ella. She has gone above and beyond for me personally when I've needed it. In addition, Jordan is newer to us, but he has been there for every step of the way of our retirement process giving updates , explaining things that are going on, and getting us through part of our lives. I really appreciate Amber too who with her position has really done a professional job overseeing all of it. I couldn't ask for a better place to handle our money to get us through retirement. Kudos to this whole team. read more

if i could give this guy 0 stars i would. me and my mom showed up for our reservation at the brazilian steakhouse. before attending, my mom called to confirm it's okay that i attend even if i am 27, as i make her financial decisions. the company said it was okay. we showed up to our scheduled time, & the woman said she had a different list than ivan, & proceeded to tell us to clarify with him. upon clarifying with ivan, he didn't even ask us for our name and kept insisting we "were not on his list". & then he told me i look to young to attend, but his representatives said it was okay that i attend with my mom, as i help her. this guy was rude as fu**. didn't even let us speak didnt check if he had our name, didn't even ask for our name or let us speak. kept saying "we can't do this". he was rude, & i agree with the person below saying "i could throw him across the room" bc even at the same height, i probably could. wouldn't trust him with our financials anyways. rude old man read more

I have been working with Ivanoff Advosors for 15 years and wouldn't trust my money with anyone else. Yes, they absolutely know investments and money, but as an older single woman, I feel safe under their care. I'm treated Iike family, but not because I am old. My 39 year old son also invests with Ivanoff Advisors and is treated with the same courtesy and face to face respect. And we make money with this firm! Make an appointment for a consultation and see if you don't feel like you're at a friend's house. Their fees are low, and they are upfront about them. You pay nothing for appointments; only when they make money for you. I love these people. I think you will too! read more

Yes, client oriented and responsive to client's needs. Does not pressure clients to their products. Works with customers in a positive and professional way. Travis and Amber have been very patient with me and I appreciate them working with my personal financial needs and my decision making process. It takes me time to synthesize the financial information presented to fully make the best decisions for myself. It is greatly appreciated their willingness to go on this new financial path with me! read more

The father & son are very knowledgeable of what's happening daily in the stock market, as well as the ups & downs of the economy. Great staff to work with. read more

I received a post card invitation to attend a dinner seminar. A few days after registering, I received a call from an Ivanoff representative who explained that they have received an overwhelming response from married couples to attend the seminar and that they were going to withdraw my solo invitation. Seriously? This representative just made an fool out of himself to ass-u-me that married couples have more money than singles. Now, he will never know for sure. read more

Ivanoff Advisors are a great financial services firm to work with, as they really care about people whether they are individuals, couples, and families in advising and investing. Their representatives are fiduciary, which is important Ivanoff Advisors offer a good variety of investments for their clients that can be both short term and for retirement. They specialize in clients 50+ in that they really listen to each client's personal needs and are a lot more than just the free seminars they offer. Their services do not stop there with a supplemental medical insurance representative who was a former nurse that understands and helps people with difficult decisions. They are also looking into offering tax preparation as well as other referral services in 2022. Their variety and flexibility make Ivanoff Advisors a one stop shop for the services mentioned. read more

We attended a presentation with a lovely dinner as we were interested in finding information to help us prepare for retirement. We then had several meetings with Paul & Travis at their office so they could understand our needs and wants. They were very thorough and presented us with several options and products. We found them to be sincere and felt they are genuine. We never felt pressured or rushed. We decided to trust them with our funds and are very happy with our gains and the low fees Check them out and see what options and suggestions they can offer you. read more

I received an invitation in the mail from this company to attend one of two retirement seminars at the Summit House in Fullerton the following week. I called and reserved spots for my husband and myself. Two days before the event, Paul Ivanoff called me, ostensibly to confirm our reservations. He was mistaken , however, as to which day we had selected. Nevertheless, he seemed not to care about the error but only wanted to cancel our reservations. Mr. Ivanoff repeatedly insisted that we had attended one of his previous seminars (this one was open only to first-time guests). The date he provided was one on which we were not available to attend, nor was any seminar in my iCal for that date. Mr. Ivanoff refused to listen to me on these points, interested only in cancelling our reservations for this week. I wouldn't trust this man any farther than I could throw him, and at 5'2", 110 pounds, that wouldn't be far. read more

I felt I needed fresh eyes on my finances and retirement requirements. I made appointments and met a couple of very sincere reps that had similar options for me @ different firms. I chose Ivanoff Investments. Listening to Paul and Travis review keeping more money invested, more returns and careful tax considerations made me stay in the neighborhood and I have been a satisfied customer. I needed some demanding paperwork completed and Travis took the time to complete this with me. I appreciated this! I am glad to get email updates. I have needed some extra details that Travis & Amber have done quickly for me. Financial decisions are crucial and I made the right decision with this firm. read more

My wife and I attended one of Travis and Paul Ivanoff's retirement seminars, primarily to get a good, free dinner. We really had no intention of using their services. I'm recently retired and have basically managed my own investments relatively well. But after sitting down with them and going over our assets, they showed me a much more intelligent, well thought way of managing and investing our nest egg that was way beyond anything I could have come up with on my own. They are very accessible and easy to work with and we are extremely happy with the confidence and peace of mind we now have that we will never run out of money. We highly recommend them without hesitation. read more