Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are 73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended . read more

Manny and his team are so welcoming and down to earth. I was very new to the space of life insurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!! read more

I love the financial architects! They help people so much! I've known the broker Manny Soto over two decades. He's bringing knowledge from every background to this Chino Hills office. Manny has helped me with every financial question I've had. read more

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My husband and I have been Mr Soto's Clifford almost 20 years, primarily for life insurance and financial advise. He is knowledgeable, reliable and friendly and always available to answer questions. He has an outstanding team of experts working with him. Highly recommend it. read more

TFA offers a great variety of products that can help families with building wealth and protect their hard earned assets. I've recommended them to clients for setting up trusts to avoid probate. I've also recommended them for life insurance to take advantage of tax shelter benefits from whole life insurance policies and annuities. They are great at contacting my clients and keeping me in the loop while they do their best to help my clients with their comprehensive investments portfolios. They also put on amazing events and classes to engage and educate people on the services that they offer. Brooke and Manny are great partners for my real estate team and I thank them sincerely for all the value they provide to my clients and friends read more

Manuel Soto has been my advisor for 15 years. He helped me set up both my wife and I's term insurance policies as well as both of our IUL's. He has been nothing short of amazing and I have recommended him to so many friends and colleagues. Thank you to the Financial Architects! read more

For anyone in hopes of finding a team that can help with future financial planning. I was fortunate enough to meet with Sarah Ruiz. She is kind and caring and was able to adjust my plan even after we had a different agreement. She was very informative and even when she didn't have all the answers she made sure to get back to me on all my concerns and questions promptly. She provided me with options for our appointment and she also works with Spanish speaking clients! Great team! read more

Couldn't be any happier with the service Jessie and her team provided. I had pride myself in having financial knowledge but I was wrong, the information that Jessie provided was amazing and made me realize I needed to step it up. I now feel very comfortable with my future thanks to The Financial Architects. The name says it all!! read more

Long overdue review!!! I am forever grateful to Manny Soto and The Financial Architects Team! Years ago I met Manny when I saw him speak at a motivational & educational event. I had been searching to learn how to properly set myself up for retirement and how to protect my son. All the singles moms out there know this is our mission in life to protect our babies. I truly think it was divine intervention that I met Manny that day. He has forever changed my life and given me my sense of security back. Trust me when I tell you having your own coverage is very important and not coverage only through an employer. Also a policy with living benefits like Manny provided for me and my son is so important so you never have to go through anything with out coverage. Did you even know there is life insurance that can pay you to get better from a chronic or critical illness and you don't have to die to use it? Contact them today. It's so cost effective to properly protect you, your family, and your legacy. Ditch your Venti order a grande and get yourself covered with The Financial Architects Today! read more

I've been a client of Manny Soto for over 15 years. He and his team a financial advisors have helped me in so many ways. Manny has guided me through every aspect of my current and future financial challenges and goals. I have peace of mind that myself and my family are taken care of. I have income protection, retirement planning, and a family trust all in place thanks to the Manny and the great people at The Financial Architects. read more

I've known Manny for many years and have often gone to him when it comes to dealing with financial aspects in my life. I recently rolled over a 401(k) and got a new life policy. Both Manny and Natalia are extremely knowledgeable and very helpful. Appreciate both of your guys help and patience with all my questions. read more

As an Estate Planning attorney I like having financial advisors in my corner who can help assist my clients with their life insurance, retirement and financial investment needs. Manny and his team have not only helped me and my family personally but have also assisted so many of my own clients. They are not only great at what they do but also just great people all around. I truly love working with all the agents here. read more

A long overdue review. I just got a Happy Birthday email so it reminded me to post a review. I had a competitor insurance policy for over a year and Manny asked "Let me show you the fees and if I can't beat it keep it" What'd I have to lose? Come to find out that I was going to pay more than $200k+ in FEES! Thank God Manny reviewed my policy and saved me THOUSANDS in just the first year. Thanks again. I've referred several to him and have heard great things STILL! read more

If knowledge and help with your future finances / life plans is what you need, Financial Architects is where you need to go to get everything you need to set yourself up for the future. I needed help rolling over my Calpers / 403B plans into something after switching careers, Pablo Moreno got it done. You know when your working with someone who genuinely cares about their work and that's exactly what I got from speaking and working with Pablo. They have plenty of people who you can work with so you can feel taken care of trust your future is set. read more

celest is the best of the best.... she helped me refi my home.... it was at 5 rate and got me down to 2.75 which i was so grateful.... she helped me so much.... i'm so grateful to of found her thru a friend. i would recommend her totally.....thanks celest for everything.. read more

The financial architects are great at what they do and most very informative. Manny and his team explained the difference in life insurance and expanded how it works. They also mentioned other services they provide like living trust which we did need since my wife and I own multiple properties. Your one stop shop that everyone needs. read more

Natalie and her crew are amazing Very knowledgable with all the different options I highly recommend this company Mark Britten Anaheim Hills ca read more

Since the first day walked into the TFA office I felt just like family. At first I was interested in finding a new life insurance policy and now I have them handling all our companies 401K's and real estate needs. I highly recommend using them over any agency. I met the owner Manny Soto and his entire organization exudes results and professionalism. #TFAI$Life read more

Manny is definitely a connector goes out of his way to help his clients. He can help you with just about anything even if it's not a service that he provides he definitely knows someone that can help you with what you need! Thank you Manny and Team for all that you do!!!!! read more

I am so happy I got a hold of "The Financial Architect " but it was truly by accident or should I say a God sent. I met Manny outside of Wells Fargo (where his original office was) and explained to him that I would be retiring soon and would be needing his advice soon... Well Covid hit and needed him sooner than planned.... Manny and his group of associates, Natalie and J.Z. has helped me.. Life insurance, Medicare supplement insurance that my Cedars-Sinai Dr's was on and my financial investments.. Manny and his associates will take care of you !! read more

Sending a huge thank you to Marko! If you are looking for someone to help you change your life Marko is your guy! He is very driven in what he does and goes above and beyond in detail about what he has to offer. For me, someone knowing nothing about life insurance only the fact "I should probably have it", he explained everything to me in words, pictures, and numbers. It all made sense. He explained to me so much as in what my life would look like if I stayed in my field of work along with having life insurance. Now am I not only protected for myself, but for my future family as well. Can't thank him enough! Give a call to Marko (: read more

I had a difficult time just trying to setup an initial meeting. I sent a message on yelp on Monday. The first response was immediate. They got my phone number and I was told to expect a call back to schedule an appointment. After three days (Thursday) I responded on yelp and asked if anyone was going to call me, they replied that it was a bad number they tried to call me on...but nobody thought contact me on yelp again? Regardless, they had someone call me on Thursday and we setup a face-to-face appointment. I was supposed to receive the address via email/text, but never did. I contacted early on Monday to confirm, they sent me a link for a zoom meeting. When I asked if it was a face to face appointment, they apologized and said it was. This was getting silly. They were unorganized and I was not comfortable having to chase them just to setup an appointment. So I asked to cancel the meeting. Denita called and let me know they had recently got an influx of customers from a seminar and it is not indicative of the quality of work. But I think it is indicative of the customer service I can expect. I don't recommend them. read more

The Financial Architects - Financial Advising Near Me - Chino Hills, California

First off, I just want to start this review off with a big thank you to Pablo for always looking out for me and taking care of me! He has been a huge help for me in regards to any/all questions that I have when it comes to my policy. Prior to signing up with him, I had no education in the area and he does an awesome job of breaking up each category and explaining things in a simple/straight forward way. He also makes himself easily accessible and his assistant keeps in contact with me, which I appreciate. I definitely would recommend him to anybody that's looking for help with anything regarding financial literacy. His knowledge in his field and ambition to help others makes me feel blessed to be apart of his team. Thanks for always providing A1 service, I appreciate you! read more

I set up an appointment to sit down with Pablo and the rest was history he k ew exactly what he was talking about made me feel comfortable and that I could trust him in giving me the correct answer to any Questions I could have everything worked out great at the end he got me what I wanted and the process was easy thank you again Pablo! read more

I've noticed TFA's growth in social media recently and have been following several of their rep's. I decided to apply for a complicated wealth planning vehicle and was glad to know Manny and The Financial Architects had the experience necessary to deliver what's needed. I'll be going thru TFA for all of my family and business financial planning read more

Natalie Ladines did an amazing job! I still can't believe she and Manny Soto got me approved, I was denied by another company a year ago and they made it happen. being the main provider for my household is scary because if anything happened to me my wife would have to sell the house and they would have to rent somewhere because she wouldn't be able to afford the mortgage alone. TFA has given me the confidence knowing if anything happens to me it will be ok. My schedule is so crazy and it took me a few months to complete everything. They were patient and understanding and they explain everything to me. Love their service. read more

Nayeli Ballesteros is extremely knowledgeable. She is extremely patient and took the time to explain the process of financial planning. You can tell right away from meeting her that she absolutely loves her work that she does. She didn't see me as just another $$$. I truly feel as though Nayeli had my best interests in mind as we were sitting down to discuss my financial plan. I can truly say that I am much more knowledgeable and confident at this time after having consulted with Nayeli. I actually have a bit of a vision now and the future doesn't seem as scary in terms of my financial outlook. If you're thinking of financial planning now or in the near future, please don't hesitate to give Nayeli Ballesteros a call. (951) 264-7556. You won't be disappointed. She is always quick to respond with a text or phone call. Thank you, Nayeli. . read more

I'm very happy with my agent Pablo Moreno and his assistant Alexis. He was greatly informative and patiently explained my options. Thanks!!

Again, I came to brag about Jessie and her Team. She continues to provide the service I expected from the start. We recently had to deal with my policy and she knew every answer to my questions. She handled my issue quickly and made things effortless. I normally don't post reviews, but Jessie and her Team have always provided the best service. They deserves the props! Thanks Jessie!! read more

After a horrible experience with Met Life, I found Manny and his crew and he redeemed my trust with life insurance agents. He went above and beyond my expectations and truly made the process seamless. Communication was superb and I was never left clueless as to what was happening. Manny was very patient in answering all my questions and educated me on several aspects of insurance and investments which was beyond the service I expected! The Financial Architects will not disappoint!! read more

The Financial Architects is an awesome company founded by Manny Soto. Manny is a consummate professional, in that he gives the best service for each client in an interactive manner. He continues to educate himself on all things financial and shares with his Brokers and Agents. He is inspiring, very knowledgeable, compassionate and passionate about doing the right thing for the individual and family. He truly cares about people and helping them to reach their goals in protecting their income. I highly recommend The Financial Architect to everyone who is looking to secure their financial future and be treated with respect and dignity. read more

As a huge supporter of education, what intrigued me about Manny Soto of The Financial Architects (TFA) is that he continues to study world economics, investments, insurance, income protection, taxes and shares his knowledge with everyone. Manny has taken his time in helping and teaching my family and friends about retirement and how to protect our money. Myself, my parents and a few friends have been his clients since day 1 and now 15 years later we are so grateful to have done business with Manny as we feel financially secure. Our family also continues to incorporate new investments with Manny's guidance and skills. I truly recommend doing business with Manny Soto or any of the agents of TFA as he appears to be a top educator and mentor and feel confident that his agents embody the same dedication. Thank you Manuel and The Financial Architects for allocating your wealth of knowledge to each and everyone of us! read more

I found myself wanting to start investing and planning for my future finances, but I had no idea where to start. That's when I reached out to Manny Soto. After the first meeting I knew I had come to the right place, he shared his knowledge with me without any jargon. Additionally, he recommended a book to read to deepen my understanding about the different options there are to plan for retirement, because even the pension plan I have now may not be enough by the time I retire. The simple fact that he empowered me through education assures me that he is seeking out for what is best for me and my future. I highly recommend Manny and his team to you and your family to plan for your future. It is never too late, but it is best if you start now! read more

Can I please give this team a 6 star rating? We all are unsure and not educated on the first part of beginning this financial journey and who to trust... but this team is top!! They truly live to their name as being Architects that build WEALTH. I met Manny Soto at a Professional outing last year. Super nice guy! Took my business card and I honestly never expected to hear from him again... He followed up with me this year when I was actually in the market for Life insurance! (That law of attraction is real) I couldn't be more suggestive to use this guy and his team. HE went out of his way while on a personal trip to make sure I was taking care of with the utmost care. This is a one stop shop! They not only take care of Life Insurance, but they also handle Annuities, 401k Rollover, and health insurance! Like most 99.9% of American's, I absolutely hate dealing with getting insurance since I'm a self-employed mortgage broker myself, time is everything to me and I hate dealing with this but the best part about his team is consistency. They would call me EVERYTIME as promised which helped me stay on top of my goals with them. Manny put me in touch with his team. Mariah helped me with switching everything over. She's incredibly informed not just on how the plans work, how the networks work, and how the whole thing is put together. She explains in a way that's digestible and palatable and she's brutally honest which is great and tops everything off with the cost savings. Mariah even went ABOVE AND BEYOND to bring my new policies to my home!! This shop definitely cares about their clients, about the health of their clients, I couldn't recommend these professionals enough. Especially right now, during this time of uncertainty, they were the first ones to send me info on how they handle Covid-19. HIGHLY RECOMMEND THEM! read more

Sometimes, it, unfortunately, takes a major life event to propel us to make the prudent - though, no-brainer - choice to seek the help of a financial advisor. This was the position I found myself in. For the first time in my adult life, I quickly developed a real appreciation for, and felt the strong need to, get my finances in order. I turned to Yelp, as I normally do, to look for someone reputable to help me accomplish the task at hand. This is an unfamiliar territory for me, and I needed someone "worthy" to help me navigate it. Being new to the process, I, of course, felt unsure and distrustful of a complete stranger handling such a crucial matter for me. Nonetheless, I hoped to find the right help. Combing through the list of people/financial institutions on Yelp, I came across The Financial Architects. I was taken aback at first (and not necessarily in a good way), at all the 5-star reviews. I get leery when I see something that is too good to be true, and a perfect, ALL 5-star reviews, to me, is too good to be true. Still, I went ahead and contacted them. I must say that I was pleased with the initial contact that was made. The lady on the other end of the line was very friendly and pleasant. She asked me preliminary questions, then an appointment was set up to get into more details of how this whole thing works. Then, the second contact was made. I must admit, it was not my favorite. I received a phone call outside of the agreed-upon appointment. However, I managed to let that slide. The person on the other end of the line introduced himself as Manny, the owner of The Financial Architect, himself. That was a pleasant surprise. I did not expect for the owner to personally take care of me. Over our numerous conversations, Manny painstakingly explained to me the various investment opportunities that can be tailored based on my financial situation. I had many questions about it, often repeating the same questions over and over again as my brain tried to absorb all the information it was given. Manny remained patient, and maybe, even delighted, for the opportunity to really help me understand; not a single hint of being annoyed was ever detected in his voice. Knowing how important of a decision this was going to be, I took my time to think things over. Days, and then weeks, have passed, and I still was not in a position where I felt comfortable enough to either say yes or no to his proposals. This whole time that I was mulling things over in my head, I was afraid that Manny would pressure me into making a decision (this was nothing more than a pre-conceived notion that anyone of us may or may not have about "sales people," in general. I even entered "Aggressive Salesman" as his contact name on my phone, initially :/ ). THIS NEVER HAPPENED. Manny never pressured me, nor made me feel, in the slightest bit, pressured. He, instead, would just send me gentle nudges, either thru text or email, to let me know that he's still there, patiently waiting for me to make up my mind. I very much appreciated this, so much so that I finally decided that it was time, and appropriately so, to change his contact name from "Aggressive Salesman" to Manny Financial Advisor. :) Bottom line is, Manny was nothing but a pleasure to work with. He remained sensitive to my current life situation, and was always supportive in his ways and manners. I think this is a rarity in an industry such as this. I would be happy to refer him to friends and family who may be looking for an exemplary financial guy. read more

I had the opportunity to work with Michele Farrel from The Financial Architects in Chino and I couldn't be more pleased with her service! She was extremely informative and patient with all of my questions . She took the time to educate me on my options with rolling over my 401k and how I can best allocate my finances with the long term goals I told her I had. She thoroughly explained my options and is quick to respond if you have any questions ! If you are a business owner in need of a trustworthy financial advisor I highly recommend The Financial Architects ! read more

If you're wanting advice on your financial future, then this is the place to go. Friendly staff very knowledgeable. Will actually sit and listen to you and then make the best advice for your future thanks for your wonderful help read more

This place has help me and Monica has been such an amazing person by explaining everything and helping me get what is best for me

I'd like to thank Manny Soto and The Financial Architects for all of their guidance and amazing customer service skills. We contacted Mr. Soto with a few questions and he quickly provided us with the knowledge and guidance we needed in order to make some important financial decisions. I trust him and his amazing team and wouldn't hesitate to recommend their services to my family and friends. read more

I'd like to first say, Thank you to Manny and Omar. I was lucky to meet Omar at a networking event, and then met Manny. These two are all about helping their clients, and seeing them succeed. Manny has been a great resource to my business clients, and I trust he has their best interest in mind. He has years of experience and speaks the truth. These two are going places in the world !!! Best wishes to you guys and your agents. read more