Apex Financial Services Group

CONNECT

Address:

500 N. State College Blvd. Suite 1100
Orange, CA 92868

Phone:

(714) 919-4446

Fax/Other:

(714) 919-4447

Message from the Founder

 

Welcome to Apex Financial Services Group! In today's complex world and often changing financial landscape, the experience, clear vision, and objective advice of a qualified advisor can help you reach your goals. Additionally, there are many financial institutions where it is easy to feel like just another account number. At Apex Financial Services Group, we understand and believe that every single one of our clients is extremely important. Our goal is to make sure you feel you have found a home, and that our long-term commitment to you can help you make your dreams a reality. We believe that the foundation of a strong and long-standing relationship is having a clear understanding of our client's financial situation, goals and objectives, clear communication, exceptional service, commitment and honesty.

We believe, that in light of all circumstances, we would recommend the same course of action, or provide the service which, had we been in the same situation, would have applied to ourselves.

Please contact us for a complimentary review, with any questions, or to simply get to know us a little better.

Sincerely, 

Juan Carlos Rosario
Founder & President

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck