Ivanoff Advisors - Cypress, California

Rodney L.

We have recieved nothing but professional and sincere service from everyone in the Ivanoff group. They have explained every step of each investment and even assisted us in other items to which they do not manage for us. Sadie has guided us with our Medicare and advantage plans for my wife, my father and myself. She was amazing in her presentation of our options and helped to guide us in our advantage plans. This plan has saved us thousands of dollars in my father’s care. We are so great full for her knowledge, professionalism and kindness.
Paul, Travis, Amber, Ashley, Ariel and Ella are simply put awesome. They have been professional and knowledgeable and communicated every step of managing our investments for us. Their attention to detail and ability to communicate in terms we understood was a breath of fresh air, as these dealings can be quite confusing at times. We feel they are invested in us rather than themselves, which is a rare thing in today’s world. So I want to thank them for their service as we approach our 4th over all year with the Ivanoff advisors team. we look forward to working with them all for our futures.
Thanks Ivanoff team
Sincerely
Rodney, Cindy and Gary(dad)

Karen C.

Similar to another individuals experience, Mr. Ivanoff called to inquire about the reservation I made for my mother and I to attend. As my mother does not drive far, I take her. Ivanoff vocalized wanting a "specific population" of people to attend his seminar and insisted we cancel. "If you're okay with that I can go ahead and cancel that" after indicating that my mother attend alone instead. He offered a voucher to location if we came in a different time/day and have a private session instead. Not impressed. Ageist given my mother got this invitation and knowing that not all elderly people have the transportation means of attending.

Alex ?. E. B.

I did not think I could retire at my age, but Travis and Paul Ivanoff have helped me plan a pathway to retirement which included Long Term care.
Retiring without Long Term care insurance is placing a burden on your children.
They have built a team that is responsive and comprehensive. They plan events that resemble a family get together. And are actually a learning environment for retirees.

Melanie V.

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.

Linnie S.

I have been working with Paul Ivanhoff for at least 10 years. Talk about integrity! This man takes no fees for his service, which other advisors do. Those fees are hidden in your annual reports. Not with Ivanhoff Advisors! Obviously, I make more money! You won't be sorry! Call for an appointment today!

devin I.

Patrick S.