Street address
11027 Downey Ave, Downey, CA 90241, USA
Open Now
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Monday
09:00 am - 05:00 pm
- Tuesday Today
09:00 am - 05:00 pm- Wednesday
09:00 am - 05:00 pm- Thursday
09:00 am - 05:00 pm- Friday
09:00 am - 05:00 pm- Saturday Closed
- Sunday Closed
- Tuesday Today
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Elicia Ybarra
My husband and I were referred to Arbor Wealth Financial Planning by a trusted friend, and after meeting with Esteban, we knew this was the team we wanted to work with.
We had met with several other financial planners before this, but Arbor Wealth really stood out from the crowd. Esteban was professional, easy to talk to, and took the time to really listen to our goals, vision, and what we are trying to build. He helped us start turning those goals into practical action steps.
Frank is also incredibly knowledgeable and explains financial concepts in a way that is clear and easy to understand.
Overall, the team felt personal, practical, and genuinely invested in helping us move forward. I would absolutely recommend Arbor Wealth.
Eric Flores
I’ve been working with Arbor Wealth Strategies for a few years now, and I couldn’t be happier. My friend referred me to Frank, the owner, and from day one, he was so friendly, it felt like we’d known each other for years. I started investing late, in my mid-40s, and I didn’t have a lot of hope at first. But Arbor Wealth took the assets I had and truly maximized them. They optimized my portfolio so quickly, and now I feel so much more confident about my future. They also helped my mom, who is elderly and doesn’t speak much English. Since the company is bilingual, they assisted her in Spanish, which was crucial in gaining her trust. What stands out most is how they’ve treated both of us with such respect. I can tell they put a concerted effort into earning our trust, and that has been so important. Now, I’m also working with Esteban, who, just like Frank, is incredibly personable and thorough. Every time we talk, I know they have my best interests in mind, and I have complete trust in them. They also walked me through retirement scenarios, even the possibility of moving overseas, which gave me so much peace of mind. I can’t recommend Arbor Wealth Strategies enough, they truly feel like a team of trusted friends guiding me.
fernando villanueva
Working with Esteban has been a great experience. My process from enrolling to becoming more knowledgeable about my own finances has been nothing but positive. Always encouraging me to work with whatever is comfortable for me which is great. Honest and truly cares to help you out through the onboarding process.
Alexandra Arena
We’ve been working with Arbor Wealth Strategies for some time now and couldn’t be happier with the experience. Their team takes a truly holistic, personalized approach to financial planning, helping us feel confident and supported with our long-term goals. They take the time to listen, educate, and craft strategies that make sense for our family’s needs, and we trust them as partners in our financial future. Their care, attention to detail, and genuine commitment to helping clients live life to the fullest really sets them apart. Highly recommend!
Annalise Wintz-Lima
I’ve had a great experience with Arbor Wealth, and specifically with our advisor, Esteban. He has been incredibly helpful in assisting my partner and I with establishing clear financial goals and breaking down big, often overwhelming concepts into much more understandable pieces. I always feel relieved after our meetings, knowing that I have a solid plan in place to tackle difficult financial situations while still prioritizing saving for the future. Esteban is knowledgeable, patient, and genuinely caring—I never feel pressured to do anything I’m not comfortable with. I would highly recommend Esteban to anyone looking for a trustworthy and supportive financial advisor.