About us
Business highlights
21 years of trusted experience
Services we offer
Amenities
Senior Discount
$500
Accepted payment methods
Reviews
3.52 Reviews
Showing 1-2 of 2 reviews
Joanne R.
12/2014
financial advisor
 + -1 moreWe could have easily continued to put away into our 529 at the same rate (or skip a month, if needed) without penalty and have plenty for repaying college loans at the end of four years instead of being locked in for seven years which is the design of the 'plan' that she sold to us. Laura cannot speak to non-financial savvy customers in language that can be understood. She talks so fast and in lingo that is at the level of a financial expert; we were lost and ended up buying into a bad situation. VERY UNSATISFIED!
Description of Work: College Planning Experts set up our son with online assessments on different types of careers that supposedly would help him identify his strengths compared to jobs, income potential, etc. Their 'financial planning' expert is there to sell one product that is intended to help the parents save for repaying college loans and retirement.
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$3,500
Lynn S.
09/2014
financial advisor
 + -1 moreunknown
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Yes, I recommend this pro
Contact information
28494 Westinghouse Pl 206, Valencia, CA 91355
www.CollegePlanningExperts.comService hours
Monday:
9:00 AM - 6:00 PMTuesday:
9:00 AM - 6:00 PMWednesday:
9:00 AM - 6:00 PMThursday:
9:00 AM - 6:00 PMFriday:
9:00 AM - 6:00 PMLicensing
Bonded
Insured
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.
*Contact business to see additional licenses.
Service Categories
Financial Planning,
Counseling - General,
Child Care - Other,
Internet Service,
Tutoring
FAQ
College Planning Experts is currently rated 3.5 overall out of 5.
Monday: 9:00 AM - 6:00 PM
Tuesday: 9:00 AM - 6:00 PM
Wednesday: 9:00 AM - 6:00 PM
Thursday: 9:00 AM - 6:00 PM
Friday: 9:00 AM - 6:00 PM
College Planning Experts accepts the following forms of payment: American Express,Check,Discover,MasterCard,Visa
No, College Planning Experts does not offer free project estimates.
No, College Planning Experts does not offer eco-friendly accreditations.
No, College Planning Experts does not offer a senior discount.
No, College Planning Experts does not offer emergency services.
No, College Planning Experts does not offer warranties.
College Planning Experts offers the following services: College Planning, college application guidance, guidance counseling, financial aid, scholarships, grants, financial planning, college saving plans, 529 plans, custodial accounts,college selection, career planning, college funding, SAT and ACT preparation, academic planning, college negotiations, college essay review and preparation, college tours, college advising, academic scholarships, merit aid, institutional grants and aid, financial aid forms submission.
Contact information
28494 Westinghouse Pl 206, Valencia, CA 91355
www.CollegePlanningExperts.comService hours
Monday:
9:00 AM - 6:00 PMTuesday:
9:00 AM - 6:00 PMWednesday:
9:00 AM - 6:00 PMThursday:
9:00 AM - 6:00 PMFriday:
9:00 AM - 6:00 PM