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Endeavor Advisors, LLC Ajay Vadukul in Brea

5 (49) 811 Armstrong Dr, Brea, CA 92821, United States

Endeavor Advisors, LLC Ajay Vadukul image

Categories

Financial planner
Financial advisor

Location on the map

Brea, Orange County, California, US

Phone: +1 626-346-7906
Site: https://endeavoradvisorsllc.com/

Opening hours

Monday:8 AM–7 PM
Tuesday:8 AM–7 PM
Wednesday:8 AM–7 PM
Thursday:8 AM–7 PM
Friday:8 AM–7 PM
Saturday:10 AM–5 PM
Sunday:10 AM–3 PM

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Total reviews rating 5

49 Reviews for Endeavor Advisors, LLC Ajay Vadukul 2024:

Review №1

2024-03-23 01:15:25

The Virtual Greet and Meet with Ajay went very well. Ajay was very informative and he was helpful with all of my questions. You can tell that he really cares about your financial goals and was professional about it. You can tell that he genuinely wants to help, I was 100% comfortable the during the whole meeting. Thank you Ajay!

Review №2

2024-02-19 14:31:50

Ajay !!!! Is awesome . I was like a lost puppy and Ajay helped me find my way . I had the financials but I had no idea what to do wt my money . From the very first interaction we organized my money and Ajay helped me realize I was over insured, over spending and not maximizing my money.The very first month I saved hundreds of dollars just by moving my over spending to a high yield interest savings .Ajay also manages my Deferred comp (457) plan and I am doing significantly better . I have see. More returns ( percentage wise) in the past 6 months the I have I the last 17 years . The best best part about Ajay is his performance and attention to detail . He is very communicative and makes me feel like I am his only client .Keep rocking it AjayThanks buddyMatt L

Review №3

2024-04-02 17:20:50

Ever since I started working with Ajay we’ve developed a structured plan on how to manage my finances at the most optimal level. Ajay is very knowledgeable and very responsive whenever I have a question. Once you start working with him, you’ll wish you started sooner!

Review №4

2024-06-11 17:51:41

For starters, Ajay is a genuine and kind soul. Each conversation leaves you feeling well understood and supported. We are early in the process, nevertheless, I have faith that this an actual partnership, and an advisor has my best interests in mind.

Review №5

2024-03-23 15:14:54

I had a wonderful experience with Ajay. He did a great job of balancing details and numbers with the overall picture and our goals. He was great at explaining difficult concepts in an easy and understandable way to someone that has very little knowledge of finances. I would recommend him highly to anyone looking for a financial advisor that will go above and beyond for them!

Review №6

2024-04-29 17:45:08

Met with ajay for the first time and it was a great experience! It was my first time meeting with a financial advisor and he was very patient. Has great people skills and has the heart of a teacher. He also followed up with some great tips for my own portfolio. Definitely recommend meeting with this guy.

Review №7

2024-04-30 13:00:54

Very well detailed initial meeting where Ajay was knowledgeable and kind, he said it was totally up to us what we do and which plan we move forward with, he had comprehensive knowledge of the material and summarized it in terms we could understand. He was amazing and can’t wait for the journey we have ahead!

Review №8

2024-01-03 01:24:39

Ajay is a one stop shop. Hes helped us with all the parts of a financial plan (even the ones we did not know about): Estate planning, investments, budgeting, college planning, tax planning and our credit card debts. Our retirement accounts are also taken care of. Hes easy going, great communicator and very knowledgable. Every family could use a person like Ajay to help navigate the finances

Review №9

2024-04-02 02:03:38

Ajay at Endeavor Advisors was of great help when I graduated pharmacy school and when I landed my first job. Together we created a blueprint of my financial future and I have my full trust with Ajay with helping me achieve my financial dreams!

Review №10

2023-07-27 03:42:02

My experience with Ajay thus far has been beyond what I can put into words. I felt very nervous at first, as I started off with basically no knowledge on financial planning. In only a couple of months we’ve managed to eliminate debt, prepare for emergencies, start investing, planning for retirement, and more, while both learning and building confidence. It really is a night and day difference since we’ve started working together. I honestly look forward to our meetings, as they are both productive and fun. I’ve recommended Ajay to friends before and will continue to do so.

Review №11

2024-04-06 19:05:31

Ajay is not only very attentive and responsive but he also LISTENS. Not just hears what you say, but listens. All of our interactions have been personable and friendly and helpful.

Review №12

2024-04-02 18:02:06

My initial consultation went very well with Ajay. Very professional and personable, he listened to everything that I had to say regarding my concerns and what my goals were and provided, in great detail, what services they provide . During which time, took the time to answer any questions I may have had helping me understand due to my lack of experience in some of the discussion points related to finances.

Review №13

2024-03-19 04:00:27

Ajay was thorough and patient. Great with follow ups. I’ll be recommending him to all my friends.

Review №14

2022-11-19 16:41:13

Ajay is excellent to work with. He is a great communicator that makes complex financial concepts and strategies easy to understand. I found his perspective and expertise to be extremely helpful. It’s clear that Ajay has passion for what he does, and anyone looking for a financial advisor should consider Ajay and his team.

Review №15

2023-03-02 14:28:45

Before my first consultation with Ajay, I was in financial turmoil. Investing and saving were not even close to being possibilities. He helped me sift through the chaos giving us a clear path to financial freedom, and building a sustainable portfolio. If not for Ajays kindness, diligence, and patience, my life would still feel like a disaster. I cannot stress enough how thankful I am.

Review №16

2023-02-15 17:15:03

I’ve known Ajay for a couple of years. He has always expressed professionalism and characteristics that you’d expect out of someone in his role. He is very knowledgeable in his field and his ability to teach and understand his client base is something you want in a consultant. Overall, great advisor and even better person.

Review №17

2021-09-01 22:41:21

Ajay is incredible - I’ve learned more in a call with him more than I have in any of the previous financial or investment seminars/lessons I’ve attended. Ajay was genuinely concerned with my financial status and always made himself available to me whenever I needed. He also provides thorough insight and explanations so you do not leave your meeting with second thoughts. Highly recommend Ajay!

Review №18

2021-09-03 21:42:22

Before Ajay I had little to no clue about my personal finances and how to navigate them, but his expertise and patience taught me everything I know today! Ajay is extremely professional and knowledgable about the things he teaches, and I highly recommend Endeavor Advisors to anyone who is even remotely considering their services. The service, learning, and rapport that I gained was well worth it.

Review №19

2021-08-23 22:27:08

Ajay is an essential resource in my financial life. As a friend and a client of Endeavors, he is able to touch nearly all aspects of my financial plan for the future. He manages his time well, does not sugarcoat or fluff information, and encourages you to learn what he is trying to convey to you as it ultimately benefits your future.As I get older and my responsibilities and dreams expand, I’m grateful to have someone like Ajay who knows the things that I simply do not and steer me on the right path. It is certainly a two-way street, as you should come with a plan so that you can work together to further better your professional and personal financial understanding!

Review №20

2023-07-12 23:35:00

I’ve been working with Ajay as a financial planner for a couple of years now and he’s always been very responsive to our needs. He always has good recommendations and is willing to work with you on your individual needs. I would highly recommend.

Review №21

2024-01-21 05:30:23

Answered questions throughly and produces straightforward process every meeting. Very responsive when needed and understanding of situations. Knowledgeable with investment/retirement planning.

Review №22

2021-09-04 21:50:16

Investing with Ajay has been one of the best financial decisions I have made recently. He easily broke down what my options were and why he thought certain strategies were best. He even used his judgement and experience to recommend we start off slow, which I am now very thankful that we did because I ended up needing excess money throughout the year that I wouldve otherwise tied up if it wasnt for his recommendation and expertise. Investing with Mr. Vadukul makes me confident for my future and it is a great feeling knowing that it is in good hands growing my portfolio as opposed to losing value sitting in my bank account.

Review №23

2021-09-01 23:01:42

Ajay at Endeavor is by far one of the best! He is young and therefore very relatable and brings a new perspective to an aging industry. He is able to break down confusing financial jargon into material anyone can understand. The financial smarts that I’ve come across with him have far surpassed anyone else I’ve reached out to. He really goes above and beyond to ensure I understand in order to help steer me in the correct direction. I 10/10 recommend Ajay to anyone looking for a financial advisor!!

Review №24

2021-11-09 01:41:04

I’ve been more than satisfied with Ajay financial services. He is professional, caring, informative and diligent. He takes extra time and is patient when answering any questions that may arise. Very accessible and diligent when it comes to returning phone calls. He is a good man, happy to know him!

Review №25

2021-08-05 22:15:40

Ajay is a very knowledgeable and educational person who explains the information he is presenting to you in a well mannered and easy to understand way. His ability to engage his clients and offer great financial advice is the reason everyone should want to work with him. You are in great hands with Ajay and Endeavor Advisors.

Review №26

2021-09-17 01:11:32

I came in knowing very little about finance and investing. Ajay was able to answer all of my questions and more. He is well-versed in finance and investing. He will ask you for your goals and give you the best strategy to attain them. He will go above and beyond to help out. I highly recommend Ajay!

Review №27

2021-08-05 21:50:28

Working through Ajay Vadukul and Endeavor Advisors has been one of the smartest financial decisions I’ve made for myself. The pride that Ajay holds in his work is extremely visible and translates to a quality overall experience. The knowledge he has to share through advising has been bountiful and has helped me gain clarity with how I invest now, and in my future. Appreciate all the work Ajay and the team at Endeavor Advisors do. Looking forward to doing more business in the future!

Review №28

2023-02-15 20:33:09

Showed me step by step to gain financial freedom. Not only is he an advisor but someone that really cares about the family. I would recommend Ajay and his team any day!

Review №29

2021-12-21 18:52:42

I am very happy with this company and the service they provide. Ajay Vadukul and his partner Charles took care of my sister and I with our Life insurance and Investments and set up a Roth IRA and explained how it worked. We own a local nail salon here and they helped us from A to Z. They connected us with the best CPA and even walked us through the first appointment even though it wasn’t their job. These people truly care and want us to succeed !

Review №30

2021-07-28 17:36:40

I’ve worked with Ajay on numerous occasions and he exemplifies professionalism, passion, and is very knowledgeable. He truly cares about his craft and looks for ways to improve daily. I would implore anyone who has a chance to work with him to do so.

Review №31

2021-07-22 18:18:16

I am so thankful for this financial firm! Ajay at Endeavor Advisors never fails to check in with me, send me reports, and support me via call or text whenever I need financial advice. He even helped create a full financial portfolio and help me plan for the future!

Review №32

2022-02-23 16:29:22

Ajay is smart and passionate about his work! Their company helped my plan my future with retirement plans and life insurance! I highly recommend .

Review №33

2024-05-02 01:40:08

Good balance of personal and professional. Very attentive to my specific needs as a resident physician.

Review №34

2021-09-05 02:41:22

Ajay Vadukul is an excellent young man who exudes drive and professionalism. Within the long tenure that he has been my peer, his commitment to others has been both evident and inspiring. I highly recommend his services.

Review №35

2021-08-02 16:51:55

Ajay was very helpful and showed me how to save my money more efficiently. He was very professional and I felt confident with him handling my money. Thanks Ajay!

Review №36

2023-08-20 18:52:03

Ajay was personable, knowledgeable, and extremely helpful. I definitely look forward to working with him in the near future!

Review №37

2021-08-01 01:06:57

Ajay is very knowledgeable and professional. Helped with all my questions and would work with him in the future as well. I would reccomend Ajay to anyone needing financial assistance. Thank you Ajay!

Review №38

2021-07-28 17:33:00

Very knowledgeable and communicated the material in a way that was easy to understand for someone who wasn’t an expert on the subject matter. Helped me get started and provided great resources to continue researching. Overall had a great experience working with Ajay.

Review №39

2021-07-27 21:21:11

Top quality business with an extremely professional background and mindset. Ajay will jump through hoops to get things done! 10/10 experience

Review №40

2021-07-27 21:09:49

Very professional. Ajay was clear and consise in his explanations and able to answer any questions I had throughout the process. Highly recommend.

Review №41

2022-01-06 19:59:22

Great people! They helped me stop day trading after I lost so much money and use index funds for my retirement . They also set my life insurance up!

Review №42

2023-04-01 02:07:34

Our meetings both on Zoom and in person have been well executed and informative.

Review №43

2021-12-07 16:03:49

Great company and great advice! Ajay is the man to go for retirement planning!

Review №44

2022-05-04 18:18:54

Ajay and charlie are awesome! They set up our life and retirement accounts !

Review №45

2021-07-27 21:09:26

Very professional and knowledgeable with the work he does. Recommend him to anyone looking for an advisor!

Review №46

2021-12-07 16:01:40

Ajay is awesome! What a fantastic advisor .

Review №47

2021-08-05 22:52:12

The experience and service I received was beyond exceptional. I recommend this place to anyone considering receiving financial advising.

Review №48

2021-10-05 16:50:03

Ajay is very professional and knowledgeable!

Review №49

2022-01-04 18:49:37

Ajay is awesome !