Journey Financial Group, Inc

Financial & Insurance Services

Financial Planning

From your home and auto insurance, to retirement planning, to mortgage and real estate, we thoroughly enjoy helping our clients through all stages of life.

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Insurance

Our team efforts are the reason we are able to offer such a wide range of products to our clients.

Learn more

Mortgages

Our goal is to educate, assist, and allow our clients to enjoy life’s journey, and let us be their guide!

Learn more

Journey Financial Group | Financial Advisors Rancho Cucamonga

Assisting clients with their own personal journey.

From your home and auto insurance, to retirement planning, to mortgage and real estate, we thoroughly enjoy helping our clients through all stages of life. Our team efforts are the reason we are able to offer such a wide range of products to our clients. Our goal is to educate, assist, and allow our clients to enjoy life’s journey, and let us be their guide!

Meet the team

What our clients are saying

“Journey Financial Group is an honest, helpful and attentive team of individuals that have your best interest in mind, who are able to help meet your needs at the best price possible”

Kristi B., Brea, CA

“Journey Financial is the place where you can feel better about planning for retirement. Why do you feel better? Because they explain everything inside and out so you actually understand and design your plan.”

Tammie R. – Placentia, CA

“Great people to work with. Always get back to me right away with any questions I have. Chad has always given us great advice on any financial question we’ve had.”

Jeff N. – Laguna Niguel, CA

“They are knowledgeable, if you have questions or concerns they will be handled in a timely manner there is no “car salesman” selling.”

Jerry C. – Alta Loma, CA

“The Journey team are well informed, professionals, genuinely interested in client’s request and needs. Very articulate and informative.”

Maria R. – Palma Vista, CA

“Journey Financial helped me and my family get out of debt. They even helped me get an amazing life insurance policy.”

Ana V. – Los Angeles, CA

“Best brokers all around! If I can recommend them any and every time, I would! Friendly faces and customer service are key, and they have them both! Like I said before, BEST brokers around, so lucky to have them on our team!”

Michelle R. – La Verne, CA

“Journey will go the extra mile for their clients. They always have the client’s best interest in mind.”

Christina A. – Duarte, CA

“Quality service, honest, super informative agents who make sure you have real coverage against potential liability.”

Sammy R. – Upland , CA

View more of what our happy clients have to say

Why Journey Financial Group?

Educate.

We help you create a financial plan and understand the strategies and products that will guide you along your path.

Empower.

The knowledge we provide will allow you to make the best decisions when working towards your financial goals.

Journey Financial Group

Guide.

We are here to offer peace of mind and guidance on your financial journey towards a successful future.

Download our Insurance Agent App today and be ready for tomorrow!

Insurance isn’t just about policy details. It’s about being prepared, knowing what to do and having the information you need, right when you need it. Take us with you and be ready for anything, anytime, anywhere!

Some of the awesome features:

  • Quick Agency Access
  • Electronic Auto ID
  • Easy Bill Pay
  • Auto Accident Claims Kit
  • Claims Connections
  • Document Storage – Inventory for your items and vehicles
  • Workplace accidents reporting

Disclosure – May not be applicable to some types of insurance policies.

Google Play Apple App Store

  • Google Play Apple App Store

    Download our Insurance Agent App today and be ready for tomorrow!

    Insurance isn't just about policy details. It's about being prepared, knowing what to do and having the information you need, right when you need it. Take us with you and be ready for anything, anytime, anywhere!

    Some of the awesome features:

    • Quick Agency Access
    • Electronic Auto ID
    • Easy Bill Pay
    • Auto Accident Claims Kit
    • Claims Connections
    • Document Storage - Inventory for your items and vehicles
    • Workplace accidents reporting

    Disclosure - May not be applicable to some types of insurance policies.

Carriers we work with…









Anthem