Very professional, she answered all my questions, she knows her profession. I will be using her…read moreservices from now on.

Sarah did a fantastic job with my taxes this year. Sarah was very detailed and very professional. I…read morewas extremely happy with how my taxes turned out and that everything was filed electronically. I would definitely refer Sarah to anyone looking for professional CPA Services.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

The Financial Coaching Group, Inc. - Michael and his team Have provided excellent communication…read moreregarding the accounts our family have entrusted to their expert care. We are quite happy with the level of investment returns we are receiving, and whole heartedly recommend this firm as a reputable and caring company to entrust your future retirement funds and investments.

Outstanding expertise and service! They really care about their customers. Mike and the entire…read moreteam are approachable and dedicated.

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

The staff at OFI truly care about their clients and it shows in the personalized attention they…read moreprovide. I highly recommend OFI to anyone in need of their services!!

From the owner: Providing you with a family office approach to holistic, goals-based financial planning. We take…read morecare of your financial needs including: research, analysis, strategic planning, communication, paperwork, and most importantly, behavioral investment coaching towards your customized wealth management financial strategies.

I am an immigration attorney with Green Maple Law Group based in Irvine, and I am a client of…read moreAdvanced Planning Financial & Estate Services. Mr. Albert Aizin is the Principal; he is a detailed financial adviser with thoughtful and analytic approach to my questions. I find his value investing (more conservative) approach particularly refreshing, because he not only takes the time to explain his reasoning, but he always pulls supporting evidence outside of the typical sources that one would expect a financial adviser to pull information from. This demonstrates Albert's expertise and resourcefulness in dealing with a wide range of financial advising questions. I especially appreciate Albert and his staff tirelessly reaching out to existing clients to know how we are doing financially, and how we can plan for a better tomorrow. Even if Albert cannot offer a particular product that would make sense for an investor, Albert would not hesitate to give referral or obtain resources to help the investor. Albert has pointed me to several outside resources. Much appreciated! If you need to break the ice and talk about things other than finances, Albert speaks French and loves cars. Go to Albert!

Albert Aizin a financial planner and financial adviser. Albert has a wonderful hands on touch. He…read moreis extremely thorough when going through our financial investments. He absolutely makes sure that you understand every aspect of your investment and are comfortable with his recommendations. My husband and I have used Albert's services for years and we have felt entirely comfortable with his advice.

I can not say enough good things about this branch. Everyone working here is so kind, helpful and…read morewelcoming. Highly recommend banking with the.

I don't usually give reviews but miss TRUPTI SANIL totally worth it! I went To the branch in 27th…read moreof November and open an account with the bank.Miss trupti took the time and effort to answer all my questions and start and complete the process of opening my new account in such a pleasant way! I give five star in her professional way of explain all the details of securing my high rate CD,and how helpful she was with me to complete the legal documents. I will highly recommend the branch and her to my friends and business associates.

Met Cliff through the Dave Ramsey's Smartvestor Pros. Cliff…read morewas very professional and knowledgeable. I felt at ease while discussing my financial status with him. Cliff was good about explaining a few terms and the difference between them. Cliff answered all my questions directly and gave me advice on my financial plan for the future. Cliff's fees are pretty much in line with the Industry and felt that his fees were fair. Cliff explained a couple (fee structure) options for clients who are completely a hands-on investor, who just need advice sporadically or clients who take a passive approach and want someone else to do their investing for them. Either way, Cliff is your guy! If you need a financial advisor or someone to bounce ideas off, seek out Cliff Downie.

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page…read more401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

David Novak was great. He knew his stuff and helped us decide on the best option, to grow our…read moresavings without the risk of a volatile market. I would highly recommend David and annuity educator.com to anyone. Bill Teter

David provided so much education about Annuities. I really did not know who to trust, and he was so…read morehelpful and explained it all to me (even knowing he would not make a sale). It is people like David, who pay it forward for others. My grandmother signed up years ago on some annuities deals that were, let's say not a good situation. And David helped me understand them, and helped us make a decision with what to do next. Thank you David, your the best and we recommend you.

We have been with Troy and he is so helpful and directed us the right way into our retirement…read more I definitely would recommend him . Lowell and Carol

When I went to Asset Retention back in 2019, Troy was very hands on during my appointment. I…read moreinvested my entire 401k from my previous company with Asset Retention. Last year, when I had my annual reallocation meeting, Troy had someone from his firm meet with me. I asked why he didn't do the meeting with me and he told me "He has clients with more money invested and that I did not warrant the time to spend in a meeting with me" The Annuity I have with Troy, has done absolutely nothing! I would have been better off playing the lottery! I do not recommend this firm if you are looking to grow you assets