I've been feeling unsettled about the stock market for years leaving my IRA in a money market…read moreaccount producing hardly anything because stocks seem to risky right now. What I like most about the service Dimitry provides is as follows: 1) you set up the account with Wells Fargo so it's safe. It's not under someone else's umbrella where you could lose your principal. The account is in my name. 2) they don't nickle and dime you for each service. Many of these companies charge to write a check, make a deposits etc. I like the straight forward approach offered here. 3) My self directed IRA started working for me right away when a friend wanted a 1st trust deed. Now I'm safely yielding tax free income. All in all this is a super system Sense Financial created and they are not opposed to hold your hand and walk you through the process.. A+ Highly recommended.

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

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.

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!

As a 2018 resolution, I'd made the decision to find a financial planner that would help me invest…read moretowards my future. I had a lot of questions and knew I needed advice that didn't come from the internet, so I did my research and found Richard from Ascendant Capital Management. Richard was local to me so it was a short commute to his office in downtown Brea. We sat for an hour as he answered all of my questions and gave me some amazing advice. Richard made me feel like I was talkin to a friend, which made me very comfortable. My plan is to start investing this year and I believe Richard will be my financial guide to success.

I have been preparing my taxes for years on my own using online software like TurboTax or H&R…read moreBlock. Last year I got hit really hard with owing taxes to Uncle Sam, even though nothing had really changed for me financially. Friends suggested that I look into working with an accountant for my taxes, and that it would make a huge difference. I reached out to Accountax Aid for some information, and they were very responsive and answered all my questions promptly. The appointment was easy to setup, and I was able to ask tons of questions I had about taxes and what I could do to help my tax situation for next year. Pooja helped me with my taxes for the year, and results couldn't have been better! I was able to get a significant refund instead of owing, it was painless and quick compared to doing it myself, and I have the peace of mind that my taxes were done right. She is very professional and knowledgeable, and I will be returning here for all my taxes and accounting needs in the future.

Just wanted to give Pooja another 5 star review, I'd give her 10 of I could. She made the process…read moreas safe as possible and offered a few ways to get the job done. It's great to know with all that is going on right now , Pooja and her team are doing a great job in keeping everyone safe while doing quality work!

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

I have worked with the firm for many years. My family and I…read morehave received excellent Tax Services. The customer service response is very impressive.

My CPA of 20 years retired and recomended TVN to prepare my taxes. The first year was fine. I…read morecompleted my 2025 Tax information late due to not receiving my K1 information in a timely manner from the property management company. I personally walked my information into TVN the second week of April 2026. From there it seemed to disappear. Not a single word from TVN for months. It seems that they didn't begin working on my 2025 Return until June of 2026. If that Wasn't bad enough they sent a email 6/30/26 informing me that i was to pay, unpaid state taxes, due 6/30/26. I didn't even read the email until 7/6/26! To add insult to injury that payment is now late. I have no idea why this wasn't handled in a timley manner but I will not be using TVN Advisors in the future. This should have been handled by April 15, 2026 or shortly after, not two and half months late. There is no acceptable excuse for this!

I've had such a positive experience working with Jon and Linda at Resilience Wealth Group. From the…read morebeginning, Jon has taken the time to really listen, understand our goals, and explain our options in a way that feels clear and approachable. I've never felt rushed or pressured, and I really appreciate how thoughtful and patient he is when answering questions. Linda is also wonderful to work with. She is responsive, organized, and always helpful when we need something or have a question. Together, they make the whole experience feel very personal rather than transactional. I feel like Jon genuinely cares about helping us make good financial decisions for our future. I would absolutely recommend Jon and Linda to anyone looking for a financial advisor who is knowledgeable, personable, and easy to work with.

I've been a client of Jonathan Lien (owner and CFP) for 7 years; Jonathan is one of the most…read morehardworking and trustworthy people I know. He's incredibly knowledgeable about market shifts and always takes the time to truly listen to my needs. He has a real ability to craft a portfolio specifically tailored to what I'm looking for. Linda, his assistant, is also great to work with. The office location of Resilience Wealth Group is optimal, and the space itself looks incredible with its new and fresh design. Highly recommend!

Jordan and his team ( Giselle, Kristi and Marlene) are very professional and trustworthy. All went…read morewell with our transfer of assets. We feel comfortable that our interest is their priority especially in this challenging market. Thank you all!!!

Jordan at GoldLine wealth management has done an excellent job in advising me in Roth conversion a…read moreportion of my 401K fund. Marlene also helped me to open the EquiTrust annuity account in support of Roth conversion plan. I highly recommend Jordan and Marlene at GoldLine wealth management office in Fullerton if you have any wealth management need!