In 2009, I only made 1% on my 401K so I fired my financial manager and it was ME! I signed up with…read moreLapointe in 2010 and by Jan 2011 he had made 10%. He works flat fee, group investing and also individual investing for a yearly 1.6% (tax deductibloe for up to 100K scaled above).

Working with Michelle Layton was an absolute pleasure! As first time homebuyers, we weren't quite…read moresure what to expect when we were paired with her through Zillow, but she made the home buying process simpler and easier than we would have ever imagined. She was very attentive and always available to talk when we had questions. She helped us get a competitive offer in on our dream home the same day we viewed it, even staying up late with us to make sure we got it in as quickly as possible. We appreciated Michelle's honesty and transparency, giving us honest feedback about our offer strategy and what to expect throughout the process. She explained things clearly in a way that made it easy to understand for a couple people with no experience in real estate. She was also instrumental in getting us help with lenders, home inspections, and final negotiations in escrow. All in all, we can't can't say enough good things about our experience with Michelle. And we certainly wouldn't have landed our home without her!

Title: Disappointing Brokerage Oversight and Execution…read moreRating: 1 / 5 Stars Our family worked with Team Forss Realty Group in Temecula on a complex, multi-transaction moving plan involving an off-market sell-side buyer and contingent replacement purchases, representing several million dollars in total potential volume. Unfortunately, our experience fell far short of professional standards, culminating with a horrific experience with the Broker. * Callous Use of Personal Health to Deflect Accountability: When we formally raised concerns regarding communication failures, management improperly introduced an agent's health condition to guilt-trip us and evade accountability. Despite being fully aware that I am a two-time terminal cancer survivor making major housing decisions to simplify things and protect my family, management weaponized health struggles as a defense against us--a tactic that was deeply manipulative, insensitive, and unethical. * Lack of Managing Broker Oversight: Despite the complexity and high volume of these coordinated transactions, there was no direct oversight or communication from the Broker of Record during critical breakdowns. When we formally raised concerns regarding contradictory agent statements, management dismissed the need for broker involvement rather than addressing the operational issues. The Broker failed to personally speak to us, even when requested to do so. * Unprofessional Dispute Handling: When we formally communicated our dissatisfaction regarding service performance, management's written response relied on emotional deflections and personal attacks rather than addressing fiduciary duties, communication breakdowns, or transaction execution. While individual agents may display enthusiasm and care, our overall experience with Team Forss demonstrated a critical lack of administrative oversight, inaccurate representations regarding buyer commitment, and poor client communication when problems arose. The Broker was especially defensive and failed to address and answer any of our concerns. Based on our experience, we cannot recommend Team Forss for clients requiring clear, accountable, and transparent brokerage management.

Mr Tae Kim is great! He is very knowledgeable and understood what I need. Thank you for all your…read morehelp!

I called and left my information with Tae's office to get pricing on assistance filing my taxes for…read morethe year. Received a call back promptly from Tae himself to discuss my situation. Tae asked a few questions and determined my current tax situation is simple enough that I would be fine filing with the current online system I use. That level of transparency and honesty is uncommon and won my future business. We discussed opportunities to work together in the future when tax strategy and planning will become more relevant to my family. Tae went above and beyond in explaining when it will make sense to work with his team. Friendly, fast, and honest operation he is running. Highly recommend and well worth the money to go to someone who has your best interest at heart!

Alonso Lerma from Modern Lending helped us every step of the way. We felt we were in good hands the…read morewhole way. Thank you for helping us achieve our goal of owning a house, in these crazy time.

I am pleased to recommend Modern Mortgage Lending Inc. DBA's Modern Lending & Modern Lending Team,…read moreThe team worked hard for nearly two months to get us qualified and approved for the purchase of our new home. Michael Burkey (Realtor) helped us align all properties we were interested in viewing, Michael listened to our likes and concerns about the house we were looking for, What impressed me most was not just his passion towards his work, but the discipline behind it. Alonso Lerma , Mónica Paez, Cara Pico, Lola Hansen they communicated clearly, met deadlines, and showed us what was working and what needed to change. I would confidently recommend Modern Mortgage Lending Inc. DBA's Modern Lending & Modern Lending Team to anyone looking to purchase a house.

Nicole Albrecht is absolutely AMAZING. I can't say enough good things about her. She is…read moreknowledgeable, responsive, patient, and truly goes above and beyond to make sure everything is done correctly and in your best interest. Taxes can be stressful, but Nicole makes the entire process smooth, clear, and honestly painless. She takes the time to explain things, answers every question without making you feel rushed, and you can tell she genuinely cares about her clients--not just getting the job done. If you're looking for a tax professional who is trustworthy, sharp, and actually enjoyable to work with, Nicole is it. I wouldn't go to anyone else and highly recommend her to anyone who wants their taxes done right the first time. The whole team is amazing at Elite Tax Partners!

Nicole and her staff are Rockstar's!!! Biff does my bookkeeping and Kelly did our taxes. Their…read moreattention to detail and response to question is top notch. They are very thorough with their clients. I would highly recommend using them for your, taxes, bookkeeping and planning.

Best of the best!…read more Mason is a fantastic financial advisor. We have been clients for 8+ years now, and can't imagine ever going to another advisor. He is extremely knowledgeable, takes the time to answer all our questions, and contacts us regularly to make sure we're on track with our investments. We have been especially impressed by Mason's integrity and work ethic. He has never tried to talk us into buying and selling investments frequently so he can make a quick commission. Instead, he has always advised us to buy high-quality investments and hang on to them, only making changes when they are truly warranted. His office manager Janice is fantastic, too. She is friendly, thorough, and her turnaround time when we need anything is always quick. She and Mason make a great team, and their customer service is above and beyond what I would expect from a financial advisor. Give them a shot, I promise you won't be disappointed!

Too many mistakes and missed opportunities. In fact he didn't want me as a client anymore because…read morein his words "you're not a good fit" because I didn't agree with some of his actions and he requested we be removed as his clients. (He once said that to my son and also my neighbor). He suggested another adviser many miles away but I wouldn't accept his recommendations on anything anymore. Found another adviser close by. Andy Craig is awesome and always available especially during the critical times the market closes unlike Mr Mortimer.

Wolfgang Financial has been our Financial Advisor for about 3 years…read more We have worked with other Investment Firms for many years. But we never really got the personal attention that we now receive with Wolfgang Capital. Phone calls and questions are answered promptly. We rest assured that our investments are well managed. We are now part of the Wolfgang Family.

From the owner: Wolfgang Capital is a fiduciary, RIA, full service wealth management and retirement planning firm…read more Our team creates a space where clients feel cared for, comfortable and understood. Our office has a welcoming feel that is created by genuine, hard-working, local people who understand your concerns. Our ideal client understands that as a fiduciary firm, we are responsible for our clients’ well-being, and we do not take that obligation lightly. Our client-centric approach emphasizes clear communication, transparency, and a commitment to understanding each client's vision for retirement. Our financial advisors have first-hand experience in making sure that a life change does not equal a family’s altered financial health. Disclosure: Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, an SEC Registered Investment Advisor. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Tax Services offered through Wolfgang Tax & Accounting LLP. The aforementioned companies are affiliated companies. Legal services offered through Drovetta Law APC, an unaffiliated company. Neither Wolfgang Financial Group LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

So very happy to have moved my account to Andy. He gets it. He understands my personality and I'm…read morefortunate to have found him to take care of our portfolios. Katie his administrator is right on top of things and during our first call, explained to me a few shortcuts that I didn't know about.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

John Miles was amazing! He was so patient with me. And he helped me understand what a IRA account…read moreis where I stood with my company 401k. He really assisting to get me set for life!!!! Thank so much

I'm now excited about my financial future! Super patient, did not rush my decisions, no pressure…read moreand wow did I get a wealth of information! I'm confident I have made great decisions with the support of this company!

my investment did not receive any benefit. Rolled over my 401k into an account recommended after 1…read moreyear no interested and the seconded no interested. He offered to take the money and invest it into another account with restesion to keep the 10 years

Valero has done our taxes for almost 10 years. Excellent service; very knowledgeable. She gIves us…read moresound financial advice to ensure we maximize the tax laws. She continued outstanding service even when we moved to Georgia, which now includes state tax as well. She is easy to contact should a question arise and their on line portal is very user friendly. Highly recommend.