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!

As first-time homebuyers, we were nervous stepping into the real estate world, but working with…read moreElvis Ramirez from Team Forss made it an unforgettable and truly positive experience. Elvis was not only professional and knowledgeable, but he was always one step ahead throughout the process. He answered every question we had no matter how big or small and always made himself available when we needed him. His patience, dedication, and willingness to go the extra mile made us feel confident and taken care of at every turn. What really makes Elvis stand out is how memorable he is. He genuinely cares about his clients and takes pride in helping them find the perfect home. We will always remember this milestone in our lives, and Elvis played a huge role in making it so special. We highly recommend Elvis Ramirez and Team Forss to anyone looking to buy or sell. You'll be in great hands!

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!

Tae is an absolute class act! From the start, he proved to…read morebe ethical, organized, attentive, and incredibly thorough. His streamlined system made it easy to upload my documents remotely--no need for office visits, which was a huge relief during an overwhelming time in my life. Tae has handled my taxes for the past four years of taxes, a period marked by personal loss and emotional difficulty. I wasn't in the right headspace and made decisions that complicated my financial situation. Through it all, Tae remained patient, supportive, and nonjudgmental and truly held my hand every step of the way. I can't recommend him enough. If you're looking for someone who knows their stuff and genuinely cares, Tae is your guy. Five stars aren't enough!

We have used Modern Lending for two home purchases in the past two years. We could not be more…read morepleased with how well both of the processes went. They definitely made it an easy no stress experience. Whenever they needed more documentation from us, the communication was very clear and easy to follow. DANIEL GARCIA has executed exceptional service during our second purchase. We highly recommend both Brian and Daniel from Modern Lending, if you are looking to purchase a home.

Chris Decker was my primary point of contact, and I couldn't have asked for a better experience. He…read moreis exceptionally professional, patient, and thorough. Chris took the time to answer all of my questions -- even the repetitive ones -- with clarity and care. He consistently maintained proactive communication, keeping me informed with regular updates throughout the entire loan process. I will absolutely reach out to him again when I am in need of his services in the future.

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.

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.

Too bad there are only 5 stars to give Mason Mortimer. I have been a client of Mason Mortimer at…read moreEdward Jones Investments for many years. He is knowledgeable, extremely pleasant, thorough, proactive and responsive. I am completely confident putting much of my financial future into the hands of this professional. And-he has the best office staff you will ever encounter, sharing the same attributes as Mason.

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

This is a wonderful business. Mr. Miles set up a retirement plan for me and broke everything down…read morefor me to understand. Explaining to me how retirement really works and how much I will really need to live off of in my retirement years . How much will be enough for me to actually relax and live. I get constant updates about my account and useful information for when and how much I should invest. I recommend this for anyone entrepreneurs, employees, business owners, etc . Anyone who's looking to invest in their future. This has been a great step in my life that I'm glad I took. Thank you for sitting down with me and getting my retirement plans set out!

In early 2017, my wife and I attended a financial seminar hosted by Duane Johnson at a local…read moreTemecula restaurant. It was at that seminar that Duane introduced the attendees to a fixed annuity product that he stated would provide a 7% rate of return and a guarantee of no loss of accumulated principal during downturns in the market. At a follow-up meeting at Duane's office in Murrieta, Duane directed our attention to the Benefit Base column of the Calculator Summary chart to show how our investment, with a 5.5% bonus, in a Security Benefit Life Insurance Company Fixed Index Flexible Premium Deferred Annuity would nearly double after nine years. Based on his recommendation, we purchased this product. It wasn't until more than a year later when we met with another financial advisor, that we were informed that the product we purchased was not providing us with a 7% return of accumulated value. As a matter of fact, this advisor showed us that our contract had a cap of 2.5% and a 1% fee for purchasing the Guaranteed Lifetime Annual Income rider. In other words, the maximum amount of return of our investment would be 1.5% before taxes and assuming that the market would continue to grow at a rate of 2.5% or better, which is not guaranteed. When we recently met with Duane to discuss our findings and to show him that the rate of return on our investment was not 7% as he originally stated, but more like 1.5%, he did not dispute our figures and had no comment other than to say that he thought it was the best product to suit our financial needs. In our opinion, Duane acted deceptively by focusing our attention on the Benefit Base column from which the lifetime withdrawal rate is calculated and not on the actual Account Value our investment would potentially earn at the conclusion of the nine-year term of the contract. It is our opinion that Duane was purposely deceptive in order to sell a product and earn a commission, rather than act in his client's best interests, and that he acted both unprofessionally and unethically. We have since terminated our investment (July 2019) with Security Benefit and were actually assessed an early termination penalty of approximately $750! Additionally, if we had invested our money in a bank CD during that same time period, we would have earned about $2000. Total loss for the time we owned this product is nearly $2750.

We've had the pleasure of consulting with and entrusting, Duane Johnson, with our family's…read moreretirement investment funds since 2007 when I moved my Mom to California. He is the epitome of integrity, easy to work with and he knows his stuff. We highly recommend Duane Johnson and the DJG.