Kemp Financial Management is very helpful. They explain their money management strategy to help…read moreeducate clients. They are available for questions. They take care of out of state clients. My parents have used them for years, and I joined a while ago, but recently started using more of their services.

My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

I highly recommend chuck as your financial advisor. Here it is amazing at financial advice and he…read morereally maps out your hole financial future. What I like most is the website you get set up with that integrates all of your financials and you can view it on your smartphone your desktop and even your iPad. I highly recommend you meeting with him he was amazing.

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.

Brian and his crew are phenomenal! This team is…read moreprofessional, efficient and superb. He is ethical and very supportive and flexible He maximizes my returns while following the law! He is awesome!

Finding a trustworthy, knowledgeable CPA is hard! I started a new business and wanted to discuss…read morewith a CPA about whether or not I should incorporate, but no one in my network seemed to like their CPA. After interviewing several CPAs, I can confidently say Brian blows the competition out of the water. Brian isn't out to make a quick buck. In our free introductory call, he answered every single question and concern I had. I hadn't paid him a single cent, and yet he took the time to really understand my tax situation and gave me invaluable advice. I can't even begin to describe how impressed I was. After my call with Brian, I literally walked over to my partner and told him I found "the one." If you're on the market for a CPA, give The Castorena Group a call. I'm excited to work with him going forward, and I'll definitely be referring all my friends and family here.

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.

We are very happy clients of David's. Working with a small fiduciary company has been a big…read moreimprovement over our previous experience with one of the 'big guys'. You are definitely part of a family here. The advice you receive will be tailored to your situation and needs.

I'm writing this review to share my honest experience with Kanani Advisory Group. Unfortunately, it…read morewas extremely disappointing. They advertise several free services -- including a *free retirement roadmap* and a *Morningstar performance report* -- but none of these promises were fulfilled. Instead, every interaction felt like a push to collect more of my personal information rather than providing any actual value. Over multiple scheduled calls and meetings, they repeatedly asked for additional documents such as my brokerage account statements, IRA information, and even my date of birth, all with the promise that they would produce a Morningstar report. Despite giving them everything they requested, they never delivered **any** report or useful analysis. When I asked about the "free retirement roadmap" they promote, they simply told me it was "too early" for that -- even after several conversations and after I tried to engage with them as a serious prospective client. It became clear that their main goal was to gather personal information and convert me into a client **before** offering any of the services they advertise. No transparency, no follow-through, and no deliverables. I genuinely approached them with the intention of hiring them as my financial advisors, but their lack of professionalism and failure to keep their promises made me lose trust in their process. Overall, a very disappointing experience.

I love these guys! Both Mike's are the best, super helpful and so friendly. I've been with them for…read moreyears now and recommend them 100%.

The absolute best! Mike made getting insurance a breeze. His quotes were lower than what I was…read moregetting with other agents/companies, and he set me up with a top tier insurance company. His service is also unmatched. On the rare occasions that I needed to call for help, he was easily reachable and always knew me by name. I cannot recommend them enough.