David is an amazing professional whom is very holistic in his financial advisory approach. He…read morecares more about his clients well being than he does his actual business which is why his business is so successful. He is a highly personalized and insightful in everything he counsels clients on. I have been referring my trusted clients to David for almost two years and my clients have provided nothing but raving reviews for feedback.

Its rare to find a financial advisor who cares so much about the welfare of his clients. His level…read moreof professionalism and clear advice is outstanding all the while assuring us of his genuine care for our financial and personal future. His presentation is precise and tailor made for a client's needs. He tailors his advice specifically for your needs and takes the time to establish what a client needs and a friendship at the same time. I left his office feeling confident about my financial future. Highly recommend him.

To say Ipsan West had been a blessing to family and myself would be a injustice to the amount of…read morefortitude, valor and integral service. To keep this review concise I will confess that because of their service I was able to get a loan for the wedding ceremony for myself and now wife. And then again to be bless with another loan to be used for our IVF and had enough left over to be shelter is from the government shut down. Good bless and thank you to all the associates at Ipsan West. And look forward with working with you for business credit

I am sharing my experience to help others make informed decisions before engaging Bill Ipsan or…read moreIpsan West. Over several years, I paid for credit-related services and repeatedly requested documentation showing that Mr. Ipsan and his company are properly registered as a Credit Services Organization (CSO) with the California Department of Justice, as required under the California Credit Services Act (Civil Code §1789.10 et seq.). Despite multiple written requests, no CSO registration or surety bond information has ever been provided, and the DOJ confirmed that neither Bill Ipsan nor Ipsan West appears on the state's CSO registry. Based on my review of California law and my own experience, I observed several potential compliance issues, including: * Advance fees collected before full performance (Cal. Civ. Code §1789.13(a)); * Missing disclosure of the surety's name, address, and the buyer's bond-claim rights (§§1789.14-1789.15); * Failure to complete services within 180 days of contract execution and no valid justification for delay (§1789.15(a)); * No agent for service of process identified in the contract (§1789.16(a)(4)); * Marketing and contracting for "credit services" while unregistered (§§1789.13(j), 1789.25). I have provided this information to the District Attorney and Attorney General for review. My goal is not personal -- only to document my experience and encourage others to verify registration, bonding, and performance timelines before engaging any credit-service provider.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we…read morelearned their team was accepting new clients, we quickly got in touch to see if they may be a good fit for us. We had just recently retired and we felt that our "traditional financial planner" was not meeting our needs. We met with Taylor and Tyler, and to say we were BLOWN AWAY is not strong enough! These guys have Retirement Planning dialed in!! They were very thorough, asked the right questions and came through with a complete financial plan that was easy to understand and covered many things we had yet to think about. They showed us how Roth conversions could make a huge difference in our lifetime tax bill. They uncovered the (often mysterious ) fees we were paying within our various accounts and helped us simplify the assets to make them more manageable. For MANY years we paid our advisor but did not feel we were receiving what we needed. We couldn't articulate what we were missing because you don't know what you don't know!! Taylor and Tyler turned the lights on for us and we are very grateful. I also must mention that their office manager, Karen, is WONDERFUL too! She is professional, kind, proactive, and wonderful at detail and follow-up - she plays a critical part! These are ALL-STARS, and if you are seeking a team for your financial planning needs - look no further!!

Everything was great. The workers were good very polite. Everything was explained extremely well. I…read morewould recommend this business to everyone.

Philip is a very experienced financial adviser, He is very adept at matching financial goals and…read morerisk management. His performance over many years has been excellent. Philip does his homework and has excellent follow through.

Jake Harrison is conscientious, diligent, and responsible with our finances, while also being…read moreappropriately aggressive in our wealth building. He has taken time to explain his financial plan and a path to achieve our retirement goals. He is always available to us and is a pleasure to work with. My wife I and highly recommend him.

Having retired and relocated to San Diego I was in need of the right Financial planning as I…read morestarted this phase of my life. After vetting and searching I found Wealth Analytics! From the first phone conversation to meeting Jeff and the team in person it was a perfect fit. They have a wonderful "client first" attitude that feels more family than business coupled with the knowledge and awareness to help negotiate these interesting financial times! I highly recommend them if you want to feel secure about your financial future!

From the owner: At Wealth Analytics, we help people reinvent retirement on their terms. As you prepare for…read moreretirement, you face a complex set of money and wealth management issues: tracking income and expenses, coordinating withdrawals from all resources, investing safely, and developing a strategy to make sure the money lasts. But reinventing retirement is about more than the numbers. It's about creating an amazing life, a life you're passionate about, where your daily activities are fun, enriching and satisfying, where you finally have time for family, recreation and health. Wealth Analytics is a fee-only, fiduciary, independently owned team of financial mentors that provides you with professional financial analysis and advice with a bigger goal in mind: helping you create a meaningful and secure retirement. As fiduciary advisors, we are not affiliated with a brokerage firm, bank or an insurance company. We do not sell annuities or insurance products. Are you ready to organize your retirement? Let's get started on your financial plan and tax-wise investment strategy. Schedule your introduction appointment today.

I have been going to Premier Wealth, and my tax man, Mr. Gary Dennis, for 20+ years. He is amazing…read more I have never been unhappy or concerned about my finances because Mr. Dennis is very knowledgeable and has been in the business for years. I have followed him, and the company, as they have expanded over time. I will continue to be a client because I know they are reputable and know all about me even before I file my taxes.

You're better off searching online for very basic asset allocation models you can find for free,…read morebut if that's not your thing then give Josh Koehnen a try.

I am so estatic that I found Gabriel. He explained the process step by step in acquiring planned…read moreretirement portfolio that will for. He answered all my questions and addressed my insecurities. I am confident that he would do a great job for you too. I retire next year and I can't wait! Naomi

Sal and his team are full service and highly competent. Brian and his case designers are brilliant…read moreand have helped me close many cases. 8 years and counting and they continue to exceed my expectations. I am 33 years in the business of financial planning, asset management and insurance.

When my dad was diagnosed with Alzheimers my mom decided she did not want my brother or myself to…read morebe in charge of finances if they became unable to take care of finances themselves do she hired a feduciary. Eventually mom got brain cancer and there came a time where the Feduciary had to step in. First Nancy, and now Katie have been a joy to work with. My brother and I could focus on taking care if my patents instead of worrying about bills or fighting about who got what money. If you need to hire a feduciary I highly recommend this company.

The job of a professional trustee is a difficult balancing act between fiercely competing interests…read more- and often a thankless job. Nancy Thornton and her team at Foster Thornton are as good as it gets at performing this difficult role. Experience, professionalism, and a personal touch are their hallmarks. Foster Thornton is a cut above.

Robert and his team have been super helpful explaining terms that I am not familiar with at all…read more They are fast and efficient with transactions and I am so grateful for the help!

I have brokerage accounts at TDAmeritrade, Robinhood and Fidelity. Today, I placed two identical…read moreOrders to buy a certain stock at both TDAmeritrade and Fidelity. I actually placed the order at TDA first, then the second identical order at Fidelity. Strange, only Fidelity was able to execute and complete the Order. TDAmeritrade was not able to execute my order; in fact it is a Day Order, meaning it will stand to the end of today. Additionally, if TDA were to have executed my order I would have been charged a commission of $6.95. At Fidelity, all stock orders are 100% FREE. This is another great advantage. I'm glad I was able to complete my order with Fidelity and not TD Ameritrade.