As a client of "The Simple Penny," Aghabi (Founder) shares her passion in assisting others in…read morereaching their financial goals. Either it's creating emergency funds, a retirement plan, augmenting your savings account(s), and the dreaded credit card(s)/student loan debt. I sought the services of Aghabi, quickly! Once before, I worked towards eliminating credit card debt and followed a stringent budget, which allowed me to pay myself 15% per month. Unfortunately, I fell off track and consulted with Aghabi who said she'd gladly assist me in increasing my savings accounts and eliminating my credit card debt. My financial "diet" plan began on March 1st. Since then, my mindset of what and how I spend has changed tremendously. Aside from Aghabi's plan, I have re-implemented "No Spending Day(s)," which I have done before. I'll be on a 3-Month Plan and I'm excited to see how much I've saved and normalizing this new habit of how wisely I'll spend. Let Aghabi collaborate with you in attaining financial freedom. Aside from her inspiring testimonial, she has helped others such as college students and friends like myself! All it takes is one email or a phone call to get started with your journey of being financially free!

Agahbi was super informative and straight to the point. She took the time to listen to mine and my…read morehusband's financial goals and concerns. She was prompt with feedback and we are so appreciative of all of her work. We highly recommend her services to meet all of your financial goals.

I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.

i live in georgia and carlos serna took my case i can say without a douubt we lost it all if it…read morewasnt for carlos!! dedicated is an understatement! we got all mixed up when lenders was selling my loan ever other month! if you want the real deal & your in trouble with your home or jusrt need gudiance please let carlos help you!!!! you will not regret it!!!!

Carlos did not help us at all, months he didn't contact us or call us back. When our home when to…read morethe magistrate, I notified him, he didn't contact me back our home was sold with out my knowledge and he still was trying to find funding for my mitigation institution of filing for me to keep my house

My wife and I can't say enough great things about how much we value Safeguard Investment Advisory…read moregroup. We came to Safeguard, not knowing what to expect. We were referred to them from friends. Our first visit was to the office in Corona, CA, where we were met and welcomed by the receptionist at the front desk. Her greetings made us feel like we were long time clients already. We were offered beverages (non-alcoholic) and escorted to a meeting room, where we met with our advisor named Reid Abedeen. We discussed what we were looking for in an advisor and what our retirement dreams were. From there, Reid developed a fantastic plan that would help make our dreams come true. Safeguard makes you feel like you are doing them the favor by doing business with them. A person feels valued and appreciated. I came to Safeguard for help because the investment group that I had prior, just put everything in a computer and whatever the computer developed as a plan, is what a person got. I never felt our previous investment company had my best interest as a top priority, where Safeguard does! Safeguard develops a plan specifically for you to earn income, to try to help reduce taxes from accounts and to give one a sense of ease in retirement. To make retirement not so scary. Because of Safeguard, we know our retirement is on the right track. Safeguard monitors our accounts and makes the necessary adjustments when needed. Safeguard schedules follow-up meetings and provides us with valuable information to help us navigate retirement. With Safeguard, we feel like our best interest is their top priority. Through our time with Safeguard, we have met many of the Corona, CA office members. All make a client feel so appreciated. Their professionalism, knowledge and kindness is top notch. We have developed more than a client - advisor relationship. We feel like we made some great friends at Safeguard, who are always looking out for us. In a sense, we feel like we have been welcomed into the Safeguard family and it is a fantastic feeling!

James Murray did an excellent job in explaining my options. Gave great examples and really…read morestripped it down and easily to understand. A true Fiduciary who is solely looking after you and gives you the best options for you versus his own interest as plans that he would get the best mark ups.

John really knows his stuff when it comes to the proper life insurance for your situation. It is…read moredifficult to assess this complicated purchase. You need John in your corner guiding you! He has all the licenses and designations and on top of that he cares about you!

This review is long overdue, but John was so professional and got persistent! I had a business debt…read morewith American Express that I was not able to pay. John negotiated and negotiated to get the huge debt down to a manageable lump sum payment for me to pay off and walk away from. Without his help, I would have been an anxious mess! I couldn't have done it without his expertise and assistance through the whole process.

I've been going to her for the past 5 years, she's amazing and really helped me out a lot. I was in…read morea lot of debt with the IRS and she took care of it. I now have her doing my tax returns. I highly recommend her.....

I had issues where I owed over $10,000 in back taxes. She went through and reviewed and corrected…read moreerrors in my tax filings through H&R block and Turbo Tax over the past 10 years. She worked with the IRS on my behalf and I never once had to talk to them. Ever since I've been going to her I've been consistently getting a refund. I highly recommend her to all my friends and family.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

Joe was very patient, knowledgeable and nice. He took his time & answered all my questions…read more I'll be coming back next year!!

Excellent service for my tax several years and create new business including LLC…read more The art of tax is the best service provided to the Corona.