Received prompt responses to my inquiries. Brian at Di Bello Financial was more than kind. Things…read moredidn't work out how I hoped, but glad I made contact with this team, as I was forwarded to other sources to better suit my needs. Highly recommend!

Annette is really nice and very helpful with some advice but wants to sell you on putting together…read morea plan.

Met Cliff through the Dave Ramsey's Smartvestor Pros. Cliff…read morewas very professional and knowledgeable. I felt at ease while discussing my financial status with him. Cliff was good about explaining a few terms and the difference between them. Cliff answered all my questions directly and gave me advice on my financial plan for the future. Cliff's fees are pretty much in line with the Industry and felt that his fees were fair. Cliff explained a couple (fee structure) options for clients who are completely a hands-on investor, who just need advice sporadically or clients who take a passive approach and want someone else to do their investing for them. Either way, Cliff is your guy! If you need a financial advisor or someone to bounce ideas off, seek out Cliff Downie.

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page…read more401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

The Financial Coaching Group, Inc. - Michael and his team Have provided excellent communication…read moreregarding the accounts our family have entrusted to their expert care. We are quite happy with the level of investment returns we are receiving, and whole heartedly recommend this firm as a reputable and caring company to entrust your future retirement funds and investments.

Outstanding expertise and service! They really care about their customers. Mike and the entire…read moreteam are approachable and dedicated.

My account got suspended because their computer system decides for you which funds to use (settled…read moreor unsettled). When you call to argue the point, they put you on hold for 45 minutes, tell you that you didn't commit a violation, then put you on hold again, come back and tell you they won't help you. STAY AWAY!

The branch staff in Mission Viejo & those I've spoken to on the phone, are very knowledgeable,…read morefriendly & efficient. They have been very responsive to my needs. They also have excellent tools for those who like to do their own investing.

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.