Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

My wife and I have been with Tomren Financial Management for close to 20 years. We have received…read moreexcellent service from Michael and his team. When I retired from AT&T in 2021 with 42 years of service, I placed my entire 401K and lump sum retirement package with Michael, and the results have been amazing. In addition, Michael has managed my wife's investments and IRA's with solid returns throughout the years. We have complete trust in Michael and his team, and this has allowed us a very comfortable retirement.

If you are looking for a financial advisor you can trust and invest your money with, look no…read morefurther then Tomren Financial Management. We've been with them now for over 20 years and we always have received excellent service. Michael Tomren's staff is a delight to deal with when we have any questions. When we moved to Oregon, we have continued to stay in contact using Zoom, with our planned yearly reviews. However, this year we received a surprise visit from Michael at our Oregon home, what a surprise that was. They really care about the success of our money investments and we are extremely satisfied with them.

Alex and his team are extremely knowledgeable and actively pursue ways to grow wealth. Most…read morefinancial advisors follow a formula. Alex goes above and beyond, and has significantly improved our portfolio.

I have been working with Alex for over 8 years now. Alex's attention to detail and broad knowledge…read moreof the markets has been instrumental in helping me build a solid retirement plan that works. The reason that I have continued to work with Alex is trust and integrity. When you work with Alex you know that he has your best interest in mind and treats you like family. I would, and have, recommended Alex's services to anyone looking for financial planning and investment advice.

I highly recommend Cortland L. Golightly at Element Wealth Management as a Financial Advisor. As…read moreCo-founder and Managing Partner, Cortland brings over two decades of industry experience to his office in Walnut Creek. He serves as a compassionate and attentive partner who genuinely cares about our financial goals and has methodically tailored our accounts to meet them. As a mom, it means everything to have a trusted advisor who understands the dedication it takes to build both a stable future and a nurturing home for our family. Cortland and his team check in with us several times throughout the year to ensure my family's questions are answered and strengthens our confidence by patiently explaining financial strategies and concepts. I learn something new every time we chat with him. If you're looking for a trustworthy and dedicated financial advisor, I wholeheartedly recommend Cortland! Feel free to message me if you have further questions!

If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at…read morehandling both the hard bits (investing, presenting options, keeping me up to date on the state of my finances) AND the soft bits (listening to my concerns/needs and explaining things with fabulous charts/graphics). Daniel has even hosted my 2 young daughters in a session of Finance 101. I will be retiring soon, and feel calm about and clear on my financial picture - I credit Daniel and his team for this.

Daniel has been my financial guy for over a year now.... I could not be any happier. He is…read morewonderful. My wife and I make just enough money to put some aside for retirement - and he helped guide us through the process. He doesn't force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck - and will make investing easy. I pray he stays in finance for life - as he will be my financial guy for life. Thanks Mr. Jew.

Mike is a consummate professional. He has a genuine interest in his clients needs and is not afraid…read moreto challenge them to take control of their finances. Mike is clearly a student of wealth management and takes his craft very seriously with an emphasis on continuing to build personal equity. We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth's. He is always making recommendations about insurance, debt consolidation and future planning. I sleep better at night knowing that my family's finances are being watched over by Mike Troxell!

Dealing with financial stuff does not bring me joy, so I'm very fortunate to be able to work with…read moreMike. Not only does he know everything I need him to know, but he's easy to talk to and I never feel silly asking him questions. I don't ever want to work with anyone else!

As a Customer Insights Researcher for a large financial services firm, I knew long ago that I fell…read moreinto that segment of people who needed help managing toward my financial goals - I just simply did not want to wade through all of the complexity of investing and take the time to learn everything necessary to make sound decisions. And so for TWO YEARS I interviewed prospective financial advisers but for a variety of reasons could never quite pull the trigger. That is, until I learned that Joe Harrison was forming his own financial advisory firm. Hallelujah! Finally, someone I could trust implicitly to act in my best interest and understand the complexity and uniqueness of my particular life context. Make an appointment with Joe and experience for yourself his deep knowledge of the financial services space and investing options coupled with his excellent listening skills. The result is a customized financial plan that will have both the right and left hemispheres of your brain buzzing with happiness. For me, overwhelm and anxiety is replaced with peace of mind and I am so happy that I found the right person, Joe Harrison, to help me achieve my financial goals.

This review is very late, I actually thought I left one about a year ago. I am really happy I…read morefound Joe. After meeting with him for just 1 hour, we had a specific plan to take control of our financial future. He was engaging and had a ton of good ideas. Working with Joe was easy and absolutely worth it. I highly recommend him. Joe gave us a simple plan that helped us focus our financial resources which helped reduce our taxes and also provide for a more stable future.

My experience with Alamo Capitol has been very positive. I have been especially happy with the…read morerelationship I have developed with my personal representative, Adam Gold. He has worked closely with me to develop an investment strategy, and I feel he has my best interests at heart. I recommend the highly them.

I heard about Alamo Capital from a friend…read more I am not a huge saver and have never invested in my life. But lately i have been thinking about my future and how much money I will need to retire before im 70. I have never invested money before, but a friend of mine recently started. I was impressed by how into it she was. She always talks about her investments now and how she has a financial plan for her future. Listening to her really got me thinking about what i was going to do. She uses Alamo, so i decide to give them a call. I found them to be very helpful and they answered all of my question about investing. I am still not a huge investor, but I buy stocks here and there and I have been really happy with my service. As I start to make more money at my job i see myself investing more with this company i really like them.