Ian Bishop is a thoughtful and trustworthy financial advisor. He knows the business, provides…read moreexcellent advice and best of all he listens to what his clients have to say. I have worked with other advisors that only want to talk about the next great "sure" thing in investing. Ian always takes the time to explain the positives and negatives of each investment decision he recommends. He is the best.

Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.

Tara and Carlos have been very helpful to me and my husband in our transition to retirement. She…read morehas given us invaluable information about how to invest our money and what types of accounts will benefit us.

Just got off the phone which is Tara's assistant and wow... So tara will only provide services if…read moreyou're willing to purchase all of her product. I have to be willing invest in my Retirement I have to be willing to purchase their Life Insurance I also have to willing to purchase their product on disability insurance. After all these bases are covered then they'll take me on my investments. Tara is a very nice person. I met her 2 years ago. I guess she has a new business model. I'll take my money elsewhere

I was given great treatment until I put my money in. Now they can careless bout me and not return…read moremy calls or answer questions. Do not come here if you expect to be treated with respect.

I called over two weeks ago to set up an appointment and have yet to receive a call back.read more

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

This is a typical Scammer organization that keeps harassing my small business about a low interest…read morerate loan. I never inquired about anything from this company. They purchased my phone number from a list. These unwanted calls never stop. Furthermore, proof that this company is a scammer is in.the fact that they typically spoof other numbers and need your approval immediately.

I cannot say enough positive things about Bill Courtus and Thrivent Financial. I met Bill while…read morevolunteering at the Michael Brian Foundation in Ontario, CA. He was also raising money and awareness in this community event. He told me about all the positive programs Thrivent members donate to and sponsor. I am an a active member in the community and Christian faith community. I am always looking for a way to give back. When you become a Thrivent member, you can choose to put a portion of your financial profits into local charities. They also encourage you to start one of your own. Bill has been my financial advisor for a little over 4 years now. Yes, the market goes up and down , but he has my best interests in mind. He checks in with his clients regularly. I get happy thanksgiving , Christmas , new year , and birthday cards from Bill and his team. A+ customer service. When you come into the office, the receptionist is a sweetheart ! She offers you drinks and snacks while you wait. I've never had to wait more than a couple minutes. Bill has even helped me find an internship for my masters in social work program! Talk about great service and plan outright great people. Thrivent Financial is like a Christian family . We all lookout for each other. I am happy to be a member and to get such helpful and unique opportunities.

Andy Carlson is an absolutely phenomenal advisor. He takes the extra time to stay resilient on my…read moreportfolio. When the market drops he's looking to balance my account in offering the best returns on my investments. Andy is diligent with sending reports and comments from Edward Jones, with points of view regarding market conditions. His Friday networking meeting is a great way in helping me to network my business. Andy's support team member Jennifer Clifton is fabulous, very helpful and delightful personality. This team is the real deal the whole package. I am so pleased to have my investments with Andy Carlson and Edward Jones you will be also. I highly encourage you to make an appointment right away you will be pleased you did.

Andy has been excellent in his knowledgeable advise, communication and customer service. But what…read morehas made the difference to us is his friendly personable approach, honestly and being someone who truly cares about his clients and their family. After some bad past experiences and investments with other "advisors", and recent changes in our family financial situation, I was very reluctant to get the financial consulting I realize I needed. Nevertheless, I was strangely compelled to answer the man soliciting at my door on day (it could have been his adorable daughter who was joining him that day). I am glad I did, He took the time to understand our family financial goals and has worked hard to guide us on investing toward them. His new office is nice and the small things, like having a dedicated place for my daughters to sit and color while we talk, are just a reflection of the care and detail that he puts into his work and his clients.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

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.

Fidelity, specifically Cornel, are easy to deal with and manage my account without trying to be a…read morefinancial planner. Great choice of mutual funds - from conservative to aggressive