Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Blake Martin of Ark Wealth Advisors has proven to be an indispensable element to my parents' (and…read morethus our family's) peace of mind. He is highly knowledgeable about investing and all the intricacies that accompany planning for the sunset period of life. Blake and Ark Wealth devised a program that protects their wealth while helping to grow it, even at this stage in my parents' lives. With their simulation program, they constructed a plan that "gets my parents to the finish line" comfortably. Their attention and readiness in availability is unmatched. I can always reach them when I need. I no longer worry if my parents have enough to cover everything that's needed, now or in the future. Those questions have been reviewed and answered. This company is truly a Godsend. If you have elderly parents whose wealth needs managing, run don't walk.

Ark Wealth and Chris Morgan have helped me and my family strategize, plan and execute on a path…read morethat meets our short and long term investment goals. I have been impressed with Chris' ability to keep me focused on the long range plan, especially when other opportunities pop up. He is steady, principled and skilled at what he does. I've also watched him help others do the same. Highly recommended!

I just completed my annual investment account review with Shannon Webb. The review included a…read morecomprehensive analysis of my portfolio and investment returns against my goals and expectations. I was extremely pleased with my portfolios performance and Shannon's investment knowledge. All my retirement account goals and expectations established last year were exceeded. Next, we discussed my current year's goals with an appropriate risk assessment and agreed on a new set of goals and expectations going forward. I appreciate Shannon's easy going personality and style. He spends most of his time listening to you, the client, your wants and needs, educating you on investments and alternatives, and most importantly, on different levels of risk. He asks a series of questions to determine the clients risk level and advises accordingly. This goes to his focus of listening to the client and offering the appropriate advice to meet their goals and objectives. Shannon gets 5 stars for his professional personality, client focus, and my investment account management performance.

Shannon Webb really helped me take a solid look at my current financial status and gave me an over…read moreview plan of what it would take to own a home as well as save for retirement. We laid out my goals and he actively wanted to help me on my journey. I am pretty young so there was no long-term commitment, just a formation of a plan to follow up in the future.

I was referred to WA by a friend of mine and started working with them for my personal and business…read moretaxes (and a few other items) in 2020. I mainly work with Nicholas and I could not be happier with his knowledge and expertise, level of care, and most importantly responsiveness. As all of us know, CPAs/Tax guys are super busy during tax season, specially the last few days before filing deadline, but even then, Nicholas made himself available for the questions I had. I also felt that although he's very knowledgeable, but he's very good with researching any new item (like PPP, etc.) and getting back to you with the best answers/recommendations. In one word, I feel that I'm in good hands with them for my personal and business taxes and accounting needs as they truly go above and beyond. Thanks a lot Nicholas and WA

Avoid this place at all costs. I hired Nicholas in December to help me with payroll for my S-corp…read moreand prepare my tax return, but I only just found out last week that he did not do the payroll paperwork at all and missed the deadline. And when I tried to ask him about it, he did not respond to my first couple of emails and phone calls and only when I called him the 3rd time did he admit that he didn't do it. I would never have found out about that if I didn't ask. He didn't even apologize or give an explanation. He appeared very disorganized to me, and I felt like he was a poor communicator- I always had to ask him what needed to be done instead of him giving me direction since I don't know much about the whole business tax process. I ended up choosing a different accounting firm which has been much more helpful.

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!

Kemp Financial Management is very helpful. They explain their money management strategy to help…read moreeducate clients. They are available for questions. They take care of out of state clients. My parents have used them for years, and I joined a while ago, but recently started using more of their services.

By the book tax accounting is a great resource for me. I've utilized their tax filing and working…read moresessions to ensure my taxes are all in order. They're very reliable and knowledgeable. I'd highly recommend to any folks that have real estate in their portfolios and are active investors. They always provide a cover letter with very digestable advice on upcoming tax years that help optimize realizing benefits of these type of assets.

I have worked with three different tax firms (and several CPA's within one of those firms) over the…read morepast 5 years (including one local and one suggested in a group with a bunch of wealthy investors) and Joseph at By the Book Tax and Accounting is the best by far. First, it is a pleasure to work with a single CPA from start to finish. Second, he has a system to help you organize your taxes and identify areas of taxes savings. Lastly, he is timely in his communication. My returns for this year are looking far better than expected and I look forward to hearing about the areas of further tax savings that he has identified

I highly recommend Matthew and his team's services! Their knowledge and dedication is demonstrated…read moreby the effort that they took to understand my family's goals before providing thoughtful guidance. They patiently answered all my questions and made sure that I understood all the information which made me feel comfortable working with the team. Throughout the entire process I never felt pressured to make any decision. Working with this team has made me feel better prepared for my personal and family's financial future. I just wish I started this process years ago.

Working with Michael has been such a relief. I was worried that it was too late to properly plan…read morefor retirement, but he completely changed my perspective. Their clear communication and patient guidance made the whole process feel much less intimidating. If you're looking for someone who can help you confidently navigate your financial future, especially if you're starting later in life, look no further.