I have known and worked closely with Grant for twenty years. His vast array of financial markets…read moreand real estate always impresses me. He understands the big picture and the importance of the little details. Top notch. You can't go wrong. Lee Schwartz Broker and Owner Team Metro Real Estate

Very poor customer service . I was a client he inherited my account. I spoke with him once and he…read morewas very unprofessional and rude. .

My company's been in business since 1998 and now has over 120 employees. We've gone through…read moreseveral different brokers and companies over the years, But landed at Rancho Mesa about four years ago. Kevin Howard diligently worked to get our business. It was only workers comp to begin with and now they have our general liability and employee benefits too. They are always actively helping us drive down our insurance costs. I could go on and on but you get the point. I highly recommend Kevin and Rancho Mesa.

Just returned from a Wilsey Asset Management Investment Symposium. We were updated on our stock…read moreholdings. The returns are looking good. But what I really like about WAM is their approach to investing. They look for a reason NOT to invest in a company. And they emphasize the long term strategy to make money-no quick rich sell here. Call for an interview. There's ZERO pressure...or just check out their radio show every Saturday morning at 8.

We have trusted Brent and Chase wi our portfolio for over 7 year, with excellent results!read more

I had the extreme displeasure of meeting Wayne Washkowiak a year or so ago. He is very…read moreunprofessional, untrustworthy, and not somebody I would recommend doing business with. He was verbally abusive and I wouldn't do business with him or his associates.

I met Wayne when I was a newly minted physician just entering private practice. He took the time to…read moreeducate me, and all of my classmates, on the importance of disability insurance. He hooked me up with a reputable company that has not raised rates in 35 years. In later years, I asked him to handle the insurance needs of my professional group's practice, which he also did. Because of his honest and kind manner, when it was time to look for life insurance, I turned to him. He never tried to up-sell me to a whole life product, and I have two term policies with him. When I no longer need them, I know he won't try to talk me into keeping them. When I was in my mid-50's, I turned to him for a long term care policy, as a gift to my children, so they wouldn't have to deplete my estate taking care of me. Wayne wrote me for the very one he has for himself, as he is my age and has a relative with the same issues that are in my family. The company will be around forever, it is a generous plan, and I was able to pre-pay the premiums over time. Wayne has always been cordial, professional, honest, and up to date with information. I wouldn't want one bad review to tarnish his excellent reputation. He has also provided a succession plan by bringing his son into his practice, so when I'm old and demented, my children can access my insurance plans.

John is a pleasure to work with and his enthusiasm for the industry is contagious. His team is 1st…read morerate and is a great resource and go-to for anyone looking for an expert in the title industry. I appreciated that he was always honest and forthright in all of our business dealings.

I cannot say enough great things about John and his team at WFG. For starters, they were able to…read morehelp out one of my clients with a tricky purchase of a home that he won at auction. After hitting dead ends with two other title companies, John and WFG were able to save the deal and the buyer's $30k deposit by pulling off some sort of miracle with the title work. Needless to say, they are truly experts in what they do and I know I'm not the only one who thinks so. I am actually currently in the process of purchasing a home myself, and I was very happy to see that the sellers had chosen John and WFG for the title company. This was a great coincidence to have them work on my personal purchase and they've been doing an amazing job at communicating. If you're reading this, make your life easy and use John for any title needs you have. You'll be happy you did.

Brian's investment advice and always being available to his clients, even during these turbulent…read moretimes, is priceless. His integrity is transparent and he knows his craft! It's a pleasure to work with Brian, even when the market is changing from day to day.

Mr Pelky, is world renowned when it comes to his financial experience with clients of all levels of…read morewealth. His charisma and customer service are 2nd to none. We have turned many of our family and friends to Mr Pelky.

Lance Pelky and Associates is a Top Shelf group of people who truly care about others financial…read moreneeds and wants. They treat us on such a personal level , that quickly we became great friends. Pete and I trust Lance and his family of team members, 100 % with our financial status. Because of them, I was not only able to retire early, but now make more in retirement than I did working. The girls run the office and work hard at keeping all our accounts up to date and as such, we don't have to even think about it. Thank you so for being so profession and down to earth with us. I have and will continue to recommend you and your team to my friends. *~* Charise

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.