Working with Steve Looser has brought more clarity into the world of financial planning. We met…read morelast week and he laid out a easy and clear 3 step financial plan that anyone can follow. He shared useful information in regards to saving for the present in case of emergencies, near future to create an immediate passive income stream and then the longterm future to anticipate marriage, kids and retirement. We've both agreed to read Tony Robbins' book Money Master the Game and meet periodically to discuss highlights and insights from the material to help us better understand financial planning from 50 experts. I look forward to continuing to work together with Steve to flow with the stream of prosperity and abundance through smart and profitable financial planning.

I was first hesitant to give this place a call with my lack of knowledge in any kind of financial…read moreplanning. I'm new to all this and I wanted to see what my options are or how to start saving for my financial future....(and of course for my son!) I spoke to Braeden and he was very informative and gave me some options that would work best for me to save. He was very patient with me and answered all my questions and concerns. Definitely, not pushy and really cares for his clients and wants the best. Definitely, give Braeden a call to help with all your financial needs!

Braeden was able to help me find an amazing health insurance policy with a very low premium, doctor…read morevisits and deductible. Then I had so much money saved from health insurance I was able to find a retirement plan that has market volatility protection. This way I will make money when the market goes up but never lose money when the market crashes. Thanks Braeden. He was right, protect your health first and then protect your wealth

We needed some financial advice, so we contacted David. We had a telephone conference for about 30…read moreminutes. He was knowledgable and quite kind because he refused any payment! We were quite satisfied with David's advice and would highly recommend his services.

David has been our financial planner and money manager for 6 years. We, at least I, have not been…read morethe easiest to deal with. David took care of all our financial interests for 6 years. Unfortunately my husbands mental and physical decline caused many problems and with that many questions and uncertainties in my mind. At times I was very angry, with things not necessarily related to David, yet unable to communicate with my husband, I lashed out at David with angry emails and messages, about which he legally couldn't discuss with me. David never sunk to my level. He always maintained a professional, even concerned demeanor, offering to come and speak to my husband and I together. Life is hard and can be confusing and tricky, especially when you don't understand the actions and behavior of someone you love. David is a good man. I'm sure this review will never make up for the things I have said and done. David has suffered the brunt of my anger and frustration with my husbands behavior, and never said "if you're not happy with me, go find someone else." If I were in his shoes, I would have. David not only handled our money, but also handled a very angry, mean, relentless woman who took a lot of her frustrations out on him, and he did it with calm, professional kindness. Honestly he has done much more than I think you could reasonably ask of anyone. Thank you David, Beth Marshall

I started working with Brett while employed with San Diego Unified School District. At the time I…read morewas working with a different financial advisor who had my money for in a variable account. With this account I lost money when the stock market would go down. Brett introduced me to his program and explained that I wouldn't lose money when the stock market goes down. He was extremely patient with me and explained his program in detail and in a manner that I, as a lay person could understand. I have been very happy with Brett's service and the program. After retiring from the school district I remained with Brett. My husband switched his retirement account over to Brett's program as well. No matter how the stock market goes we NEVER lose money. Our accounts only gain money. We are extremely satisfied with Brett Moore. He is professional, personable and always attainable. We HIGHLY recommend him. Mr. and Mrs. Shannon

If you are BRAND NEW selling insurance and you have never sold a piece of business its a GREAT…read morestart up place being that they assign you a "trainer" for 90 days BUT, BIG BUT here and this is the reason why i gave it TWO starts which most people wont agree with me bug the reason why I gave it such a low rating its because of the following: 1. They will start you at a 70% commission level, but this is at 4.69% per annuity contract (street level is 100% of 7%). 2. Your "trainer" will take 50% (YES FIFTY) of your commission because he/she is training you (meaning that instead of doing 70% of 4.69% =0.0469 3.28%, now is 1.64%) who makes the difference all the people about you!! YES!! This is like a pyramid. So if we are doing $1,000 target premium a year, I did ALL the work and I will make $16.415, meanwhile my trainer, the AVP, RVP and MVP and the CEO.. who didn't do anything really, they will make $43.59 3. Did I mention the average premium is $1,200 a year and most people sell between 5-10 policies a month because it takes close to 3 months to issue and you dont get a salary?? Sadly yes, you read right. Average income here is $15,000-$25,000 a year for over 40 hours of work, it takes 3 calls (if you do remotely to close a deal) and a TON of paperwork and a LOT of research 4. The learning curve here is 6 months to a year. Be ready to NOT MAKE ANY MONEY for almost a year a be belittled for not working over 40 hours a week WITH NO INCOME. 5. Management SUCKS. I was told I can make over $100,000 in the first year. A TOTAL LIE!! I went to TX on my own dime THREE times and one time to Vegas, to learn the business and to see if I can make money RIGHT NOW.. after almost MINUS $15,000 in the hole.. i gave up. Decided to leave Appreciation Financial.. and what did I get?? (The best part here is.. drumroll pleaaaassseeee) 6. Threatening emails about how I cannot sell ANY POLICIES FOR THREE YEARS, with no company I have signed contracts under AP or its affiliates, surrender of pending commissions, refusal of giving me a release, and TOTAL gaslighting from MANAGEMENT. I guess when they stop making money on you.. you dont matter??!! Do yourself a FAVOR, STAY AWAY FROM THIS SCAM.. STAY AWAY!!!

My wife and I have only high praise for Alan at Arcadian Financial Services. We looked very…read morecarefully before selecting Arcandian. We wanted a fee only financial advisor and Alan came highly recommended to us. Being part of the Garrett Financial Network gave us confidence that his knowledge and approach would align with our financial planning priorities. We were so satisfied with the planning experience that we have continued on with quarterly financial wellness checkups.

I really enjoyed working with Alan. He is very detail oriented, friendly, nice, knowledgeable and…read moreprofessional. He explains things until you understand and gives a plan that can easily be followed. I highly recommend him for anyone needing some financial advice!

I started working with Nate for financial planning and investments a few years ago and have really…read moreloved working with him. He's just a genuine guy - it feels like he really wants to help you, not sell you on something. My 401k investments have done really well! Looking at an earlier retirement thanks to him.

I'm back on the app. Terry is a great taxman a recommend him. He's a gentleman and very timely. He…read morehas handle my business my personal taxes and my elderly moms and gives me a good reasonable deal

I called this office on June 3 to schedule a visit, I was told I needed to send my tax returns and…read morehave a phone consultation. The phone appointment was set for June 18th. Today they called and said Vickie Petix was not taking new clients and I was being referred to another accountant. I asked for the same date and time; she confirmed. I then received a callback saying she hadn't looked at his calendar and he was on vacation. I am moving and the appointment was time sensitive. I wonder if they looked at my tax returns and I don't make enough money? This office made two appointments with me and cancelled both of them. I now have no time to find another accountant before I relocate. i would strongly recommend looking elsewhere!

Started with Petix& Botte in the early 1990's. I've worked with Paul for the past 30 years. A…read morevalued partner in our lives, my wife and I. Brilliant, Reliable . His leadership has guided Petix & Botte into becoming best of class reputable firm over the past 3 decades. Petix & Botte - Professional to the highest degree. John Hitt