I have had the pleasure of collaborating with Mike Razzouk for approximately 3 years after…read moreretiring. I was a number at Vanguard and became a person at KWB Wealth! Mike checks in annually with me and is available if needed. There aren't enough adjectives to fully describe Mike. I feel an overwhelming sense of calmness knowing he is the savvy captain of my ship. Genuine, precise, approachable, and gracious.

Great Wealth Management Firm. I've been a client for 10 years and Mike Razzouk, Kerry Bubb, and the…read moreentire support staff are incredible professionals. They have never let me down on any matter. I highly recommend them.

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

Charles Ragonese, of Mountain Peak Financial, has been our financial advisor for many years. We…read morehave relied on him through employment and retirement to keep our money safe and well invested. Charles is very knowledgeable, with many years of experience as a financial advisor. He is also a genuinely nice guy. We couldn't do without him.

From the owner: Since 1992, Mountain Peak Financial, Inc. has been working with friends and neighbors throughout…read morethe greater San Gabriel and Palm Desert areas to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients.

I met Dave when I was 19 years old and he has now been guiding and educating me for 46 years!…read more I am preparing to retire now and Dave has been so gracious for nearly half a century with me. He always took the time for me even before I had anything to invest, but had questions or needed guidance. Dave is an honest, honorable, humble, very knowledgeable expert and genuinely cares about each client and their financial life planning. He is also a compassionate and altruistic humanitarian. He is a family man who loves and enjoys his family and makes many memories with them. Daveʻs partner, Danny Payne, is very much like Dave from what I have learned recently when I worked with him when Dave was away on a trip. He is a pleasure to work with and very knowledgeable, patient and humble, as are the rest of the staff at Maupin Financial Services. Tina has been with Dave for many years and is a great help at any time with various services. Edgar is a bright, polite and knowledgeable young man and very helpful as well. I give Dave Maupin and his partner and staff my highest recommendation. You donʻt need to be local to Redlands either. I moved to San Diego in 2005 and will soon be moving out of state. I will continue to rely on Maupin Financial Services for the rest of my life. Phone or internet meetings are an easy solution. This company and the people who run it are stellar; you wonʻt find any better or more personal service!

David is a super guy, easy to talk to and a highly knowledgeable and experienced CFP. I would…read morerecommend him to anyone, even my mother.

I worked with him just briefly but in that time he was a trusted advisor. He was willing to give me…read moreguidance, even when there was no immediate financial benefit for him. I would work with him again.

Ensor and Jamie are both super helpful and attentive in helping us navigate taxes for our small…read morebusinesses and our financial planning for the future. We've had several different tax people in the past year and Enson is the first person that both my husband and I feel comfortable with and that we can trust. Highly recommend!

Shawn has been my financial advisor since 2011, and before that he was my parents FA who followed…read morehim from a different investment firm. He talked me thru a couple of bad markets and I've done exceedingly well. He has guided me and I have to say I have been very fortunate. If I won the lottery tomorrow, he would still be my advisor. Plus he has great resources for taxes and attorneys. His assistant Valerie is always kind and professional. Can't say enough nice things about these two!

Rude receptionist :) She thought I was trying to sell her something and hung up on me.read more

Horrible to work with. If I could give 0 stars I would. She never talks to you on the phone, never…read moreoffers to meet in person, only wants to text or email and that's if she even feels like communicating with you about what is going on with your loan. She doesn't seem like she can keep her stuff organized. She'll wait until the very last minute of a deadline before she even informs you that she needs something from you and then acts like she's been waiting on you for weeks if you don't have it back to her within the hour. And then she'll drag the whole thing out for weeks (3 months in our case) and before asking you to re-send all of the stuff that you have already sent, because she either can't find it or took too long to submit and has to start again. Nothing but a hassle and then when we were 4 days from closing, she decided to quit her job without warning, stopped answering her phone for anyone and didn't leave any of our paperwork for her office to finish. I wouldn't recommend her to anyone!

Nolan the owner does not respond to calls, texts,emails etc. My tax returns still are not completed…read more after 1 year. The office staff is rude and have no idea what they are talking about. New Story everytime you talk to someone. Im really upset. I paid them over $3000 in fees and still incomplete with no replies. Do not go here. I have friends saying the same thing about AASI. No response taxes are late, un finished. Horrible customer service. Just take your money and ignore you.

We started a new company and needed a reliable and knowledgeable accountant to help us as it was…read moreall new to us. We were well informed and learnt so much leaving our first meeting happy and less worrisome. Highly recommend!!