what an awful company. Stay away from business with these people unless you want to be cheated…read more they've been swindling me since 2004. see the documents and story on twitter, imfirewilson. Incredible, fraudulent accounting they had the court approve.these people lie and do it with the demeanor of proper decent ethical trustee. Don't fall for it. They play games, pretend to be dumb about issues, while taking advantage, Exploiting the client. see the documents and you'll be very surprised about how they really conduct business behind closed doors.

John Duffy knows his field. He blends knowledge with his compassion & insight. Having someone who…read moreunderstands the bigger picture of a client is critical in a successful relationship. If you are looking to diversify or starting to invest for the first time, John Duffy and Zen Wealth Consultant Services are the place to be. A financial consultant who has deep ties to the community is also reassuring. John serves on various community boards and is a real addition to SBA.

From the owner: Zen Wealth Consultant Services LLC was created to demystify personal finance by focusing on…read moreeducation, comprehensive planning, precision risk management and portfolio optimization. Zen is a full-service financial firm specializing in the following: Financial Planning, Financial Literacy & Education, Precision Personal Risk Evaluation & Investment Matching, Investment Management, Portfolio Stress Testing, Tax-Aware Investment Strategies, Stock Option Strategies, Financial Advisor Evaluation, Finance App Walk-Through, 401(k) Assistance, Long-Term Care Insurance and Life Insurance

I would give a negative rating if I could. Craig Allen is the most unprofessional person I have…read moreever met in my entire life. You can find more professional people at Walmart. It's sad to see a firm completely neglect the most important aspect of any business, which is their customers. Please do not use Allen Wealth Management. I would not trust this firm with my lunch money. There are plenty of other financial advisors that are more qualified, more professional, and will deliver a far superior product. If you truly care about your financial well being I would avoid Allen wealth management at all costs. I really hope you take this review to heart and decide to take your business elsewhere. These are scary times so hire a firm that makes an effort to understand your financial position and delivers on their company promise.

From the owner: Allen Wealth Management offers Financial Planning, Investment Management, and Business Consulting…read moreservices. We specialize in developing comprehensive financial plans and then implementing those plans, including formulating, designing, implementing, and monitoring investment strategies. We also provide a wide array of business consulting services, including writing business plans, presentations (decks), financial modeling, PPMs, and many other documents to assist entrepreneurs through the funding process and to build a successful business. We can also serve as an Interim CFO to support early-stage businesses.

Team Bourke is a stellar, comprehensive group of multi-talented and highly experienced…read moreprofessionals who have met all my financial management needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with Team Bourke leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes--advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend Bourke Wealth Management without reservation. Kristi Walsh, Ph.D. Clinical Psychologist, female business owner

I have been a client of Bourke Wealth Management since 2005. Kevin Bourke, the principal and owner,…read morehas proven to be an exceptional financial planner, and I cannot recommend him strongly enough. I contacted Kevin based on recommendations from friends who use his services, and am pleased to provide a similar recommendation to anyone who is wanting to develop a long-term strategy for financial growth and planning that leads to retirement. With Kevin's help we are on track to comfortably retire much earlier than we would have previously anticipated. In addition to being a knowledgeable and effective financial planner, Kevin also provides a level of professionalism and integrity that is comforting when talking about your financial security. He carefully manages our portfolio, proactively protecting it during times when the markets are experiencing instability. Most importantly, Kevin always explains in clear, easily understandable terms his opinions on how best to manage our financial security, balancing our comfort level for risk with growth. I trust him implicitly, and have been very pleased with the performance of our finances under his stewardship. I have previously referred friends and family to Kevin, and am happy to provide a public-facing recommendation here as well.

Kip Lytel at Montecito Capital Management has been our go to guy for over a decade. I recommend him…read morewhole heartedly. He is reliable, resourceful & highly respected in his field. He always comes prepared with pertinent information and on his "A" Game. He takes such good care of us and also oversees our daughter's accounts. I know he is not, but he feels like family! Staci Brawner

With regards to Montecito Capital Management, not only does Kipley Lytel have impeccable…read morecredentials, he is an astute financial advisor with that important personal touch. With his help I have been able to realize my financial goals in a way that best suits my current lifestyle and future plans. I also greatly appreciate that he is an outstanding communicator who can translate technical financial information into terms I can understand and appreciate.

We starting doing our business banking here during the start of COVID specifically for access to a…read morelocal bank and the PPP program. But since we opened our account Lora and her team have been nothing but helpful. As a small business we struggled during COVID, and we are still experiencing a "covid hangover", but Lora has made it easy to communicate with them and get ahead of any potential issues and problems solves for their clients. They truly are a great local bank and made what could have been a stressful time much more managegable. Thank you!

From the second I walked in the door to the second I walked out I felt very welcome! They all work…read morevery fast getting you taken care of. By the second day I was in there they all knew me by my first name. Very professional. I have a bank account at another local company and they are lacking customer service. I'm thinking of switching everything over!

Smart, kind and helpful. I was new widow and needed help planning for the future. Mitch.'s advice…read morehas stood the test of time because that was in2012

Peter is from a family of trustworthy mortgage brokers. Helpful, patient service is the old…read morefashioned kind of service that probably is hard to find these days. Over the years have kept in occasional contact with Peter and one can depend on his being there to help without further hidden agendas, as what happened with one of my friends who had a negative experience at a local bank. Home town guy who upholds a tradition of professional helpfulness. Recommended highly, especially over slick banks who are beholden to their bosses far away or overseas.

I was very pleased to have partnered with Peter Trent for my home mortgage financing. He's an…read moreexpert who works hard to find the best rate with reputable lenders. His communication skills are top notch, he's very clear in explaining the process, necessary documents required and providing timelines. He is patient and will answer any questions (I had a lot!) at any point in the process. There are a lot of choices when searching for a loan provider and I wasn't comfortable using an online service. I wanted a real person to be my guide. Peter delivered and found a great financing program for me. I highly recommend contacting him to discuss your loan.