Jeff Weber is the best financial advisor we've EVER worked with…read more He's not only exceptionally knowledgeable but also kind and considerate of what your needs are. He cares immensely for you and your finances. My husband and I love what Jeff has done for us so far and we look forward to meeting with him and chatting about our future plans. We have been with him for years and trust him and his decisions. Jeff also assists in any financial issues we have at the present moment and does so with the utmost professionalism. He loves what he does and it shows. You want a financial advisor who loves his job. I highly recommend Jeff to my friends and family and now to you, too! No one else compares to him!!

My wife and I have worked with Jeff for more than 15 years, and he's been a truly wonderful…read moreadvisor. Jeff helped us get organized well before we retired and his guidance through retirement made the process a lot less stressful. Since then, he's managed our investments, reviewed our tax return each year, and even introduced us to an attorney who helped set up our trust. What we appreciate most is that Jeff always takes the time to explain things in plain English. He's honest, easy to talk to, and genuinely cares about his clients( we feel like Family). It's very comforting knowing our finances are looked after by someone who truly cares about his clients. Robert L

I worked with Ross at PREI Capital twice for mortgages - originally post divorce where he helped me…read morework through my complex financial situation to qualify for a mortgage and find a great rate. He made everything easy and simple in a difficult time. When it was time to refi more recently, I immediately went back to Ross based on my previous experience and he was able to find a great loan that takes advantage of today's historically low rates. Ross is extremely knowledgeable, very responsive, efficient and most importantly has great integrity. In a complicated world it is great to have someone like Ross to depend on and who will have your best interests in mind - he gets my highest recommendation.

Ross helped me navigate a complicated refi/buy out. He knew all the ins and outs of divorce which…read moreputs him above any other lender. His knowlegde of a divorce refi helped me be able to afford the family home with my income and spousal. Without this knowledge I was told I wouldn't be able to. He even went the extra step to talk with my lawyers to help me with the refi. Ross Garcia is a cut above the rest.

I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

I had recently retired early due to medical reasons. I worked for the Federal Aviation…read moreAdministration government sector and have a TSP fund. Unfortunately, there are many companies just waiting for the opportunity to get their hands on your retirement. I am so grateful that Jesus Christ lead me to Kalvin. I was not prepared for retiring so early, it is very scary place to be and my finances was chaos in my mind. When I contacted Kalvin he gave me sound counsel regarding my current financial status. It is very hard to find someone who listens well especially when you are feeling terrified about your financial future and overwhelmed by all the laws and how the market runs etc. Kalvin reassured me and gave me some sound advice and already my TSP has shown some gain. I will continue to work with Kalvin, he truly is an ANGEL sent from God. Simply put if you are looking for someone who cares about giving sound advice to help manage your financial needs in a world where it seems everything is crazy, I highly recommend you contact him. He will help you by helping you understand stand you financial state in simpler terms and if you have questions he will answer them for you. Trust is a hard sell these days so it was a relief to find someone who has my best interest for my future and that is Kalvin. Also, Kalvin thank you for all you patience as I cried throughout our counsel session. :}

Kalvin offers comprehensive financial knowledge as we plan for a growing family, buying a home, and…read morestarting a business. Despite my own lack of financial knowledge, Kalvin was able to explain things in a way I could understand, and feel understood. He listened well, offered advice in line with our family's values and goals, and had all the next steps and referrals we needed.

Alex is one of the best financial advisors I have had the pleasure to work with. The investment…read moremanagement he provides to his clients doesn't just cover his AUM, it extends to all areas of his client's personal finances including their mortgages. Alex will tell you when it is time to refinance into a lower rate. Given that real estate is an average american's biggest investment, refinancing at the right time has a huge impact. Not every financial advisor goes above and beyond like this.

Jeff and his team are my go to if I need a loan with competitive rates. They are very knowledgeable…read moreabout the market and the loans available, and communicative every step of the way. Whether its consolidating debt in efforts to get rid of higher interest debt or helping you find a loan even if you your profile does not fit preferred loans, Jeff and his team have the expertise to help you navigate through the situation to find a feasible solution. Thank you to Jeff and the team!!

This review is looong over due . I've been working with Jeff and his team for many years . They…read moreare efficient and executed every transaction that we inquire. Everything was pain free and smooth . He is the go to person for refinancing, looking into a new home loan ,and advice on finances. His assistant (Alexis) is thee best , she's so easy to work with . Thank you HPI Financial for everything and I will continue to refer everyone I know to you . Highly recommend if you are looking into this cooperation.

Jerry Tench was my agent far too long. He was evasive and would not talk to me on the phone nor…read morerespond to me questions in email, despite asking him several times. He took actions I did not want without consulting nor informing me. He canceled automatic payments on my home owners policies for both of my properties, when I asked him to cancel the auto payments on just one of the properties. He never mentioned cancelling my insurance on both properties. At that time I was not monitoring my accounts which are all set up on auto pay and didn't realize the premium was not being paid which resulted in the cancellation of the policy. The bank through which I have the loan charged me an exorbitant amount for the required homeowners insurance. Jerry Tench never imparted information having to do with my insurance such as letting me know my deductible let alone offering any helpful information. He is judgemental without knowing the facts and has preferential customers whom he treats as valued customers, which is why he has some good reviews. I strongly regret having had him as my agent. I hung in there for a decade thinking that things would get better but they got worse. After having any interaction with him I started to become extremely agitated and angry. When I finally had the wherewithal to ask to change agents I met with a lot of resistance from him.He was defensive and refused to initiate the change of agent, insisting the other agent has to initiate the change. The other State Farm agents with whom I spoke told me that was not the case and it would put them in a position of appearing to be taking his clients. It took an inordinate amount of time to extricate myself from his client list. I would give him no stars but that is not an option. Do yourself a favor and find another agent!!!! PS with him my house was grossly underinsured. He never looked at the property which is not far from his office and never checked building costs. Shame on me for taking his abuse for so long, Stay Away!!! .

Jerry is as good as it gets when it comes to having a State Farm Agent. He is heavily invested in…read morehis clients and pays attention to the details. He has been in this business longer than I've probably been alive and he knows what he is doing. I would never trust my policies to just anyone. I feel safe with Jerry as my agent & would highly recommend him to anyone.

An update to my previous review ... we had to start from scratch with our tax return this year and…read morehire a new accountant to do our taxes. Stephen completely botched them; they were filled with mistakes and left out some important information - we decided to cut our losses rather than have him "fix" them, so we are out of pocket the $300 we paid him.

I have to say I was very surprised when I read Rebecca's review. I just returned from overseas and…read moremy returns were proving to be horrendously complex. After asking around I received several recommendations, but decided to go with Mr. Graves. What some people may perceive as unprofessional I took as friendly. I want to have a solid relationship with the professionals with whom I work. I want to know about their lives, as it helps me judge them better. Case in point, I went to see Mr. Graves last friday to get my 2009 returns done, after he helped me clear up my 2008 mess a few weeks ago. He was working late with another client, and asked me to wait. I did so and was happy to. Why? Because if a man is going to take the time to do something right, and not rush just to get a bit of extra business... Well that speaks volumes to me. Once it was my turn, it was quick and thorough. When he had questions about something that came up, he raised the matter, explained his worries, and told me what he thought was appropriate and why. I wish everyone I worked with could be that transparent. Great guy, definitely will be working with him again.