I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Our advisor is not only gracious, friendly and…read moreunderstanding, she tailored a portfolio designed SPECIFICALLY for us while listening to the goals we hoped to achieve. We respect and have great affection for her..

I paid Pure Financial Advisors $2,000 for a project-based financial plan. After multiple attempts…read moreand extensive clarification of my circumstances and objectives, the final product was still not something I would trust for major financial decisions. The plan contained numerous factual errors, contradictory assumptions, unexplained figures, incomplete treatment of important income and expenses, and basic data-entry problems that should have been identified through routine quality control. Important assumptions were not reconciled to the financial information I provided, and some recommendations changed several variables at once, making the conclusions difficult to interpret. The retirement analysis was especially disappointing. It was essentially a deterministic projection using the same investment return every year, rather than a meaningful assessment of market volatility and sequence-of-returns risk. It also incorporated assumptions that substantially worsened the long-term result without clearly explaining or testing them. The report ultimately projected a multimillion-dollar late-life shortfall and concluded that we needed to save more, spend less, or work longer, but I did not find that conclusion credible given the quality of the underlying model. At the same time, the recommendations were very specific about transferring $317,000 to Pure for management at an initial 1.60% annual advisory fee, reallocating or liquidating investments, and moving more assets into the managed portfolio. The report did not clearly demonstrate that this advisory fee was deducted from the investment returns used in its projections. I cannot know whether the problems resulted from inadequate technical capability, an overly standardized planning process, commercial incentives, or some combination. I can only evaluate the work I received. In my opinion, the process felt much more effective at identifying assets Pure could manage than at producing a rigorous, individualized, and internally consistent financial plan. Pure had multiple opportunities to demonstrate its planning capability. What I received did not demonstrate the technical competence, attention to detail, responsiveness to client input, or quality control that I would expect from a firm asking to manage a substantial portion of our wealth under an ongoing annual agreement. I will not be entering an advisory relationship with Pure, and I would not recommend relying on its planning work without a thorough independent review.

So far, so good! We changed financial planners after going to social security seminar conducted by…read moreMatthew. We had been with the previous planner for over 20 years. The previous financial planner did a good job but what made us change is that Matthew really knows how to manipulate social security so that you get the maximum amount. He is very creative and really seems to be for his clients. Matthew is also a personable man. When he learned of the passing of our granddaughter, he picked up the phone and called us. That spoke volumes to me. We are happy that in the very near future we will speak to his Medicare specialist as we get that rolling. We will also be using real estate services provided by his office when we sell our home and relocate. In addition, we will most likely be using his tax services in the future. One of the greatest assets this business has is his administrative assistant, Jessica. She answers calls and emails quickly and takes care of business. Very professional and friendly. She is a huge part of making this business look good. We are looking forward to many years of relationship with this company.

I've been with Copley for at least 8 years now. These folks operate from integrity , they are…read moresmart with my investments and highly personable. They know how to listen which is at least half of any conversation. When I opened my account it was for my family. My daughter was 2 years old and was treated with love and delight every time we visited. As an added perk, they have hosted an annual dinner recapping the year just past and offering predictions for the one to come. These events are educational, we get to associate with fellow clients AND the evening is DELICIOUS !

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

My husband and I always find a place to park, and, like the review recently given, it's nice to…read morehave "tech help" especially when this is not as easy as it looks. I decided to make an investment on my own, and a young man named Evan walked me through the process of buying a specific stock. He was an excellent teacher, patiently clarifying each step and ensuring I understood the process from start to finish. He even guided me through the 30-second security timeout feature without making me feel rushed. We both committed to seeing the transaction through to completion, and I walked away feeling pleased and empowered to handle my finances independently. I truly appreciate the excellent "tech help" and the convenient parking your location always provides.

Convenient location, friendly service. Usually I don't have to wait long to get help either . Staff…read moreis helpful & patient ( I am older & need tech help). They will take time to walk you through it .

I would highly recommend their services. I came to TruFinancial in not great financial shape what…read moreso ever and with Evan's help I've been able to pay off close $10,000 in debt and actually save at the same time. He has also helped me with my retirement plan as well as difficult tax situations. Besides our monthly meetings, he is always available for a phone call if any financial questions come up!

I have been working with Sean Chung for over a year and it has been a life changing experience. I…read morehave told all of my friends about it. I wanted help understanding my finances but struggled to find somewhere that didn't require me to have over 100k in savings. Sean walked me through a comprehensive financial analysis and through that process I finally feel like I understand my finances, how to manage my debt, feel comfortable with my budget and am finally investing. I have significantly increased my net worth by utilizing the strategies Sean has taught me. By far the best decision I have made for myself! I highly recommend TruFinacial.

Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.

I was looking for an accounting firm who could file my taxes, so I called WMA Wealth Management…read moreAccounting. I met Mr. Richard Green and he took care of my taxes. My case was a bit complicated but Richard being knowledgeable, handled my case very well. Although the tax season is over long ago, he has been available to answer my tax related questions for the this year and the past years filings. I am so glad that I have found a go-to person for all my tax issues. Thanks Richard!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

David did a great job setting up my 401k! I've been very successful since starting with him.read more

David Tam was my advisor and he's done a lot for me. Thank…read moreYou, David. I'm very happy to have you on my side.

Great services. Our financial advisor is the BEST, very knowledgeable and educated! They do in…read moreperson meetings as well as online meetings. I love their clean offices and waiting area. I love that they support the military!

Outstanding company. Fiduciary standards religiously upheld. Ideal place for military families to…read moremeet their needs and accomplish their goals within their budget. Highest possible recommendation.