We have been working with David Hutchison and John Heldman for several years. We hired them as our…read morefiduciary financial advisors as we really loved their approach to managing our investments as we moved toward retirement. They are very thorough, investigating companies in detail, and taking a long term investment approach. No day or swing trading here, just solid, sound investments and a steady approach. We're very happy to have them working for us! We give them our highest recommendation.

KPP is always helpful and professional by providing informed guidance and advice…read more I highly recommend them to manage all your investments.

I have been a client with KPP for many years and listen to their podcast often, Justin and Luke go…read moreiut of their way to help you, highly recommended

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

Loreen is literally the best in the business!! If you are moving to the Orange County area and need…read morea new financial advisor then I highly recommend Loreen!

DO NOT RECOMMEND !!!…read more After experiencing two consecutive years of errors from a well-regarded CPA that resulted in penalties and fees, I made the deliberate decision to take a more rigorous approach to my tax preparation. I engaged two reputable firms simultaneously, paying each their full standard rates, with the intention of filing whichever return I determined to be most accurate and advantageous. Over two filing seasons, I alternated between the two firms' returns based on merit. My other preparer understood and respected this arrangement without issue. Slaten, however, took exception to it and ultimately terminated me as a client. This raises a legitimate question worth considering: if a firm is confident in the quality of its work, why would it object to a client seeking a second opinion? In medicine and law, independent review is not only accepted but actively encouraged as a mark of professional integrity. Slaten's reaction suggests an unwillingness to have their work scrutinized, which is precisely the kind of posture that should concern anyone trusting a firm with their financial obligations. I was a paying client in good standing. I introduced no burden beyond what any other client would. The sole issue was that I held them accountable to a standard of accuracy. That they found this objectionable tells you everything you need to know. **Not recommended.**

Susan & Reese have been very helpful as my wife & I head into retirement…read more Seem to be very knowledgeable about all financial questions we throw at them. They offer an In-house lawyer who gives free Seminar's concerning pretty much exactly what we're going through!

I am so happy I to be working with this investment firm! Kyle and Dane are knowledgeable and…read moreprofessional yet down to earth and make it easy to understand their advice. They helped me with my financial goals and created a strategy specifically for my needs and situation. They are always available to answer questions and I had a lot of them! I couldn't be happier or feel more secure than I do with their excellent guidance. And my portfolio just keeps growing! I highly recommend them.

5 Stars! Great working with Kyle and Dane. They're really knowledgeable on a broad range of wealth…read moremanagement and investment topics. Always prompt to help me on any issue - even nights and weekends. They go out of their way to make sure their clients are happy. They also have one of the best fee structures I've seen - much better than what I've experienced. Personalized advice which surprised me because they offer so many services and a more active management style. Overall a great firm.

I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.