I recently starting working with Robert, but I have already recommended him to friends and…read morecoworkers. He is not only professional, but very knowledgeable. He always responds in a prompt manner. I know that I am not the only client, but I always feel as though I am. I had my investments transferred to LA Wealth Management and my main reason for choosing Robert was customer service. It doesn't matter if it's morning, afternoon or evening, he always responds.

Working as an educator, LA Wealth Management has assisted me with my retirement, savings and life…read moreinsurance policies to ensure my family and I are well taken care of. The person that has worked with me these past several years is Robert. He has been great! He is efficient and takes the time to show you all available options that best fit your income and need. I highly recommend this company!!!

Irvine, Ca. It was in the 1980's.My wife and I were…read moreembarking on the purchase of our first home together, and starting a family with two boys. I never had paid any attention to financial planning, after all my father never did, except for a pension plan. His take on the stock market was that it was just gambling, and the big money people end up taking all your money. My business was finally making a fairly reliable income and my father in law suggested we go see his friend Cal, at IWM Partners (It may not have been called IWM back then, not sure). Even though there was a predominance of mistrust on my part, we turned everything over to Cal. There were several items on our homework list: Create a living trust. Get life insurance. Get mortgage insurance. Get health insurance. Get liability insurance for the business. Draw up a Will. Then the big game changer: Actually pay the IRS what we owe them and get an actual tax advisor. Then came IRA's and Roth's and other stuff I was clueless about. I hated that but I did it. I learned a lot from Cal about how our money was diversified and invested, it was fascinating, but I ended up just trusting his expertise and never questioned his recommendation. He always let us put funds in certain stocks we liked such as eBay (Which did quite well), and he listened when we wanted to invest less in oil. As the years passed, so did Cal, then we had Barbie for a while, and then Michael. Michael is great. He is patient and genuinely passionate about our financial progress. He reaches out to us several times a year to discuss our portfolio and to see if we want to meet up. We are not rich and probably one of his clients with a small fund base, but that doesn't matter, he cares. In summary, our funds have always grown well under his management, even though we opted to a conservative approach. Oh yes there was that one lousy year we lost all our gains but he was calm about it and encouraged us to ride it out. We did and everything bounced back. Now that I'm old and collecting IRA payouts, I'm feeling pretty good about our long history with IWM.

Met with an advisor at the office and was immediately welcomed by everyone in the office. I felt so…read morecomfortable, especially with the current financial market being what it is, talking about my situation. Happy with my decision. Thank you IWM Partners!

David has been our personal financial advisor for many years now. I appreciate his conservative…read moreapproach to our portfolio, concentrating on long term growth. Would recommend any of the advisors there

Chuck, David & Anthony provide excellent customer service. They proved to be very helpful! Thank…read moreyou.

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

Charles is very knowledgeable, and extremely easy to work with. With every interaction I've had…read morewith him, he has been personable while maintaining a level of professionalism. He has helped me identify my financial goals, and is extremely patient in addressing all my concerns when it comes to understanding the current state of the economy, and the importance of rebalancing. He is very well informed, and helps explain things in a way that even I can understand. Both Charles and Yolondra are an extreme pleasure to work with, and I cannot recommend them enough.

I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

If you're looking for someone who is dedicated, caring, and focused on getting you the best…read morepossible value, look no further!! Mr. Hamid demonstrated a deep understanding of tax laws and regulations, ensuring that I was not only compliant but also maximizing my deductions. They took the time to explain every detail in a way that was easy to understand, which made me feel confident in the decisions we were making together. Communication was excellent; I was never left wondering about the status of my filings. Mr. Hamid promptly answered all my questions, often going above and beyond to provide insights that I hadn't considered. Every document was meticulously reviewed, which gave me peace of mind knowing that everything was accurate and in order. I felt that my financial well-being was a priority for Mr. Hamid. I TRULY recommend Hamid Financials to anyone in need of accounting or tax services. I promise you won't go wrong for choosing him.

This firm did my business right! Very easy to work with, very professional and knowledgeable. I…read morewould highly recommend them to any individual or small to medium business. Our last CPA that we had for a few years was good, but trying to get a hold of her was like pulling teeth. Trying to get her to do the actual work was even harder. In my line of work, I have a need to be able to connect with my CPA and bookkeeper on the fly and this firm made that happen. Very happy with the actual filings and returns as well. I appreciated the flexibility with my schedule since I had to cancel many times and reschedule appointments !

I am an immigration attorney with Green Maple Law Group based in Irvine, and I am a client of…read moreAdvanced Planning Financial & Estate Services. Mr. Albert Aizin is the Principal; he is a detailed financial adviser with thoughtful and analytic approach to my questions. I find his value investing (more conservative) approach particularly refreshing, because he not only takes the time to explain his reasoning, but he always pulls supporting evidence outside of the typical sources that one would expect a financial adviser to pull information from. This demonstrates Albert's expertise and resourcefulness in dealing with a wide range of financial advising questions. I especially appreciate Albert and his staff tirelessly reaching out to existing clients to know how we are doing financially, and how we can plan for a better tomorrow. Even if Albert cannot offer a particular product that would make sense for an investor, Albert would not hesitate to give referral or obtain resources to help the investor. Albert has pointed me to several outside resources. Much appreciated! If you need to break the ice and talk about things other than finances, Albert speaks French and loves cars. Go to Albert!

Albert Aizin a financial planner and financial adviser. Albert has a wonderful hands on touch. He…read moreis extremely thorough when going through our financial investments. He absolutely makes sure that you understand every aspect of your investment and are comfortable with his recommendations. My husband and I have used Albert's services for years and we have felt entirely comfortable with his advice.

John really knows his stuff when it comes to the proper life insurance for your situation. It is…read moredifficult to assess this complicated purchase. You need John in your corner guiding you! He has all the licenses and designations and on top of that he cares about you!

This review is long overdue, but John was so professional and got persistent! I had a business debt…read morewith American Express that I was not able to pay. John negotiated and negotiated to get the huge debt down to a manageable lump sum payment for me to pay off and walk away from. Without his help, I would have been an anxious mess! I couldn't have done it without his expertise and assistance through the whole process.