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 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.

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!

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!

Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

Charles Sosa is an extremely trustworthy financial professional. Since I've been using him I've…read moreseen the portfolio I have with him increase over time at a rate greater than some of the industry statistics I've seen. He's honest and fully explains trades and portfolio adjustments before they're executed. It would be smart of you to book an appointment with him to discuss investments.

Charles and Amanda are the best! Personal service, quick to return calls. Amanda helped me with…read moresomething I needed and followed up on her day off! Thanks Amanda!

Where do we start....we have known Clearview and used their professional services for decades. All…read moreof the employees are outstanding, caring and provide A-1 customer service. Eric is our advisor and he treats us like we are part of the family. Eric truly listens to your needs and will guide you in the right direction. Eric has a great deal of Honesty, Integrity and knowledge. They say it takes a village to get things done successfully, we can honestly say Eric and Clearview is a huge part of our village!

This group has been our financial advisors for 10+ years. Eric is knowledgeable, courteous, and…read morevery helpful. We have great confidence in his advice. He responds quickly. We have referred friends to this group and they are also happy with the advice they receive. We have regular reviews that are conducted on ZOOM , which is very convenient for us.

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.