If you have ever read any of my reviews, you know that I am stingy with my 5 stars, very stingy!…read more So here is why I give a wealth management place 5 stars, when I don't even bother reviewing them, because I'd give them all 1. I am NOT independently wealthy, In fact I have finally reached the point where all my bills are paid and I can afford an occasional movie ticket or concert and still have a couple of coins left in the bank when I get paid again, Hallelujah (there was once a time when overdraft protection was my backup plan). Earl from Lexus sponsored tasting event at Wine Styles (DEFINITELY put wine styles on your list), where he spoke about what his company does and their approach to wealth management. First of all I appreciated the fact that he did not to the hard sell, he allowed us to enjoy the event, then he talked to us about his services and then we continued to enjoy the event, nothing like those time share talks. I made an appointment with him to talk about my wealth, or lack thereof, and he honestly made me feel comfortable and not ashamed that at my age, I do not have millions squirreled away somewhere. I've been to financial managers before and I always came away feeling like a failure and stupid and hopeless (real talk). But not Earl, he was honest about what moves I can make and what things I can do to leverage what I have and start building for my future. He didn't tell me to turn off the cable, start eating ramen and sell my truck like other wealth managers have told me. No, I may not be a millionaire when I retire (unless I hit the lottery or one of my business ideas really takes off). But with Earl as my advisor I will be comfortable.

I was expecting a conversation about what I wanted my retirement to look like and stop after that…read more I thought, "why am I in this office talking to a financial advisor without financial advisor kind of money in my bank account?" Here's what happened....... I learned that it's possible to invest beyond your employer paid plan, ability to adjust some of your current retirement plan to earn more and how it doesn't require a fat pocket full of money/huge bank account to start planning. After much discussion about what is important to me for my future, we came up with a plan. The bonus? You gain a brother, uncle, super cool neighbor that's easy to simply talk about your future goals with. If nothing else make an appointment, ask him as many questions about financial planning as you want and be surprised at the power you have over your money!

Sean has been excellent to work with. He is patient and provides timely answers to any questions. I…read moreappreciate that we can communicate almost entirely through email, and his office staff has been wondering if I've needed to call for any reason. I appreciated that when we relayed to Sean that we had paid off our home mortgage, that he sent an email expressing his excitement for us-- not just treating it as another business transaction. I've recommended him to a number of other friends and family, and plan to work with him for many years to come!

Always prompt and helpful service. They seem to genuinely care about their customers.read more

I was sorry to see that the one review that was left on yelp was a negative comment. I have used…read moreThomas, Thomas, CPA for many years for my business and personal taxes. They have been very helpful in guiding me to make good tax decisions. Have recommended them to many of my friends.

was with them for 6 years when i had a tax emergency. They said sorry too busy didnt even try. Paid…read morethem alot of money over the years . loyalty counted for nothinbg

I've had other agents but Quinten and his staff were so polite and caring to me when I gave up my…read morecar due to memory problems. I still have my renter's insurance and I still get friendly, polite and professional service.

Scott is great to work with and has been my agent for years, just switched over to the new agent…read morethat took over his office Matt Nutzman and he has been fantastic and reviews my policies yearly saving me a significant amount on premiums.

Nicka Johnson is a true gem at what she does. She left me feeling very confident in my ability to…read morebudget successfully as well as ways to help increase my money to be able to save. Her experience and expertise is unmatched and just the time she spends to make sure you have a thorough understanding of your credit, money and the essentials so succeed in this life. I totally would recommend her and I must admit after speaking with her I am now working trying to work her into my budget. Totally worth it.

Visited this place to sign closing documents today. Everything was great from the coffee, available…read moresnacks, and on time signing with one of the representative, who also is a licensed notary. The board room was closed for privacy, and every document needing either initials or signatures was explained thoroughly to my satisfaction. I was really pleased with the total experience.

lucky I had to give one star. State farm isn't a good…read moreneighbo. They deny deny deny their neighbor. I'm not the only one as well. Even when the contractors came in and asked what insurance are you with. I said State Farm. They said oh boy. Good luck with that. State Farm prove them wrong, because right now they are 100% correct!

This is a great place to ensure you have the right coverages for your lifestyleread more