In 2009, I only made 1% on my 401K so I fired my financial manager and it was ME! I signed up with…read moreLapointe in 2010 and by Jan 2011 he had made 10%. He works flat fee, group investing and also individual investing for a yearly 1.6% (tax deductibloe for up to 100K scaled above).

Working with Michelle Layton was an absolute pleasure! As first time homebuyers, we weren't quite…read moresure what to expect when we were paired with her through Zillow, but she made the home buying process simpler and easier than we would have ever imagined. She was very attentive and always available to talk when we had questions. She helped us get a competitive offer in on our dream home the same day we viewed it, even staying up late with us to make sure we got it in as quickly as possible. We appreciated Michelle's honesty and transparency, giving us honest feedback about our offer strategy and what to expect throughout the process. She explained things clearly in a way that made it easy to understand for a couple people with no experience in real estate. She was also instrumental in getting us help with lenders, home inspections, and final negotiations in escrow. All in all, we can't can't say enough good things about our experience with Michelle. And we certainly wouldn't have landed our home without her!

As first-time homebuyers, we were nervous stepping into the real estate world, but working with…read moreElvis Ramirez from Team Forss made it an unforgettable and truly positive experience. Elvis was not only professional and knowledgeable, but he was always one step ahead throughout the process. He answered every question we had no matter how big or small and always made himself available when we needed him. His patience, dedication, and willingness to go the extra mile made us feel confident and taken care of at every turn. What really makes Elvis stand out is how memorable he is. He genuinely cares about his clients and takes pride in helping them find the perfect home. We will always remember this milestone in our lives, and Elvis played a huge role in making it so special. We highly recommend Elvis Ramirez and Team Forss to anyone looking to buy or sell. You'll be in great hands!

I called and left my information with Tae's office to get pricing on assistance filing my taxes for…read morethe year. Received a call back promptly from Tae himself to discuss my situation. Tae asked a few questions and determined my current tax situation is simple enough that I would be fine filing with the current online system I use. That level of transparency and honesty is uncommon and won my future business. We discussed opportunities to work together in the future when tax strategy and planning will become more relevant to my family. Tae went above and beyond in explaining when it will make sense to work with his team. Friendly, fast, and honest operation he is running. Highly recommend and well worth the money to go to someone who has your best interest at heart!

Tae is an absolute class act! From the start, he proved to…read morebe ethical, organized, attentive, and incredibly thorough. His streamlined system made it easy to upload my documents remotely--no need for office visits, which was a huge relief during an overwhelming time in my life. Tae has handled my taxes for the past four years of taxes, a period marked by personal loss and emotional difficulty. I wasn't in the right headspace and made decisions that complicated my financial situation. Through it all, Tae remained patient, supportive, and nonjudgmental and truly held my hand every step of the way. I can't recommend him enough. If you're looking for someone who knows their stuff and genuinely cares, Tae is your guy. Five stars aren't enough!

Lori Hoopingarner, at Ameriprise Financial Advisors in Temecula, takes care of my financial plans…read more Her financial planning advice over the past 7 years has been invaluable. She is open to suggestions and listens creating a relationship with her clients. I recommend her highly for financial planning, investments, and retirement planning. I have been able to organize my financial plans to focus on what is important to me and I leave the investing to her.

I am pleased to recommend Modern Mortgage Lending Inc. DBA's Modern Lending & Modern Lending Team,…read moreThe team worked hard for nearly two months to get us qualified and approved for the purchase of our new home. Michael Burkey (Realtor) helped us align all properties we were interested in viewing, Michael listened to our likes and concerns about the house we were looking for, What impressed me most was not just his passion towards his work, but the discipline behind it. Alonso Lerma , Mónica Paez, Cara Pico, Lola Hansen they communicated clearly, met deadlines, and showed us what was working and what needed to change. I would confidently recommend Modern Mortgage Lending Inc. DBA's Modern Lending & Modern Lending Team to anyone looking to purchase a house.

I would highly recommend Modern Lending; both Chris and Jennifer were exceptional to work with!…read moreThey made the entire process of securing a mortgage lender and navigating escrow incredibly smooth. Both were patient, highly responsive, and always available to answer our questions. I cannot recommend them enough for their outstanding service and dedication.

Nicole and her staff are Rockstar's!!! Biff does my bookkeeping and Kelly did our taxes. Their…read moreattention to detail and response to question is top notch. They are very thorough with their clients. I would highly recommend using them for your, taxes, bookkeeping and planning.

Nicole Albrecht is absolutely AMAZING. I can't say enough good things about her. She is…read moreknowledgeable, responsive, patient, and truly goes above and beyond to make sure everything is done correctly and in your best interest. Taxes can be stressful, but Nicole makes the entire process smooth, clear, and honestly painless. She takes the time to explain things, answers every question without making you feel rushed, and you can tell she genuinely cares about her clients--not just getting the job done. If you're looking for a tax professional who is trustworthy, sharp, and actually enjoyable to work with, Nicole is it. I wouldn't go to anyone else and highly recommend her to anyone who wants their taxes done right the first time. The whole team is amazing at Elite Tax Partners!

Best of the best!…read more Mason is a fantastic financial advisor. We have been clients for 8+ years now, and can't imagine ever going to another advisor. He is extremely knowledgeable, takes the time to answer all our questions, and contacts us regularly to make sure we're on track with our investments. We have been especially impressed by Mason's integrity and work ethic. He has never tried to talk us into buying and selling investments frequently so he can make a quick commission. Instead, he has always advised us to buy high-quality investments and hang on to them, only making changes when they are truly warranted. His office manager Janice is fantastic, too. She is friendly, thorough, and her turnaround time when we need anything is always quick. She and Mason make a great team, and their customer service is above and beyond what I would expect from a financial advisor. Give them a shot, I promise you won't be disappointed!

Too many mistakes and missed opportunities. In fact he didn't want me as a client anymore because…read morein his words "you're not a good fit" because I didn't agree with some of his actions and he requested we be removed as his clients. (He once said that to my son and also my neighbor). He suggested another adviser many miles away but I wouldn't accept his recommendations on anything anymore. Found another adviser close by. Andy Craig is awesome and always available especially during the critical times the market closes unlike Mr Mortimer.

Wolfgang Financial has been our Financial Advisor for about 3 years…read more We have worked with other Investment Firms for many years. But we never really got the personal attention that we now receive with Wolfgang Capital. Phone calls and questions are answered promptly. We rest assured that our investments are well managed. We are now part of the Wolfgang Family.

From the owner: Wolfgang Capital is a fiduciary, RIA, full service wealth management and retirement planning firm…read more Our team creates a space where clients feel cared for, comfortable and understood. Our office has a welcoming feel that is created by genuine, hard-working, local people who understand your concerns. Our ideal client understands that as a fiduciary firm, we are responsible for our clients’ well-being, and we do not take that obligation lightly. Our client-centric approach emphasizes clear communication, transparency, and a commitment to understanding each client's vision for retirement. Our financial advisors have first-hand experience in making sure that a life change does not equal a family’s altered financial health. Disclosure: Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, an SEC Registered Investment Advisor. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Tax Services offered through Wolfgang Tax & Accounting LLP. The aforementioned companies are affiliated companies. Legal services offered through Drovetta Law APC, an unaffiliated company. Neither Wolfgang Financial Group LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

So very happy to have moved my account to Andy. He gets it. He understands my personality and I'm…read morefortunate to have found him to take care of our portfolios. Katie his administrator is right on top of things and during our first call, explained to me a few shortcuts that I didn't know about.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

John Miles was amazing! He was so patient with me. And he helped me understand what a IRA account…read moreis where I stood with my company 401k. He really assisting to get me set for life!!!! Thank so much

This is a wonderful business. Mr. Miles set up a retirement plan for me and broke everything down…read morefor me to understand. Explaining to me how retirement really works and how much I will really need to live off of in my retirement years . How much will be enough for me to actually relax and live. I get constant updates about my account and useful information for when and how much I should invest. I recommend this for anyone entrepreneurs, employees, business owners, etc . Anyone who's looking to invest in their future. This has been a great step in my life that I'm glad I took. Thank you for sitting down with me and getting my retirement plans set out!