I learned about California Wealth Advisors on KNX listening to Kelley's Saturday radio show. I was…read morehesitant but made the call back in 2023. Kelly is now my trusted advisor for my retirement accounts and other investment accounts. I highly recommend her and her staff. They are doing a wonderful job for my wife and I. Five star service. Kelley and CWA are awesome. I have never had such proactive service from an investment advisor. Thanks Kelley

Invested and have seen about 10% return per year one of the funds. my Real estate fund hasn't done…read moreas well because it is in office space and we all know what Covid did to offices.

I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists…read more(Marjie in particular) have been invaluable; readily available, knowledgeable and probably saving me thousands of dollars in estate lawyer fees.

It is very difficult to make an appointment or to get help. They mostly refer you back to the 800#…read more Sometimes it would be nice to get personal attention or customer service.

I would not recommend this company today. long story short we have been with this company for over…read more25 yrs we would either have in person appointment or phone appointment this tax year 2025 we sent our taxes to 1 of there agents. We waited for a phone appointment and we got nothing, after a few days we were going through emails and saw our taxes were done without us! They took it upon themselves to do them without us that's totally wrong....be ware!

I'm very disappointed with Mercer's performance - Spent at…read moreleast 6 hours going over my accounts, monthly cash requirements and end of year distributions. Everything we discussed was ignored and the accounts were 99% invested - leaving no cash to pay bills, nor distribute to make matters worse their timing was just plain lousy buying everything all at once, near the top of the market. When I called about overinvestment, Michael Johns simply said he didn't remember that part of the conversation - but they would sell some of the positions so I could pay my bills. When I moved the cash to the account I needed it in - they sold more in the other account so the cash would be there - no communication nothing. And the account they sold in was the wrong account - clearly my situation was too complicated for Mercer to keep straight. When I decided to de link from them - they liquidated every position they hd set up - again no communication - they just liquidated everything again no communication preceded the liquidation. And of course they sold everything near the bottom of the market locking a 70K loss. And right at the end of the year - who knows what damage they've done to my taxes. If you're a buy and hold kind of investor - these guys are probably fine - but if you have any stock market knowledge and can recognize trend shifts - or multiple accounts serving different purposes - I strongly recommend avoiding Mercer Advisors.

Team Bourke is a stellar, comprehensive group of multi-talented and highly experienced…read moreprofessionals who have met all my financial management needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with Team Bourke leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes--advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend Bourke Wealth Management without reservation. Kristi Walsh, Ph.D. Clinical Psychologist, female business owner

I have been a client of Bourke Wealth Management since 2005. Kevin Bourke, the principal and owner,…read morehas proven to be an exceptional financial planner, and I cannot recommend him strongly enough. I contacted Kevin based on recommendations from friends who use his services, and am pleased to provide a similar recommendation to anyone who is wanting to develop a long-term strategy for financial growth and planning that leads to retirement. With Kevin's help we are on track to comfortably retire much earlier than we would have previously anticipated. In addition to being a knowledgeable and effective financial planner, Kevin also provides a level of professionalism and integrity that is comforting when talking about your financial security. He carefully manages our portfolio, proactively protecting it during times when the markets are experiencing instability. Most importantly, Kevin always explains in clear, easily understandable terms his opinions on how best to manage our financial security, balancing our comfort level for risk with growth. I trust him implicitly, and have been very pleased with the performance of our finances under his stewardship. I have previously referred friends and family to Kevin, and am happy to provide a public-facing recommendation here as well.

Coast Village Group is now my Favorite CPA, Accountant, Bookkeeping Service ever!…read moreAfter years and years of never being able to get a hold of my CPA, Account, Bookkeeper until they need me to pay one of their invoices, I now have Coast Village Group. Amazing, Incredible, Capable, Competent, Trustworthy and they work for me and my businesses. Never seen a CPA, Accountant, Bookkeeper respond faster to me than Coast Village Group. Plus, they don't overcharge or make up extra billing hours. 100% Recommended and I know the business and had my Series 7, 31, 64, Managed Futures, and other Degrees and Licenses.

I've been working with Sean at Coast Village Group and he's been amazing. Super genuine, smart, and…read morealways quick to respond. He's helped me save a ton on taxes and find smarter ways to run my business. If you need a reliable CPA in Santa Barbara who actually cares about your success, Sean's your guy.

WHOA!!!! It is SO SCARY to figure out financial things ALL ALONE! I have been reading so many…read morebooks, listening to podcasts, and trying to find out what to do next.... ENTER Casey Marks here at Foronjy Financial No nonsense, no silly sales job, no waiting, no folks behind the curtain...he is the real deal. Just call and see for yourself! Thanks Casey, I am so grateful to know you.

I always enjoy speaking with Bryan, Bryan and his firm have for the last 14 years ( 2 years with…read moreFidelity). have brought stability and peace into my life and as a retiree one cannot ask for more than that, I am so grateful that in the beginning I was assigned to Bryan as my financial advisor and am looking forward to being a client always, there will be no reason for second guessing about Bryan from me or anyone who chooses him.

Kip Lytel at Montecito Capital Management has been our go to guy for over a decade. I recommend him…read morewhole heartedly. He is reliable, resourceful & highly respected in his field. He always comes prepared with pertinent information and on his "A" Game. He takes such good care of us and also oversees our daughter's accounts. I know he is not, but he feels like family! Staci Brawner

With regards to Montecito Capital Management, not only does Kipley Lytel have impeccable…read morecredentials, he is an astute financial advisor with that important personal touch. With his help I have been able to realize my financial goals in a way that best suits my current lifestyle and future plans. I also greatly appreciate that he is an outstanding communicator who can translate technical financial information into terms I can understand and appreciate.