Think carefully before investing with this company. They will put you in investments that are not…read moreliquid, " meaning you can't get your money out till you die"!!! Also, heavily invest in annuities that have long maturities. Locks up your money for long periods of time. Buyer beware!!!!

Everyone was accommodating and kind, but all for the wrong reasons. 10 years ago I knew nothing…read moreabout investing and I sought Tim Tremblay's advice and support. I thought that was what you were supposed to do. He steered me toward an annuity that I am now stuck in. It made him a fat commission and it has made me basically no money and is impossible to get out of. Avoid this company like the plague. I would have been 6,000% better off if I had simply purchased an index fund. Also DO NOT purchase annuities. I wish I had known.

I walked into Fidelity, not expecting to be able to meet, or even see my financial advisor as it…read moreusually requires me to set up an appointment. The front desk staff promptly assisted me. While I wasn't there to do any financial transactions, I was able to see my new advisor, Anthony Rossi. I don't want to set the wrong expectation that you can walk-in and see your advisor, but he had a few a few minutes to chat. He was charming, and made himself accessible so that I could fill him in on a brief transaction that was in process. He listened, and assured me that he would get back to me as well as monitor it for any issues along the way. As far as wealth management, and customer success, you knocked it out of the park. I'm pretty sure I will be sticking with your team forever. Thanks again, dude! BTW, that coffee machine is actually pretty cool

Tried to contact the local branch on 5 attempts and they never pick up. After the 6 try I called…read morethe 800 number and had then transfer me to the SB branch. I wanted to open a brokerage account and was told to do it online, no biggie, however the only portal would not let me open a new account. Pretty much got brushed off like they didn't want my business. Called Charles Schwab and opened an account over the phone with the local branch in 5 minutes. Customer services sucks these days, but this was beyond bad.

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'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.

I would give a negative rating if I could. Craig Allen is the most unprofessional person I have…read moreever met in my entire life. You can find more professional people at Walmart. It's sad to see a firm completely neglect the most important aspect of any business, which is their customers. Please do not use Allen Wealth Management. I would not trust this firm with my lunch money. There are plenty of other financial advisors that are more qualified, more professional, and will deliver a far superior product. If you truly care about your financial well being I would avoid Allen wealth management at all costs. I really hope you take this review to heart and decide to take your business elsewhere. These are scary times so hire a firm that makes an effort to understand your financial position and delivers on their company promise.

From the owner: Allen Wealth Management offers Financial Planning, Investment Management, and Business Consulting…read moreservices. We specialize in developing comprehensive financial plans and then implementing those plans, including formulating, designing, implementing, and monitoring investment strategies. We also provide a wide array of business consulting services, including writing business plans, presentations (decks), financial modeling, PPMs, and many other documents to assist entrepreneurs through the funding process and to build a successful business. We can also serve as an Interim CFO to support early-stage businesses.

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.

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.

Daniel and his team are one of our favorite referral partners in the Santa Barbara area. Anytime we…read moreh ave San Diego clients relocating to that area, he's at the top of our list to refer them to. His team is very tech savvy while still delivering the personal touch needed when our clients are buying multi-million dollar properties. If you're looking for a solid agent in the area, you need to speak to Daniel!

Daniel and his team are amazing marketers, and care deeply about doing what is right for their…read moreclients. I highly recommend.

Getting a loan is more complex than buying a loaf of bread. It's more than financials. You need…read moreservice -- knowledge and availability. Austin's team was there to help me pull my financials, to identify which credit bureau hadn't released our credit freeze, knew about FAIR homeowners insurance, and helped get the correct format of the account wire histories required by the underwriter. We had a short 10-day contingency window for our escrow, to improve the odds that our offer would be accepted. We were willing to do it without a loan, but it would have been bad financially. My financial advisor was pushing hard for me to get a loan with a large lender, so I applied with them too. But they didn't care about my 10-day window. They didn't tell me about my credit freeze, probably because they hadn't run my credit yet. Turnaround for answering my emailed questions about early payoff and ARM timeline was two days. They must have bigger deals to attend to than a homeowner loan. Go with a local person who cares.

Austin and her team are wonderful! They get the job done and are always responding to any questions…read morein a timely manner. This team cares and they do a great job. Thank you Austin and Amber!

As our lives continue to grow more complex with taxes, businesses, real estate, and 1031 exchanges,…read morewe know we can rely on the team at Nasif, Hicks, and Harris. They not only ensure our filings are completed accurately and on time, but also help us plan ahead, stay informed about timelines and deadlines, and manage our overall tax strategy. We truly consider them part of our team and highly recommend them!

This firm is top notch, hands down. I had a consultation with one of their CPA's Michael Macias who…read moregreatly helped me understand a very complicated tax situation regarding a trust. His expertise gave me much-needed peace of mind. As they say, knowledge is power. Their services are expensive, but well worth it IMHO.