Mike provided me with great advice about not only investing but also putting together a plan for…read morethe future. He helped me understand what debt to pay down and how to better budget for the financial goals that were important to me. He is very patient and explained things in an easy to understand manner for someone who is not as knowledgable of the world of financial planning and investing. I would highly recommend Mike and FlightPath Financial Planning to anyone looking for a new financial planner.

TLDR: A trusted source that offers a personalized plan and gave me the buyer's confidence I was…read morelooking for with the expertise to match. As a first time novice investor I had barely dipped my toe into the wide ocean of finances. I saved my allowance, avoided credit card debit, and thought I was doing a decent job living within my means to save for a house or any other financial goal I had for the future. But I knew that there was still a lot of potential out there and I knew if I wanted to make the most of my money I had to do one critical thing: start early. And so I sought the word of someone inside the finance world and could help me navigate the right path for me. Mike has been that guide and made sure I was confident with every step I took before I took it. He didn't just tell me what he thought was best. Instead he started with the big picture by asking me what my goals were. And without judgement of my naiveite he pointed out the best way to make them a reality. That isn't to say he is a "Rubber Stamp YES Man". He made sure I was being realistic with the risks and costs and choices I would have to make to materialize my ambitions. (Getting the capital to buy a home in California is no small fries). That said, he was always encouraging and never made me feel stupid for not knowing things. Instead he would take the opportunity to educate me so that I felt that I was in charge of the decision 100% of the time. Despite being very friendly in his demeanor and conversation, in every meeting I could tell that he was giving my interests his full professional attention. He is always available when I need him and he even encourages a consistent check in to stay updated and informed of my financial trajectory. Speaking of his professionality, Mike sure knows his stuff! Even with the things I thought I knew, he was able to take my financial performance to the next level. With the crunching of numbers and the revealing of strategies I was blown away by how much of a difference his know-how made. I could not be happier with my service Mike provided. He is friendly, educational, professional, and GETS RESULTS. He takes the time to know you and your wants and needs to make an air-tight financial plan that gives you the biggest bang for your buck. I would recommend him to absolutely anyone and everyone looking for a financial planner.

I was shopping for life insurance and met Jess at a local networking event in north county san…read morediego. He provided great information and the process was simple. The Thrivent team were great to work with and I recommend their services to many friends.

I've been working with Jess for a couple years now, and I recommend him to everyone I know. If you…read moredon't have life insurance, please give Jess a call. He can walk you through all the ins and outs of why you may need life insurance, and all the available options, including some where you actually can take the money out whenever you need it. It's not just life insurance, it's almost like a high-interest savings account. Thrivent even financially supports the work of some non-profit organizations I work with, which is a huge added bonus for members. I highly recommend Thrivent and Jess!

"...but in this world nothing can be said to be certain, except death and taxes."― Benjamin…read moreFranklin. Luckily a friend referred Holly & now I'm no longer in constant fear that my taxes will k*ll me (as much)! Thank you Holly!

As long as you have you I dotted and T's crossed then this service may work for you but if there's…read moreand exta footwork needed, prepare yourself for all the foot work. My first few year of YW Taxes service was good but as for my blunders with my 24 taxes... Well, I had no idea how much TW Taxes doesn't do for you.

I've worked with Jana in a professional sense, having teamed up to assist her with a large unpack…read morejob. Jana is timely, professional, upbeat, and a true professional at what she does. She's able to see the big picture and think about what would make the most sense for her clients. Jana is a dedicated project manager that's able to keep track of details, timelines, and different companies, putting her clients at ease. If I were moving, I would hire Jana to help in a heartbeat.

Moved to SD from Va and called for help in planning furniture arranging, clearing clutter,…read moreunpacking boxes, and organizing paperwork and memorabilia. Jana came and was a godsend for me. The day after the move - ALL of the boxes were unpacked and most of the items were in place AND several LARGE paintings had been hung. Another visit and my garage is totally organized as well. With the help of Jana and her assistant, everything is done and I can get back to walking the beaches tomorrow. Thank you Jana for helping me to project completion!

Susan is absolutely wonderful to work with. I've tried (unsuccessfully) to keep my books in order…read moreon my own, and have worked with a few bookkeepers periodically. I choose R & R because Quickbooks Online experience was important to me, and Susan was flexible with my plan of guiding me through my corporation's start-up. Hiring R & R for my bookkeeping was such a great decision. It's a relief knowing that bookkeeping is off my shoulders and done properly. I also switched my payroll services to R & R and that's making life easier. Susan is responsive, knowledgeable, and organized. I love working with her. She seems to LOVE doing what I see to be the worst part of running my business!

I have been doing business with Susan at R&R Bookkeeping for 6 years now. She has been doing a fine…read morejob with all the accounting work I have had her do. She is pleasantly friendly (and usually really cheerful--not required, but that helps), with an eager upfront expression for business. I am not gifted with all the intricate knowledge for bookkeeping; thankfully Susan is excellent. She has been quick to get back to me and answer any questions I've had. Her reasonable rates and turnaround time are a blessing. I would very highly recommend her. - Koby, principal Koby's Garden Alchemy, Inc.

The Jarman family are the most earnest and hardworking financial consultants . They have worked…read morewith my family for over 20 years and we trust them with all our financial investments and decisions. Highly recommend to anyone needing financial planning or consulting!

My husband and I wanted to update our 1996 trust. My best friend used Strazzeri Mancini for her…read morerevised trust and gave a wonderful recommendation for them. We submitted relevant paperwork and had a Zoom call with attorney Richard Katzman. He spent plenty of time answering our questions and making suggestions. A few weeks later, we finished up notarizing the trust and receiving both digital and hard copies. The pricing varies with the clients' needs and it was reasonable for the work involved. Super professional group of people at this company with a shout out to Alberto, Kevin and Richard.

Greetings... I want to write a review for Joe Strazerri. He is more than an attorney. While he is…read moreamazing at what he does with his elder care estate planning, he is also an amazing human being. He has helped my mom ,an elderly woman plan her estate with every "I" dotted and every "T" crossed. No stones were left unturned. My mom has dementia and he cared for her in such a loving and kind way it made her feel very safe. Joe is thoughtful and professional . Thank you Joe Strazerri, you are one of a kind and have a special place in our hearts. I highly recommend that you make sure that Joe Strazerri handles your estate planning for you or your loved ones.

Jordan managed our first mortgage last year Mar 2019) and a recent refinance (Mar 2020). He is…read moregreat to work with through the process - professional, concise, friendly. Our initial loan was ready to close within 2 and half weeks. Jordan is respectful of his clients' time. He has great system for collecting everything needed upfront then asking for minor things through the process. He delivered the same excellent service this year. I highly recommend him for your mortgage services. Thank you Jordan.

Randy is the best! He's helped us now with a refinance and home purchase. He guides you through the…read moreprocess every step of the way and makes sure you know what each step means, as well as how to plan/prep. We loved working with Randy! He's professional, sharp, and efficient!