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.

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.

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.

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.

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.