My wife and I chose Compak Asset Management as our money managers in 2016 after we realized we had…read moreover 14 retirement accounts and no idea what our asset allocation really was. They rebalanced our portfolio, which reduced the volatility we've seen and allowed us to say goodbye to the anxiety of outliving our retirement funds. Each year, we have been able to significantly increase our travel budget without a decline in our investment balances. If you're interested in working with a company that will give you honest advice, always keeping YOUR goals in mind, you should talk to the professionals at Compak Asset Management.

Shortly after relocating to Arizona, my husband and I transferred our portfolio to the very capable…read morehands of Compak Asset Management. It is a decision that has served us well under some very trying circumstances. We work with Javaid and Kate who have put our retirement on the right track and who advise us with their excellent expertise and knowledge. I highly recommend them.

Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

Louie and his team are incredible at what they do. They take the time to detail everything. His…read moreteam is truly passionate on delivering an exceptional service to small businesses and helping business owners grow their businesses responsibly. Highly recommend to any small business owner needing a new Accounting team.

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

I had a need to transfer my IRA account from uDirect to another brokerage company. After…read moreinitiating the transfer, I found out there were some issues that needed to be addressed before the transfer can be completed successfully. Lesly Segura from uDirect IRA Services stepped in and provided excellent service with detailed information and instructions. I followed the instructions provided by Lesly and was able to make the proper corrections and completed the transfer in one day. Great job Lesly! Thank you so much for your help!

Very difficult to work with and have horrible, slow, procedures. We have one investment and get…read moreperiodic checks from it that go into our UDirect account. UDirect happily pays virtually no interest on this money. Transferring this money to our Fidelity account is a nightmare every time and UDirect and the bank they work with are unable to figure this out even though it occurs twice a year. I am going to move our IRA investment unless they come-up with a way to make this work smoothly.

The staff are very professional, they have clients get together events 3 to 4 times a year! Their…read moreoffice looks like a Law Office. However, they seems to be more like a financial broker firm than a financial planning firm. They put each client into certain risk tolerance bucket. If your risk tolerance has a rating of 50 as a result of your age, then they give you a set of investment options. They don't necessarily look at your family income and help you to plan your investment strategies to minimize tax implications.

I met Brian and some of his employees at a dinner. He had a wealth of information to share with…read moreindividuals soon to or recently retiring. He is energetic and positive. I came to the office in Irvine and met with Kurtis. He was fabulous! An instant connection of interest, professionalism and clear communication. They are family centered and seek to educate others on how to maximize their retirement, assets and investments and prepare for a fantastic future. They validate parking and have a clean office. The best part - they have a fiduciary responsibility to you.

These folks take me seriously-they treat me and my family as if I am the only client. So appreciate…read morethem!

Thoroughly enjoyed our experience thus far over the last two years with Nathan and the Trilogy…read moreteam. They are always available if we have any questions whatsoever and really take the time to listen to your needs and build the best plan for you and your family no matter the scenario.

I normally don't write reviews, however, after my 2nd financing need and experience with Shane &…read moreSynergy has been outstanding. Shane has help me and my family achieve our financial goals by getting us the best rate possible. Shane is thorough in explaining the available options and it is constantly following thru on the process making the experience seems-less. Shane went above and beyond as to answering after hours and while he was on vacation. I will definitely recommend Shane & Synergy to my friends and family.

Shane and his team have assisted several of my clients with their loans for their home purchases…read moreand refinances. They are fast and efficient, and their team is very on top of things. They also have really good rates. I highly recommend them if you are looking for excellent service!!!

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.