Samantha has a great combination of financial knowledge, analytic skills, and concern for the…read moreclient. Working within the framework of Edward Jones accounts, she finds ways to make money, save expenses, and provide income. We went to her for in-retirement guidance, and she has handled our IRA and 401(k) transfers with great care and precision. She also has an excellent combination of personal qualities: friendliness, flexibility, and the ability to work collaboratively. My wife and I interviewed several other financial advisors before we met her, and we liked her a lot more than the others immediately. We typically leave our meetings with her saying, "Wow! That was great." She is and has been a delight, AND she has been readily accessible and responsive.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

John is a professional colleague I trust to refer my clients to. His knowledge brings confidence…read moreto a stressful transition inside and he is honest and caring in his delivery. Highly recommend.

Fortunate are we to have such comprehensive resources during a significant life transition such as…read moredivorce. I have referred his services to satisfied clients. He has created a community of resources - choosing top notch solution providers to assist and give insights during the many aspects of such a transition. If you are exploring such a transition as well, contact Zen Divorce Solutions. The care, knowledge, compassion & ace suppliers will serve you well. Having someone who understands the bigger picture of a client is critical in a successful relationship. John Duffy is the real deal. A financial consultant who has deep ties to the community is also reassuring. John serves on various community boards and is a real addition to SBA.

Working with Tamar was one of the best decisions I've made for my business - and my personal life!…read moreUnlike some coaches, she helps you with both the practical aspects of making more money and the mindset obstacles you need to overcome. Since working with Tamar, my income has doubled and I've made significant steps in paying down debt. Plus I've completely changed my relationship with money! Working with Tamar has brought me peace of mind and I can't recommend her enough. Whether you work with her one-on-one or in a group program, it's the best money you'll spend.

Tamar has been such a huge help to me. We connected at a very difficult time in my life, and she…read morereally was someone I could turn to for advice and guidance. Learning how to break down the things in my life and make everything a lot more possible then overwhelming. I would highly recommend reaching out, if you are in need of finding a path, or how to start your own. I she isn't here to judge just help, and sometimes we just need some who actually hears you. Thank you a million times Tamar!

Jon Mahoney is that special realtor who goes above and beyond expectations. Jon represented us when…read moremy wife and I listed our SB house for sale in 2020. We had done very little work on the property since we moved in 19 years before. Jon helped us to identify and resolve the repairs and improvements that would support a higher selling price. He recommended subcontractors and even supervised them on our behalf. Midway through the process, we decided we didn't want to spend time and money on cosmetic alterations, which we figured would likely be redone by the next owner, so we pivoted and asked Jon to find us a buyer for the property "as-is". Once again, Jon rose to the occasion and matched our property with a buyer who preferred to make those improvements himself. We closed quickly and remain grateful to Jon for kindly and professionally supporting us through the entire transaction. We recommend Jon Mahoney to anyone seeking representation on either side of a real estate transaction.

My husband and I bought our very first home with Jon. We feel he truly had our back and was a…read morecomplete stud in getting us the absolute best deal. He really fought for us and made sure that no stone was left unturned. Jon cares deeply for his clients and understands all the steps it takes to get someone exactly what they need and what is best for THEM. Thanks Jon!

I worked with Adrian on a project in 2020 and our company did not get licensing. Overall the…read moreexperience was subpar and there are many better agencies who work with their clients and don't fake reviews. My company didn't get licensing for our manufacturing/distribution and the overall process of working with Adrian and his team did not meet any standards that should be set within the cannabis industry. I ended up working with another firm afterward that secured licensing in LA county. The whole process makes me wonder how one company can get it and the other cannot.

First off I'd like to say how professional and efficient Adrian & his team are. CannaShark is…read moreequipped with the skills and resources to help any and all businesses! I've personally worked with Adrian and the CannaShark team and they were the most knowledgeable & helpful with the startup of my new business. I have and would 1000% recommend CannaShark to all who are looking for business consulting experts!

Living in a different time zone is very difficult to pay on time . My payment way due on the 20th…read moreand I called to pay on the 20th but because i called a hour late due to different time zones I'm just paying late fees on top of a hidden $4000 interest charge that was not disclosed to me when applying ... reach out to customer service and by phone but no one is every willing to help or offer clarification. It's just always to bad for you... I was going to use this card in the future for other financial options... but after my experience I definitely would not or not recommend to anyone... unless you want a hidden $4000 interest charge if not payed within a exact time frame... it doesn't matter if you make all your payments on time ! You have to manually adjust to pay more every month .... But that's how they make there money ! Definitely going to report this to the credit bureau...oh yeah fix your website so people can set up auto pay and make payments on time

David Moore not only wasted my time but he wasted my money. He lied to me and scammed me of $2,500…read moreand promised me he would add tradelines to my corporation. He strung me along since August. He really ruined a lot of plans for me and I had to start all over again. I did research and found out he never added tradelines to my corporation and I didn't even have a Paydex score 4 months later! He just pockets money from innocent people just looking for a solution for business funding! He didn't answer any of my calls or texts. He promised me upwards of $250K in business funding. He is such a scammer-I recommend this business to NO ONE. When I finally did get a hold of him-his response was "well you only paid $2,500." YES I DID-and for what? FOR NOTHING. ANOTHER SCAMMER IN THE BUSINESS LENDING INDUSTRY WHO CALLS HIMSELF A BROKER? PLEASE. GO LEARN SOME MORALS AND HAVE nSOME INTEGRITY & DIGNITY! I HAVE TEXTS TO PROVE EVERYTHING AND WILL ADD THEM AS WELL. They even make fake pay stubs and tax returns and bank account balances. This company isn't going to last and soon the IRS will be showing up to their door shutting them down. Happy new year to you David Moore and Alpha Credit Pros.

Leap payments is best company, they have the best rate and the best customer service.read more

Was overcharged at a restaurant that uses Leap Payment as a merchant. Called Raymond from Leap…read morePayment to check the status of the refund of the overcharge. He said he had sent it back but I never received it. Raymond said "can't do anything I'm not going to repeat myself" and hung up on me. Unreliable merchant and horrible customer support.

Aaron, is a well-educated and extremely verse in the current Financial market. If you are looking…read morefor a financial advisor Aaron is your man. He will listen to you and your needs, then he will customize a plan with option to best suit your goals!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.