Laurie's insights appear to have netted me $100k more in my amicable divorce settlement as we head…read moreinto mediation drafting. Laurie also helped check our spreadsheets for typos etc. The attorney who initially recommended Laurie had said that Laurie caught things for others that other professionals had missed. Laurie made very efficient and strategic use of our time together. Her insights were tremendously valuable.

My girlfriend gave me a book by Laurie Itkin when she heard that I was about to go through a…read moredivorce. The book had been sitting on my desk for a while, then in one week's time I had two separate female friends tell me the story of their divorce and how the wife just wanted peace and to not deal with the money and left it to the husband allowing him to direct and narrate the financial outcome. To be honest, that's what I wanted to do... I wanted to trust that my husband would be fair and equitable because of all the years we have been together and that I was the mother to our child. Naive thinking. Many years later they regretted not facing their fears and being proactive about their finances during the divorce. This lack of financial pro-activity hit them deeply when they reached their fifties and sixties. They both had to rely on their kids to help them financially, meanwhile their ex-husbands were living quite comfortably. The adult children also grew resentful and disappointed in their mom not only because she was forced to rely on them for financial help but because she she did not advocate for more equitable outcome. These two ladies admitted this was a mistake due to fear and inaction and warned me to not do the same thing. I contacted her during mediation. Although I did not read her book, I picked it up, called her directly and we set up a time to discuss my situation. She was immensely helpful and I felt I had a savvy, credible, and very attentive advocate. She was with me all the way through the divorce. She even gave me options for vetted attorneys / mediators that she has personally worked with when the first mediator turned out to be incompetent. The 2nd mediator that I worked with was the right one for both my ex-husband and I. In my opinion, her hourly rate was an incredible value and I never questioned it because I knew that she was getting my mind wrapped around what needed to happen financially. I was being educated and empowered at the same time so that I didn't make the mistake that the other moms did. We received all sorts of bills from specialists during the mediation... her rate... I hate to say this... but it was on the low side of all the specialists. So if you are able to get her availability I would do it. I don't know what she charges now, but regardless, you are in very capable hands. It's annoying to switch advisors after you discover they suck. You won't have to do that with her. I am deeply grateful that she was able to guide me during one of the hardest times of my life. I have recommended a friend to her... and she is happy as well. Bookmark this lady. You will need her.

Having retired and relocated to San Diego I was in need of the right Financial planning as I…read morestarted this phase of my life. After vetting and searching I found Wealth Analytics! From the first phone conversation to meeting Jeff and the team in person it was a perfect fit. They have a wonderful "client first" attitude that feels more family than business coupled with the knowledge and awareness to help negotiate these interesting financial times! I highly recommend them if you want to feel secure about your financial future!

As an individual taxpayer, I would not use this service again. They are so busy with corporate…read moreclients, it takes 3 weeks to get an individual tax return. Some accountants are very knowledgeable, but we had multiple computer problems. I finally received a corrected copy of my state return printed out. Then on April 15th, when the state taxes showed up in my bank account, there was no sign of my federal taxes until April 16th. I was worried they weren't paid on time.

Superb service by knowledgeable staff. My family and I have transitioned all our financials to them.read more

Stu is an extremely knowlegable professional in his field. Whenever I have a question he is quick…read moreto respond via a phone call or email -- which shows me that he truly cares. I trust Stu's sound judgement and suggestions as he diligently works to benefit my portfolio and me. I cannot recommend him enough for your estate/financial planning.

After COVID hit, and the markets tanked, we lost a significant portion of value in our investments…read moreand retirement account. 5 months later Wealth Preservation got us back the losses we sustained the previous 4 months. We cannot imagine using anyone else to manage our family's future.

It has been a pleasure working with Rachael as we figure out the best options for our financial…read morefuture. She is always clear and communicative. She made it easy to choose how we want to fill in the gaps of our financial plan and really made me feel like she was watching out for our best interest.

Rachael did an awesome job interviewing me for my financial plan. She asked all of the right…read morequestions in the right order making it a comfortable conversation. There were important items that never occurred to me to consider. Everything came together in a natural way that put a lot of things in context for me. She was thoughtful and considerate. Rachael continues to identify information that might be relevant to me and sends it along for my review. I value her insights. I know I can count on her. Highly recommend!

We used this lender 11 years ago when we bought our 1st house. Mark was so great that we had no…read moredoubt on using him again. He is very transparent and explains the entire process. The first time around everything was fun and exciting but this time around our family had experienced an incredible loss right in the middle of both buying a new home and selling our old home. Business is business but Mark actually cares about his clients and it shows. His patience, compassion and understanding through a difficult sale, purchase and loss in our family was so greatly appreciated! He is a great lender and anyone who chooses to use his services will not be disappointed!

I had Mark Shultz as my loan officer. He was absolutely phenomenal!! Mark took the time to make…read moresure I understood everything at every opportunity and never once rushed or pressured me into making a decision. He was available day or night to answer my questions and guide me through the process. I can not recommend Mark enough. You won't regret it!

My husband and I, after investing into Real Estate, needed to set up a trust, and as my old…read morecoworker, worked at Copley, I asked if this was something that Copley could take care of for us. They provided what we would needed to complete, and then checked back for the needs that we had not thought of. The ease in which our trust was set up, was taken off our shoulders. When Troy explained everything throughly to us, friendship aside, we knew we had chosen the best place to set up our trust. Thank you Troy, and Quinn, in helping us with our trust.

I've been with Copley for at least 8 years now. These folks operate from integrity , they are…read moresmart with my investments and highly personable. They know how to listen which is at least half of any conversation. When I opened my account it was for my family. My daughter was 2 years old and was treated with love and delight every time we visited. As an added perk, they have hosted an annual dinner recapping the year just past and offering predictions for the one to come. These events are educational, we get to associate with fellow clients AND the evening is DELICIOUS !

I started working with Brett while employed with San Diego Unified School District. At the time I…read morewas working with a different financial advisor who had my money for in a variable account. With this account I lost money when the stock market would go down. Brett introduced me to his program and explained that I wouldn't lose money when the stock market goes down. He was extremely patient with me and explained his program in detail and in a manner that I, as a lay person could understand. I have been very happy with Brett's service and the program. After retiring from the school district I remained with Brett. My husband switched his retirement account over to Brett's program as well. No matter how the stock market goes we NEVER lose money. Our accounts only gain money. We are extremely satisfied with Brett Moore. He is professional, personable and always attainable. We HIGHLY recommend him. Mr. and Mrs. Shannon

If you are BRAND NEW selling insurance and you have never sold a piece of business its a GREAT…read morestart up place being that they assign you a "trainer" for 90 days BUT, BIG BUT here and this is the reason why i gave it TWO starts which most people wont agree with me bug the reason why I gave it such a low rating its because of the following: 1. They will start you at a 70% commission level, but this is at 4.69% per annuity contract (street level is 100% of 7%). 2. Your "trainer" will take 50% (YES FIFTY) of your commission because he/she is training you (meaning that instead of doing 70% of 4.69% =0.0469 3.28%, now is 1.64%) who makes the difference all the people about you!! YES!! This is like a pyramid. So if we are doing $1,000 target premium a year, I did ALL the work and I will make $16.415, meanwhile my trainer, the AVP, RVP and MVP and the CEO.. who didn't do anything really, they will make $43.59 3. Did I mention the average premium is $1,200 a year and most people sell between 5-10 policies a month because it takes close to 3 months to issue and you dont get a salary?? Sadly yes, you read right. Average income here is $15,000-$25,000 a year for over 40 hours of work, it takes 3 calls (if you do remotely to close a deal) and a TON of paperwork and a LOT of research 4. The learning curve here is 6 months to a year. Be ready to NOT MAKE ANY MONEY for almost a year a be belittled for not working over 40 hours a week WITH NO INCOME. 5. Management SUCKS. I was told I can make over $100,000 in the first year. A TOTAL LIE!! I went to TX on my own dime THREE times and one time to Vegas, to learn the business and to see if I can make money RIGHT NOW.. after almost MINUS $15,000 in the hole.. i gave up. Decided to leave Appreciation Financial.. and what did I get?? (The best part here is.. drumroll pleaaaassseeee) 6. Threatening emails about how I cannot sell ANY POLICIES FOR THREE YEARS, with no company I have signed contracts under AP or its affiliates, surrender of pending commissions, refusal of giving me a release, and TOTAL gaslighting from MANAGEMENT. I guess when they stop making money on you.. you dont matter??!! Do yourself a FAVOR, STAY AWAY FROM THIS SCAM.. STAY AWAY!!!