Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

This company is very open to sharing their knowledge and expertise regarding solo 401ks even if you…read moredo not use their services! Their product does not quite meet my needs but well-earned 5 stars!

They know their stuff, but seem to be looking to make a quick buck off the original fee and don't…read morereally care about their customers long term. Mark Nolan set up a Roth Solo 401k for me and did a good job up front. They charge an annual fee to file for you each year. The first 3 years I was way under the minimum in my 401k and didn't need to have anything filed, so I didn't pay the annual fee to have them file. Since then I realized I did need their help badly to straighten some things out. I sent an email explaining why I didn't pay the annual fee and said I would be happy to pay for the years where they did nothing to bring my account current and would be a loyal customer. Mark's response: "Thank you, but once we resign from an account we don't take the client back." As a business owner who cares for my customers, I can't fathom treating someone like that. I guess I'm glad to have seen Mark Nolan's true colors before I paid him anymore money.

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Comprehensive Advisors is unparalleled in financial customer service. Brett Gottlieb is top in his…read morefield. He is always abreast of the financial landscape's current happenings. This firm really does treat its clients like family. Any member of the team is always willing to address any question or concern in a kind and prompt manner. Comprehensive Advisors conducts many informative workshops throughout the year. They range from how to navigate the minefields of social security, Medicare, the new Trump administration and changes it may yield, taxes in retirement, how to avoid probate, etc. This firm continually strives to ensure that its clients and friends receive pertinent information to help navigate their financial futures. I would like to conclude with the statement, that I became a Comprehensive Advisor client in November 2022. I interviewed a total of FIVE financial advisors, and Brett far outpaced the competition. I know that I made the right choice to hire him and his firm. I feel secure and yes even blessed that my financial future is secure in his firm's hands. THANK YOU!!!!

Eric has been the financial advisor for me and my wife since 2017. Our professional relationship…read morecouldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders!

Eric is friendly, professional, and well-versed in all facets of financial planning and investment…read moremanagement. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!

If you need tax assistance, Julie Cardin is the person to go to…read more Ms. Cardin is extremely efficient, sharp as a tack (with an incredible memory), compassionate and highly professional. One of Ms. Cardin's greatest attributes, which I think sets her apart from other tax professionals, is her superb ability to communicate with people. I highly recommend Julie Cardin!

Had my 2013 taxes done by these wonderful people. Although not complicated return I wanted to find…read mored a tax preparation service close and not one used by my late husband. was pleased at the prompted and friendly relaxed atmosphere. I will be returning next year and will recommend to my friends.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I sold $100k i of stock in my Schwab acct. I bought a cashiers check at my Citibank branch. I…read moremailed it to my biz partner of over 40 years. I recd a phone call with accusatory questions from a Schwab Detective...or so he said...named Steve Gross in Colorado. I told him I didn't appreciate his questions and the check was perfectly legal. We had words. He said " If that's the way you want it !! "....then he hung up on me. The following day, all my Amazon purchases were declined. My Citibank acct was frozen..I could not withdraw one dollar nor close the acct. I am a 71 yr old senior living alone in a mobilehome. I have no living family or any friends to help me. Steve Gross is NOT a Judge...nor is he God....what legal right does he have to ruin my 50 yr record of " exceptional " credit over one phone call?!! I am waiting to hear back from my local news network who helps people in need...Mark Martin splassshhh@ icloud.com

At the start of the month I was told that it would take 14 days until they could assign someone to…read morefix an account issue. Then to fix it takes about a week. It is now the middle of the month and they are going to "try" to get it expedited by getting a fixer assigned in 7 instead of the now normal 21 days. It seems that they have a magic time machine to go backwards. This all has to do with transferring the assets in the account to my name from my deceased wife. Sooo there is no question of the outcome except this............. In the mean time the funds are not being productive for me and since Schwabb is doing this to many others how much are they increasing their own profits by collecting interest on the funds? I wonder if this is a case of incompetence or corruption? This company appears to be limping along and perhaps it is ready to go out of business.

Working with Mara has been nothing but amazing. She always makes time to help me with what I need…read moreand is very knowledgeable . Her energy and positive attitude is infectious, it's always great being around people like that.

From the owner: Mara and Andre Simoneau are well-qualified Executive Vice Presidents with Five Rings Financial and…read morePartners at Life Made to Order Financial. They have worked as San Diego Financial Planner for over a decade. Mara & Andre have the expertise and passion that is found only in a high quality financial adviser. They help people from every industry understand how to tackle finances. Located San Diego, this premier financial adviser will help you organize your expenses near the beach. Financial planing in San Diego can be easy, fun and affordable with Mara & Andre and they will assist you every step of the way. Whether you are an entrepreneur, business owner or manage your finances on a personal level they are here to assist you. Working with a great San Diego financial adviser is important. When you have a qualified financial expert working with you, you have the freedom to focus on your own projects. Mara & Andre work hard to deliver a great service so you can spend time growing your business or relax with friends and family. Make an appointment with Mara & Andre today!

I love visiting this branch for my in-person banking needs. Specifically, Patty Ramirez is…read moreprofessional, kind and most helpful! Overall, the staff is friendly, calls you by name, and efficiently conducts transactions, and provides guidance and assistance to get the most out of your banking experience. I recently moved and I still call this branch for prompt and professional service.

From the owner: Banc of California is one of the nation's premier relationship-based business banks, providing…read morebanking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.