Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

I would highly recommend their services. I came to TruFinancial in not great financial shape what…read moreso ever and with Evan's help I've been able to pay off close $10,000 in debt and actually save at the same time. He has also helped me with my retirement plan as well as difficult tax situations. Besides our monthly meetings, he is always available for a phone call if any financial questions come up!

I have been working with Sean Chung for over a year and it has been a life changing experience. I…read morehave told all of my friends about it. I wanted help understanding my finances but struggled to find somewhere that didn't require me to have over 100k in savings. Sean walked me through a comprehensive financial analysis and through that process I finally feel like I understand my finances, how to manage my debt, feel comfortable with my budget and am finally investing. I have significantly increased my net worth by utilizing the strategies Sean has taught me. By far the best decision I have made for myself! I highly recommend TruFinacial.

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.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Fantastic, courteous, personable and polite service in a current world of call center frustrating…read moreservice normal. Impressive!!!

From the owner: San Diego's Newest Business Bank. The Focus is on You. We don't just gather deposits and make…read moreloans. We partner with our clients, in effect becoming part of your informal board of key business advisors. You will have direct access to our long-combined histories of business acumen. We invite you to tap into this reservoir of knowledge so we can assist you, our client, with advice to help you become more profitable and more efficient. Through our consultative banking approach, we work closely with each client to build strategies that provide a foundation for ongoing success. Our team gets to know you, your business, and your industry. We help you navigate your business by employing our many years of launching, expanding, and transitioning business enterprises. We know it's difficult to run your business alone. Our focus is on helping you find resources to solve your problems, plan for the future, and grow your revenue and profit. We want to become more than just your banker. We want to be your trusted advisor that you can call on to take advantage of an opportunity or assist you through a difficult time. Whether it is strategic planning, operations, recruiting key personnel and, yes, finance and banking, we have all the innovative and necessary products and services to serve your needs and help you solve your issues.

A financial advisor who actually gives advice instead of just selling crap! I've been working with…read moreSteven at Next Gen for a while and he's been totally awesome. He has been easy to work with, thorough (almost too thorough and detailed!), explains complicated concepts very well without being condescending, and helps me to have peace of mind that all of my financial affairs are in order. I like the technology tools that we use too, they're really useful in helping me understand my options. I initially thought that the cost is a little high (for me, $3k/year), but it has been worth every penny and more when you look at the big-picture benefits of what he's actually doing for me. Investment management is also included at no additional charge, which is a great value that not many other financial advisors provide without having to pay more or having minimum account sizes of $1 million. I also really appreciate that Steven is fee-only and doesn't sell any financial products, so I can trust that he's giving me good advice without the conflicts of interest that come with him selling stuff for commissions. The amount of money that he saved me from hidden fees in other investments was enough to cover his cost, not to mention everything else that he's done for me. Thanks Steven!

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Jamie Felming & Associates are amazing!!…read more I have attended two of Jamie's financial advising presentations and both were educational and insightful, to say the least. Her firm have a different process to financial advising. They really bring to light where we personally spend our money to see for ourselves if this spending is in line with our goals. I have worked with other advisers and I must say their approach is awesome!!

From the owner: Fleming & Associates, LLC is a professional firm designed to assist investors and businesses in…read moreprotecting their assets and standard of living. Services provided: * Asset Management - Structuring investment portfolios that consistently out perform the market indeces as well as the majority of mutual funds ... especially during Bear Markets. * Estate Planning - Includes assistance with living trusts and elimination of estate taxes. * Business Benefit Packages - Includes the analysis of current benefits in order to recommend cost effective solutions. * Retirement Planning - Best ways to invest and get money out of IRAs, rollovers and pensions. In some cases, we'll show you how to make withdrawals tax free. * Long Term Care - Insurance or qualification for Medicaid. * Investment Management (fee only) - Increase and protect your income - specializing in safer dividend paying and blue chip stocks. * Income Enhancement - With immediate annuities. * Unique Solutions to Problems - How to have your investments keep pace with stock market while having principal guaranteed.

INCREDIBLE & BEYOND AMAZING is what I have to say about Jenn and her team!…read moreI have been working in the debt consolidation industry for years, and when clients ask about credit repair, we are instructed to direct clients to some biggest brand name credit repair companies. I cannot count how many times per day I hear my clients complaint that credit repair is a scam and they pay monthly fee without ever hearing from a representative. So you can tell that I am super skeptical to use credit repair service for myself! UNTIL I FOUND JENN! I decided to give it a try because everything that I saw on Facebook was so personable and totally different than those big corporations. I got my big medical collection of about $8000 deleted within 3 months. I am waiting for the exciting news from the team on removing my bankruptcy as well. They always communicate with me via phone calls and text messages to let me know what's going on. My credit score is now 750. Picture is my new Testla. I am now in the process of getting a loan to buy my first home this year. Beyond Bless!

I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

This company is very good. They're very friendly, they went above and beyond and really helped me…read moreget out of debt. They even threw in free credit repair, don't forget to ask for it. Before talking to them I talked to other debt relief companies who really we're not helpful.

Very good debt settlement company…read more I had way too much credit card debt. This settlement company really helped me reduce my debt. Thanks again.

I originally found de Vries online and was attracted by the all 5 star yelp reviews. While I was…read moreleery at first, I can clearly see now why Darren and his company continues to receive a perfect 'Yelp' rating. I had been doing my own taxes (with the help of turbotax) for the past decade and finally this year I reached out to Darren for some assistance on my 2013 taxes. I recently purchased an investment property and started a LLC and he was very thorough and knowledgeable assisting with tax advice. On top of his expertise, he's a very friendly and understanding person and I know his business will thrive in years to come. Darren is very trustworthy and seasoned as a tax professional and I'm looking forward to working with him again next tax season (or sooner)!! Mahalo!

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.