Don't use this group..after being with them for over 15 years they took accounts and moved with a…read moreperson nobody ever met without even a phone call sent a letter that came weeks later so your relationship means NOTHING! Beware!! I found another group with much better personal service !

Diana Reyes, Maria Alemán y Mary Ajungo are doing a great job at Edward jones de Valencia. They…read morevery friendly and professional. Diana Reyes had the patience to explain to me everything about my investing and retirement plan. Her expertise is very clear and that make you feel confident. Thank you to Diana Reyes and her team, you ladies are the best.

Received a call from CJ who went above and beyond to address the misunderstanding. Tenant has a 24…read morehour line, owners have a line as well. An out-of-town owner is well taken care of, as are their tenants and the property. Thank you very much CJ.

My husband and I researched and contacted several property management companies before deciding to…read morerent out our house. We chose Gable Property Management, and the entire process was incredibly smooth. From the initial contact to the final rental agreement, they found a perfect tenant for our house in just 10 days. The entire team, including Jennifer, Derin, Ryan, Ty, and Jess, worked exceptionally professionally throughout the entire process. I highly recommend them.

My husband and I engaged Curtin's services for over 7 years. During that time we purchased 6…read moreannuities from him. He did not properly deliver any of them (i.e:. 1) hand us the policies (except in one case), 2) explain the policies and fees, 3) inform us of a free look as required in California. The first 4 policies were supposedly sent to us by the insurance company via UPS but were never received and we thought we were purchasing mutual funds so did not even realize we were supposed to receive physical policies. Without telling us, he included "living benefits" which we never asked for. So without knowing our rights to reject the policies, we were stuck with thousands of dollars of fees coming out of the policies for "benefits" we never wanted. We found out years later that he could have stopped the fees when the policies matured (and I asked him for years to do so). It wasn't until 2016 that I learned about "free looks." He also put the rest of my retirement money into an unsuitable investment that lost nearly 10% in less than 6 months. Several other of his clients also lost money in the same investment. At that point I told him to get my money out and he told me to wait another 4 months. When he did start the process of moving the money out, he failed to get the required medallion stamp which delayed the process by 2 months during which I experienced nearly another 10% in losses as the market continued to drop. The 4 policies referred to above and the investment are the subject of a FINRA disclosure (a regulatory authority). His statement in FINRA does not bother to mention the large losses that I experienced in the investment and he makes it sound like no money was lost with the annuities when thousands were taken out of our accounts in fees. Google broker check FINRA He also charged me a management fee for having my money sitting in cash in an advisory fund before investing it. He pretended to be our friend but took advantage of our ignorance and stupidity. Instead of fully disclosing information we needed during our meetings where he was supposed to review our investments and address concerns I continued to bring up about excessive fees, he burned up our time with idle chit chat about his family and other trivia. When I started confronting and questioning him as I realized what he had done to us, he resigned. Avoid this man. He did not look out for my best interests and it cost me dearly. And he is unapologetic about it as you can see in his FINRA disclosure.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

This place is horrible ms.gross was so unprofesional after so many back and forths and empty…read morepromises we finally came to no agreement cause she changed everything she said so me and my family went somewere else.dont trust this place they are very shifty especially Ms.Gross.

Same review I posted to Google!…read more My husband and I got our first ever home loan through Augusta Financial. At the same time, a friend of ours was buying a home and after we "secured" our rate with Dwayne, we found out that there were LOWER rates which could have saved us THOUSANDS because our friends got a significantly lower rate at almost the same time (within a week). Augusta Financial clearly did not have our best interests at heart. They came recommend by the real estate agent of my husband's family and we trusted him, so lesson learned to not trust the family realtor and do our own research. My husband did not want to start the process over elsewhere with the amount of time we had already spent and as we had found a home we wanted to purchase at a more or less affordable price. Also, they did not tell us our loan would be IMMEDIATELY sold to another company. We already had set up automatic payments and got notification in the mail 2 weeks after we moved into our new home that the loan was sold. Dwayne also could not spell in almost any email we received from him, which personally irritated me. Grammarly is free. Attention to detail was not strong and everything he required was always urgent, but when we needed an answer to something he was nowhere to be found until it was convent for him. I also had to explain things several times to several different people at Augusta Financial like they do not communicate with one another there... Overall, I would say we had a rough first mortgage loan experience and do not recommend Augusta Financial. Take your chances with them as they do not look for the best rate for you, and they do not give you all the information upfront unless you know what to ask for; as first time home buyers, we did not know what to ask and there is A LOT of information out there and so much to understand that it can be very overwhelming for first time homebuyers.

I've been going to Chris for 7-8 years now, and he will always be my go-to. The first time I went…read moreto him, he was so kind helping me untangle 3 years of back filing and made the entire process stress-free instead of an anxiety inducing hassle. This year, when I called to admit my wife and I tried to file via TurboTax but I had a gut feeling we did it wrong and asked him to take a look at what we did, and refile it if needed, Chris again, without judgement, and with the utmost kindness, did the research to re-familiarize himself with how to file as Domestic Partnership in CA, and was able to (again) untangle my taxes (that we definitely did wrong) and refile for us properly and in a very timely manner. The time and effort he put into our taxes saved us $900! THANK YOU, CHRIS!

Chris is simply the best, we've been using him for a few years and would never trust anyone else…read more He's responsive, thorough and nice too! Just go with him, even if you have someone else you've been using , you won't regret it.

Words can't describe how appreciative I am to Manu and his company. I contacted Manu for financial…read moreadvice on issues with my parents. Although my first time meeting with Manu, he treated me like a long time client. He took the time and had such patience in reviewing my materials and then discussing my options to help my parents. His integrity stood out the most. I am fortunate to have found him and will use his services in the future and will recommend him to all my family and friends.

Manu has been our financial advisor for 10 years, first at Schwab and now at Continuum. He is…read morethoughtful, intelligent and honest. Working together we developed a strategy to buy quality stocks that pay good dividends and then sell calls against them. Manu did this without taking a fee. He partners with us and earns a percentage of our profits. If we make money, he makes money. If we don't make money, neither does he. So far, we are meeting our goals. I highly recommend Manu. You'll be impressed with his honesty and candor.

My parents and I are first time home buyers and we couldn't have done it without Dan Felico's help…read moreand expertise. We closed escrow in a month and got the keys on December 7, 2022. From the beginning, Dan was absolutely stellar. He was thorough in his explanation of each aspect of the approval process and brought such a welcoming vibe each time we interacted. Dan is very professional, courteous, patient, and he always kept us in the loop. Dan GENUINELY wanted to help us. He always answered his phone, texts, emails at all times and remained in constant communication throughout the whole process. Trust me, he responded quickly via email or text and was definitely a pleasure to work with. He even showed up to our closing which was completely unnecessary but went a long way in knowing he was with us from the start to the finish! Thank you so much Dan. We are very grateful for all the work that you have done for us. You made it possible for us to get our dream home. I highly recommend Dan Felico. I'll definitely do more business in the future with Dan and SelectPlus Lending. More power to you and your team! Best Regards, Villacastin Family

Knowledgeable, Reliable and Great service!…read more My partner and I are first time home buyers, and we definitely could not have done it without Dan! We were introduced to him by our realtor who has been working with him for years. We were very nervous and went in blind unsure if we were ready to purchase a home, but he was able to guide us through the entire process and answered any and all questions we had. So glad we were able to work with him. Looking forward to working again with him in the future and will make sure to refer our friends and family to him. Thank you again Dan!

My family and I have been working with Robert Clark at Prosperitas Financial for close to a year,…read moreand we have been extremely pleased. He really took the time to get to know us and find out what is important to us; our values, and goals, so that he could cater our portfolio to our actual priorities and plans. Robert explains complex concepts in a way that makes them easy to understand, and he always presents options that are tailored specifically to your needs. He really listened and was able to build a comprehensive plan that is tailored to our family and lifestyle. He has gone above and beyond in providing advice and research for various scenarios that we may face now or in the future. We have found Robert and his team to be relatable, knowledgeable HONEST, and extremely helpful. Robert provides clear guidance and peace of mind. He truly cares about his clients. Robert's expertise, integrity, and personalized approach made all the difference in our financial planning journey. I always feel confident in his advice, knowing he has our best interests at heart. Thanks to Robert's guidance, we have experienced tremendous financial growth and peace of mind. Robert and his team exceeded our expectations and opened up several opportunities to maximize our potential. He made the process simple and as easy as possible. I highly recommend Robert Clark and Prosperitas Financial to anyone looking for trusted financial advice.

Prosperitas Financial takes a different approach to the way they handle wealth management. I met…read morewith Chris Ingram years ago to discuss my financial future. Chris was so patient with me and he explained things in a way that I could understand. He didn't care that I had so little to work with at the time. I feel like I left his office with a solid plan and an understanding of how things work. Through the years as the business has grown, I still see the same level of customer service and personal touch. The entire staff at Prosperitas is focused on the client. I highly recommend Chris and his team to all my clients and friends.

Bryan Cunningham is a Financial Advisor that is excellent at what he does. He is extremely…read moreknowledgeable in helping his clients to discover how much they should save for retirement, in order to live the lifestyle that they want to lead once they retire. He is extremely knowledgable on various utilizing various financial tools to help you get to where you want to go. I highly recommend Bryan for all of your financial needs.

From the owner: - Financial Services - Life Insurance…read more- Long Term Care Insurance - Debt Management - College planning Our company specializes in income distribution strategies. We can show clients how to earn 30-50% more income without adding more to their financial plans.