Getting a loan is more complex than buying a loaf of bread. It's more than financials. You need…read moreservice -- knowledge and availability. Austin's team was there to help me pull my financials, to identify which credit bureau hadn't released our credit freeze, knew about FAIR homeowners insurance, and helped get the correct format of the account wire histories required by the underwriter. We had a short 10-day contingency window for our escrow, to improve the odds that our offer would be accepted. We were willing to do it without a loan, but it would have been bad financially. My financial advisor was pushing hard for me to get a loan with a large lender, so I applied with them too. But they didn't care about my 10-day window. They didn't tell me about my credit freeze, probably because they hadn't run my credit yet. Turnaround for answering my emailed questions about early payoff and ARM timeline was two days. They must have bigger deals to attend to than a homeowner loan. Go with a local person who cares.

Austin and her team are wonderful! They get the job done and are always responding to any questions…read morein a timely manner. This team cares and they do a great job. Thank you Austin and Amber!

Think carefully before investing with this company. They will put you in investments that are not…read moreliquid, " meaning you can't get your money out till you die"!!! Also, heavily invest in annuities that have long maturities. Locks up your money for long periods of time. Buyer beware!!!!

Everyone was accommodating and kind, but all for the wrong reasons. 10 years ago I knew nothing…read moreabout investing and I sought Tim Tremblay's advice and support. I thought that was what you were supposed to do. He steered me toward an annuity that I am now stuck in. It made him a fat commission and it has made me basically no money and is impossible to get out of. Avoid this company like the plague. I would have been 6,000% better off if I had simply purchased an index fund. Also DO NOT purchase annuities. I wish I had known.

I walked into Fidelity, not expecting to be able to meet, or even see my financial advisor as it…read moreusually requires me to set up an appointment. The front desk staff promptly assisted me. While I wasn't there to do any financial transactions, I was able to see my new advisor, Anthony Rossi. I don't want to set the wrong expectation that you can walk-in and see your advisor, but he had a few a few minutes to chat. He was charming, and made himself accessible so that I could fill him in on a brief transaction that was in process. He listened, and assured me that he would get back to me as well as monitor it for any issues along the way. As far as wealth management, and customer success, you knocked it out of the park. I'm pretty sure I will be sticking with your team forever. Thanks again, dude! BTW, that coffee machine is actually pretty cool

It is impossible to get a real person at the SB branch. So sorry the employees are so in demand…read morethey can ignore talking to humans.

I learned about California Wealth Advisors on KNX listening to Kelley's Saturday radio show. I was…read morehesitant but made the call back in 2023. Kelly is now my trusted advisor for my retirement accounts and other investment accounts. I highly recommend her and her staff. They are doing a wonderful job for my wife and I. Five star service. Kelley and CWA are awesome. I have never had such proactive service from an investment advisor. Thanks Kelley

Invested and have seen about 10% return per year one of the funds. my Real estate fund hasn't done…read moreas well because it is in office space and we all know what Covid did to offices.

I would not recommend this company today. long story short we have been with this company for over…read more25 yrs we would either have in person appointment or phone appointment this tax year 2025 we sent our taxes to 1 of there agents. We waited for a phone appointment and we got nothing, after a few days we were going through emails and saw our taxes were done without us! They took it upon themselves to do them without us that's totally wrong....be ware!

I'm very disappointed with Mercer's performance - Spent at…read moreleast 6 hours going over my accounts, monthly cash requirements and end of year distributions. Everything we discussed was ignored and the accounts were 99% invested - leaving no cash to pay bills, nor distribute to make matters worse their timing was just plain lousy buying everything all at once, near the top of the market. When I called about overinvestment, Michael Johns simply said he didn't remember that part of the conversation - but they would sell some of the positions so I could pay my bills. When I moved the cash to the account I needed it in - they sold more in the other account so the cash would be there - no communication nothing. And the account they sold in was the wrong account - clearly my situation was too complicated for Mercer to keep straight. When I decided to de link from them - they liquidated every position they hd set up - again no communication - they just liquidated everything again no communication preceded the liquidation. And of course they sold everything near the bottom of the market locking a 70K loss. And right at the end of the year - who knows what damage they've done to my taxes. If you're a buy and hold kind of investor - these guys are probably fine - but if you have any stock market knowledge and can recognize trend shifts - or multiple accounts serving different purposes - I strongly recommend avoiding Mercer Advisors.

They have operated my trust for 8 years and their service is excellent. Very prompt very…read moreprofessional and friendly too

Absolute worst Fiduciary service ever! Can't believe the…read morenightmare this group created for me and the worst part is the owner was a friend of mine for decades. I was lied to, and they refuse to reimburse Me for doing their job (repair work) on one of the property's. They let one of the property's go for a year without insurance. I was lied to and told false information as well. At this point I am wondering why we went with old friend who I thought would protect the family assets instead of burn through it. At one point in all this I had to retrieve documents for them as well! If you care about your loved ones, please stay away from Quinn!

It is very difficult to make an appointment or to get help. They mostly refer you back to the 800#…read more Sometimes it would be nice to get personal attention or customer service.

I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists…read more(Marjie in particular) have been invaluable; readily available, knowledgeable and probably saving me thousands of dollars in estate lawyer fees.

Coast Village Group is now my Favorite CPA, Accountant, Bookkeeping Service ever!…read moreAfter years and years of never being able to get a hold of my CPA, Account, Bookkeeper until they need me to pay one of their invoices, I now have Coast Village Group. Amazing, Incredible, Capable, Competent, Trustworthy and they work for me and my businesses. Never seen a CPA, Accountant, Bookkeeper respond faster to me than Coast Village Group. Plus, they don't overcharge or make up extra billing hours. 100% Recommended and I know the business and had my Series 7, 31, 64, Managed Futures, and other Degrees and Licenses.

I've been working with Sean at Coast Village Group and he's been amazing. Super genuine, smart, and…read morealways quick to respond. He's helped me save a ton on taxes and find smarter ways to run my business. If you need a reliable CPA in Santa Barbara who actually cares about your success, Sean's your guy.

Full disclosure, I do work here as a Financial Advisor. Our branch is easy to get to, plenty of…read moreparking up front and our friendly and highly competent staff can take care of all of your wealth management needs under one roof. Stop by and check us out.

Team Bourke is a stellar, comprehensive group of multi-talented and highly experienced…read moreprofessionals who have met all my financial management needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with Team Bourke leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes--advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend Bourke Wealth Management without reservation. Kristi Walsh, Ph.D. Clinical Psychologist, female business owner

I have been a client of Bourke Wealth Management since 2005. Kevin Bourke, the principal and owner,…read morehas proven to be an exceptional financial planner, and I cannot recommend him strongly enough. I contacted Kevin based on recommendations from friends who use his services, and am pleased to provide a similar recommendation to anyone who is wanting to develop a long-term strategy for financial growth and planning that leads to retirement. With Kevin's help we are on track to comfortably retire much earlier than we would have previously anticipated. In addition to being a knowledgeable and effective financial planner, Kevin also provides a level of professionalism and integrity that is comforting when talking about your financial security. He carefully manages our portfolio, proactively protecting it during times when the markets are experiencing instability. Most importantly, Kevin always explains in clear, easily understandable terms his opinions on how best to manage our financial security, balancing our comfort level for risk with growth. I trust him implicitly, and have been very pleased with the performance of our finances under his stewardship. I have previously referred friends and family to Kevin, and am happy to provide a public-facing recommendation here as well.