Shawn has been a reliable and knowledgeable broker throughout this entire process. He kept…read moreeverything organized and made sure I understood each step as things moved forward. His communication was consistent, and he always followed up when I needed clarification or updates. His background as a restaurant owner made a noticeable difference. He understands the challenges and the realities of the industry, and his guidance reflected that real world experience. It helped me feel more confident in the decisions I was making. Overall, Shawn was straightforward, informed, and easy to work with. I would recommend him to anyone looking for a broker who genuinely understands the restaurant business and communicates clearly from beginning to end. Thank you so much for everything, Shawn!!

Very good broker, he is very kind and helpful. He has genuine heart to do the business where…read moreeveryone can grow together. Super recommend with respect

I highly recommend Sierra Wealth Management. I've always been hesitant about working with a…read morefinancial planner, but now that I'm married and have a child, managing everything on my own started to feel overwhelming, questions like which accounts to open for my child, whether we're on track for retirement, if we're behind, and even understanding our overall net worth. Chaz helped us bring clarity to all of it. He worked with us to build a comprehensive plan for our family, breaking down our expenses and guiding us on how much to save and how to allocate funds, including contributions to a Roth account. One of the most valuable takeaways was his thorough review of our key documents, he caught an issue with my Simple IRA at work that wasn't vesting properly, which we were able to address right away. He also recommended moving our savings into a high-yield account earning around 4% interest instead of the 0.1% we were getting before, which was a huge eye-opener. That one shift alone made a big difference in how our money is working for us. What really stood out is that Chaz is not salesy at all. There was no pressure or push to sign up for additional services. He simply provided thoughtful advice, a clear plan, and even scored our overall financial outlook. He was punctual, committed, and used great tools to present everything in an easy-to-understand way. He also took the time to understand my more complex investments, something many advisors struggle with, and helped us set up a solid plan for our child's investment account. 100% would recommend working with him.

Chaz has been my advisor for over a year now, and the service I have received from him are much…read morebetter than those of my previous advisors. He is a great listener and an even better at asking the right questions. He helped me get out of a variable universal life insurance contract that my previous advisor sold to me unethically. Basically saving me from a lifetime of paying $500/month for something I do not need for my situation. As a woman investor who also works in finance, I know I needed to work with a fiduciary who would always act in my best interest. After some research, I found that he is a CFP, EA, and a Fiduciary with a background in tax planning, which has really helped me save on my taxes. Every meeting with him has been productive, and it's nice knowing I'm actively getting closer to my financial planning goals. I appreciate the way he gets to know me and my goals. He made recommendations that feel true to what I want out of life, and taking the time to explain things when I needed. There is a difference between an advisor who only focuses on my investments vs. Chaz, who focuses on my investments and also looks at everything else, like my overall financial planning, my taxes, my estate plan, my insurance, my benefits at work... the list goes on. I have been recommending him to all my friends.

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.

I worked with Daniel and I am very pleased with his knowledge, service and professionalism. He took…read morethe time to explain everything to me. He answered all my questions and concerns. I highly recommend him.

Alec is a rock star!!…read more My husband and I are in escrow on a home with paperwork that has such ambiguous wording that it had my head swimming and complicated issues with associated risks, that no matter how much I binge watched property law videos on youtube, I still couldn't figure it out. That's where Alec comes in. We hired him to make it all make sense of it and give us direction so that we could make informed decisions. He reviewed everything in great detail, made sure the information was easily digestible and gave us our confidence back. His rates were incredibly reasonable. He's very personable and an articulate communicator. Thank you so much for giving us our sanity back!! Two thumbs up!!

Alec is the best. I am a commercial general contractor and needed help drafting contracts for…read moresubcontractors as well as drafting a contract to an owner for a large project I was doing. Alec jumped right on it for me and got it done very quickly. Not only did he draft solid contracts but he made them into a template form so I can reuse them on future projects. Alec is also always available to answer questions. I have called him numerous times with questions and he always answers and gives me good honest advice. I owe a lot of my success to Alec and am so glad he is on my team.

I had a great experience working with Dave Pennington for both purchasing my home and later…read morerefinancing it. He was always available to answer questions, provided clear guidance throughout the process, and made everything much less stressful than I expected. Dave worked hard to find me a competitive and reasonable refinancing rate, and I always felt that he had my best interests in mind. His communication, professionalism, and expertise made a big difference from start to finish.

Dave and his staff are wonderful. They go above and beyond to be helpful, answer your questions…read moreand find solutions. He knows the ins and outs of the business and will find the best answers to suit your personal mortgage needs. He has done this for me more than once. I will be using his service again. J

I had a great experience with David at Accounting Fresh. I reached out with some questions and he…read morewas incredibly helpful during the consultation. He was professional and willing to help. I would definitely recommend to anyone for honest, knowledgeable accounting/tax support.

Thanks David! Top notch service and customer service, I own a business and was hesitant on hiring…read moresomeone , but David is great at what he does! So let him do his thing!!!! Pricing is solid fair price, and overall was a great experience. He's definitely my go to guy now. I would recommend him to everyone business owner I know hands down

Beau went through several scenarios for my investment property purchase and kept on top of all my…read moredeadlines and outstanding documents even for my quick close. Would recommend!

I didn't end up originating my mortgage through him, but I just had to come on here and say I…read moreHIGHLY recommend Drew Clemans for your mortgage origination needs. Throughout my entire home buying process Drew was generous with his time and expertise, literally every step of the way. His bio mentions that his approach is rooted in education, and that really came through in my experience. He took the time to make sure I understood what was happening and why, which made the whole process feel a lot less overwhelming. His advice was thoughtful and tailored to my situation, never generic or salesy. He knew I already had a lender but he was still willing to give him time and advice with no strings attached. He also connected me with a homeowners insurance agent who ended up getting me a much better policy than what I was originally planning to sign up for. That referral alone made a huge difference. Drew is the kind of person you want in your corner when you're navigating the home buying process. Knowledgeable, kind, and genuinely invested in helping people. I truly can't recommend him highly enough.

The question what could improve? Mr Milikowsky could return a call, or make a scheduled promised…read morecall back. He did neither, he just left us hanging. He did help with filing an injured spouse request with IRS but failed to complete the main objective he was hired to do. He didn't bother to let us know he had quit working on our behalf. His office did promptly bill each month.

John was very helpful in providing excellent advice for our audit. He was an outstanding resource,…read moreand though we ended up not needing his services at this stage. l will be reaching out in the future.