Mike is extremely prompt in response time and professional. He listened well to assess my current…read moresituation and gave me financial insight and honest feedback. He is friendly, easy to talk to and wants to set you up for success. I would highly recommend working with Mike to help serve your financial needs!

My wife introduced me to Mike back when we just started dating. She spoke so highly of how…read morepersonable and hard working he was for the small portfolio she had at the time. Since then we have grown our accounts and Mike continues to deliver. He answers the phone after first ring and is thorough and detailed in his communications and explanations. We now have family members that have moved their savings to Legacy & Wealth, and they are also very happy with the results.

KPP is always helpful and professional by providing informed guidance and advice…read more I highly recommend them to manage all your investments.

I have been a client with KPP for many years and listen to their podcast often, Justin and Luke go…read moreiut of their way to help you, highly recommended

We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

I am so happy I to be working with this investment firm! Kyle and Dane are knowledgeable and…read moreprofessional yet down to earth and make it easy to understand their advice. They helped me with my financial goals and created a strategy specifically for my needs and situation. They are always available to answer questions and I had a lot of them! I couldn't be happier or feel more secure than I do with their excellent guidance. And my portfolio just keeps growing! I highly recommend them.

5 Stars! Great working with Kyle and Dane. They're really knowledgeable on a broad range of wealth…read moremanagement and investment topics. Always prompt to help me on any issue - even nights and weekends. They go out of their way to make sure their clients are happy. They also have one of the best fee structures I've seen - much better than what I've experienced. Personalized advice which surprised me because they offer so many services and a more active management style. Overall a great firm.

Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

These folks take me seriously-they treat me and my family as if I am the only client. So appreciate…read morethem!

Thoroughly enjoyed our experience thus far over the last two years with Nathan and the Trilogy…read moreteam. They are always available if we have any questions whatsoever and really take the time to listen to your needs and build the best plan for you and your family no matter the scenario.

My husband and I used John to sell our home in South Corona. He was very professional, very…read moreresponsive to our calls and emails, and very thorough in explaining key details regarding the transaction. We have bought and sold several homes over the years and this was by far the best transaction. He is a true professional, I would highly recommend him for all of your real estate needs. Thank you for the excellent service! Dana Catalano

John is a world class realtor, best I've worked with in my life. Got top dollar for us. He goes…read moreabove and beyond, I trust him implicitly. John makes sure things get done right the first time. Of all the many professionals I've worked with in my career, John Simcoe is in the top 3. Class act. Knows his stuff. An ace. A+++