Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

Charles Alfaro is a very professional, knowledgeable, and trustworthy financial advisor. He takes…read morethe time to understand his clients' needs and provides clear and thoughtful guidance. His communication and attention to detail make the entire process feel comfortable and well organized. He is highly recommended to anyone looking for a dedicated financial advisor who genuinely cares about his clients. ... see more

I had never been to a financial advisor but I had sold my house in Los Angeles which netted a nice…read moreprofit, moved to the Coachella Valley and my new husband suggested we meet with Greg Frech to invest our considerable amounts of cash with him as he worked with him previously when Greg was with another company. Greg made the process very easy, helping me decide on the approach to take on how aggressively I wanted to invest. That was 2 years ago and I am very impressed by the healthy growth that my funds have made. I recently retired at age 56, and Greg made the transfer of my 401K to a Roth IRA so simple! Greg's very personable and it means the world to me to feel that my money is in good hands. Greg sends out a weekly email newsletter that talks about the current markets and what is affecting them, along with advice that is super helpful. I didn't think I'd know which financial advisor to trust so I had put it off, and now wish I had met Greg sooner!

Mark Koven and the group at Integrated Wealth Management 74245 Hwy 111 Palm Desert Suite 201 are…read moreTHE GREATEST INVESTMENTpeople that I have EVER dealt with . They know the business ,each one , so well. I am ever so thankful that I was lucky enough to find them. Respectfully, P.Tufano

The Palm Desert office is easy to work with regarding my portfolio and estate planning questions…read more They even recommended long term care insurance for my family and why it makes sense. Brandt is very helpful and I highly recommend him.

Hamilton Allman is wonderfully thorough and helpful! He has been patient and kind with me in his…read moretime and financial advice.

We hired Hamilton to file our 2017 tax returns and we will be using him again this year. I had been…read moredoing our taxes myself and really didn't know what I was doing. It was time for professional help! Hamilton helped me to understand everything and answered all my questions. I really feel like we are in good hands while navigating the craziness of tax season. Highly recommend!

John Kenny was introduced to me by one of my clients, a first time home buyer who, came to me after…read moreworking with John to get his credit repaired. The buyer was totally qualified after John repaired his credit. In addition he was coached by John and was a happy camper once we closed his loan. He owed it all to Credit Cure of California who repaired his credit and advised him on maintaining a superior credit score. This buyer was the first of several John referred to me for their home loans, and I must admit a referral from John means the borrower now has good credit and understands how to maintain it. I referred a client who was under contract to buy a new home, whose score was drastically reduced by a collection from a cable company. She did not even know it was there but it made her score so low that her loan rate would have increased to the point she could no longer afford the home she has contracted to buy. I sent her to John and within a week or so he had that unsubstantiated collection removed from her credit and her score returned to the high score where it belonged and we were able to close her loan on time with a nice low rate! A friend of mine applied for an apartment and found out an apartment complex he lived in 4 years ago had entered a collection of $3,000+ in his report...the friend had never been late with his rent. The building had changed hands several times and the collection agency bought the account from the original owner. It smelled like fraud but the collection agency didn't want to remove the account. It took a good month but John stayed on top of it and them like the Ninja credit guru he is and got the collection removed and my friend's credit to the point he was accepted into the complex he wanted with interior hook ups for washer and dryer! John also got him a new Master Card which was a bonus! My friend's life was changed as were the lives of several people who were able to buy their homes thanks to John Kenny. I'd recommend John to anyone who needs help with their credit scores/credit reports...he knows how to resolve issues and dramatically improve scores. He fights for you like no one else could because he knows the laws and the ins and outs of the credit reporting systems.

very professional, and responsive, I had a great experience and I was able to get into my new houseread more

Matt Gonda and his team provide outstanding service and care for their clients…read more I am grateful that he has a team of professionals that allow for dialogue regarding a rather important matter: taxes.

Moved my whole portfolio from Edward Jones to Blanke Schein wealth management. It has been two…read moremonths now since the transfer and it went very well and my portfolio is safe. Thank you. This review was not solicited

The Blanke Schein Hightower group is a slick brokerage facility that uses bait and switch tactics…read more I only wanted to invest a portion of my investment money with them. They insisted that I show all my investments to them or we couldn't do business. After providing them with the information they asked for they told me they would only be interested in managing the ENTIRE portfolio. Like I said: bait and switch. A brokerage firm with a car dealership mentality.