I have been with CWM for over 18 months now and continue to be very impressed and pleased with…read moretheir financial expertise and attention to detail. I've dealt directly with Crystal and several of the CWM family of financial specialists and am very satisfied with their level of knowledge and expertise. I value their counsel and recommendations regarding wealth-building and retirement strategies. The recent economic downturn proved to me that my investments have been properly allocated to minimize risk while benefiting from an economic upturn. Whenever I need assistance or have some specific questions, I always appreciate a very prompt, professional, and courteous response, which means a lot. Coming from a well known investor-advicement firm, I'm happy to say that I made the right decision 18 months ago! Well done CWM! :)

FINANCIAL ROADMAP…read more RETIRE WITH CONFIDENCE NO MATTER HOW THE MARKET PERFORMS My wife and I partnered with Confidence Wealth Management a couple years back and started our happy journey into retirement. We had both used Financial Planners before; my wife's resource was in his 70's and was failing at the basics and my CFP wasn't planning anything different as I approached retirement (As an example he left me unaware and unplanned for IRMA). We sought a more elevated, client focused approach. After interviewing 8 firms we signed with the CFM team. Working with Crystal Oculee and team has been one of the best financial decisions we've ever made. From our very first meeting, she took the time to truly understand our goals, concerns, and lifestyle. She explained complex concepts in a way that made sense to us, and her personalized strategies have given us confidence in our financial future. I've gone from feeling overwhelmed about retirement planning to feeling completely in control and optimistic. EXAMPLES: *Together we built a smart retirement plan *Helped with tax advice *Insightful financial coaching when my Dad passed *Idea factory for how to save money (without pain) *Monthly market assessment newsletter *Annual review/Tax prep meetings *Internal resources for inheritance, IRMA, lifecycle changes, etc *Estate Planning These guys are a boutique firm of about 21 all under one roof, fully managed and seamlessly integrated. We find them to be both trustworthy and ethical. I unconditionally recommend this firm. Call and speak with Chief Financial Strategist, Crystal Oculee (310-824-1000) and set up a FREE review. MICHAEL REAGAN

David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has…read morebeen for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the "Fun Financial Planner," and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you're looking for someone you can talk to and who will listen and give you the kind of advice that you can understand and count on, then you should look no further than DRM Wealth Management LLC -- David's company.

I worked for a University where I took advantage of the auto-savings 403(b) account. When I left…read morecampus life to start a home-based business I rolled my small savings into an IRA with another financial advisor who wouldn't return calls when I noticed my tiny IRA going into the toilet. In July of this year I turned my IRA over to David Rae, and also set-up a savings plan and I'm happy to report an 8% return in just a few short months. This guy knows what he's doing. As a result of my phone meeting with him today I'm going to open another savings account to grow my Queendom to even greater heights! David Rae tells me that my interests (literally and figuratively!) are his interests and I believe him. My net worth has increased because of his financial acumen, and my trust for his good work continues to grow as well.

I found this great business on Yelp & start communicating via e-mail. Their response time &…read moreprofessionalism was a record. Jasmine set me up for a free financial & real estate tax question via Zoom with Ken who was very great explaining terms, a good listener, understanding our situation. The meeting was very helpful making a right decision. Will definitely connect back with them again for my financial needs & refer others as well. Thank you, Dawit Tedla, Rancho Palos Verdes

Very personable. I had the pleasure to speak with Ken who was able to provided clarity to all of my…read morequestions via phone. I would definitely recommend scheduling a consultation for any questions you might have with a second appointment to meet with an associate in person.

I got a call from Alec by looking through Dave Ramsey's website and putting my info…read more He called me about only a few minutes after signing up and made an appointment to talk. He asked me some questions regarding my current situations and asked me about my goals and what I would like to take away from speaking to him. Let me tell you, I took a lot of new information and an actual idea of what is the next step I need to take to reach my goals. He was very clear and informative about explaining certain things that I'm not familiar with and made sure I understood the steps I would need to take to be successful in reaching my goals. I know the call was only suppose to be like 5 minutes but I know for sure he had put more time talking to me than that just to make sure I understood everything. He's very helpful, very professional and very knowledgeable. Talking to him was definitely a great push for me to head to the right path.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

We are so fortunate to have Creal & Creal be our accounting firm for over 12 years! Ken Creal has…read morebeen our personal accountant this whole time. Creal and Creal also handles a small family business, so this firm handles both our personal and business taxes! My husband and I have often said that Mr. Creal is one of the most honest, smart and clearly a true man of integrity to work with. We have referred our very dearest friends to him because we know that Creal & Creal will give them the attention and knowledge you are expecting from a top notch CPA. We are fortunate to have an accounting business like this representing Torrance! It isn't just Ken Creal -- his whole staff is AMAZING! They drop everything to help you when you ask and will explain anything you don't understand with patience -- and do it with joy -- and not make you feel like a nuisance! They are truly kind and professional! I believe that says a lot about who is at the top running this firm! I could go on and on about how Ken Creal has professionally been a life saver for us with the upmost integrity, wisdom and honesty. He and his staff are truly sincere in caring for all who enter into his business!

I haves used this place for years. Family owned And operate. Very experienced and knowledgeable in…read moresaving you your hard earned money. They work hard to keep you safe and help you plan for the future. They definitely make an effort to have a personal relationship with their clients. I am glad to have them on my team!

I usually do not write reviews, but just because this small business with a very limited staff ,…read morehas down great job for me I could not resist! They are very professional, honest and hard-worker! They did my Taxes for over five years, very organised and responsive. I will not change this firm for any other accountant! Steve is great. Kathy is very helpful!! I had an accountant , who was terrible , would hide herself and would not answer calls and even though I would take my paperwork to her way ahead of the time, Would not prepare my returns timely or most of the time she would file my taxes way after deadline Or would charge me to file extension, when it was in fact her fault! Trust me , these people are punctual and very organised and most importantly the quality of their work was excellent Throughout years they prepared my taxes. I promise , you will not regret!!

Monique is a great help. I run multiple small businesses…read moreand she guides me through the process. I'm not a computer guy so it's nice she sets things up as painlessly as possible. I'm very happy with her doing my taxes :)

HWM has been my fiduciary for many years, and I couldn't be happier with the level of service, the…read moreconsistent growth and the overall success of my portfolio. Highly recommend!

We've been working with Ken and his team for about a year now and couldn't be happier with the…read moreservices provided for a very reasonable rate. Ken is thoughtful, caring, and really takes the time to explain financial decisions to us. He provides frequent updates to our accounts and the market in general unprompted and it is a pleasure to work with him. We are excited to have found Ken early in our careers and look forward to working with HWM for the long haul!

Christine of Beach Financial is hands down the BEST insurance agent I have ever had the pleasure to…read moreknow. She is extremely knowledgeable, professional & attentive to the individuals needs. I cannot recommend the service enough!! Thank you so much for all you help Christine, you are a credit to the company.

In my past life, I worked in the fashion industry (2007-2013) and back then no one cared about or…read morepaid for your health insurance! My former boyfriend (who was a "Brit in LA") recommended Adam's company back in the day and I legit think I am one of his oldest customers haha... I've CRIED to this dude before and he has patience and grace of a saint! Anytime I am in need of health insurance, I only go to Beach Financial Group. Why? They're transparent, prompt, customer service oriented, informative, and genuinely helpful and they care. I should also mention they are CONSISTENT. I think that's important to highlight that after over a decade of working with Adam's team on and off through the years that I've never had a bad experience. It's really cool to see his business expand and grow into other services and insurance types! To everyone thinking of buying a plan through "the exchange" or CoveredCA -- just don't waste your time comparing online prices and plans and work with a REAL PERSON. It's worth it and you may even save money!!