Wolfgang Financial has been our Financial Advisor for about 3 years…read more We have worked with other Investment Firms for many years. But we never really got the personal attention that we now receive with Wolfgang Capital. Phone calls and questions are answered promptly. We rest assured that our investments are well managed. We are now part of the Wolfgang Family.

From the owner: Wolfgang Capital is a fiduciary, RIA, full service wealth management and retirement planning firm…read more Our team creates a space where clients feel cared for, comfortable and understood. Our office has a welcoming feel that is created by genuine, hard-working, local people who understand your concerns. Our ideal client understands that as a fiduciary firm, we are responsible for our clients’ well-being, and we do not take that obligation lightly. Our client-centric approach emphasizes clear communication, transparency, and a commitment to understanding each client's vision for retirement. Our financial advisors have first-hand experience in making sure that a life change does not equal a family’s altered financial health. Disclosure: Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, an SEC Registered Investment Advisor. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Tax Services offered through Wolfgang Tax & Accounting LLP. The aforementioned companies are affiliated companies. Legal services offered through Drovetta Law APC, an unaffiliated company. Neither Wolfgang Financial Group LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Did not deliver contracted services as agreed. Lack of communication was a serious issue. Would not…read morerecommend.

Julie Reeder from Valley News. We have used Robert Rosenstein over the last 10 years or more for…read morevarious business reasons and have always appreciated Robert's knowledge and experience. He has never led us astray and served our business well. Mr. Thompson, Roman, Leah, Sylvia, and all the staff have always been great. I don't hesitate to recommend them to my business clients.

I'm in the process of setting up a trust for my family estate. Laila Kepler was excellent. She…read morespent a lot of time explaining things to us, and she even took on the task of transferring our house to the trust. She also provided written instructions for converting our bank and brokerage accounts to the trust. Her price seems to be competitive, based on what some other attorneys were charging.

Laila is extremely knowledgeable and professional. She also has a great way of explaining things…read moreso perfectly that when you leave you take with you a sense of no worries knowing that Laila has your back. I have called Laila many times regarding trust estate questions or a question dealing with my small business. She always returns phone calls promptly and answers my questions in a way that is easy to understand. I highly recommend Laila.

Andy was wonderful. We transacted our business online via texts and emails as we live out of state…read moreand needed legal advice for estate planning with property we own in San Diego. This lady knows her stuff! She was extremely knowledgeable and guided us through the process without any hitches or costly delays. We initially contacted 2 other estate attorneys in San Diego that were ready to charge us DOUBLE what Andrea charged. Come on REALLY?? She got the job done for us: transferring a deed to a living trust. For this type of transaction I can say we recommend her highly without reservation

From the owner: Uncomplicated and Affordable Estate Planning Ensure Your…read moreWishes Are Legally Documented Control and Protect your property while you're alive and well. Take Care of yourself and your loved ones if you become disabled or incapacitated. Give what you want, to whom you want, when you want. All while Maintaining your Privacy, and avoiding delays, extra costs and extra taxes. I make things simple to understand - no complex legaleze I make house calls - I will come to you

I was interested in learning more about LIVING TRUST and saw Shoup Legal was providing a FREE…read moreInformative Class on that very subject. I attended the class and learned everything I wanted to know about Living Trust. After class, SHOUP Legal gave everyone the opportunity to sign up and gave a $200 waiver to begin the process! Shoup Legal guided my wife and I through the entire process and answered any and all questions we had. I cannot say enough about SHOUP Legal and their entire team! There are other Living Trust offers out there, but you get what you pay for. I feel confident that after my passing my family will be well taken care financially and my possessions will not be tied up in the courts and causing my family to pay unexpected cash such as inheritance taxes. Do not put off a living trust, be prepared for the I expected. Thank you SHOUP LEGAL!

Not as thrilled as I was with them. Their best lawyer moved I guess and now it's quite sterile,…read moreexcept for the receptionist.

I had a very nice experience with The Grossman Law Firm. I was doing some research on probate for…read moremy parents since they want to create a will. They were one of the law firms that popped up in Google. I went on their website and used their chat. The person on the chat directed my call to their office. I spoke to Julie on the phone. She was very sweet and listened to what my parents' concerns were. It turns out that they need an Estate Planning Attorney for the Trust they want to create and not a Probate Attorney. Julie said their office specializes in Probate and Trust Litigation after a person passes away. They were not able to help my parents in creating a trust, but Julie was kind enough to refer me to the type of Attorney they do need. Thankfully, I may not need probate right now, but in the event that I do, I know I can contact this law firm and be treated kindness and understanding.

The Grossman Law Firm is a trustworthy and safe law firm that I highly recommend. Mr. Grossman and…read morehis staff's expertise and ability to thoroughly explain the process supported me through a difficult time in my life. Without their help, my situation would not have gone well. With their help, I can say that my life is better than I ever thought it could be; I am thankful my three children and I are in the right hands. Thank you for giving me peace of mind. I found The Grossman Law Firm's website informative, "user friendly," helpful, and quite enjoyable. I still review their site periodically and receive a hard copy of their monthly newsletter. I highly recommend The Grossman Law Firm.

Not sure what happened. Part 1: I called in early November because I need a Living Trust asap . I…read morehave a medical condition and don't want my kids left in limbo and my property misdirected. I went back and forth ( or tried) several times because I could only get answers briefed, by text or not answered at all. Right away the woman said everything had to move quickly and a deposit would be needed if I decided to move forth because they take a long holiday break . I said ok. Part 2- Owner then sent an email w/an attachment explaining difference between revocable and non-revocable trusts. Then the woman said they couldn't take anyone till after the holidays. They gave me such a small amount of time (one to two days to retrieve message and reply) . Part 3: They then reached out and said they had a cancellation and they could take another client so I called them right away. They then said the attorney owner would call me the next day . Somewhere in the midst of all of this, I let them know that this would be simple, as I did not own any real property but I had tangible property that had substantial value. I was ready! I never got a call back from the attorney. It was kind of strange- the customer service part. I saw the reviews were stellar which is why I wanted to go with this business but I found it was not a great impression for me.

Attorney Paul Hanks provides an excellent service and a thorough estate plan. I contacted him by…read moreemail, and within a couple of days, my trust was drafted and ready for review. I only had a few corrections. Otherwise, it was a well-drafted plan. I have read and researched estate plans and even talked to a few other places, and I have done one myself previously, but with my busy schedule, I want to make sure it is done correctly and recorded accurately. Atty Paul Hanks diligently worked on my estate plan in such a short time, but he was very detailed, knowledgeable, and reliable. I have nothing to say but good words about the service he provides. I like that you communicate with him directly, with no middle person. He is straightforward and genuine and answers my emails or texts promptly. FIVE STAR SERVICE all across. Thanks, IRON CLAD LIVING TRUST!

Jenny and staff are amazing. I can't recommend this estate planner enough. Their service goes…read morebeyond business -- it's about truly caring for people and protecting what matters most. They guided us with compassion and integrity, making sure our assets were safe and our loved ones would be taken care of without going through probate. A good heart, honest advice, and exceptional knowledge. Thank you for making a difficult process feel secure and personal.

From the owner: Located in the Temecula Valley in southern California, JDS Law, Inc. is dedicated to helping…read moreclients prepare for the future with confidence. Whether you are an employer committed to compliance with California and federal employment law, a business owner facing a transition, or an individual planning for your family's future, we have the experience to help.

Amy Nett was recommended to me by residents of Temecula and Murrieta…read more I knew right away when I started talking to her that she was the type of attotney I wanted to talk to. Her knowledge and willingness to help impressed me, and she put my mind at ease about the services I needed. Amy provided excellent service. I strongly recommend her for your estate planning or living trust. Sharon was also very helpful, and she made the entire process go very smoothly.

Amy was absolutely wonderful to me during our consultation. She was patient and very knowledgeable…read moreabout estate and living trust issues. If you need a trust set up or have any questions about wills, trusts etc.,she is the one to go to. Her receptionist was wonderful too. I will highly recommend Amy and Nett and Nett to anyone needing estate planning.

My wife and I are in our mid '60's and decided it was high time for us to update our wills and make…read morepreparations for our grown children and their families for the inevitable and get the living trust paperwork done. Steven Bliss was named as one of the top attorneys for this service in his field and our initial contact was professional and positive. The woman who answered the phone was very friendly and clearly explained the fee structure and how the process works. Three meetings, first two on the phone, third in person to sign the docs. First consult is free, half the fee expected at the second consultation and final payment at the third and final meeting/signing. We set the date for our first consultation and we were instructed to watch a video that answered a lot of our questions before that first meeting. It was Steven giving a seminar, explaining the nuts and bolts of what it is, what is needed, why it's needed, etc. Long, but fast paced and very informative. Mr. Bliss is very perfunctory and doesn't waste time. He's a no-nonsense professional, who explains the process well and helped guide us in the decisions we needed to make in order to make the process of distributing our assets to our heirs as easily and pain free as possible, structured in such a way that even if we add property in the future, it will be covered by our revocable living trust and won't require further legal expenses. We also appreciated that we are invited to call his office at any time with questions should we have any in the future, without worrying about being billed for it. Our service included: Home title changes, revocable living trust, powers of attorney, medical final directives, and last will and testaments for both of us. While the pricing for Steven F. Bliss was not the least expensive we found, the thorough service he provided was well worth the cost, which we still found a very reasonable value for the services provided. There were no surprises, no hidden costs, just professional, thorough, friendly service. I hasten to add that we did in fact, consult with another attorney early in the processes, who is also highly rated and cost less, but for reasons I decline to elaborate on, my wife and I received major red flags resulting from our discussions with the other attorney which cemented our decision of having Steven F. Bliss handle this important paperwork for us. Sometimes, you really DO get what you pay for. After our final consultation yesterday, Steven e-mailed us further instructions today, explaining what additional steps we need to take in order to maximize the protections of our trust. We are very satisfied and highly recommend Steven F. Bliss and his friendly, highly competent office staff.

Steve the attorney handled our Trust, it's completed and we're happy! If you're interested in…read moregetting a Trust in area, I suggest you contact Steve Bliss!!!