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.

Sandra and Jeff helped me dispute the negative items on my credit and coach me along the way…read more Recently I purchased a new vehicle on my own without a co-signer. It's a really good feeling to be independent again. Thank you

If you struggle to get your credit where it needs to be, look nowhere else. I have a really hard…read moretime trusting credit repair companies. Sandra said what they can do and they did. Trusting this company to fix my credit was a great decision.

Working with Steve Looser has brought more clarity into the world of financial planning. We met…read morelast week and he laid out a easy and clear 3 step financial plan that anyone can follow. He shared useful information in regards to saving for the present in case of emergencies, near future to create an immediate passive income stream and then the longterm future to anticipate marriage, kids and retirement. We've both agreed to read Tony Robbins' book Money Master the Game and meet periodically to discuss highlights and insights from the material to help us better understand financial planning from 50 experts. I look forward to continuing to work together with Steve to flow with the stream of prosperity and abundance through smart and profitable financial planning.

I found this company to be friendly, personal, and very patient with the less technically savvy…read more Awesome!

Erica, Brandon, and Alyssa were all exceptionally helpful in our sessions with them. Our taxes…read morelast year involved 1099s in two states for the two of us, sale of our home, a move across country, installation of energy efficient windows and sliding doors, solar battery system installation, and several other things that I am overlooking right now. We contacted them three weeks before taxes were due. They completed the Federal return and the returns for both states in time. The cost was very reasonable. Gildark Financial has our highest recommendation.!

I got a 401k annuity from them long time, didn't add money into it because I was young, very…read morefriendly family, and this was the time they use to sale insurance from there home, it was the husband and wife I got it from, would recommend them even now, they give you great deal, and shop around for affordable price , for your budget.

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

Paul Lim was like an angel from above. He's like a miracle worker. He, and Ray Bell as well, were…read moreunbelievably generous in their efforts dealing directly with our insurance company regarding a life insurance policy, of which we knew virtually nothing. The courtesy, patience and professional knowledge-ability of these two is mind boggling. They did not over-promise on results, and followed up as requested, without having to be reminded. And in the end, after months of negotiation, we could not be happier with the results. They deserve my utmost respect. I am confident others will be glad for having placed trust in Paul Lim or Ray Bell for their services. Dennis Ramm

I've been working with Darren Todd and Paul Lim at Todd financial for almost 10 years now. I…read morecontinue to be impressed by how much attention and time they provide me. They are extremely attentive. Listen to my concerns and explain everything very thoroughly. I would recommend them to anyone looking for a boutique type experience in this industry.