Stay away from this Branch Office if you can, This is what you get everytime you call. We are…read morecurrently out of the office or at meetings. If this is urgent, please call 1-800-435-4000. I have asked for the branch manager to call me back on Jan 4th both at this branch office and also at the 1-800-435-4000 number and today is Jan 17th and still no one has called me.

Still holding my money hostage , more hoops to jump through and no assistance. They keep sending me…read moremessages where I have to log on to my account, the irony is they have locked me out. Can not wait to move all my money out of their incompetent , unaccountability hands

David is an amazing professional whom is very holistic in his financial advisory approach. He…read morecares more about his clients well being than he does his actual business which is why his business is so successful. He is a highly personalized and insightful in everything he counsels clients on. I have been referring my trusted clients to David for almost two years and my clients have provided nothing but raving reviews for feedback.

David is a highly personalized and insightful financial advisor. He did a great job of doing a…read morecomprehensive financial plan for me that was tailored to my specific goals and needs. I have been working with him for almost two years and I have been very pleased with the retirement and college savings plans he set up for me. He is highly skilled at creating a diverse and balanced mix of investments making up my portfolio

Bill was quick to reply with all the information I needed, and he was beyond helpful he even gave…read moreme extra pointers to help me raise my credit score! Thanks Bill!

I am sharing my experience to help others make informed decisions before engaging Bill Ipsan or…read moreIpsan West. Over several years, I paid for credit-related services and repeatedly requested documentation showing that Mr. Ipsan and his company are properly registered as a Credit Services Organization (CSO) with the California Department of Justice, as required under the California Credit Services Act (Civil Code §1789.10 et seq.). Despite multiple written requests, no CSO registration or surety bond information has ever been provided, and the DOJ confirmed that neither Bill Ipsan nor Ipsan West appears on the state's CSO registry. Based on my review of California law and my own experience, I observed several potential compliance issues, including: * Advance fees collected before full performance (Cal. Civ. Code §1789.13(a)); * Missing disclosure of the surety's name, address, and the buyer's bond-claim rights (§§1789.14-1789.15); * Failure to complete services within 180 days of contract execution and no valid justification for delay (§1789.15(a)); * No agent for service of process identified in the contract (§1789.16(a)(4)); * Marketing and contracting for "credit services" while unregistered (§§1789.13(j), 1789.25). I have provided this information to the District Attorney and Attorney General for review. My goal is not personal -- only to document my experience and encourage others to verify registration, bonding, and performance timelines before engaging any credit-service provider.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we…read morelearned their team was accepting new clients, we quickly got in touch to see if they may be a good fit for us. We had just recently retired and we felt that our "traditional financial planner" was not meeting our needs. We met with Taylor and Tyler, and to say we were BLOWN AWAY is not strong enough! These guys have Retirement Planning dialed in!! They were very thorough, asked the right questions and came through with a complete financial plan that was easy to understand and covered many things we had yet to think about. They showed us how Roth conversions could make a huge difference in our lifetime tax bill. They uncovered the (often mysterious ) fees we were paying within our various accounts and helped us simplify the assets to make them more manageable. For MANY years we paid our advisor but did not feel we were receiving what we needed. We couldn't articulate what we were missing because you don't know what you don't know!! Taylor and Tyler turned the lights on for us and we are very grateful. I also must mention that their office manager, Karen, is WONDERFUL too! She is professional, kind, proactive, and wonderful at detail and follow-up - she plays a critical part! These are ALL-STARS, and if you are seeking a team for your financial planning needs - look no further!!

Everything was great. The workers were good very polite. Everything was explained extremely well. I…read morewould recommend this business to everyone.

Philip is a very experienced financial adviser, He is very adept at matching financial goals and…read morerisk management. His performance over many years has been excellent. Philip does his homework and has excellent follow through.

Jake Harrison is conscientious, diligent, and responsible with our finances, while also being…read moreappropriately aggressive in our wealth building. He has taken time to explain his financial plan and a path to achieve our retirement goals. He is always available to us and is a pleasure to work with. My wife I and highly recommend him.

I have been going to Premier Wealth, and my tax man, Mr. Gary Dennis, for 20+ years. He is amazing…read more I have never been unhappy or concerned about my finances because Mr. Dennis is very knowledgeable and has been in the business for years. I have followed him, and the company, as they have expanded over time. I will continue to be a client because I know they are reputable and know all about me even before I file my taxes.

You're better off searching online for very basic asset allocation models you can find for free,…read morebut if that's not your thing then give Josh Koehnen a try.

I am so estatic that I found Gabriel. He explained the process step by step in acquiring planned…read moreretirement portfolio that will for. He answered all my questions and addressed my insecurities. I am confident that he would do a great job for you too. I retire next year and I can't wait! Naomi

Sal and his team are full service and highly competent. Brian and his case designers are brilliant…read moreand have helped me close many cases. 8 years and counting and they continue to exceed my expectations. I am 33 years in the business of financial planning, asset management and insurance.

When my dad was diagnosed with Alzheimers my mom decided she did not want my brother or myself to…read morebe in charge of finances if they became unable to take care of finances themselves do she hired a feduciary. Eventually mom got brain cancer and there came a time where the Feduciary had to step in. First Nancy, and now Katie have been a joy to work with. My brother and I could focus on taking care if my patents instead of worrying about bills or fighting about who got what money. If you need to hire a feduciary I highly recommend this company.

The job of a professional trustee is a difficult balancing act between fiercely competing interests…read more- and often a thankless job. Nancy Thornton and her team at Foster Thornton are as good as it gets at performing this difficult role. Experience, professionalism, and a personal touch are their hallmarks. Foster Thornton is a cut above.