I met Dave when I was 19 years old and he has now been guiding and educating me for 46 years!…read more I am preparing to retire now and Dave has been so gracious for nearly half a century with me. He always took the time for me even before I had anything to invest, but had questions or needed guidance. Dave is an honest, honorable, humble, very knowledgeable expert and genuinely cares about each client and their financial life planning. He is also a compassionate and altruistic humanitarian. He is a family man who loves and enjoys his family and makes many memories with them. Daveʻs partner, Danny Payne, is very much like Dave from what I have learned recently when I worked with him when Dave was away on a trip. He is a pleasure to work with and very knowledgeable, patient and humble, as are the rest of the staff at Maupin Financial Services. Tina has been with Dave for many years and is a great help at any time with various services. Edgar is a bright, polite and knowledgeable young man and very helpful as well. I give Dave Maupin and his partner and staff my highest recommendation. You donʻt need to be local to Redlands either. I moved to San Diego in 2005 and will soon be moving out of state. I will continue to rely on Maupin Financial Services for the rest of my life. Phone or internet meetings are an easy solution. This company and the people who run it are stellar; you wonʻt find any better or more personal service!

David is a super guy, easy to talk to and a highly knowledgeable and experienced CFP. I would…read morerecommend him to anyone, even my mother.

I worked with him just briefly but in that time he was a trusted advisor. He was willing to give me…read moreguidance, even when there was no immediate financial benefit for him. I would work with him again.

Ensor and Jamie are both super helpful and attentive in helping us navigate taxes for our small…read morebusinesses and our financial planning for the future. We've had several different tax people in the past year and Enson is the first person that both my husband and I feel comfortable with and that we can trust. Highly recommend!

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

If you're looking for someone to assist you with preparing and planning for your financial future,…read moreyou should contact Rex Jackson Chief Financial Officer of IE Invests. He advises, invests and acts in the best interests of his clients. He has an AIF designation which guarantees he has the training necessary to ensure that your investment is managed in an appropriate fiduciary standard of care. I have been involved with Rex since 2012 pre-retirement. He advised me to invest in a policy that has a guaranteed life benefit for post retirement life. He sits down with you, listens to your goals and needs, assists you in determining your level of risk and then he finds a product tailored to your long range goals. He provides comprehensive financial planning for your current and future needs. Call him!

Very helpful staff.. set my retirement up. Explained process and answered all questions. Thank you…read moreagain will recommend to others

From the owner: Citrus Wealth specializes in full-service financial planning and investment management, geared…read moretoward preparing you for retirement.

I have had the pleasure of collaborating with Mike Razzouk for approximately 3 years after…read moreretiring. I was a number at Vanguard and became a person at KWB Wealth! Mike checks in annually with me and is available if needed. There aren't enough adjectives to fully describe Mike. I feel an overwhelming sense of calmness knowing he is the savvy captain of my ship. Genuine, precise, approachable, and gracious.

Great Wealth Management Firm. I've been a client for 10 years and Mike Razzouk, Kerry Bubb, and the…read moreentire support staff are incredible professionals. They have never let me down on any matter. I highly recommend them.

Brooks was an absolute dream to work with! From beginning to end, which was a quick and painless…read moreprocess, we were taken care of with the utmost kindness, care and professionalism. Our home sold in record time with no hiccups. We received three offers within the first two weeks and closed escrow in a month. With our plan being to sell our home and move into a rental while we build our dream home, we came up on a huge bump in the road - trying to find a rental. I looked everywhere and called daily, but had zero luck; in the climate of Covid there was absolutely nothing available. In a panic I reached out to Brooks, who promised to take care of us. Like pulling a rabbit out of a hat, he made magic happen. Just days before we had to move out he was able to find us the most beautiful rental accommodations in Redlands, which has been perfect for our family. I have to admit, the process was so quick and stress-free that at times it seemed almost too good to be true and we had to check in with him to make sure it was all a reality. Brooks and his team made our entire process seamless. We recommend Mr. Bailey to all our friends and family and will use him on any future transactions.

Brooks has a truly infectious positivity that makes him a joy to talk to. His upbeat attitude and…read moreenthusiasm are matched only by his incredible professionalism and expertise. It's clear that he genuinely cares about the people he works with, and he brings such a welcoming and encouraging energy to every conversation. Combine that with his deep market knowledge and willingness to go above and beyond, and you have someone who is not just a great real estate agent, but also an amazing person to collaborate with. If you're looking for someone who will make your real estate journey not just seamless but genuinely enjoyable, Brooks is the person to call!

This is a small local bank located in Redlands California. The staff is amazing and the service…read moreoutstanding. We don't visit much but when we do it's all ways a pleasure. Heather and Amy have always been pleasant and helpful and now they have Jennie. Office is small but quaint. If you're looking for small town bank this is it.

Great Small bank in Redlands California never a wait time. The staff Amy, Magda and Jennie are…read moreamazing and always give great customer service are pleasant and very helpful. If you want a great bank the dont have long wait time in line I so recommend First Pacific Bank.