Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

Wayne is very knowledgeable and responsive. He managed and cleaned up our FICO as if they were…read morehis. He improved our scores beyond what we need to refinance and save money. Thank you, Wayne,

Vosberg Wealth Management is a company we highly recommend because we are a by product of what this…read morecompany can do for you. My husband and I are living a wonderful financial life that this company has helped us achieve. Brian Vosberg is a man of great integrity. We advice people if you're seeking a person to help you make the best choices for wealth building. Is for you to interview them first. What does the person who you're about to trust your finances with do for themselves? Do they follow the wisdom they're giving you? You get people talking and they will tell you about themselves or tell on themselves! We met Brian early on in his career. A business associate of his and a friend of my husband introduced us to Brian. To say we were impressed at his own financial accomplishments for being so young is an understatement! Brian walks his talk. He is an outstanding family man and father. He is strategic in his roll as a family man that's not something he's told us but it's the example we have witnessed throughout the years. Brian is relational not in the sense of the life of the party or the smooth operator sales person type but truly cares about building relationships. We believe Brian is a successful business man because he is what you see. Nothing in him is dishonest or deceitful. My husband and I may be shinning but we're not new we've been around for awhile and unfortunately we have experienced "nice personality types" that did not have our best interest at heart. This review is long because we're not talking about the best restaurant or hair salon to go to. We're talking about trusting your hard earn money to someone coaching you in what to do to build wealth to live out your best financial life for the rest of your life. Brian and his staff are a team that places you first. You're not rushed. Brian is patient. My husband has a greater understanding of financial things than I do. Lots of people like me know how to work hard to earn money but not all know how to make our money make money for us. I say this because Brian takes the time to make sure I understand everything. He knows the questions to ask to get you to know what you want to achieve and that does not mean just making your money multiply but why! What's important to you? I was a business woman for over 40 years constantly coming in contact with couples especially women that had a sudden loss of a husband or mate that now didn't have a clue in who to trust with their finances. I've witnessed financial institutions that were trusted while their mates were alive completely take advantage of the wife left on her own. I've even seen close family members take advantage of grief stricken people as well. This is not isolated only to women but men too. Definitely there are women who are excellent in understanding investments. I'm speaking to those who struggle in this area. That maybe had a spouse who was more the overseer of their financial situation. Brian doesn't want to ever see anyone taken advantage of. We know this first hand. This is going to sound contrary to wealth building but Brian is not motivated by money is why he and his company will always be successful! He is motivated by helping people live their best lives. The financial part is his gifting but his heart to see you thrive is our gift!

Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

Just purchased a home using Marcos at American Pacific Mortgage. He was efficient in handling the…read moreloan and offered my wife and I an excellent rate. Don't be fooled by those online rocket loans. Marcos is as good as it gets, constantly answering calls after hours and exceeding expectations in every way. Financial decisions can only be handled by a professional. Marcos at APM is the pinnacle of the mortgage industry. I appreciate all they did for my family. Thank you!

From the owner: Help Renters get into their Dream Homes. Help Homeowners…read moresave money!! Help Realtors with their listings

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

My financial advisor recommended Sandra and Jeff to me so I can fix my credit profile. Credit is so…read moreessential to our everyday life. Within one month, my credit score has gone up 10-15 pts. In the consultation, Sandra will looked at your credit profile to tell you if she can help you or not. Fun fact: they also guide you into helping you build your business credit! Thank you, Sandra & Jeff.

Who wants to talk life insurance and investments!!?? Not me, but with a baby on the way I knew I…read morehad to start something. My husband and I were referred to Cona from a trusted friend. We met with Rich and Kelly and they took their time listening to our needs and goals for our future. They made the process so easy for us! They explained all of our options and now we both have awesome life insurance coverage, and are saving and investing our money the smart way. I'm so glad we found Cona Financial Group. I have no problem referring them to family and friends knowing they are in good hands.

From the owner: Cona Financial Group is a comprehensive financial planning and wealth management firm. These are…read moresome of the areas we focus on: * Personal financial planning & cash flow management * Retirement planning * Investment advisory services & portfolio management * Life Insurance planning & risk management * Education planning Our clients include people from all walks of life, including: * Traditional & non-traditional families * Newlyweds & new parents * Single parents * Independent women * DINKs - "Dual Income, No Kids" * Retirees and pre-retirees (those who are planning to retire within 5 years) * Business owners & the self-employed * Professionals & highly compensated employees We offer an entirely different financial planning experience. Dynamic, independent, personalized financial advice - without the usual account minimums and conflicts of interest that you've come to expect. If that's what you are looking for in a financial advisor, you have come to the right place.

Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.