I've never had greater peace of mind until after I met and began working with Larry Zuckerman and…read morehis team. I've never known anyone as passionate about getting their clients results. Larry is an intent listener and masterfully crafts a financial plan to meet YOUR needs. I've worked with others who focus only on transactions that will benefit THEM. With Larry and his team, you can rest assured that they have your best interest in mind throughout the entire process. I can say with zero hesitation that I enthusiastically recommend Zuckerman Private Wealth Management.

Larry is a wealth of information and his level of communication is unlike any other financial…read moreadvisor. Make sure your future is protected by using someone like Larry.

LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly,…read morehelpful, and available when we need her.

Laurie Allen is such a pleasure to work with. We have watched our portfolio grow consistently…read moreupward under her management. I would confidently recommend her services to anyone. I trust and value our working relationship. She is respectful, very experienced and type A ( super organized and thorough) which is what you want when someone is managing your money. Best of all she is kind, genuine and excellent at what she does. She has found her calling!

FINANCIAL ROADMAP…read more RETIRE WITH CONFIDENCE NO MATTER HOW THE MARKET PERFORMS My wife and I partnered with Confidence Wealth Management a couple years back and started our happy journey into retirement. We had both used Financial Planners before; my wife's resource was in his 70's and was failing at the basics and my CFP wasn't planning anything different as I approached retirement (As an example he left me unaware and unplanned for IRMA). We sought a more elevated, client focused approach. After interviewing 8 firms we signed with the CFM team. Working with Crystal Oculee and team has been one of the best financial decisions we've ever made. From our very first meeting, she took the time to truly understand our goals, concerns, and lifestyle. She explained complex concepts in a way that made sense to us, and her personalized strategies have given us confidence in our financial future. I've gone from feeling overwhelmed about retirement planning to feeling completely in control and optimistic. EXAMPLES: *Together we built a smart retirement plan *Helped with tax advice *Insightful financial coaching when my Dad passed *Idea factory for how to save money (without pain) *Monthly market assessment newsletter *Annual review/Tax prep meetings *Internal resources for inheritance, IRMA, lifecycle changes, etc *Estate Planning These guys are a boutique firm of about 21 all under one roof, fully managed and seamlessly integrated. We find them to be both trustworthy and ethical. I unconditionally recommend this firm. Call and speak with Chief Financial Strategist, Crystal Oculee (310-824-1000) and set up a FREE review. MICHAEL REAGAN

I have been very pleased with this company as they been excellent in their communications, keeping…read moreme informed of my investments, treat me like family, are very responsive and call back in a timely manner. I can sleep at night and know they are keeping up on what is happening in the market.

The loan process worked out well. The loan process was very simple and the lender was very…read moreresponsive that made getting the money in a timely manner.

Absolute HORRIBLE CUSTOMER SERVICE! Complete lack of…read morecommunication! No attempt to manage customer expectations! Rude, hateful operators whose standard reply to ANY question is, "Your file is currently with underwriting and we are not allowed to give any type of update information". Yet, they are not allowed to transfer the call to any associate that might give an actual answer to even the most basic questions. COMPLETELY TERRIBLE EXPERIENCE!!!!!

Avoid like the plague. These guys do NOT do what they say. They sold stuff of mine that was…read morereliable and stuck it in some high risk funds and some 2 star funds. What?!? Hard to get ahold of. They definitely did not make me feel valued. I was talked to like I was an idiot with no investment experience. And their tax department. Doesn't really exist. They have some "preparers" but then pay someone at a big firm to review because they don't have the experience. They actually said you'd be better hiring your own firm and not using us. More later. Too angry to type more

Using EP Wealth Advisors (EPWA) was a complete disaster for us. When my wife fell victim to skilled…read morescammers that led her down a path of ruin, she had EPWA empty her retirement account of nearly $1 million (the scam was later the cover story on the February 8-14, 2025 edition of The Economist). She informed EPWA it would be put into crypto. While they advised against it, they took no action to notify me - something that would have been appropriate since that retirement money was a huge part of our financial plan that I, my wife, and EPWA were all signatories to. Hence, seems given the extreme risk being levied on that financial plan, it would make sense to at least send an email to me about the unusual action. But, no, and my name was never even mentioned. Chad Burton, who had been to our house when we became clients, would eventually hide behind his compliance officer, Mario Chilin and their lawyers, becoming totally silent on the matter after some initial contact to find out what happened (noting it was a subordinate handling our account). Mario would maintain they "met the elevated standards of service and duty as a Fiduciary." My God. Their lawyers would repeatedly maintain that it was not a "red flag" that my wife was putting all of her retirement money into crypto. Really??? I recently pointed out to them about a panel of advisors the Wall Street Journal interviewed concerning crypto - the conclusion - if one must have exposure to crypto, make it no more than 1% of your portfolio. That article was published before our scam. But, my wife putting 100% of her retirement into crypto wasn't a red flag??? I guess not in EPWA's world. Doesn't stop there. During a webinar hosted by some cybersecurity firm they paid to educate people on scams, when they got to something like our scam, I said in the chat box my wife had fallen prey to such a scam and followed with, "What should EPWA being doing to prevent such an obvious scam...EPWA could have just emailed me and nothing would have happened...EPWA should be smarter if they are handling large sums of money." For that, they immediately kicked me out of the webinar when I could have added to the education of the listeners, knowing more about the scam than those hosting it. Not only that - they then sent me a cease-and-desist letter claiming I'm defaming them. Unbelievable. They defame themselves. This is EPWA. It's all in writing. Nothing made up. Meanwhile, we've done a lot to fight the crime. My wife joined a group that ended up educating the FBI, Secret Service, and chief prosecutor on the crime (their work even led to the arrest of some in Cambodia). My wife has helped many other victims, sometimes talking some down from suicide. A book is being written about it by an investigative reporter. There is still much to do to fight the crime that becomes increasingly sophisticated, including the use of AI. All while we still have a cease-and-desist demand from EPWA. In my opinion, these are very bad people not deserving of people's business.

I have been an extremely satisfied client of Kaplan Financial Planning for 26 since 1990. Since…read morethat time, the advice Robert Kaplan has given me has paid off well especially now as I enter retirement. When it comes to financial planning, Robert Kaplan is smart, knowledgeable and trustworthy. His advice is solid and he has you, the client, in mind at all times. He doesn't waste your money. Nor does he promote financial tools that line his pockets. He suggests investments that will work for you in the long run. In addition, Robert Kaplan is personable, kind and highly competent. If he tells you something, you can take it to the bank.

What can I say about Silverberg wealth management other that we have been using them for…read moregenerations, from my grandfather to my father to me and my family I have entrusted them with everything from everyday stocks and trading to the some of the most important decisions like retirement and helping me save for my daughters college fund since she was a year old, there's nothing they can't handle from small to big Marcus and his team are there for you every step of the way. He also puts on, and sponsors many wonderful events through the year such a private suites at staples center for sports events as well as Kentucky derby party's and luncheons and dinners. A favorite highlight of Silverberg wealth management is the personal service that Marcus himself delivers, he will drive out to wherever you are and take care of whatever you need.

I have worked with Marcus Silverberg for several years now, and he is as good as it gets... always…read moreresponsive, always watching out for my wife and I. Marcus is one of the smartest guys in the business, and I can't imagine having my money with anyone else!

With 24 hours to closing on a condo, my seller (who happened to be in the UK) decided he should…read morehave done a 1031 exchange and buy another unit. 7 am I got in touch with Steven Rosansky at Peak 1031 Exchange, who jumped on it with his team. Together with West Coast Escrow, Debra Helgren and her team, and Peak Exchange, they pulled it off with hours to spare. So impressive. I cannot recommend both West Coast Escrow and Peak 1031 Exchange enough.

Peak Exchange handled a 1031 exchange for me recently, and I am very satisfied with the services…read morethey provided. They were a great source of information; their communications were always professional and prompt. Every person that I dealt with at Peak was helpful and polite. I also appreciated their flat-fee approach so that I knew what to expect. I highly recommend Peak Exchange.