The only lender I would ever use or recommend! Deliza went above and beyond to walk me through the…read moreentire home buying process. She is responsive, honest, and cares for her clients. Deliza showed me all of my options, provided guidance, and took so much time to explain and answer any questions that I had. On top of that, I got SUCH A GOOD RATE! What more could you ask for. To say I was happy with her service is a vast understatement!

I recently refinanced my home with Deliza Wert. It was the best decision I ever made. It was my…read morefirst time refinancing so I had a lot of questions. Not only did she answer all of my questions and respond to all of my 100 texts (sorry Deliza lol) but she also explained the process and kept me updated on everything. Thank you so much for everything!

Bill was great to work with from the start! His initial response to my inquiry was timely and…read moreprofessional. After providing all needed documents he was able to complete my returns within 2 business days! Will be working with Bill on my taxes again next year!

Bill handles all of our business needs. He is always available to us and we love that he can be…read moreremote and offer such amazing service. His attention to detail and helpfulness has just been fantastic. We have used his service for several years and honestly have no complaints!

We used Wes at Bravado Capital to finance the purchase/lease of scientific equipment for a…read moregovernment grant that precluded outright purchase. He spend lots of time finding the right lender when our initial lease fell through due to the complexity of the situation, and he was patient enough to deal with our own internal bureaucracy. I can't recommend Bravado Capital highly enough.

Wes at Bravado Capital was a pleasure to do business with! He was very professional and…read moreknowledgeable! Best of all he was able to secure the loan I needed in a timely manner. Thanks Wes!

Greg Davis has been my agent for over 10 years. Diana an I…read morehave our two cars and a homeowner insurance, insured with Greg Davis. Greg Davis is the best agent I have ever had, since I have had auto insurance for 48 years. My wife Diana has been insured with Greg for about 35 years, since they both were pups. He has always been very professional and with a great staff. He's a hard working and honest agent, and has always made sure that our coverage is up to date. My wife and I, are very fortunate to have Greg Davis, for our agent. Robert H.

While I appreciate Mr. Davis responding to my review years later, his response is inaccurate and…read moreall should be aware of that. Ms.Jimenez would send me emails and I would call her AFTER for her to make corrections or explain changes she would make on her own to be "helpful" after our conversations without authorization. She would avoid answering my questions and push me back to the email in question by interrupting me and saying things like "Gabrielle, Gabby, yes, this is all in your email, read it again" and I would have to push back and say "Yes, Yoli, that is what I am referring to, that is incorrect". Then after tons of back and fourth she would finally say okay and do what was asked. And when I asked her to make an update to my policy before leaving, I let her know I would request an agent change AFTER the update was complete and THEN she refused to work on my account any further and advised my new agent could handle it. It was the WORST experience I ever had with State Farm. I never had those problems before Greg Davis's office and I have yet to have a negative experience like that since I left. I believe his office felt I was young and dumb and that they sadly could treat me as they deemed best. And if other customers have had better experiences, then I'm glad. But there was truly no excuse for the level of consistent disrespect I recieved -- and I probably should have left sooner. If things are better now, then I am ecstatic that his office has learned from their mistakes and I wish nothing but the best.

Javier was very professional and clear Quote was excellent…read more Transition and process were easy.

I was happy with this company until I needed to file my first claim of water damage today…read more They dropped me last month without mail notification at all, they sent a cancellation notice in my email saying they didn't receive my premium payment and will cancel my policy. But I paid on 2/28/26 to renew and it showed successful on the website. Wtf is wrong with you guys website/ system? I was super shocked to be dropped without any attention of me.

We have known the Norris group for many years and have really enjoyed working with them. We trust…read moretheir integrity and have received many compliments from our clients who have worked with them. Also really love the educational content that the company provides. Their team is always taking the extra steps to make sure that others understand what they are doing with respect to their investment. They really go the extra mile to ensure everyone wins.

I thoroughly enjoyed Bruce's recent presentation "10 Decisions Before the Next Downturn" to the…read moreInvest Club at the Hotel Fullerton. I believe the presentation went about an hour and a half but felt like 30 minutes. The information he presented was engaging, thoughtful and helpful in staying motivated, growing my business and where the market is going in the next 6 - 18 months. He shared stories about his start in Real Estate and how he has tracked the market over the last 30+ years. His logic and analysis are sound and worth heeding his advice. I highly recommend Bruce and look forward to connecting with his organization.

Charlie is awesome; simplified the process and answered questions in an understandable way. Also…read moregot to meet Tom and he was wonderful too. Great staff

To high fees not long in business balances and n customers very low..invest in vanguard or fidelity…read moreyourself

Ebrahim Rad is a great financial advisor!!! Highly recommend!! Been working with him for many…read moreyears, he knows his stuff!!! He has taken great care of my accounts and gets me what I need when I need it. He is always available and eager to help and direct me in the right direction for my needs! Thank you for everything you do!

Mr. Rad is a very knowledgeable financial adviser , He has helped us to find the right coverage for…read moreour family. He is always available to answer your question and help you understand your financial and your policy.I would highly recommend him and totally have the trust in him. If you are looking for some body who you can trust to help you with your financial and retirement contact him.Thank you