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 .

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!!!!

Andy Chabot is an excellent Financial Planner. He goes above and beyond to manage his clients…read moreportfolios. I have referred several of my clients to him and they have all raved about the quality of his services.

From the owner: Comprehensive Financial Planning Retirement Planning…read moreBusiness Consulting / Succession Planning Group Retirement Planning Estate Planning College Planning Investment Planning Insurance Planning Life Insurance / LongTerm Care / Disability Comprehensive asset management accounts Mutual funds and ETF's Individual stocks and bonds Domestic and foreign securities Alternative investments REIT's, Fund of Hedge Funds, MLP's Annuities Fixed, Indexed and Variable

First Visit…read more Extremely fast and easy service Both bank representatives assisted and were courteous Greeted me with a smile Highly recommend Thanks for reading

Very happy with fidelity Rancho Cucamonga Recently had an…read moreappointment with Rigo To switch investments into my fidelity account Very good person Very professional and knowledgeable Highly recommend this brokerage firm

I've seen the kind of personal attention that Andy Chabot gives to every one of his clients and the…read moregreat results. I would highly recommend Chabot Wealth Management.

Chabot Weath Management is the right place to go if you want your money safe and well taken care…read moreof. Investing is a risk but these guys are on it and have your best interest in the front mind.

Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.

I called over two weeks ago to set up an appointment and have yet to receive a call back.read more

The food and prices are excellent. We don't have a lot of choices for good Chinease in this area…read morebut this is probably the best

Fidelity, specifically Cornel, are easy to deal with and manage my account without trying to be a…read morefinancial planner. Great choice of mutual funds - from conservative to aggressive

Camille Bongga at All Nations Realty is very committed in serving us with honesty, loyalty and she…read morealways look out for our best interests. She is very patient in listening and answering all our questions and she works hard in negotiating in our behalf and she make sure that we are happy and satisfied. She is so reliable and was with us every step from the beginning up to the end and even after we closed escrow. She is with us all the way. She is the best. I will definitely recommend Camille with All Nations Realty, the office has a very elegant ambience and spectacular views as well.

We had an amazing experience purchasing our first home with Jennifer Ramstad. We were completely…read moreinexperienced with anything related to the home buying process and she went out of her way to make sure we were always informed and comfortable with the decisions we were making. She is such a pleasure to work with and has a good eye and intuition for what we wanted in a home. We asked her a million questions and she was always super quick to respond or give us a call. We highly recommend her to any and everybody and will definitely work with her again in the future.

Edward Jones charged me $230 just to close my account (transferred to a real broker). I would…read morestrongly advise against starting an account with Edward Jones... unless you REALLY like paying fees... even for LEAVING! Good-bye Ed Jones.