The best! Gina Krumland has been my Financial Advisor for years. She takes very good care of us and…read moretakes the time to really explain the current market. Gina does not push you into decisions but carefully explains both positive and negative aspects and listens to your questions. I would highly recommend Gina for small or large investment care.

I appreciate how knowledgeable Natali is and how well she explains things. She is patient and…read moreanswers our many questions. This makes me feel overall confident in our investment decisions. She listens and cares about what our specific retirement needs and goals are, and creates a personalized plan on how we can meet them.

Natali Sanchez has been our financial advisor for at least 10 years.We have been really happy with…read moreher help in making decisions on our current investments and our needs for our future and when we retire..Helena is her assistant she is also great to work with.I would definitely recommend her business.

Jake Rothman is a world-class financial professional. I highly recommend Rothman Investment…read moreManagement. I reached out to Jake to help my mother get her finances in order and plan for retirement. We interviewed a few financial planners and I am so thrilled we chose Jake! We completed his Financial Planning offering which includes 4 sessions (60-90 mins each). There was significant time spent truly understanding my mother's goals, dreams, necessities, and worries. Jake is an incredible active listener, is highly organized, very empathetic, and well-versed on winning budgeting and investment strategies. Best of all, Jake has a genuine passion to help you succeed. He earned our trust quickly. Jake truly helped us create a plan for success that is highly personalized and simple to execute on. I also appreciated how easy Jake was to work with. You can schedule meetings in-person or via Zoom, easily book via Calendly and he promptly sends thorough notes after every meeting. Overall, I highly recommend his firm and look forward to partnering with them further.

From the owner: We help clients clarify their goals and plan for their future. Jacob Rothman, CPA, CFA, CFP(r)…read moreworks with clients to create a financial life plan and to implement that plan with a portfolio that matches each client's individual needs. A comprehensive financial plan comes for a one-time fee of $2,500. Ongoing financial coaching is $4,000/year for those who want to continue to manage their own investments. We invest for our clients on a fee-only, discretionary basis as a fiduciary manager. The Investment Management fee is 1% of assets under management per year.

Tina really took the time to meet with me and helped me understand what my insurance covered. We…read morealso talked about planning for retirement. She knows a lot about IRAs etc and what to look for when making an investment. She also looked at other details that I didn't even think about looking at. I feel good that my insurance coverage is how I want it. I recommend her to everyone!!

The worse experience in processing my annual returns in 35+ years. First impression, Ray appeared…read moreto be professional and possessed the experience to provide a good service. After two years of not receiving returns, contrary to my prepared returns from State and Feds, I questioned Ray. He responded with statements which needed clarification and when asked became extremity difficult and evasive. He never did answer any clarification questions and immaturely closed business ties - which I actually appreciated....

We love Ray. He has helped us for over 15 years and we feel like he is part of our family. He…read morecontinued to grow our investments during the hard times and looked for every way to protect us as our CPA through financial ups and downs. He has given us the best advice when managing our 3 children's college funds as well. One graduated in 4 years and had a comfortable little nest egg to get her started off on her own, one is looking towards med school after her undergrad degree and is currently being advised by Ray on how to make the dollars stretch and we have one with a few years before he has to make college plans so the money will be there when he needs it. Meanwhile, Ray is helping us plan for our retirement so we can feel good about the time we are putting in now - and enjoy or freedom later. Grace, the office manager, is pleasant and helpful. She makes his office warm and inviting no matter how stressful tax time is! Ray has our trust and our backs...can you say that about your CPA and Financial Planner?

Rob and his team are amazing. Rob is a fiduciary so Rob and his team are always looking out for…read moreyour best interest which is rare these days. He puts what is right for the client first. I so appreciate their great customer service and their industry knowledge.

Matt at Edward Jones in Templeton takes the guess work out of investing. He really knows the market…read moreand makes sure you know the risks and the benefits of any programs he provides. Matt researched our portfolio for us, looked at a variety of programs and really made sure we are safe and still moving forward. Our 401k and family investments are safe with Matt!