I have had the pleasure of collaborating with Mike Razzouk for approximately 3 years after…read moreretiring. I was a number at Vanguard and became a person at KWB Wealth! Mike checks in annually with me and is available if needed. There aren't enough adjectives to fully describe Mike. I feel an overwhelming sense of calmness knowing he is the savvy captain of my ship. Genuine, precise, approachable, and gracious.

Great Wealth Management Firm. I've been a client for 10 years and Mike Razzouk, Kerry Bubb, and the…read moreentire support staff are incredible professionals. They have never let me down on any matter. I highly recommend them.

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

Charles Ragonese, of Mountain Peak Financial, has been our financial advisor for many years. We…read morehave relied on him through employment and retirement to keep our money safe and well invested. Charles is very knowledgeable, with many years of experience as a financial advisor. He is also a genuinely nice guy. We couldn't do without him.

From the owner: Since 1992, Mountain Peak Financial, Inc. has been working with friends and neighbors throughout…read morethe greater San Gabriel and Palm Desert areas to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients.

I met Dave when I was 19 years old and he has now been guiding and educating me for 46 years!…read more I am preparing to retire now and Dave has been so gracious for nearly half a century with me. He always took the time for me even before I had anything to invest, but had questions or needed guidance. Dave is an honest, honorable, humble, very knowledgeable expert and genuinely cares about each client and their financial life planning. He is also a compassionate and altruistic humanitarian. He is a family man who loves and enjoys his family and makes many memories with them. Daveʻs partner, Danny Payne, is very much like Dave from what I have learned recently when I worked with him when Dave was away on a trip. He is a pleasure to work with and very knowledgeable, patient and humble, as are the rest of the staff at Maupin Financial Services. Tina has been with Dave for many years and is a great help at any time with various services. Edgar is a bright, polite and knowledgeable young man and very helpful as well. I give Dave Maupin and his partner and staff my highest recommendation. You donʻt need to be local to Redlands either. I moved to San Diego in 2005 and will soon be moving out of state. I will continue to rely on Maupin Financial Services for the rest of my life. Phone or internet meetings are an easy solution. This company and the people who run it are stellar; you wonʻt find any better or more personal service!

David is a super guy, easy to talk to and a highly knowledgeable and experienced CFP. I would…read morerecommend him to anyone, even my mother.

I worked with him just briefly but in that time he was a trusted advisor. He was willing to give me…read moreguidance, even when there was no immediate financial benefit for him. I would work with him again.

Ensor and Jamie are both super helpful and attentive in helping us navigate taxes for our small…read morebusinesses and our financial planning for the future. We've had several different tax people in the past year and Enson is the first person that both my husband and I feel comfortable with and that we can trust. Highly recommend!

Shawn has been my financial advisor since 2011, and before that he was my parents FA who followed…read morehim from a different investment firm. He talked me thru a couple of bad markets and I've done exceedingly well. He has guided me and I have to say I have been very fortunate. If I won the lottery tomorrow, he would still be my advisor. Plus he has great resources for taxes and attorneys. His assistant Valerie is always kind and professional. Can't say enough nice things about these two!

Rude receptionist :) She thought I was trying to sell her something and hung up on me.read more

Nolan the owner does not respond to calls, texts,emails etc. My tax returns still are not completed…read more after 1 year. The office staff is rude and have no idea what they are talking about. New Story everytime you talk to someone. Im really upset. I paid them over $3000 in fees and still incomplete with no replies. Do not go here. I have friends saying the same thing about AASI. No response taxes are late, un finished. Horrible customer service. Just take your money and ignore you.

We started a new company and needed a reliable and knowledgeable accountant to help us as it was…read moreall new to us. We were well informed and learnt so much leaving our first meeting happy and less worrisome. Highly recommend!!

Very helpful staff.. set my retirement up. Explained process and answered all questions. Thank you…read moreagain will recommend to others

From the owner: Citrus Wealth specializes in full-service financial planning and investment management, geared…read moretoward preparing you for retirement.