I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

When I was in a state of shock and in desperate need of financial advise, I went to Chris. This is…read moreone of the best decisions I ever made. He is not only compassionate about his work and expertise, he is truly intelligent and confident. Whenever I have a question or concern, he always has the honest answer. He is realistic in his recommendations and he doesn't force investments. He is a phenomenal advisor!

I can't say enough great things about James Schramm at Schramm Financial! From the very first…read moremeeting, James made me feel completely at ease--he's incredibly knowledgeable, honest, and genuinely cares about helping his clients reach their financial goals. James takes the time to understand your unique situation and creates a thoughtful, personalized plan. He explains everything in a way that's easy to understand and never makes you feel rushed or pressured. What really stands out is his integrity and professionalism. You can tell he truly loves what he does, and it shows in the level of care and attention he gives. He's quick to respond, always patient with questions, and makes financial planning feel less intimidating and more empowering. If you're looking for someone you can trust to guide you financially--whether personally or for your business--James is the person you want in your corner. Highly recommend Schramm Financial!

Raymond James Financial Services provides fabulous advice and recommendations for financial…read moreinvestments. One of the financial advisers in the corporation, James Schramm, is very knowledgeable about current investment trends, etc. He provides patient counsel and explanations about when, where, and how to invest your money so it can continue to work for you even when you are no longer working. I highly recommend this firm to handle any and all of your investment needs.

I've been going to Chris for 7-8 years now, and he will always be my go-to. The first time I went…read moreto him, he was so kind helping me untangle 3 years of back filing and made the entire process stress-free instead of an anxiety inducing hassle. This year, when I called to admit my wife and I tried to file via TurboTax but I had a gut feeling we did it wrong and asked him to take a look at what we did, and refile it if needed, Chris again, without judgement, and with the utmost kindness, did the research to re-familiarize himself with how to file as Domestic Partnership in CA, and was able to (again) untangle my taxes (that we definitely did wrong) and refile for us properly and in a very timely manner. The time and effort he put into our taxes saved us $900! THANK YOU, CHRIS!

Chris is simply the best, we've been using him for a few years and would never trust anyone else…read more He's responsive, thorough and nice too! Just go with him, even if you have someone else you've been using , you won't regret it.

Don't use this group..after being with them for over 15 years they took accounts and moved with a…read moreperson nobody ever met without even a phone call sent a letter that came weeks later so your relationship means NOTHING! Beware!! I found another group with much better personal service !

Diana Reyes, Maria Alemán y Mary Ajungo are doing a great job at Edward jones de Valencia. They…read morevery friendly and professional. Diana Reyes had the patience to explain to me everything about my investing and retirement plan. Her expertise is very clear and that make you feel confident. Thank you to Diana Reyes and her team, you ladies are the best.

We have been working with Arif for several years. We are completely satisfied with his advice. He…read morehas the ability to find strategies to help us make the most of our money with the lowest possible taxes. He has also helped advise two of our adult children who are not his clients without charging them for his time and advice. He clearly enjoys his work and is happy to find ways to make his clients money go as far as possible. He goes the extra mile. John and Lucy

I received a flyer in the mail inviting us to a complimentary dinner to attend his financial…read morepresentation. I called and spoke to his office staff, who signed me up. When I asked if I could learn a bit more about him, they directed me to his business website and let me know he hosts a podcast every Sunday on a radio station. Please see the link below to the podcast published on June 14th 2026. https://am870theanswer.com/personality/arif-halaby?shem=rimspwouohe,#google_vignette I thought, as it states on his website the podcast is about finance and retirement.... https://tfswealth.com/podcast-on-demand/ If you listen to the first 55 minutes he not only makes assertions that people were better off being slaves.... more specifically 26 minutes 55 seconds is the beginning of some of the most vile and offensive talking points. That slavery was and the end of slavery are comparable to modern welfare programs because of dependence. He makes very clear his position about how " pointless "reparations are because one hour and 26 minutes into the Podcast. He also states that "they're just gonna spend the money ,they're just gonna buy rims and maybe even a marijuana business.

Bryan Cunningham is a Financial Advisor that is excellent at what he does. He is extremely…read moreknowledgeable in helping his clients to discover how much they should save for retirement, in order to live the lifestyle that they want to lead once they retire. He is extremely knowledgable on various utilizing various financial tools to help you get to where you want to go. I highly recommend Bryan for all of your financial needs.

From the owner: - Financial Services - Life Insurance…read more- Long Term Care Insurance - Debt Management - College planning Our company specializes in income distribution strategies. We can show clients how to earn 30-50% more income without adding more to their financial plans.

I am a fairly new client of Mr. Fender, but I finally found someone I could trust and his advice is…read moreon spot. So happy to have him on my side. There's no way anyone could be unhappy with him.

Not always looking forward to tax time, but David is always there to help us through our tax…read moreseason. With his experience and service it is worth every penny.

Same review I posted to Google!…read more My husband and I got our first ever home loan through Augusta Financial. At the same time, a friend of ours was buying a home and after we "secured" our rate with Dwayne, we found out that there were LOWER rates which could have saved us THOUSANDS because our friends got a significantly lower rate at almost the same time (within a week). Augusta Financial clearly did not have our best interests at heart. They came recommend by the real estate agent of my husband's family and we trusted him, so lesson learned to not trust the family realtor and do our own research. My husband did not want to start the process over elsewhere with the amount of time we had already spent and as we had found a home we wanted to purchase at a more or less affordable price. Also, they did not tell us our loan would be IMMEDIATELY sold to another company. We already had set up automatic payments and got notification in the mail 2 weeks after we moved into our new home that the loan was sold. Dwayne also could not spell in almost any email we received from him, which personally irritated me. Grammarly is free. Attention to detail was not strong and everything he required was always urgent, but when we needed an answer to something he was nowhere to be found until it was convent for him. I also had to explain things several times to several different people at Augusta Financial like they do not communicate with one another there... Overall, I would say we had a rough first mortgage loan experience and do not recommend Augusta Financial. Take your chances with them as they do not look for the best rate for you, and they do not give you all the information upfront unless you know what to ask for; as first time home buyers, we did not know what to ask and there is A LOT of information out there and so much to understand that it can be very overwhelming for first time homebuyers.

This place is horrible ms.gross was so unprofesional after so many back and forths and empty…read morepromises we finally came to no agreement cause she changed everything she said so me and my family went somewere else.dont trust this place they are very shifty especially Ms.Gross.