I've been working with Eric for years. He has helped both me personally and our business in a lot…read moreof meaningful ways. More importantly, he's helping my family and me build a clear financial plan for our future. I really value his guidance, honesty, and long-term approach.

STAY FAR AWAY!!! I would never ever recommend this company, even to my worst enemy. I contributed…read more$45,000 to an account with them when I didn't know anything about investing. Once it had been over six months, and my accounts were in the negative as when I started to do my own research on stocks. Once I became educated, I realize that what they had me invest in into terrible stock options. They had me in only bonds that have been performing terribly year after year. If you know anything about stocks, then you know a 26-year-old should not only be invested in just stocks. I tried waiting another six months for them to at least come up so I wouldn't have to sell them at a loss. Unfortunately, I now have to sell them at a loss and have lost 10% of my investment. I wasted so much time and money with this company

Right, so here's how it went down. As a 25 year old, financial planning, and retirement schemes…read morewere the last thing on my mind, but then life handed me the golden ticket. An unexpected inheritance from my grandfather was just enough to get my foot in the door with this red group I heard about it. Their time is sunrise dinner with my mom has been with AT&T for ages red lights, Four months into the journey to retire by 50 with Brent one of the wizards for the seminar ,things took a dramatic trip. My mom bless her heart start having health issues. Diabetes complications, a small stroke. The works before I knew it. I was right, in the thick of a retirement, plan and financial forecast for her, as well as me, trying to figure my own stuff out Not something you'd expect for sale 20 something to be handling but there I was Now 2022 with the smoothest ride with interest rates going haywire, we found our souls at the webinar with our lead by Brent and his mate, Paul, all about AT&T retirement plans when the dust settled we were left with the truckload of questions the best retirement Timing choosing between AT&T love, summer annuity, interest-rate impact Social Security and sign. It was clear I need to chat with the experts directly so we booked another appointment guys after that meeting and the second one it was like a breath of fresh air. We had a roadmap for the next two years and I felt like we were finally I control the feeling was short-lived though when my dad lost his job at the end of 2022 Looking back bumping into The Retirement Group early in 2021 was like striking gold. These folks Brent, Paul and the crew are legit. They understand us, and after two years working together we're still stoked about the services of

Trustworthy, confident, sincere I feel like the whole team truly cares about my overall financial…read morewell-being as the end of the world of retirement for a Exxon I feel the team cares about me on an individual and a personal level a seem to be very client centric and they have a great track record of consistent positive returns My relationship again when I was referred To Steve from a colleague that left some time ago and retired from actually a different oil company Chevron. Steve was able to help me secure my Chevron old retirement plan that I had from years ago as well as my new Exxon retirement plans They also gave me some insight into an old life insurance policy that didn't make sense for me to keep anymore working with the team at TRG took a lot of pressure off and gave me the ability to let go of the steering wheel so should anything happen to me my wife would be in good hands strongly recommend and reach out to Mr. Boblis if you want some real good source of knowledge. Highly recommended

I am so estatic that I found Gabriel. He explained the process step by step in acquiring planned…read moreretirement portfolio that will for. He answered all my questions and addressed my insecurities. I am confident that he would do a great job for you too. I retire next year and I can't wait! Naomi

Sal and his team are full service and highly competent. Brian and his case designers are brilliant…read moreand have helped me close many cases. 8 years and counting and they continue to exceed my expectations. I am 33 years in the business of financial planning, asset management and insurance.

I worked with several financial advisory firms over an extended timeline (40+ years) and I can…read morehonest!y say that Lucia Capital has been, by far, my worst experience. I specifically sought them out for their supposed expertise in REITS to broaden my portfolio. Overall, I honestly feel that their commissions are their number one concern and that the term fiduciary responsibility is not in their vocabulary. The long term returns on the investments, which they recommend, have been way below any reasonable expectations and communication with my assigned advisor has been almost non-existent. I have no need for hand holding or constant contact, but for the most part if you don't contact them you hear nothing. No yearly, biannual or quarterly check ins, just nothing. My advice find a firm that cares as much about your financial future as their own profits and understands that occasionally communicating with their customers and actually offering advice and recommendations is a primary responsibility. I can assure you that you will have a better experience, as I have, with a more reputable, communicative and competent advisory firm. The 2 star rating I filed is more than they deserve but I think many people don't read 1 star reviews.

The Lucia team has been extremely helpful in planning my retirement and has given my family peace…read moreof mind. They are dedicated and want what's best for me.

Mike, Angela and I want to thank you for working with us. We…read morecannot stress enough how important it was for us to work with someone we trusted and someone who had our best interest in mind. Thanks for always answering my calls and emails. It made a huge difference. We would recommend you highly to anyone needing a mortgage. Please stay in touch with us as we are going to want to re-finance once interest rates come down. Thanks again.

Mike and his team were great to work with - they really know what they're talking about as they…read morewere knowledgeable and helpful throughout each step. They guided us through the entire process of purchasing our new home by making sure their requirements were clear and concise and were always willing to answer the important questions that came up. I knew nothing going into this and they explained everything in great detail and made it seem so easy. I would highly recommend this team to anyone looking to buy a home.

5 years ago, my wife and I originally purchased our home, with the help of Team Souther. Tom and…read moreKim were amazing. They answered all of our questions, and concerns. When we decided to refinance this year, there was no one else we trusted. We reached out, and Tom was very responsive. Even with the current issues doing business in a time of Covid19, Tom and Kim kept us updated. and Tom found us an amazing interest rate. I will never go anywhere else for my mortgage and/or refinancing needs.

Tom and Kim are the best in the business. My husband and I have used them 4 times now for purchases…read moreand refi's. Their knowledge and experience show with every conversation you have with them. You will be lucky to have them in your corner, thanks Tom and Kim for your hard work and dedication!

My family has been a client of Tod Lenhoff and Steven Nuckols, Wealth Compass Financial, for about…read more30 years, starting with my parents and an aunt and uncle. We saw the careful management of investments via good options and safe choices. We followed their guidance, yet felt fully informed regarding choices for investments and have no regrets. This group is highly ethical, personable, and knowledgeable. All of us have seen our investments do very well and have found our retirement to be well-planned. Additionally, we can now pass down wealth to my daughter and her family.

Steven Nuckols and the Wealth Compass team are more like family than financial advisors. Steven has…read morebecome a trusted member of our core advisory professionals. Another review noted the prior ownership and conservative investing decisions that were made (and likely involved documented disclosures of upside and downside). My experience has been very educational. Steven makes suggestions, provides options to accomplish our family retirement goals, and then I make the decisions. My experience as a client has been amazing. Thanks Steven, Tod, Halie, and the team! Couldn't do it without you.

I called Michael from Woodson after being referred. Michael had assured me he could help me and my…read morepartner, that things were not as bad as I feared. We then spent weeks connecting our accounts and providing information for Michael, concluding by paying $500 and receiving our budget which said that we could meet all our expenses and still have around 500$ left over every month. However, each time we looked into the budget we found more and more errors and missing information which led us to realize that the budget provided was not accurate. For example, how could we trust that we would have 500$ left over every month when our 700$ HOA payments were not accounted for in the budget. Furthermore, the website used by this company does not accurately categorize expenses and relies on the user to manually go through and correct all entries putting them in the correct category. In summary, Woodson is a company that will blow smoke up your ass and tell you you are doing great but then fails to accurately represent your income and expenses. I went to Woodson hoping to stop living paycheck to paycheck but left still living this way. It was a tremendous waste of time and money. I recommend finding help elsewhere and if you do decide to go with Woodson, do the math and double check their work.

Jamie and the team are great! When I was searching for a financial planner, I met with about 5…read moredifferent people. Jamie was personable and professional, a combination I needed to feel comfortable talking money. Jamie provides insights and recommendations in a digestible way; the steps are clear and easy to action off. Overall, I feel so much better knowing I am making the right choices for me right now, and I feel confident that Jamie has helped me identify when I need to level up as my financial situation evolves.