Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.

I am so happy I to be working with this investment firm! Kyle and Dane are knowledgeable and…read moreprofessional yet down to earth and make it easy to understand their advice. They helped me with my financial goals and created a strategy specifically for my needs and situation. They are always available to answer questions and I had a lot of them! I couldn't be happier or feel more secure than I do with their excellent guidance. And my portfolio just keeps growing! I highly recommend them.

5 Stars! Great working with Kyle and Dane. They're really knowledgeable on a broad range of wealth…read moremanagement and investment topics. Always prompt to help me on any issue - even nights and weekends. They go out of their way to make sure their clients are happy. They also have one of the best fee structures I've seen - much better than what I've experienced. Personalized advice which surprised me because they offer so many services and a more active management style. Overall a great firm.

Pierre is such a professional. He has filed my taxes for years and is always fast and efficient…read more Year over year, he has ensured I am able to maximize my returns or owe as little as possible. Pierre cares about my money and is always providing support on how to achieve optimal financial security. I highly recommend!

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

I was very impressed with my free evaluation consultation session with Daniel…read more I have always been hesitant with financial advisers because I've experienced a few of them who are "pushy" and are always trying to upsell. Furthermore I was a little concerned that this eval would turn into a "buy a full financial plan from me" type of thing. This was not the case with Daniel at all. He asked a lot of great questions, he took a lot of notes and gave me a great idea of where I'm at in my financial planning adventure. For me, I've done a lot myself and he was great to bounce ideas of things that I have been thinking or what I can do better. We both agreed that it probably wasn't time for me to dive all in to a full financial plan due to where I am at in my life and what I have been doing on my own. He was forthcoming in that he doesn't think that, at this moment, he would add significant amount more value to what I have already done on my own. He recommended that he can be available to bounce ideas off of in an hourly fashion. To me this is huge. I was half-expecting to not get any ideas/thoughts without signing up for a full financial plan. That Daniel walked through all my finances and gave me great ideas and recommendations. Then for him to say that I probably don't need him 100% of the time shows that he tries to understand his clients first rather than try to just take money from them. Greatly impressed and I will definitely be coming to him for advice and when my life changes where I would need his full services, will be coming to him again.

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

SUMMARY: I paid $95 for an initial 10-minute phone consultation which was everything I hoped and…read moredreamed. Mr. Klasing answered all my questions and gave me a path forward. DETAILS: I have an S Corporation and an atypical situation with no clear way how to handle it. I asked AI about one idea I had for handling it, but she said that was likely illegal, and the situation was complex enough that she needed to refer me to a tax attorney, and suggested Mr. Klasing. I checked out the firm's website and saw that I could schedule online, that was super-convenient. Same-day appointments were available. It was $95 for 10 minutes, and I expected to hear on the call that my case was too complex for just ten minutes and I'd need to reschedule for an hour, or worse, pay for a few hours of research at $XXX/hr. Instead, Mr. Klasing was familiar with the situation, said I had three options, and explained the pros and cons of each one, concurring with AI that my idea was illegal and I should pick one of the other two. Getting an expert resolution, the same day, and for only $95, is a bargain and a relief. Note, the firm offers this service for only an *initial* consultation; you can't keep paying $95 for additional 10-minute consults.

Really helpful and prompt. Appreciated the friendly and informative advice…read more Also gave me some good pointers and helped me feel good about the complicated stuff involved. Highly recommend his services.

Where do we start....we have known Clearview and used their professional services for decades. All…read moreof the employees are outstanding, caring and provide A-1 customer service. Eric is our advisor and he treats us like we are part of the family. Eric truly listens to your needs and will guide you in the right direction. Eric has a great deal of Honesty, Integrity and knowledge. They say it takes a village to get things done successfully, we can honestly say Eric and Clearview is a huge part of our village!

This group has been our financial advisors for 10+ years. Eric is knowledgeable, courteous, and…read morevery helpful. We have great confidence in his advice. He responds quickly. We have referred friends to this group and they are also happy with the advice they receive. We have regular reviews that are conducted on ZOOM , which is very convenient for us.

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page…read more401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

Put in a request for more info from Smartvestor and began to receive various calls, texts and…read moree-mails from random Smartvestor reps. It helped me decide it's absolutely NOT the company for me.