We've been working with John Stokes Financial for over a decade, and even longer with our personal…read moreagent, Rick Friend. Rick has worked financial miracles for us for two decades, providing helpful, if not essential, support and guidance that has enabled us to raise a family, maintain a home, send our kids to college, sell our home, retire, and so very much more. Rick continues to serve as our most trusted financial advisor but also in an avuncular role, offering much wisdom and instruction gleaned from a life well-lived. All transactional and material benefits to our professional relationship aside, Rick's most important, fundamental, essential, preeminent assets are his personal values. Integrity, responsibility, honesty, generosity, humility, and reliability account for only a few of Rick's greatest personal characteristics. We couldn't be more blessed to have the opportunity to work with such an ethical, responsible, positive, focused financial advisor, because all of the enrichment we've realized, financial, yes, but also existential, has flowed from Rick's fundamental values and personal stake in his clients' overall well-being throughout their lives and in any and all circumstances. When push came to shove, as our kids became teenagers and prepared for college, as we prepared to sell our home of 20 years, and when it was time to retire, all the planning we'd done with Rick when we'd first settled down had sprouted into effective financial and logistical instruments for realizing our goals and dreams. At this time, Rick began working with John Stokes Financial, a company which has provided he and us with all the necessary platforms to take advantage of the plans we'd set up years before. Most significantly, John Stokes provides clients access to a platform called e-Money, where clients can track all expenditures, accounts, investments, properties, where clients can store important documents, track individual stocks, acquire market information, and so much more. The recently redesigned e-Money platform is now better than ever, making it easy to track and manage all transactions and holdings. When we sold our home and prepared for retirement, the support staff at John Stokes helped manage a variety of issues to facilitate a flawless transfer of property and currency. And the firm hosts a variety of fun special events from time to time, giving clients like us the opportunity to participate. Most recently we were fortunate to attend a fun and informative wine tasting seminar. Based on our 20 years working and becoming close personal friends with Rick, and in light of our successful relationship with John Stokes Financial over the past decade, we wholeheartedly and fulsomely recommend John Stokes to anyone seeking financial management and life enrichment, especially young families just beginning to map out a meaningful life. John Stokes will help identify your family's future goals and destinations and then provide the guidance, support, platforms and tools essential for you to map the territory and navigate your way to success. That's what they've done for us, and we couldn't be more satisfied!

I took John's Unemployment Training seminar and found it very interesting and informative. It saved…read moreme lots of time and frustration researching and signing up the unemployment benefits. He also provided valuable insights and perspectives to help me think through the career options.

I spent the time and energy to meet with Joey Bailey and then get all of my statements together. He…read morethen cancelled my 2nd appt. Stating he was getting his office remodeled? Then I emailed a couple of times asking to at least email me back why he's cancelling me. Then left a message. Completely ghosted me. If you are that unprofessional before getting my money, what will happen next?

I am so grateful for the advice of my Pure Financial Advisor, Richard Alexander. He has been…read moreenormously helpful in laying out my options and giving me sound advice to secure my financial future. Pure Financial's staff is excellent and efficient. They have done a fantastic job pulling all the financial pieces together to create a smart portfolio. Pure's website provides me useful and timely information about my investments. The firm also provides helpful video presentations to help investors understand the markets and their investment strategies.

We are very happy clients of David's. Working with a small fiduciary company has been a big…read moreimprovement over our previous experience with one of the 'big guys'. You are definitely part of a family here. The advice you receive will be tailored to your situation and needs.

I'm writing this review to share my honest experience with Kanani Advisory Group. Unfortunately, it…read morewas extremely disappointing. They advertise several free services -- including a *free retirement roadmap* and a *Morningstar performance report* -- but none of these promises were fulfilled. Instead, every interaction felt like a push to collect more of my personal information rather than providing any actual value. Over multiple scheduled calls and meetings, they repeatedly asked for additional documents such as my brokerage account statements, IRA information, and even my date of birth, all with the promise that they would produce a Morningstar report. Despite giving them everything they requested, they never delivered **any** report or useful analysis. When I asked about the "free retirement roadmap" they promote, they simply told me it was "too early" for that -- even after several conversations and after I tried to engage with them as a serious prospective client. It became clear that their main goal was to gather personal information and convert me into a client **before** offering any of the services they advertise. No transparency, no follow-through, and no deliverables. I genuinely approached them with the intention of hiring them as my financial advisors, but their lack of professionalism and failure to keep their promises made me lose trust in their process. Overall, a very disappointing experience.

I recently starting working with Robert, but I have already recommended him to friends and…read morecoworkers. He is not only professional, but very knowledgeable. He always responds in a prompt manner. I know that I am not the only client, but I always feel as though I am. I had my investments transferred to LA Wealth Management and my main reason for choosing Robert was customer service. It doesn't matter if it's morning, afternoon or evening, he always responds.

Working as an educator, LA Wealth Management has assisted me with my retirement, savings and life…read moreinsurance policies to ensure my family and I are well taken care of. The person that has worked with me these past several years is Robert. He has been great! He is efficient and takes the time to show you all available options that best fit your income and need. I highly recommend this company!!!

Craig has been my financial advisor for approximately ten years. You will not find a more…read morequalified, honest, forthright business person. He responds promptly, communicates in layman terms and is extremely astute regarding investing and monitoring the market; even when it's erratic. I highly recommend Hawkins Capital Advisors.

I just completed my annual investment account review with Shannon Webb. The review included a…read morecomprehensive analysis of my portfolio and investment returns against my goals and expectations. I was extremely pleased with my portfolios performance and Shannon's investment knowledge. All my retirement account goals and expectations established last year were exceeded. Next, we discussed my current year's goals with an appropriate risk assessment and agreed on a new set of goals and expectations going forward. I appreciate Shannon's easy going personality and style. He spends most of his time listening to you, the client, your wants and needs, educating you on investments and alternatives, and most importantly, on different levels of risk. He asks a series of questions to determine the clients risk level and advises accordingly. This goes to his focus of listening to the client and offering the appropriate advice to meet their goals and objectives. Shannon gets 5 stars for his professional personality, client focus, and my investment account management performance.

Shannon Webb really helped me take a solid look at my current financial status and gave me an over…read moreview plan of what it would take to own a home as well as save for retirement. We laid out my goals and he actively wanted to help me on my journey. I am pretty young so there was no long-term commitment, just a formation of a plan to follow up in the future.

I have the best Financial Adviser! He is extremely…read moreprofessional and knowledgeable. He explains my investments very well and clearly. I can call on him for any questions. I honestly feel very fortunate to have someone like Mr. Mike Remington assisting me.

My dad was a client of Sid's for well over 2 decades. My dad and our family trust Sid and his…read moreteam's expertise. When my dad passed away, Miramontes Capital helped us with the financial transition. They are personable, attentive, and accommodating. The transition of my dad's assets was seamless and during this process, my family felt great comfort to know we were being taken care of. Miramontes Capital is a great company! They truly care!

We have been using First option Capital in several occasions for our financing needs and always had…read morea great experience with them. Brandon is very responsive, honest, ethical, knowledgable and great in doing what he does. He gets things done when others are not able to. Highly recommend him.

Great service from Brandon at First Option Capitol. Brandon is a very professional and courteous…read moreadvisor. Looking forward to working with him again when we expand our operations.