I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

As a degreed Accountant, MBA, and working in Fortune 500 Corporate Finance for over 30 years I have…read morebeen seriously investing since my late '20s. Before working with professional advisement, watched my wife's and my portfolio grow from five, to six and to finally seven figures. Would consider myself an experienced personal investor. However, portfolio grew stagnant (stayed in prior winners, now losers too long), leveled offed, and was not achieving desired returns, and was often radically up or down pertaining to market whims. Found myself even being experienced, being emotional in making needed financial decisions. Thus decided to finally pursue and rely on professional financial investment advisement for better consistent long term returns. Went thru a most thorough rigorous search and review process to choose the right Financial Advisor to entrust my entire now seven figure portfolio. This was a four step process that entailed screening firms for the right kind of (1) financial advisor formal university education, (2) investment training & licensing (CFP, CFA or CPA etc.), (3) firm reputation, especially local reputation, not just based on a national name recognition and (4) firm Investment style and practices. Basically wanted a firm that primarily were not just a bunch of financial salespersons (who got into the business a few years ago and primarily earn their income generating financial product sales) and genuinely care about the long term growth of their clientele. It would not make sense to invest my hard earn money with advisors who knew less (often far less) about Finance, and even less about the real Stock Market than me! I would sincerely say that 80% to even 90% of the firms out there do not meet or even close to my set standards (which should apply to you if you are a serious investor). Thus took almost two years to find the right firm to meet my set standards and long term goals. Personal care was of course considered, but all said $ results matter! After initial on-line screens in the dozens, went thru nearly a dozen actual person to person firm interviews. That said, I chose Gould Asset Management in Claremont, now going on four years, and have not looked back. They have the highest credentialed, formal finance educationally trained, market tested experienced, personnel with a better than Gold reputation in the community. They developed a medium and long term plan which I have entrusted my entire family's portfolio (with highly protective safeguards that they incorporated at the broker house level, i.e. Fidelity, Schwab, etc.) I have now been getting better consistent steady returns with softened market fluctuations. Guarantee you will only find this level of firm competence, financial investment knowledge, and true customer care and financial planning to meet your needs and goals only with Gould Asset Management and a few firms perhaps in the LA highest rent districts, think Bel-Air or Beverly Hills. Young or older as myself, if you are serious about developing a well planned diversified portfolio, look into Gould Asset Management. Ten, twenty years from now, you will be glad you did. CJ Wong, Experienced Investor

From the owner: We help our clients manage their unique financial situations as they traverse a variety of…read moreimportant life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals. Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.

Morgan Stanley in Claremont is staffed with efficient and knowledgeable and efficient personnel. My…read moreadvisor, Raurri, is the first financial adviser I have ever worked with who has actively reached out to me with account updates and suggestions, (other companies just let my money work for them, never offering any feed back or assistance). Raurri has helped me with suggestions (always spot on) and even given direct assistance dealing with other financial institutions. I am very grateful to have found an advisor who acts on my behalf.

Ali has been taking care of my Trust Fund for years. Thanks to his clever handling, I can live…read morecomfortably.

Armando is a real professional in the finance world. I moved my 401k over to Edward Jones and…read moreArmando took the time to show me how their progrrams work and the best way to grow my portfolio. He didn't try to sell me anything but made sure I knew my options so I could make great choices. My account has already grown in value and I couldn't be happier. Give Armando a call. He'll do the rest.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ryan has made a world of difference in my financial life. From our first call, he outlined current…read moremarket trends and gave me concrete guidance on how to invest wisely with limited capital. He quickly diagnosed my financial health and we discussed my goals--graduate school, present needs, and retirement--in detail. I tried investing on my own for years with minimal results. In just a few months with Ryan, I've achieved what took me years to reach on my own. He's outstanding to work with - he prioritizes communication, responds quickly to emails, and is always willing to jump on a call when I have questions. His market knowledge is extensive, and I trust his recommendations completely. I've recommended Ryan to friends and family, and I'd strongly encourage you to call Gerber Kawasaki and hop on a quick call with him.

The financial advisors at Gerber Kawasaki are incredible. From my experience, I've found the team…read moreto be insightful, knowledgeable, and attentive. The founders are exceptionally intelligent, and that expertise is reflected throughout the firm. I got to meet the team at their beautiful Santa Monica office where they are also great hosts. My advisor, Brett Sifling, has been especially great to work with. He is highly intelligent and takes the time to understand the financial goals and plans I have in mind. Rather than simply putting me into a standard strategy, he helps guide me with my specific goals at the center of the conversation while also bringing his own ideas and expertise to the table. I appreciate his ability to think strategically about what is held in my portfolio, why it is held, and the appropriate time horizon for each investment.

Great Friendly Service, appreciate the water and water. I am considering banking here.read more

These ladies at the Claremont branch are very helpful and friendly! They make things easy for me…read morewhich is greatly appreciated. Plus, there are never any lines in this branch so I get out fast

Awesome! They are very helpful. John and Hilary are great. If you have any questions they are…read morewilling to answer them.

From the owner: Investment Portfolios Retirement Plans…read moreTax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans Bonds Common Stock Educational IRA Brokerage Accounts Traditional IRA Roth IRA SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes

I met recently with Eric and Rob because I needed help and advice. With personal and professional…read morematters. I was very impressed during and after my first meeting. They truly listened and asked the perfect questions to help me state what type of help I needed. I did have another appt with another firm but have cancelled that and will work totally with this company. I would not hesitate to recommend them to anyone....and have already done so to my family. In my experience it is very rare to find people that truly listen to what you say and want and then work FOR YOU from there.

Amazing service. Mangus Finance really is helpful and Marc really knows how to listen. For the…read morefirst time I actually feel like I'm on the right path. Mangus helped me not only with retirement planning but budgeting for my day to day living where I'm actually saving more and spending less. I really thought I had cut all the corners but Mangus showed me a few additional new ways to save. Thanks, Marc!

I had a great experience. Mangus is very thorough and focused on the client, while being a straight…read moreshooter and explaining to me exactly how complex financial products work, including my risk exposures and potential returns.

Ron is an excellent financial advisor. He is always willing to spend the time to explain eveything…read moreto his clients and is very careful to watch the market trends. He is also very good at preparing taxes and has very good (fair) pricing. His office assistant is the greatest!