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.

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.

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.

Sandra was extremely insightful- she does not try to upsell her services and will keep you honest…read moreon the best approach forward. She procures solutions based on your specific needs it's not a bundle and buy one size fits all type of service. Highly recommend and she knows her stuff.

Let me start my review by saying - if in doubt, don't be! Fix your credit is hands down a life line…read moreof a new life. In this economy we all are struggling to find our way. While struggle? Fix you credit can make your world a bit more simpler by rebuilding your credit to gain a lot more dollar of your hard earn money. Everyone struggles, we all make mistakes. Hardship is real, but fix your credit gives you back a chance of a new beginning. Don't stress the mess of your credit - let fix your credit get you back to YOU! Sandra and her team are beyond knowledgeable. Let their expertise help you gain what you already work so hard for. I highly recommend - you have nothing to lose but GAIN!!!!

Brad Hartman is an amazing financial planner. He's very detail oriented, and answered all of my…read morequestions in a straight forward and understandable manner. He described options to suit my financial needs and thus guided me to the best solutions for my current financial situation. I will continue to rely on his expertise and highly recommend the same for anyone in need of financial advice and guidance.

From the owner: Independence and Flexibility: Hartman Financial Planning is not affiliated with any bank, brokerage…read morefirm or insurance company. We provide investment management, retirement income planning, tax planning, estate planning advice, and more. As an independent Fee-Only firm, we work solely for our clients. We don't receive any commissions or third-party referral fees. We are a fiduciary and put the clients needs first. . Contact us today to get started.

My family first met Shahrzad in 2013 when she walked into our business asking us if we knew how…read moreCovered California worked. She was going door to door signing people up. For over 11 years, we reached out to her for help if we needed to change providers. She is an incredibly helpful and supportive resource to have while navigating through the very confusing and difficult world of health care services. She is extremely professional, prompt and knowledgeable. Even going as far to offer ways we can save money. We have no idea where we would be without her expertise and guidance. We cannot recommend her enough!

She was my No 1 agent for my Medicare Advantage. She's very knowledgeable in all aspects of health…read moreinsurance and gives amazing recommendation on what you need and what is conducive to your needs.! She's very honest on her profession and I recommend her 110% to take a chance on her.

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!