Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Working with Jennifer and Ron was nothing short of amazing! The knowledge that we gained through…read morethis experience has been life changing. Thank you both for helping us secure our families future through the creation of generational wealth! The Fisher's

It was a great pleasure to meet and discuss financial plans with Jennifer Ramos. She also…read moreintroduced me to Jorge Hernandez who helped me with making an amendment to my Living Trust and Omar Ennabe who helped me with options on my home loan. I would highly recommend The Financial Architects firm for any financial concerns needed.

Andy Carlson is an absolutely phenomenal advisor. He takes the extra time to stay resilient on my…read moreportfolio. When the market drops he's looking to balance my account in offering the best returns on my investments. Andy is diligent with sending reports and comments from Edward Jones, with points of view regarding market conditions. His Friday networking meeting is a great way in helping me to network my business. Andy's support team member Jennifer Clifton is fabulous, very helpful and delightful personality. This team is the real deal the whole package. I am so pleased to have my investments with Andy Carlson and Edward Jones you will be also. I highly encourage you to make an appointment right away you will be pleased you did.

Andy has been excellent in his knowledgeable advise, communication and customer service. But what…read morehas made the difference to us is his friendly personable approach, honestly and being someone who truly cares about his clients and their family. After some bad past experiences and investments with other "advisors", and recent changes in our family financial situation, I was very reluctant to get the financial consulting I realize I needed. Nevertheless, I was strangely compelled to answer the man soliciting at my door on day (it could have been his adorable daughter who was joining him that day). I am glad I did, He took the time to understand our family financial goals and has worked hard to guide us on investing toward them. His new office is nice and the small things, like having a dedicated place for my daughters to sit and color while we talk, are just a reflection of the care and detail that he puts into his work and his clients.

From the first phone call with Diego, I knew this was the right agency to work with. I had called…read moreseveral agencies before landing with MBM Credit Solutions. Diego was so thorough and explained the process of credit improvement in the most non judgmental and helpful way. Diego even took care of challenging some questionable negative items on my credit report during the initial phone call! The second interaction was in person and he walked me to all of the items I need to work on, the timeline for achieving them, and set realistic expectations. I am so grateful to have found MBM and I look forward to our continued collaboration .

Last week I took my stepson to do the roadmap session with Diego. He was so professional, he made…read moreus feel right at home and was completely relatable to my stepson. He gave him tips on how to make credit work for you and a better understanding of the overall credit game. My son left feeling uplifted full of knowledge and excited to take the tips that he gave us and apply them to everyday life. I would recommend Diego to any parent out there wanting to set up their kids for success. It's never too early to start. Overall I feel like it was money well spent, and there was no run around. He continues to follow up on our progress and is there to answer whatever questions we have. I look forward to the roadmap sessions with my two kids because these are tools that they are gonna need for the rest of their life. Thank you, Diego.

Chad and the team provide great service. You can trust them with all of your insurance needs. Give…read morethem a call.

I have had my home and auto insurance policies with Chad for over five years now. Every year they…read moremake sure that I have the best possible rates and coverage. Chad and his staff provide awesome service and great rates. Thank you! PS I can't believe I waited this long to provide a review!

Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.

I'm very thankful for my financial advisors Steve Ruiz, Yadira Anaya, Alan and Aaron Cruz at…read moreIntegrity Financial. This is a Christian based organization and their faith shows through in the way they care and treat people--with honesty, kindness, and integrity. Every time I visit the office, I'm greeted with a warm and friendly welcome from everyone which makes me feel valued. They have all become cherished friends. Any time I have a question, I can send a simple text message and they always responds. That level of accessibility and personal care is rare and greatly appreciated. Most of all, I'm extremely happy with the results of their financial advice. Their guidance has given me retirement confidence and peace of mind about my financial future. I am truly feel blessed my wife and I decided to do business with them. I highly recommend this organization to anyone looking for trustworthy and dependable financial advisors.

Very caring people. Type of care was good. Pretty good office as well. Pretty chill placeread more

Andy Chabot is an excellent Financial Planner. He goes above and beyond to manage his clients…read moreportfolios. I have referred several of my clients to him and they have all raved about the quality of his services.

From the owner: Comprehensive Financial Planning Retirement Planning…read moreBusiness Consulting / Succession Planning Group Retirement Planning Estate Planning College Planning Investment Planning Insurance Planning Life Insurance / LongTerm Care / Disability Comprehensive asset management accounts Mutual funds and ETF's Individual stocks and bonds Domestic and foreign securities Alternative investments REIT's, Fund of Hedge Funds, MLP's Annuities Fixed, Indexed and Variable

I've seen the kind of personal attention that Andy Chabot gives to every one of his clients and the…read moregreat results. I would highly recommend Chabot Wealth Management.

Chabot Weath Management is the right place to go if you want your money safe and well taken care…read moreof. Investing is a risk but these guys are on it and have your best interest in the front mind.

Working with Thomas and his team made our first time home buying process a breeze! We always heard…read moreabout home buying always being stressful so we expected it to be the same but working with Thomas and his team really did not bring any stress or hardships. They made things so smooth. I will 100% recommend & if we ever buy again we'll be working with Thomas at GEM Mortgage!! Thank you for making our first home buying process the best experience!

We absolutely can not say enough about Thomas and Melanie! They were both so wonderful and…read moreknowledgeable at what they do! They made a stressful situation very smooth and simple. Take it from me listen to what they tell you and you will be extremely happy you did.