I have worked with Chris for over a year now and he is fabulous. Chris will not only help with…read moreyour financial planning but he educates you on why he suggests an investment. Chris is very honest and is a man of integrity. I truly believe that anyone who utilizes Chris' services will be happy and feel confident that he has taken their interests to heart. Customer service, honesty and integrity based financial planning is what you will receive with Chris!!! He is the BEST!

Chris Motte is a very knowledgeable, caring, competent and patient financial advisor. He educates…read morefirst and comes highly recommended. I've known him for years.

Working with Mr. Shahinian has been a collaborative experience for me and a profitable one. I have…read moresought out his advice on the trends in emerging markets as well as successful sectors within the S&P 500 resulting in far better returns than the average. He has many creative ideas to help business owners like me make the most of their retirement nest egg. I recommend having a conversation with him.

Zareh has been incredibly helpful from the start. My first thoughts were that he was highly…read moreknowledgeable in his work, which is what trusted him even more after being referred by a friend of mine. I highly recommend him as a financial planner and investor. I have immense trust in the job he has been doing for us for the past few months. I thought he deserved an honest and good review for what he has done.

Greg has been my financial advisor for years. He's very passionate about helping people build…read morewealth and security in their life. He stays on top of market trends, knows the ins and outs of all the financial tools that best fit your needs, is responsive, patient and respectful, and a good communicator. Very trustworthy. I highly recommend!

I have been working with Rob a few years now he's very lazy he doesn't take an interest in the…read moreclients if information is missing or something up he does nothing about it they lost an account of mine for four years I lost interest on it and his response was if you're not happy with us then you can somewhere else they also do double dipping you get charged for the accounts held at other places and then they also charge you a monthly fee they also give information after the fact and they take absolutely no responsibility I would say stay away

I've known Rob for over ten years. Rob and his team have cared for my wife and me so well that…read morewe've trusted them to decide on our portfolios without questioning how they adjust them. They actively reach out to us for semi-annual reviews and have never presented any concerns about how they want to pivot our investments. Rob patiently explains and educates on investments when specific ideas are foreign and never pressures me to take a chance on something I want to stay clear of. If you are looking for an advisor who will listen to you, care for your portfolio, be aware of any tax implications from portfolio change, and show you interesting investment ideas, you should contact them.

I don't usually write reviews, but Stephen absolutely deserves one…read more Stephen Jeung helped me and my entire family set up our life insurance policies, and the experience was nothing short of exceptional. From the very beginning, he was professional, patient, and incredibly knowledgeable. He took the time to break everything down in a way that actually made sense -- no pressure, no confusing jargon, just honest guidance. What really sets Stephen apart is how much he genuinely cares. He wasn't just trying to sell a policy -- he wanted to make sure we were properly protected and understood exactly what we were getting. He answered every question thoroughly and made the entire process smooth and stress-free. It's rare to find someone who combines expertise, integrity, and great communication the way he does. If you're looking for someone you can trust with something as important as protecting your family's future, Stephen is your guy. Couldn't recommend him more. Thank you, Stephen!

Stephen made what could have been an overwhelming process feel simple, clear, and reassuring. From…read morethe start, he took the time to truly listen, explain everything patiently, and make sure I felt confident in my decisions. I never felt pressured, only supported and cared for. Life insurance is about protecting the people you love, and Stephen approaches his work with genuine heart and integrity. I'm incredibly grateful for his guidance and highly recommend him to anyone looking for someone they can truly trust.

Erik Kaplan is simply the best when it comes to credit repair. Honest and focused on the hard work…read moreto get your credit in better standing. He also only charges for results that created a positive outcome for your credit. I solely refer everyone I know to Erik for credit repair from my neighboring industry of mortgage lending. There are many imitators and snak-eoil salesman within the credit repair field, this is a fact, Erik is the real deal.

When I was referred to Erik for assistance with my credit status, I was a bit uncomfortable,…read morebecause I had been scammed in a prior real estate deal. Today, I'm glad that I trusted him and trusted the process. His help clearing my credit was executed well, within reasonable time limit, and is worth much more to me than just the purchasing power achieved. An added bonus...I didn't get scammed! ERIK DELIVERED! 1. Great credit 2. Peace of mind 3. I didn't get scammed!!! If you need help, be confident that Erik will do right by you.

I've never had greater peace of mind until after I met and began working with Larry Zuckerman and…read morehis team. I've never known anyone as passionate about getting their clients results. Larry is an intent listener and masterfully crafts a financial plan to meet YOUR needs. I've worked with others who focus only on transactions that will benefit THEM. With Larry and his team, you can rest assured that they have your best interest in mind throughout the entire process. I can say with zero hesitation that I enthusiastically recommend Zuckerman Private Wealth Management.

Larry is a wealth of information and his level of communication is unlike any other financial…read moreadvisor. Make sure your future is protected by using someone like Larry.

I have been an extremely satisfied client of Kaplan Financial Planning for 26 since 1990. Since…read morethat time, the advice Robert Kaplan has given me has paid off well especially now as I enter retirement. When it comes to financial planning, Robert Kaplan is smart, knowledgeable and trustworthy. His advice is solid and he has you, the client, in mind at all times. He doesn't waste your money. Nor does he promote financial tools that line his pockets. He suggests investments that will work for you in the long run. In addition, Robert Kaplan is personable, kind and highly competent. If he tells you something, you can take it to the bank.