We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

Brian and Annette are really nice and sincere people. He made me feel very comfortable with the…read moreprocess of dealing with my retirement at work and was very knowledgeable.

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.

I had a consultation with Joe Garcia and it was one of the most dismissive conversations I've had…read morewith a professional. He was rude, entitled, dismissive and made it clear that unless the case is over million-dollar claims or high-debt cases it "wasn't worth his time." He consistently talked over me and refused to listen to the specific statutory violations I was trying to explain. For an attorney in practice since the 90's and who claims to handle high-value litigation, the firm has no website, no BBB accreditation, and zero professional polish. If you want an attorney who listens, treats clients with respect, actually values the law and makes you feel confident your case is taken seriously regardless of the value, I would suggest looking elsewhere.

I paid Joe Garcia, DMI, $695 to write a response to a lawsuit pending towards me. I told him after…read morelooking up what was required legally, I didn't feel confident to creatieca legal response. I provided him with materials about my defense, a video, photographs, and a lengthy statement from which he could answer the questions on the lawsuit. I later found out that he merely submitted what I gave him. He did submit my response to the appropriate court and individuals involved. However he didn't write it anything more than I submitted to him and do it correctly and I receive notice from the the opposing Atty that my response was not adequate and that if I did not provide them with one which met the legal requirements and that I would lose the case. Fortunately my homeowners insurance attorney took over and submitted a legally acceptable response.. Mr. Garcia offered to secure a trust necessary in my case and offered it at additional expense of $1600. Given that the work he did for me was not accepted I do not choose to use him again. Mr. Garcia is charming and presents as caring, but as far as submitting legal documents in the state of Nevada, he is not competent. Even when told that the documents he submitted on my behalf were not accepted, he did not offer me any financial compensation for the fee I paid him.

I needed help with my dad's estate. His previous finanacial advisor was robbing him blind at 6%!…read more Eddie Sota examined my dad's investments and helped to turn things around. My dad immediately saw positive returns. Eddie was able to advise us with all financial aspects of the estate after my dad passed. He has been attentive and sensitive to the situation. I would not have been able to navigate this without Eddie's professional, knowledgeable assistance. Additionally, Eddie has advised us with our retirement. I feel that we are secure in our investments with Eddie's help.

Safeguard Investment Group has no regard towards client confidentiality. Employee, Reid Abedeen is…read morevery unprofessional and he told my personal information to another Family member without my acknowledgment or permission. I would NEVER refer or trust this Investor with my money. If I could rate this Investment group with 0 stars, I would. RUN!!!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

They send unsolicited junk mail, even though I am on the 'do not send' list and opted out of…read moresolicitations on my paperwork. They pay third party companies to buy contact information and ignore removal requests.

We had a virtual meeting with James scheduled. When he did not show up after ten minutes past our…read moremeeting time, I called and was told he had run over his time with another client but would sign onto our meeting right away. At 15 minutes late, I ended the meeting on our end and called to let them know, a courtesy that we were not extended. No one called to tell us that James would be late or would need to reschedule, and his administrative assistant confirmed that our meeting was on the calendar for the correct date and time. Things happen, and that is understandable. What is not understandable or acceptable is leaving a client hanging.

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my…read morecomprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

My experience is good and I'm in the process of deciding it's a lot of information. I just received…read moremy binder and I have a lot to look at. They are very kind and respectful and have taken a lot of time with me.

Ger Yang, Case Manager at Blue Water Credit is "AWESOME!" I spoke to Ger on Tuesday morning,…read moreAugust 29, 2023 about a 20 to 25 year old past due amount of $21.18 that a company says that I owe now and I wasn't even aware of this pas due amount until a month ago when the company started sending me letters telling me that I owe the $21.18. Ger is professional, positive, caring, understanding, honest, patient, very knowledgeable about credit and past due bill situations like my situation. Ger is a very good communicator and explains things clearly so that I understood what he was talking about. Ger Yang suggested a couple of strategies to use to try to get this matter resolved and I agreed with his strategies and asked him to pursue the two strategies that he suggested to try to get this matter resolved as quickly as possible. Ger assured me that he would take the necessary steps to implement the two strategies he suggested right away after we ended our telephone conversation! I highly recommend Ger Yang and Blue Water Credit to anyone who wants to improve their credit score, get negative items removed from their credit history, repair their credit, etc because you won't be disappointed!! Ger Yang will do an "AWESOME and thorough" job for you!!! Ger Yang deserves a rating of 10++++ stars for being the "AWESOME" individual that he is!! Blue Water Credit also deserves a rating of 10++++ stars for being the the top notch, professional, trustworthy company that it is!! Sincerely, Del B.

My credit score increased by nearly 175 points in under 5 months while working with Yana. I gained…read moreso much education about my score, my finances, my credit outlook and credit in general. I learned so much! Yana and the team helped change the trajectory of my financial future for the better. Yana was highly responsive, compassionate, action-oriented, encouraging and kind. Thank you!