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.

First off I want to thank Jonathan, Joshua and his whole team for putting my retirement in a better…read moreposition and helped me regain the losses I incurred from my previous financial advisors blunders. Second, they are easy to get ahold of. If I have any questions, they will answer promptly and thoroughly. Lastly, I highly recommend sitting down with them, you will not regret it.

My wife and I attended several financial planning seminars before choosing Finish Strong. They all…read moreseemed like a scam, and we were both very skeptical, until we attended theirs. It didn't seem scripted and they were very genuine when presenting. For one, they are a family and very Christian based which really resonated with our core values. After setting up an appointment with them, they were able to answer all our questions and were very knowledgeable in the field. Before going in, we had done our own research on some questions we had. They gave us the correct answers along with even more knowledge than we had already gotten. Paul, Johnathan and Samuel are absolutely great! We've been with them now for a few years, and they are always so quick to respond to our calls or texts. They take the time to explain everything and give us the best options without any pressure. They truly are looking out for our best financial interests. We very highly recommend their services for anyone needing help with their financial growth. It's a family you can trust!

I've known Alvin Parra over twenty-five years, Alvin is a committed individual, is professional…read morewho gives back to the community. Alvin and the Strategic Choices Team explained to me accurately the choices I had in transferring my retirement fund over to them making me feel confident it was the right choice. Also, with my money fluctuating in the stock market I liked that Strategic Choices was able to offer me a no risk, no fee retirement. option. Thank you Alvin.

Mr. Parra is as knowledgeable, as he is caring. He persuaded attends to his customers and helps…read moreto ensure we are all set to leave a Living Trust; thereby avoiding probate. All working middle-class people can protect their properties, and accounts from unnecessary fees and penalties. He is bilingual, and can explain the laws that are in place for medical orders too. He was informative, and comforting to my 83 year old father.

Prepare your kids for their financial future!!! Received the…read morebest advice from Conrad on setting up my 9yr old twins and 1yr old Granddaughter with their own Indexed universal life insurance or IUL Policy. This policy also acts as a savings plan that can help then out in the future for extra college money, buying their first home, or their own retirement. They will have money to use that I never had! Wish my parents had this advice....THANK YOU Conrad!

Excellent advisor. He assisted me with moving a stagnant 401k to a safer IRA when I changed…read moreEmployers. When my current employer stopped matching due to COVID, he helped me start a new account that has better earnings. Friendly and caring. Highly recommend!

I've been working with Brent and Evermont Wealth for over 10 years now. I switched from another…read morefinancial advisor as I felt more comfortable with Brent. He understands my investment style and risk tolerance. He explains financial and economic issues to me and I never feel pressured to buy or sell funds. He's thorough during the quarterly reviews of my portfolio. I feel that he's set me up for retirement and beyond so that I will be financially secure in my later years.

We've been very happy with Evermont Wealth. They put our…read moreinterests ahead of their own. Best decision we've ever made!

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

Over the past five years or so I have invested proceeds from the sale of three rental properties…read morewith them. Each time the process has been painless and the performance results as projected. I always deal with the same person and he is very easy to get ahold of.

I have invested with numerous limited partnerships, LLCs, and TICs since 2003. Warren Thomas and…read moreJRW is by far the most honest, transparent, and competent of all I have seen. They have beat their projected returns in every fund. I highly recommend them.

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.