Dave Molnar has been nothing but professional and kind. He knows how to deal with individuals…read moredifferent situations and help with preparing for retirement. I have other colleagues that had highly recommend him and can vouch that his services are EXCEPTIONAL. I've been to numerous retirement classes but working with Dave in person and over the net has helped me tremendously. Please reach out to him when you ready for your next chapter.

For folks retiring from civil services, I highly recommend the staff from Voluntary Employment…read moreBenefits System (VEBS) in Escondido, California! They reviewed my retirement package and performed the calculations for various types of retirement that I am eligible for plus they advised me of all benefits available to me. Thanks very much Raul and Team VEBS. I sincerely thank you for your expertise especially since I had previously gone to another pre-retirement workshop. The facilitator had given me incorrect information that would have severely impacted my retirement decisions and retirement amount. Kindest regards, Sonia Hamilton

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I saw they had good reviews, so I called to ask if they could assist me with my taxes. I had a…read morequestion for them in order to determine whether or not they could assist me. Given that they charge a minimum fee of $550, I needed to make sure they were able to help with my particular situation. The receptionist asked me to hold on while she transferred me to a tax professional that could answer my question. She then got back on the phone to tell me they can't assist me with my question or my taxes until after April 15th because they were too busy with other clients. I told her I just needed to know if they could assist me with my specific tax situation and all i had was one question to determine this, but she said they could not assist me with any question until after April 15th. Extremely unprofessional.

Scott has been my CPA for three years and I love him. He never makes me feel awkward for asking…read morestupid questions, is super knowledgeable on all tax issues and gives very sound advice. I had previously done my taxes using a popular retail tax software program for many years and in the past everytime I tried a new accountant to prepare my taxes I would compare the results to doing taxes myself. I always came out ahead...so why pay the big fees?!? However, my taxes became more complicated after my dad's passing and an attortney friend recommended Scott to us and we have been very happy with Scott and his staff's services ever since. Working with Scott is such a pleasure. I never feel nervous around tax season. He has such a warm, inviting personality, you just instantly feel at ease and you know are in good hand each year.

Rachel Currington is a true professional. Her knowledge and personalized service really sets her…read moreapart. Rachel really took the time to evaluate my whole situation before making recommendations. I highly recommend Rachel and her team at Edward Jones.

Rachel Currington provides exceptional service and great financial advice. It quickly became…read moreapparent to me that she has her client's best interest in mind while advising how and where to invest. I have never been very familiar with the different types of investing and knowing when to jump into the market has always been overwhelming. Rachel explains things in a way to make it easy to understand and I am very comfortable knowing she has my back. I have several clients that use her services, and they are also extremely happy with Rachel and Edward Jones.

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

As a fledgling entrepreneur I can definitely recommend these guy's services!…read moreThey have very professional individuals that will make your business loan request process a breeze! I took out a small loan for a business and I am completely satisfied with the deal I got. If you are looking for that extra help reach out to these guys you will not regret.

Baffled that the spam mailers they send out are legal. Designed w/ government-esque imagery to look…read morelike official IRS/state taxing authority documents, complete w/ threatening language about "fines" on the front of the envelope and a fake check on the inside. Imagine waking up every day and going to work with the intention of tricking people into taking on debt they don't need, using intimidation and misleading, fraudulent mail. What a pathetic existence. Hopefully the Better Business Bureau will be as disgusted as I am at these bottom-feeders. If you work for React, please take a couple minutes to really assess how you spend your days. This sad, shallow scam can't be what you had in mind.

We worked with Jessica D. And she has been incredible throughout the tax process. She quickly and…read moreaccurately answers our questions throughout the year and provides great insight into how we can optimize our tax savings. We do property management which has relatively complicated accounting requirements in addition to our standard corporate books. We really appreciate her professionalism and help.

From the owner: CPA Firm, Accounting, Tax, Auditread more

I was shopping for life insurance and met Jess at a local networking event in north county san…read morediego. He provided great information and the process was simple. The Thrivent team were great to work with and I recommend their services to many friends.

I've been working with Jess for a couple years now, and I recommend him to everyone I know. If you…read moredon't have life insurance, please give Jess a call. He can walk you through all the ins and outs of why you may need life insurance, and all the available options, including some where you actually can take the money out whenever you need it. It's not just life insurance, it's almost like a high-interest savings account. Thrivent even financially supports the work of some non-profit organizations I work with, which is a huge added bonus for members. I highly recommend Thrivent and Jess!