After trying to work with several other financial advisors my husband and I finally met one that…read morefilled our needs. We met Lance at his Santa Cruz office near the harbor, where he helped us to evaluate our current financial situation and make a personalized plan to achieve our goals and objectives. Together we looked at our investments and our cash flow and made a plan that would keep us on track. He even checks in with us to make sure everything is going as planned. Lance is very professional, always prepared to answer our questions and very responsive to our calls. He is very easy to work with and with his help we feel much more confident in our plan for our future.

I am thankful for Lance's expertise and knowledge in financial planning…read more Having been this my first time one to one with a financial planner he was very patient,addressed my questions and concerns and was very clear every step of the way. He assessed and evaluated my retirement goals and created strategies towards an optimal outcome. I feel confident about his professionalism and look forward to working with him.

Ryan is incredible, he's thorough, sharp and always follows through. He and his team truly want the…read morebest for you and your family. He has went above and beyond helping our family. He calls frequently and sets up regular meetings to review numbers to insure we're satisfied with his services and our investments. I can't say enough, he's our eyes and ears in areas we just don't have time for, or fully understand - we totally trust him.

Ryan and his team have outstanding customer service. He is passionate about helping clients to…read moremanage and invest their finances wisely. His knowledge and experience makes him a trustworthy resource for all your financial needs. Thank you Ryan

Christine and her team take their time getting to know each of their clients and their specific…read morefinancial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!

Christine is incredibly knowledgeable and approachable. Her methods helped me reach set goals for…read moreplanning for the future and surviving this pandemic. She really listened to me about my hopes and concerns. I highly recommend her services.

I have my account for 39 years an today I was treated very unprofessional, wanting to discuss…read morepersonal private information in the lobby is unacceptable

In addition to my teacher retirement money, Dad encouraged me to invest. Dad has yet to lead me…read moreastray when it comes to financial stuff and he has done quite well. If you don't have an appointment, you should know what you are talking about. The two men who were here were nice enough, but did not appear to be in the mood to explain... me being paranoid of being inferior, I had done my research and have a basic understanding of what the positives, negatives and risks of my investment.... I signed up for my account at their computer and handed them a check.. done deal. It wasn't a horrible experience and it wasn't a great experience.. initial three stars.

Over the past three weeks, I have called this company twice to set a time to come in to discuss the…read morefinal tax return for my brothers estate. On both occasions, I was promised an email with appointment times available and some info. Nothing has been received. I can only surmise that they have more business than they can handle and probably don't need mine. So, I will look elsewhere. I would much rather they said that they don't want my business so I could move on rather than waste my time.

I called last year to get some help on my taxes. The first thing they told me was that they were…read moreonly doing business with "big" accounts now and their minimum cost for a tax return was $750. They did give a good referral.

Can I just say "WOW"!!! Jennipher is an outstanding financial adviser! I met with her to discuss…read moresome investing strategies and making some possible changes to what I am already doing. She advised me how I can manage my own investments with very little time commitment and for a better yield with my returns. She took the time to go over everything thoroughly (read: patient!) and in easy to understand ways. I felt encouraged and empowered to handle my finances in a more dynamic and educated way. I highly recommend taking some time to talk with Jennipher!

Jennipher, owner of Wildflower Financial, is amazing. She helped me to fully understand what my…read moreoptions are and explained the best options for me given my current financial situation. She is extremely knowledgeable and patient. I really felt like she had my best interest at heart and was honest and personable. I would recommend her to anyone seeking a financial planner!

I had a tax issue that had me spinning. I called several other CPAs that were NO help at all. I…read morecalled Thomas Castillo's office. And they were different. They listened. They understood. They treated me (a very small fish) like a VIP. They took care of me and they took care of my problem. Whew!! Absolutely recommend Thomas Castillo CPA.

Tom is the best CPA I have ever worked with. He always provides effective advice…read more Recently, I started my own small business and he has been instrumental in guiding me to create the best tax structure, balance sheets, and a other finance related aspects of my business. I'm confident that with his guidance, I'm not missing out on any important considerations to set myself of for success for the long-term. He's kept me up to date on all of the latest tax changes so I know what is coming around the corner. He is also a awesome guy who I hang out with when we aren't doing business together! I will do business with Tom for years to come

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

After registering for a 15 minutes call 2 weeks in advance to see if "it is a good fit". I get an…read moreemail asking for a contact number to start call - ok - wait 5 more minutes. Call directly to see what is happening as 5 mins out of 15 is getting a bit delayed. To me the responses were like no review of the form I filled out "Oh I see you have filled in our form" gives me the impression that maybe they are too busy or important to be ready to talk. I've dealt with other financial institutions and they could recite my financial info and were ready to discuss needs. I take my time and retirement investment strategy planning very seriously and would have appreciated a more planned approach to a call. I've had more prepared interviews when I have adopted my dogs as that too is very important. I asked for the owner Chris to call to see if this seems salvageable...I'll update

I switched insurance recently because my insurance seemed to just raise their premium every chance…read morethey got. Paul has us set up in no time flat and saved us a good amount of money.

When AAA dropped our homeowner's policy based on generic satellite footage, Paul was there. He got…read moreback to me SO quickly over email, and within a week, we had new coverage from a different insurance company for our home. Email communication with him was clear, specific, and fast. We will definitely go back to Paul!