I highly recommend Mike Diveley! He was attentive and honest while helping me shop for interest…read morerates. Great customer service.

Seth Davis, founder and principal of Wisdom-In-Action, brings great insights and a sound model to…read morefinancial planning. He doesn't sell you stocks and funds, he simply all of your financial goals and your plan/execution towards those goals. I truly enjoy his help and knowledge of all of the complications of financial planning. I strongly encourage anyone looking for a financial planner to give him a ring. Fees: He works on a flat fee, not % of assets.

I found Steve Craig two years ago when we were dealing with $36,000 of Credit Card debt from…read moremultiple companies. Steve was very upfront about what he could do, and couldn't do. Some companies will not negotiate, Steve let us know which ones where more apt to settle. The process is not fast, it takes time. On average, we settled about 40 cents on the dollar. Steve does have a fee, that is explained up front. He does not work for free, nor should he. There are also tax implications that you need to understand. He is very flexible with payment arrangements. There is no magic bullet that will make your debts go away, but there is a strategy that will help make some of them less of a mountain. You also need to work with budget planner to help make sure you don't repeat the patterns that got your into the mess in the first place. Today, we are negotiating settlement on the final account. Within 12 months, $36,000 of debt will be gone. That's a big weight off our backs.

Steve helped me with a debt where the company involved was very hardline other than taking the…read moreinterest off the debt. Negotiating for me Steve saved me a couple of hundred dollars, which helped. Thanks again Steve

This last tax season I was trying to buy a home and did not have any experience in how to do my…read moretaxes now that I own my own business. Lets just say it was a nightmare and Alan did what ever it took for me to file my taxes on time, so I could close on my house. I am so thankful that Alan and his staff were so helpful during the process. Rick Hoffman went above and beyond by even talking to my mortgage broker to help with the figures. Thank You to Alan Guillaudeu and his amazing staff. Brian Lewis President www.WebAct.com

Dan is the consummate professional. As a mortgage consultant he educates and empowers clients for…read moretheir home loans. He and his team are responsive, helpful and make sure to explain the process from start to finish. Dan has years of experience and it shows in how he handles every client.

Dan and Lacey have been such an awesome team at Citywide Financial and have really stepped up and…read morehelped my wife and I in purchasing our first home. They were very thorough and explained the process very well to both of us and were knowledgeable and able to answer the many questions we had. They both helped us to understand where we stood financially and what we could buy with the loan funding and down payment that we were looking at. Dan was with us at our closing and was very kind and helpful, even bringing us food to eat while we signed that mountain of paperwork! Overall, it was a very smooth and easy process and I definitely recommend working with this office!

Andrew tailors his financial plans to your specific needs. I never once felt like he was selling me…read moresomething or pushing his products or services on me. He built me a very unbiased financial plan based on questionnaires and discussions we had, which met my needs. I have worked with other financial planners in the past, but I truly feel Andrew has my best interest at stake. Additionally, Andrew has also had tremendous follow up with me ensuring I am not only happy with my financial plan of action, but also understand my plan. This is where others have missed the boat!! Thank you Andrew for all of your help and integrity!

I can't even begin to explain how pleased we are with the loan process! We had a bad experience…read morewith a previous lender, and this was the opposite! Aaron and his team were communicative, friendly, and knowledgeable. They guided us through every step of the process, and it was always very clear. We received emails while our loan was in underwriting telling us as it hit different points in the process. The loan was completely finalized about a week before our scheduled closing date, and everything was a smooth as can be! I will recommend Aaron to everyone I know who is looking for a mortgage loan!!

We love working with Aaron and his team at New American Funding. They go above and beyond. We have…read moreused them three times.

Alex and his team provide exceptional personalized services. He understands me and my family,…read moretailoring the management of our assets to align directly with our goals and values. We trust him implicitly.