My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time, Monday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate. read more

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful, as i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE read more

After what I considered unprofessional behavior by some of the staff I get a bill for their management fee 9 months after I move my account. Its crazy enough they waited 9 months to bill but they sent 9 different statements for each of the 9 different accounts I had. Can no one there consolidate billing. My opinion is this is a Mickey Mouse outfit. Not the group I want handling my money which is why I moved my money in the first place. read more

If I could give fewer stars I would. I trusted Mercer for years only to have poor investment strategies yield little to no returns. They've set my retirement plan back years as a result. I should have dropped them sooner, but I naively believed their "talk". Beware of this firm. read more

Don't bother using this company. My portfolio lost ground from January 2018 to December 2021 when I finally ditched them. They put me in worthless "institutional class mutual funds" that did poorly along with bond funds that did even worse. My advisor hadn't contacted me in over 6 months. Their fees actually increased while I was a client. I should have dropped them a long time ago. read more

I lost money almost every quarter of the 3 years I gave Mercer advisors my money and trust. When I notified my assigned advisor I was leaving, he said I don't blame you. read more

I found Dragon Financial (recently changed to Mercer Advisors) back in 2015 when my wife and I were looking for some financial guidance after we got married. I knew I wanted to find a fiduciary, and this organization fit the bill. We were introduced to Joe who has been our go-to guy ever since! Joe is the perfect combination of professional, friendly, responsive, knowledgeable, experienced, and straightforward. That last one is probably the most important in my opinion - you can be a vet when it comes to personal finance, but it doesn't do anything if you aren't straightforward with your clients. When it comes to financial planning and making life changing decisions, you don't want an adviser who will beat around the bush or not give you all the facts. Joe has been straightforward and open in all our conversations over the years, and has guided us on how to better approach our financial situation. He helped us establish some very important financial goals when getting married and starting a family, and is always available by phone or email if we have an unexpected financial situation arise. I can't speak about any of the other financial advisers, but if they are even close to the quality that Joe provides, then you are in good hands. The front office is also very professional and prompt in responding when it comes to scheduling meetings, document exchanges, etc. If you are looking for a financial planning firm that you can trust, I highly recommend Mercer (Dragon). read more

Walter was very helpful. We went over all my options, even suggested alternatives. It was a production session in a short amount of time. He said to call back if I had anymore questions. Would use them again. read more

This year I decided to finally try to trust my taxes to a professional instead of using TurboTax like I normally do. I worked with Dragon Financial on the recommendation of a friend. Initially the communication was good and I am a fan of the general approach they take here: submit documents as they become available, and they allegedly start working on your return as soon as you start providing documents. They quoted me $400 for a return preparation, which seemed like a good/competitive rate. The actual web app that they use ("Canopy") is garbage; it lacks the most basic UI/UX features that one should expect from a modern web app. You can upload documents, download documents, and pay invoices; that's about it. Forget about sorting documents or any kind of intelligence around what was uploaded (definitely no concept of "revised" or related documents). You can't even view the full name for long filenames without downloading the document itself. Really stupid, but at least it gets the documents to/from DFG. So, I uploaded most/all of my documents by probably late March or very early April, and I don't think I heard anything throughout that entire time. The submission deadline continued to approach and within maybe a week, I emailed to ask what was going on with my return. Communication was intermittent, they were working on it, blah blah... Eventually it came time to review the return with like one working day and a weekend before the submission deadline, and that's where the stuff really started hitting the fan. I kept getting copies for review, looked at them, and found some major, MAJOR errors. You know, exactly the kind of errors I hire a professional for so that I don't make them myself. Instead, I was reviewing the work of the professionals and finding seriously bad work. The error I caught on my first review of the return meant paying $3,254 less in taxes. This whole process also consumed way more of my time than I would want, given that it was a weekend and my 30th birthday. Not really something I wanted to be working on at that time when I was, again, paying a professional to take care of this. According to my calculations, all told, there was $3,575 worth of gross errors made that I caught, and the total possible difference in what I might have paid in taxes was $3,359. So, I pay $400 for the preparation of the return, but if I hadn't reviewed their work (and if I didn't have the tax knowledge I have that most people probably do not have), it would have cost me up to $3,359 in taxes that were not due. Pretty nuts. And honestly, I still have no idea if my return was done properly. I probably need to redo the entire thing myself in TurboTax to see if I get something even vaguely similar to their results, or if I can ever get past the trauma of this first experience with a "professional" to try another, then I'll want to get my next firm to review this year's return and fix whatever other errors are likely in it. They initially collected $100 for an engagement fee, but I never got an invoice for the remaining $300. They said they would bill it within a week of me asking, and I think that was several weeks ago. Don't know if this is their way of waiving the fee or if they just are too disorganized to even collect their fees. The people were perfectly friendly. Would I ever trust them again with financial work? Not in a million years. If I asked them to change a dollar into quarters, I'd want them to double-count. I feel severely uncomfortable with the return that was filed this year. Unless you are very well versed in taxes yourself and feel confident that you will be able to catch any/all errors, I highly recommend that you stay far, far away from this firm. If you have them prepare your taxes and don't carefully review the work, you may well have a very erroneous return being filed. --- Update (2016-05-17): Shortly after my original review posted (within hours), I received an invoice for the tax preparation. My memory was erroneous for the original quote; it was $475 minus a $50 referral discount, for a total of $425, rather than $400. When providing the invoice (and presumably after reading the review) they told me they had arranged a discount. While I do think a discount was called for given the circumstances and I appreciate that they applied it, my rating remains at 1 star due to my ongoing lack of confidence in their services. I also have my doubts about whether the discount would have been applied if I hadn't left a review, since the timing was quite... remarkable? Then, today, I received a notification from Yelp that my review was claimed to have been added under the wrong business. I can only assume that DFG made this report... If this was an attempt to suppress negative reviews of their business then that's really, really shady. My rating most definitely remains at 1 star. read more

We really appreciate the clear insight Joseph mah has given us of the complicated financialTerms. As a Buisness owner I appreciate the advise given for management of 401 k accounts too.Also they look at complete financial Heath both just tax point of view. read more

Joe and Team are experts in their field. They do a great job of breaking down the "why" and explaining to you the rationale behind their points and guidance. Joe keeps track of all discussion points and has an incredible memory. Scheduling, logistics, communication, predictability, etc. is always top-notch. read more

I began working with Walter when I was done with Grad school and up to my eyeballs in student loan debt. I did not receive any financial education from my parents and appreciated Walters slow and steady approach to doing finances 101. Walter has a holistic approach and cares about all aspects of your life. He doesn't just make investments and exclude you from the process. Walter has been available to answer question regarding every financial decision I've made- investments, landlord negotiations, buying a car, budget, travel, taking time off work, moving in with a partner, what credit cards are best to accrue miles etc. We met 10 hours the first year and i only paid a flat fee. I know the fee has probably increased since i worked with him, but i found it reasonable. I have since referred many friends to Walter (one of which claims it saved their relationship). I employed a variety of tips he gave me, slowly gained financial competence and feel proud of what I've accomplished. I am grateful for his on going support. read more

I've been a client for a few years now and have had a great experience with my advisor Joe. Joe has been hugely helpful--giving my husband and me advice on everything from investments and mortgages to taxes and finances after marriage. He's always available to thoughtfully and patiently answer our numerous questions. During our meetings, he keeps us on track by covering different agenda items and reminds us of key to-dos from previous meetings, helping us stay on track in a friendly and approachable way. I'm happy with the service at Dragon Financial overall. read more

We worked with Walter and his team before we moved out of the country, and now that we are back, we were so glad to get back to working with Dragon Financial. From the other reviews, it's already obvious how good Walter's team is, but I wanted to add that they are also flexible in addition to attentive. It can be exhausting to contemplate a drive to San Mateo after a long work day. We found that we can even take our meetings with the team via Skype, which is a huge help. We can put our son down for bed, then take our financial planning meeting, no babysitters involved. read more

Dragon helped us get our financials organized. First step was consolidating and streamlining a lot of our accounts. We appreciate guiding us on how to keep it simple and effective. They helped us make decisions and plans we would not have thought of on our own. So far our experience with them has been great and we appreciate the guidance we have been provided. Thanks for all the help! read more

I've been using these guys now for the past year. When it comes to taxes, they know their stuff. As a new business owner, I welcomed both their tax advise as well as the financial planning expertise they offer. As my business continues to grow, I'll have that peace of mind knowing that Dragon will be there every step of the way. If you are looking to streamline your taxes and get your ducks in a row, look no further. read more

Awesome Team, My wife and I have been clients of Dragon Financial for about 8-9 months now. It is one of the best things we have done. Both the wife and I were pretty Financial Ignorant and only understood the very basics. After meeting with Walter and his team, we realized how much we were missing in our planning and other things we were completely oblivious to. They are amazingly helpful and patient with us (concerning our lack of Financial savy'ness). They realize most people are just like us and don't mind taking the time to explain and educate us when we need it. They are not only extremely knowledgeable, but will go out of their way to provide any information or answers to our questions. Our Adviser (Carrie) is awesome, and she is not only very helpful, but very responsive to our emails and calls. She replies to important questions & Concerns we have (even on weekends!). They have been there to help us with so much more than just our usual investments. They advise us on everything and anything that might pertain to our money and lifestyle. Its amazing! I honestly cannot see us ever having a different Financial Adviser or the rest of our lives. We also plan to move to Europe at least for a couple years and knowing that Walter and his team will be there for us even while abroad is awesome! The amount of 5 star reviews here is no joke. They have earned every single one of them! read more

When an uncomfortably large sample size of your familial cohort believes in the lottery as a long term financial strategy, it's quickly time to seek outside financial advice. After doing my research I came across Walter Chao, whose experience and background impressed me. He set me up with Nathan, who is quite talented and well versed in the financial advice he provides to me. His advice is always tailored and tweaked according to a multitude of factors including my current situation, the market outlook, and my risk tolerance to name a few. Furthermore, he has help me set positive long term financial goals where I am not just blindly taking advice from him, but learning why these strategies work and how I can aggressively meet my goals with money set aside for my twenty-something proclivities. Sound, personalized financial advice in these seemingly uncertain times is a welcome fresh breath of air that Nathan, Walter, and the rest of his excellent staff provides with professionalism, courtesy, and in a timely fashion and I would (and have) recommend Walter to others. read more

Walter Chow Paid Me to Write this! He paid me by literally tripling my net worth in less than a year! - even in this economy! He really knows his craft well, is exciting, entertaining and is willing to teach you as much or as little as you want to know. He's a busy guy, handles clients at all levels and doesn't make money unless I make money. So we are partners. He wants me to realize my dreams, and I want him and his family to do the same. I particularly like that Walter doesn't have any loyalty to any particular "fund" and has free reign of all financial vehicles at his disposal to help me get richer, faster and preserve that wealth longer! He's the consummate multitasker, having an "up to the second" 'pulse' of the market via his iphone every second of the day. But he's also very personable, down to earth and really cares and genuinely wants to help people - I come in with my wife and my baby in a stroller - and we talk and learn and get clear on next steps every month! I should also mention - because I needed help with this - Walter also laser coaches you on mindset; what are your attitudes about money? what are you doing with your career, business decisions, real estate, new ventures, estate planning, etc. He'll give you a kick in the butt if you need it and and he'll tell you when to cut your losses and get out so you can focus on the good deals! He's really awesome - someone with a lot of integrity, enthusiasm and fun to be with - for me it's a pleasure to see someone in their element, and doing what they love! Walter is definitely in his element! I consider him a friend a mentor and an invaluable partner. He makes time for whats important to me. I mean, what do you say about a guy that helps you realize your dreams? (And he didn't really pay me to say this ;) read more

My husband and I have been going to Walter for over a year now, and we're completely happy with both him and Nathan. They coached us through a difficult financial decision regarding our home, helped us make solid investing strategies, and gave us good advice on other people to work with from a real estate agent to a CPA. At the same time we've been slowly putting all sorts of "grown-up" things in order thanks to them (wills, life insurance, you name it). The pricing is straight forward and reasonable (a flat fee the first year and a lower flat fee each year afterwards). We definitely have gotten our money's worth! read more

I only have great things to say about them! The husband and I have been working with them for over a half a year now and feel like we've learned A LOT. Carrie is amazing and has been focusing on educating us as well as giving advice. Our discussions are always very pleasant and fun, but also to the point and I feel like a lot of business gets taken care of. Couldn't ask for better advisers! She has also been available when we needed some last minute help. They know people are busy, and are very accommodating when it comes to scheduling. Thank you, Dragon Financial :) read more

I have been trying to get an appointment to see Walter Chao for as long as I can remember! However, with my busy schedule I would reschedule over and over again, finally, my husband did make it and boy was that one of the best decisions we have ever made! Walter is very knowledgeable, smart and easy to talk to. He is really talented and very down to earth. We were paired up with Alfred Au and I cannot say enough amazing things about Alfred! The last meeting we had with Alfred, my husband and I are so pumped about our financial plans we left exhilarated and ready to face 2014! Alfred is a gem, a one of a kind financial advisor and we so look forward to meeting with him every 5 to 6 weeks! read more

Walter is a phenomenal financial planner. Actually, that title does not do him justice because he is so much more. If you are considering working with a financial planner, coach, CFO, etc. look no further. Seriously. I'm really not kidding. You need to hire this guy! My husband and I have been working with him for exactly a year now. In fact, we had our annual check-in today with him. I am so impressed and grateful after every meeting. Here's what I love about working with him...Walter is really smart, creative and gives the most sound advice that is rooted in pragmatism and people. For example, he has coached us quite a bit on what to do with a family situation. He helped us come up with a solution that made sense numbers wise, but also made sense people wise. It has to feel good all around. He doesn't make decisions for you, rather, presents really creative options and solutions and empowers you to make the decisions yourself. Walter keeps us thinking, on our toes and elevates the conversation. We now are much further along in our financial goals and are taking informed steps toward continued growth in our lives. I know you'll enjoy the ride as much as we have! read more

I have had 4 "financial advisors" in my life and Walter takes it to another level. He is both highly considerate of our lives beyond finance, and gets us higher returns on our investments than I've ever seen. Walter also recommended a book that turned my business around and is such an amazing sounding board for any subject, not just finance. I highly recommend him. read more

I found this firm here on yelp a while back and could not be more pleased in our decision to have them not only give us amazing financial advice but now manage our retirement. Joseph Mah is our advisory and his way of explaining different options for us in making decisions with our assets has been invaluable. He brings multiple options and fresh ideas that frankly we hadn't thought of before. Dragon is a firm we have great respect for and are proud to recommend to our family and friends. If you are considering contacting a firm to manage or give you advice on your financial future do yourself a favor and contact Joseph Mah and his team. 6 STARS! read more

After becoming engaged, my wife and I felt it was important to align our finances. After interviewing a few investment companies, it was obvious from the start that Dragon Financial was the best choice. From our very first meeting with Walter (the CEO), he was respectful, engaging, and very informative. From there we were able to work with Nathan, our personal account manager, who has helped guide us and teach us every step of the way. Each of the staff that we have worked with are dependable, reliable, and hard working. We have been impressed by their ability to value what we say and really feel like our investment plan is tailored to our unique circumstances. They always acknowledge what our level of risk is and our opinions. Nathan and Dragon Financial include us in the decisions, and make us feel like we are in the drivers seat.... but they are there to provide excellent road maps along the way. Nathan has always been prompt with following up on tasks. He is extremely knowledgeable and teaches us so that we can be aware of what is going on. Nathan has been a tremendous support to us when we moved by offering us sound guidance. We are grateful for his help and where he has gotten us. We also appreciated the small details- whenever we email any of the staff, the responses we receive are thorough and timely! An example of this was during the Christmas Holidays, and we called Walter to ask about buying a car. He answered and was available to support us through it. Another thing we have noticed is that they care for us beyond just our business. Nathan has sent us handwritten cards for big occasions that have occurred in our lives. They truly care for all their clientele and make us feel as important as their richest clients. We couldn't be recommend Dragon Financial any higher! read more

I've been with Dragon Financial for about two years now, although I originally reached out to Walter at least three years ago via a telephone call... I was going through a divorce and he was such a wealth of information. On that first phone chat, he took a significant amount of time to patiently talk with me and advise me, pointing out things I hadn't considered. We later followed up with a face to face meeting and again he was incredibly thorough, knowledgeable, straight forward, and really nice (with a great sense of humor!). I've been very satisfied with the entire company. Everyone (from reception to the top) is on the ball, responsive, helpful, professional, and friendly. I work primarily with Joseph Mah and meet with him every few months. It was made clear from the start that I am welcome to reach out at any time with any questions whatsoever, as much as I need. Joe has my back. He understands my financial goals/dreams and is supportive in guiding me along to make them a reality. He's responsible and reliable and smart. Our meetings are always a pleasure-- he's charismatic with a big, happy personality. The company is clearly expanding but I have not felt any change in the service and attention I receive. It is still top notch. read more

I paid $1000 for advice services. i was expecting comprehensive advice services. But every time we met with the senior advisor, Alfred Au, and his understudy, we seem to go through the same things over and over again. it's as if he wasn't taking notes our he had bigger concerns. in the end, we got routine analysis of our net worth and 401k investment advice, but not much more. I was looking for wealth management advice, but none was given, despite repeated requests. in the end i just have up contracting them. that was about 2014, don't know if things changed. read more

Good financial planner but lousy investor. In retrospect Walter was great to get started with financial planning (calculating net savings, finding ways to reduce spend, aligning to hit targets). So if you are new to financial planning he is great to get you on track. However, the investments he makes are largely driven by the commission he makes on what he sells you and those have been not only sub-par but actually bad. He has been wrong on so many ends that despite investing with him at an opportune time he was not able to capitalize on the large advancements the market made. So to summarize I can recommend Walter and Dragon Financial to you if you need to get started with financial planning (e.g you want to buy a house in 3-5 years or need to get a grip on debt you have). However, do stay away from investing with Walter unless you are good at reading fine-print on the investments he proposes to you. Very frequently the time horizon is unclear and returns are below market. read more

The hubby was pressing me to work with a professional to help us manage our finances for a year before I finally conceded. I didn't really see a need given we were living comfortably, owned our home, and were able to put money away into our savings on a monthly basis. It took an outrageous tax bill in 2014 to open me up to the idea, and after doing some research we went with Alfred Au at Dragon Financial at the referral of a friend. I'll admit, I walked in the door a skeptic, and probably a little arrogant. But Alfred very quickly changed my attitude after our first few meetings, where he broke down our monthly budget and made us realize that our strategy on savings was essentially backwards. We changed our approach to saving and saw our reserves grow significantly in the last year. He's also very knowledgeable with tax planning, trust and estate planning, and keeps a close eye on a market that's been volatile lately. He helped us better prepare for 2015 tax season so there wouldn't be any unexpected surprises come April. We check with him on everything - from when is a good time to sell our stocks, should we buy or lease a new car, helped us understand the fine print of my husband's equity grant when his company received funding, helped us make the decision to upgrade into a bigger home in a better neighborhood when we learned that our family would be expanding, and has even given us career advice. This was all in our first year of working with him. Most of all, Alfred has become our friend. He doubles not only as our trusted advisor, but almost a therapist of sorts. He's a great listener, never judges, and gives us his honest, objective opinion that has helped us see both sides of the coin. We've learned so much from him and have thoroughly enjoyed partnering with him on some of our most important life matters. For all the other skeptics out there, I hope this has convinced you to at least be open to having an intro conversation with DF. You won't regret it! read more

I became a client of DFG last summer, and it was the best financial decision I've made in a long time! I work with Joseph Mah, and he is just AWESOME. I really appreciate his straight-forward, yet friendly and fun demeanor. He gives sound and concrete advice, offering me specific goals to achieve and providing perspectives I've never considered before. Joe is also very accessible and quick to follow up on questions I have. I always look forward to our meetings as I just enjoy talking to Joe, and our meetings are so productive! My financial situation improved significantly within the first 6 months we started working together! I also used DFG's tax services this year and was overall pleased with their service. I noticed the bad reviews posted and did experience a delay at times with my preparation as well. However, when all was said and done, I thought they did a great job with my return, filed it on time, and even identified an underreporting on my taxes the previous year, resulting in me receiving additional refunds for 2014! They sent out an email acknowledging some of the hiccups, and as it was their first year, I was more forgiving. I will do my taxes again with them next year and know logistics will get better. Thank you DFG! read more

Even though I don't like discussing finances, I'm passing it forward on Yelp today because finding good financial adviser can be a b*t&^. I'm sure anyone reading this will wonder, "What's up with this guy? It must be a scam since he's has such awesome reviews." Admittedly, I thought the same thing while reading his reviews last year. Not only is this man legit, he's really a breath of fresh air compared to the many snobby old men working at big investment banks I spoke to before Walter. Basics and highlights are below, but bottom line: Give the man a call and see for yourself. Here are the basics--annual fees are flat and get cheaper after the first year. If you choose to have them manage money for you, that is a separate management fee. Walter meets with you almost monthly the first year to get you set up and organized and then quarterly after that. Walter's financial planning and advice is comprehensive--in fact it's really "life" planning. Those walking in solely to discuss market trends might want to state their interests up front. Most of the time, we don't talk about that at all--it's mostly job satisfaction, big upcoming expenses, life planning--wedding, honeymoon, family, house--, life insurance, retirement, maintaining a quality of life, etc. These days, we meet with Walter for some catch up big question stuff and then Nathan takes over and does details with us. I don't consider this a downgrade. Nathan is young, but he's smart, knows a lot more about finance than I do, and is great about answering all our questions during our meetings and after by email. The only drawback is that not everyone in the office is Walter or Nathan and some are better with email than others. Highlights--Everyone will go in wanting to get something different out of financial planning/advice, but I'll give an overview of what we did and liked best. Last year Walter helped us organize and merge our finances before our wedding, which was a real relief. We both know where every penny is AND we actually agree on where it's going to go in the next 2-5 years. Walter mediated any minor disagreements on investment style/risk adversity and also helped put some things in perspective (i.e. this is not worth arguing about in the long run)--whew. Ladies and gents--a quick word about mediation. I find that my other half listens to Walter even if Walter is word for word repeating something I have already said many times. The other awesome thing is Walter is great about handling urgent financial matters. Every client gets his personal email and cell number for those unexpected big life decision moments. I've called twice so far. He's gotten back to us within hours both times with either assurances that we've considered everything we need to and follow up contacts when we need to get more details on tax, real estate or legal matters. That brings me full circle on calling Walter. Last year I called to find a financial adviser and it's really one of the last calls I made for almost all things that relate to our bank account. Walter's network of contacts is at his client's disposal. Need a CPA? He'll give you a few options. Need help finding a mortgage lender? No worries--here's another 2 names. Walter has worked through some big life moments with us and we'll continue to ask for his advise for many years to come. read more

My husband and I became clients at Dragon in 2011 and we met Alfred in 2013, in the midst of an out-of-state property sale (title in my name). The realtor was giving me grief about his fees during closing and this was my first big financial transaction. I was basically on the verge of tears when I called Alfred and he never flinched- we immediately got on a conference call with the realtor and Alfred didn't take any if's, and's, or but's. I don't think the realtor knew what hit him. We have absolutely trusted Alfred with anything and everything since that day and he's never disappointed. We trust him completely. He is absolutely 110% "invested" in our client-advisor relationship. He's really been a voice of calm and reason whenever we're tempted to make "emotional" financial decisions. It's hard talking money with a spouse, but Alfred knows how to talk to both of us and get us on the same page. It feels like a team and we feel lucky to have him on it! We'd highly recommend Alfred and Dragon to anyone ready to make some financial plans or has a pending financial decision, who wants someone with experience and who cares. read more

I've worked with Alfred and Walter at Dragon during the last 3 or so years, and I've found them both to be fantastic at what they do. They helped me get off the ground running as I started working in the Bay Area, and they've been helping me continue to grow my nest egg over time. I work with Alfred currently, and I trust him to help me make sound financial decisions, both in giving me guidance to pursue strategies I'm interested in and in helping me double-think decisions that could negatively affect my long-term financial growth. Dragon has helped provide me with the steadiness I need in navigating the complexities of finance. I'm glad I found them! read more

It is with pleasure that I am recommending Dragon Financial. I became a client in 2012. After a few years of being newly divorced, it was evident to me that I was not taking up managing my own money as a top concern in life. In these last 4 years, my advisors and I have managed to grow my net worth, diversify my investments, put 2 children through college (with one year remaining for my younger child), and manage a major illness. I now have the financial buffer to consider starting my own company vs. getting another job. I recommend Dragon wholeheartedly for sound and practical advice. All of my financial advisors, Walter, Nathan, and Joe, have been great. They have never been afraid to tell me what I needed to hear and keep me focused on the big picture. Being their client, I can be sure that my investments are always watched and managed. And I can focus on what matters to me most. read more

Choosing to go with Dragon Financial has been one of the best decision we have made. They have been extremely thorough, dedicated and willing to provide us grate advice numerous times and most importantly they always get back to us really fast. They focus on long term financial growth and sound financial advice, so if you are looking for someone to guide you long term and provide excellent financial education, look no further than DF. read more

Dfg is extremely knowledgeable and helped me a great deal with my financial outlook and management. Joseph Mah and Nathan Dingler have been my go to guys for everything! I'm so glad to have found a firm that offers such quality of service coupled with the patients to build a strong understanding of such a complicated financial world we live in today read more

THE BEST MONEY I HAVE EVER SPENT. If you are in the process of divorcing please RUN , do not walk to Walter's office! Walter is part Suze Orman and part Dr.Phil- he dispenses brilliant financial advise and helps you get through your divorce in one piece. Therapists, lawyers, divorce recovery workshops, forensic accountants and good friends are great to have when you are divorcing, but Walter is an absolute MUST. read more

It's hard to not agree with all the reviews written about Walter and his firm on Yelp. After a series of bad financial decisions, we decided to seek out professional help and after talking to few friends from the area and also reading up on various reviews, we decided to go with Walter. And boy was that a smart decision. He's simply awesome. He tells it as it, doesn't over promise, makes us think about the complete picture and lays everything on the table so that we can make an informed decision. And as others have said, he's a life coach as well and along with Nathan, they both really help analyze all aspects of your life and figure out the best course of action from a financial point of view. They're very easy to work with, super flexible with their schedules and always a great sounding board to get honest & direct feedback with no hidden agenda. Give Walter a chance if you're in need of sound financial (and life) advice. He actually doesn't charge you until after the first few sessions so you get a good understanding of how he and his team works. You will *NOT* be disappointed. read more

I'm a relatively new customer of Walter's, but I've met with him 5 times. He's friendly, thorough, always on top of things, and honest to a fault. He won't hesitate to tell you his objections if he thinks you are not spending your money wisely. He's exactly the kind of financial planners one would need - one who's knowledgeable, honest and very smart. read more