Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

I would highly recommend them. I reached out seeking high level guidance on a variety of tax,…read moreretirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

modern technology for your insurance needs easy to reach and pick a planread more

It's easy for an insurance broker to say that they are looking out for your best interest, but…read moreMatch Play actively demonstrates this by the way they run their business. I met with Josh to review our compliance and insurance offerings when I took over HR for my family's company of a little under 20 employees. We hadn't heard from our insurance broker in over two years, and were looking for someone who was more committed to our success. I'm happy to say that we found our guy! Josh gathered our information and noticed that our old broker had failed to provide us with certain compliance documents. Within a couple of days I had the forms on my desk, completed by Josh, free of charge. He showed me the online platform that they offer and explained how he will meet with our team on a regular basis, quarterly or annually depending on our need. Most importantly, he knew all the plans and gave suggestions on what will suit our company best, even if switching meant a lower commission. Josh exemplifies Match Play's statement that they succeed when you succeed. If you're looking for a broker who genuinely cares about you and your success, look no further.

Had the pleasure of using them for our estate planning and trust for me and my wife and the whole…read moreprocess was quick and Jorge explained every step and answered any questions we had and made it such a easy process. Me and my wife can rest easy now that all our stuff is in order. He is organized and makes the whole process easy and you know what you are getting he is a straight shooter which is what I want when dealing with these types of services. Will reccomend him for all his services if you are looking for a honest person to deal with all he offers he is the man for it,

From the owner: At Fortune Financial Group, we're the beacon of financial excellence in Glendora. Our diversified…read morerange of personalized solutions sets us apart, with experienced associates dedicated to crafting a tailored strategy for your financial future. Stand out with Fortune Financial Group - your trusted partner in financial success!

I recently had the opportunity to work with Jenni at the Bank of California in Glendora, and I was…read morehighly impressed by her professionalism and expertise. She demonstrated a strong understanding of banking processes and provided clear, thorough guidance throughout my visit. Jenni's attention to detail, efficiency, and commitment to delivering excellent customer service were evident from start to finish. She addressed my questions with confidence, offered well‑informed recommendations, and ensured that every step of the process was handled smoothly. Her professionalism and customer‑focused approach make her an outstanding representative of the Bank of California. I would confidently recommend Jenni to anyone seeking knowledgeable and reliable banking support.

If you are not a customer of this Branch I advise you go there and start an account. This is the…read morebest bank and best branch for customer service. Jenni is my banker and she is the best! Thank you all for all of your support and making the banking experience so easy for me.

I am a professional senior single woman looking to find out how to be better prepared financially…read morefor my future. I am also not well versed in economics beyond living within my budget and saving every month part of my earnings. Annette at World Financial Group was not only non-judgemental, but extremely personable and friendly, as well as sincerely interested in finding the best options for me in particular. I would give her and Lorenzo ten stars if I could.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

The smoothest transaction I've had in home purchasing. Phenomenal team and customer service,…read moreanswered all of my questions and was able to close the deal without a hiccup. I will definitely be a returning customer in the near future for any future property purchases!

Thus is one of the worst places to go to. 1, because they…read morewanted more on down payment than we were already going to give. 2, they were so very rude to my family. I won't recommend this place.

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

We used Victor as our lender for our first home purchases he was highly recommended by a friend and…read morewe're so happy we did. As first time buyers we were really nervous but Victor was able to explain and answer ALL of our questions. We trusted him and he didn't let us down. We ended up buying our first home with the lowest rate out there. He reviewed everything and helped us understand our budget so that we were confident we were making the best financial decision. The best part is he and his team were so friendly they never made us feel like we were a bother with all of our questions. There is no one more knowledgeable than victor!!!! Choose him you won't regret it.

My broker used Victor's team with his loan origination company "Straightline Lending" for a cash…read moreout refinance. Victor's team sold my loan to a Wholesale Lender (NMSI). The whole process was a mess since the start. Multiple mistakes, no one addressed my raised flags and I ultimately was blindsided with a deposit 10K below what I was originally quoted. The whole process was full of mistakes. I raised flags every time they issued wrong disclosures, asked multiple times for the parties involved to correct the original agreed upon numbers and no one seemed to coordinate. Victor's team had people quit or get fired, and no one was willing to review the file once it was all done. I have had multiple discussions (with emails and text documenting it all) with all the parties involved, including Victor and the partner at Straighline, and have gotten the run around for 5 months. I was patient and was willing to resolve the issue for far to long. After consulting my attorney her exact words were "I don't know how your loan was able to fund with all these discrepancies". The executed documents are full of inconsistencies and discrepancies in the loan estimate, closing disclosures, and escrow figures. My attorney, and even some of the parties involved in the process, immediately saw and acknowledged the mess this has all been. If you are dealing with Victor or his team, keep a close eye on your files and process. You will not get a response if anything is wrong or there are any discrepancies. My case is has now been turned over to legal. I will update this review with a final outcome.