Tremblay Financial Services helped my family member with a time-sensitive retirement account issue…read more They were thorough in explaining options and in reducing the number of steps he had to take to complete the transaction. We are happy to have them on our side.

Think carefully before investing with this company. They will put you in investments that are not…read moreliquid, " meaning you can't get your money out till you die"!!! Also, heavily invest in annuities that have long maturities. Locks up your money for long periods of time. Buyer beware!!!!

I walked into Fidelity, not expecting to be able to meet, or even see my financial advisor as it…read moreusually requires me to set up an appointment. The front desk staff promptly assisted me. While I wasn't there to do any financial transactions, I was able to see my new advisor, Anthony Rossi. I don't want to set the wrong expectation that you can walk-in and see your advisor, but he had a few a few minutes to chat. He was charming, and made himself accessible so that I could fill him in on a brief transaction that was in process. He listened, and assured me that he would get back to me as well as monitor it for any issues along the way. As far as wealth management, and customer success, you knocked it out of the park. I'm pretty sure I will be sticking with your team forever. Thanks again, dude! BTW, that coffee machine is actually pretty cool

Tried to contact the local branch on 5 attempts and they never pick up. After the 6 try I called…read morethe 800 number and had then transfer me to the SB branch. I wanted to open a brokerage account and was told to do it online, no biggie, however the only portal would not let me open a new account. Pretty much got brushed off like they didn't want my business. Called Charles Schwab and opened an account over the phone with the local branch in 5 minutes. Customer services sucks these days, but this was beyond bad.

I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists…read more(Marjie in particular) have been invaluable; readily available, knowledgeable and probably saving me thousands of dollars in estate lawyer fees.

It is very difficult to make an appointment or to get help. They mostly refer you back to the 800#…read more Sometimes it would be nice to get personal attention or customer service.

I would give a negative rating if I could. Craig Allen is the most unprofessional person I have…read moreever met in my entire life. You can find more professional people at Walmart. It's sad to see a firm completely neglect the most important aspect of any business, which is their customers. Please do not use Allen Wealth Management. I would not trust this firm with my lunch money. There are plenty of other financial advisors that are more qualified, more professional, and will deliver a far superior product. If you truly care about your financial well being I would avoid Allen wealth management at all costs. I really hope you take this review to heart and decide to take your business elsewhere. These are scary times so hire a firm that makes an effort to understand your financial position and delivers on their company promise.

From the owner: Allen Wealth Management offers Financial Planning, Investment Management, and Business Consulting…read moreservices. We specialize in developing comprehensive financial plans and then implementing those plans, including formulating, designing, implementing, and monitoring investment strategies. We also provide a wide array of business consulting services, including writing business plans, presentations (decks), financial modeling, PPMs, and many other documents to assist entrepreneurs through the funding process and to build a successful business. We can also serve as an Interim CFO to support early-stage businesses.

I would not recommend this company today. long story short we have been with this company for over…read more25 yrs we would either have in person appointment or phone appointment this tax year 2025 we sent our taxes to 1 of there agents. We waited for a phone appointment and we got nothing, after a few days we were going through emails and saw our taxes were done without us! They took it upon themselves to do them without us that's totally wrong....be ware!

I'm very disappointed with Mercer's performance - Spent at…read moreleast 6 hours going over my accounts, monthly cash requirements and end of year distributions. Everything we discussed was ignored and the accounts were 99% invested - leaving no cash to pay bills, nor distribute to make matters worse their timing was just plain lousy buying everything all at once, near the top of the market. When I called about overinvestment, Michael Johns simply said he didn't remember that part of the conversation - but they would sell some of the positions so I could pay my bills. When I moved the cash to the account I needed it in - they sold more in the other account so the cash would be there - no communication nothing. And the account they sold in was the wrong account - clearly my situation was too complicated for Mercer to keep straight. When I decided to de link from them - they liquidated every position they hd set up - again no communication - they just liquidated everything again no communication preceded the liquidation. And of course they sold everything near the bottom of the market locking a 70K loss. And right at the end of the year - who knows what damage they've done to my taxes. If you're a buy and hold kind of investor - these guys are probably fine - but if you have any stock market knowledge and can recognize trend shifts - or multiple accounts serving different purposes - I strongly recommend avoiding Mercer Advisors.

Kip Lytel at Montecito Capital Management has been our go to guy for over a decade. I recommend him…read morewhole heartedly. He is reliable, resourceful & highly respected in his field. He always comes prepared with pertinent information and on his "A" Game. He takes such good care of us and also oversees our daughter's accounts. I know he is not, but he feels like family! Staci Brawner

With regards to Montecito Capital Management, not only does Kipley Lytel have impeccable…read morecredentials, he is an astute financial advisor with that important personal touch. With his help I have been able to realize my financial goals in a way that best suits my current lifestyle and future plans. I also greatly appreciate that he is an outstanding communicator who can translate technical financial information into terms I can understand and appreciate.

Daniel and his team are one of our favorite referral partners in the Santa Barbara area. Anytime we…read moreh ave San Diego clients relocating to that area, he's at the top of our list to refer them to. His team is very tech savvy while still delivering the personal touch needed when our clients are buying multi-million dollar properties. If you're looking for a solid agent in the area, you need to speak to Daniel!

Daniel and his team are amazing marketers, and care deeply about doing what is right for their…read moreclients. I highly recommend.

Austin and her team were the ultimate asset in our first-time home buying journey! From the…read morebeginning to closing, Austin and the OriginPoint team were responsive, helpful and informative about the entire process. Through their timely answers to all of our questions as well as Austin's Youtube videos and information binder, we were well equipped to go through our loan and closing process. We felt like every person in the OriginPoint team was there for us, as much as Austin was, as well! A huge shout out to Jacquie, Jade, Vicki, and Christine. You can't go wrong with this team! We will definitely be going with Austin and team again for our next house!

The Lampson team was a joy to work with throughout the whole loan process. They helped us come up…read morewith a personalized strategy to finance our new home. The most important part of working with Austin and her team was their transparency and communication. They took the time to walk us through the internal finances of how they determine rates, closing costs, and other fees which would normally be hidden. They care about and advocate for their clients, and I'd work with them again in a heartbeat.

As our lives continue to grow more complex with taxes, businesses, real estate, and 1031 exchanges,…read morewe know we can rely on the team at Nasif, Hicks, and Harris. They not only ensure our filings are completed accurately and on time, but also help us plan ahead, stay informed about timelines and deadlines, and manage our overall tax strategy. We truly consider them part of our team and highly recommend them!

This firm is top notch, hands down. I had a consultation with one of their CPA's Michael Macias who…read moregreatly helped me understand a very complicated tax situation regarding a trust. His expertise gave me much-needed peace of mind. As they say, knowledge is power. Their services are expensive, but well worth it IMHO.