Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

I have had the pleasure of collaborating with Mike Razzouk for approximately 3 years after…read moreretiring. I was a number at Vanguard and became a person at KWB Wealth! Mike checks in annually with me and is available if needed. There aren't enough adjectives to fully describe Mike. I feel an overwhelming sense of calmness knowing he is the savvy captain of my ship. Genuine, precise, approachable, and gracious.

Great Wealth Management Firm. I've been a client for 10 years and Mike Razzouk, Kerry Bubb, and the…read moreentire support staff are incredible professionals. They have never let me down on any matter. I highly recommend them.

I met Dave when I was 19 years old and he has now been guiding and educating me for 46 years!…read more I am preparing to retire now and Dave has been so gracious for nearly half a century with me. He always took the time for me even before I had anything to invest, but had questions or needed guidance. Dave is an honest, honorable, humble, very knowledgeable expert and genuinely cares about each client and their financial life planning. He is also a compassionate and altruistic humanitarian. He is a family man who loves and enjoys his family and makes many memories with them. Daveʻs partner, Danny Payne, is very much like Dave from what I have learned recently when I worked with him when Dave was away on a trip. He is a pleasure to work with and very knowledgeable, patient and humble, as are the rest of the staff at Maupin Financial Services. Tina has been with Dave for many years and is a great help at any time with various services. Edgar is a bright, polite and knowledgeable young man and very helpful as well. I give Dave Maupin and his partner and staff my highest recommendation. You donʻt need to be local to Redlands either. I moved to San Diego in 2005 and will soon be moving out of state. I will continue to rely on Maupin Financial Services for the rest of my life. Phone or internet meetings are an easy solution. This company and the people who run it are stellar; you wonʻt find any better or more personal service!

David is a super guy, easy to talk to and a highly knowledgeable and experienced CFP. I would…read morerecommend him to anyone, even my mother.

Very helpful staff.. set my retirement up. Explained process and answered all questions. Thank you…read moreagain will recommend to others

From the owner: Citrus Wealth specializes in full-service financial planning and investment management, geared…read moretoward preparing you for retirement.

I worked with him just briefly but in that time he was a trusted advisor. He was willing to give me…read moreguidance, even when there was no immediate financial benefit for him. I would work with him again.

Ensor and Jamie are both super helpful and attentive in helping us navigate taxes for our small…read morebusinesses and our financial planning for the future. We've had several different tax people in the past year and Enson is the first person that both my husband and I feel comfortable with and that we can trust. Highly recommend!

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

Shawn has been my financial advisor since 2011, and before that he was my parents FA who followed…read morehim from a different investment firm. He talked me thru a couple of bad markets and I've done exceedingly well. He has guided me and I have to say I have been very fortunate. If I won the lottery tomorrow, he would still be my advisor. Plus he has great resources for taxes and attorneys. His assistant Valerie is always kind and professional. Can't say enough nice things about these two!

Rude receptionist :) She thought I was trying to sell her something and hung up on me.read more

We have been banking here for YEARS! The tellers are always incredibly friendly, helpful and…read moreknowledgeable. You can trust your finances here, and that brings much needed peace of mind.

I am not from the area and stopped into Banc of Cal and assumed they were or would handle as my…read morehome branch does and was I in for a shock. They took my deposit check and told me it would be a two day hold and then the next morning called me and said it would be a 7 day hold and I insisted on picking up that check and cashing it at the issuing bank and Angeline (20 year employee) was rude and abrupt with me over the phone and very krask! She even hung up on me and talked down to me saying there is nothing she can anymore and that's that! I will never step foot into that bank ever again!