We were introduced to Jack through our good long time friends that use him for several of their own…read morefinancial ventures. I have to say I have been very impressed with everything they have helped my family with so far such as setting up my 401K , family trust and real estate investments. Kyle and Andrea at the office are always very helpful to answer all my questions and take the time to explain things. They have managed to make me money even with the terrible stock market conditions in 2022 which is very impressive. Thank you again for all your hard work and having my families best interest at heart.

Very bad financial performer !!! Steer clear if you have…read morelimited Retirement assets!!! I lost so much money!! I am so sad !!!!! My husband and I were referred to Jack Keeter by our financial advisor, When we met him, he portrayed himself as a dedicated family man committed to his family and a good christian. We unfortunately believed him and trusted him!! I put my precious modest retirement funds in his hands , and my husband did so as well, For six months I didn't have access to my account , Thinking my money is doing well and his presentation to us was so grandiose, I am in good hands !! Wrong !!!! Wrong!! When I got access I was shocked at how much money I lost !!! He was buying stocks and not monitoring them, when the stocks were losing, he had set the account on automatic sell if the stocks lost 8%, so they were sold low!! then a week or two later the same stocks recovered to where they were at before the loss, so he or his partners bought the same stocks at a much higher price!! Then they sold them low when they lost 8% of original price. So basically He was buying high and selling low completely the opposite way of "stocks 101" !! I discovered this during May 2018 when I finally decided to get access!! I was devastated!! My modest nest egg is loosing so much !!! When I called him he said he will now pay more attention and do his best to buy winning stocks! I GAVE HIM A SECOND CHANCE!!!!! Big mistake again!!! November 2018 the stocks were so unstable!! I had shares in about 11 different entities, No profit at all, all loosing money!! I called him and asked him to sell everything and put everything in money market till the market stabilize. At first he didn't agree but I was firm !! Luckily i made that decision because December 2018 was terrible due to stocks instability Even on TV they were recommending to people to keep their money out of stocks, December 2018 he decided to resign from being in charge of my retirement assets, he said it is not fair to him !!!and gave me 30 days to be on my own with Charles Schwab !!! He caused me a severe clinical depression and sadness due to the fact that I lost so much money!!! I am now very angry at him!! Nobody should put their precious retirement with him! Unless you are a multi millionaire and you can afford the losses!!! A terrible experience that has consequences for the rest of my life!!! Very Bad financial advisor !!!

I just completed my annual investment account review with Shannon Webb. The review included a…read morecomprehensive analysis of my portfolio and investment returns against my goals and expectations. I was extremely pleased with my portfolios performance and Shannon's investment knowledge. All my retirement account goals and expectations established last year were exceeded. Next, we discussed my current year's goals with an appropriate risk assessment and agreed on a new set of goals and expectations going forward. I appreciate Shannon's easy going personality and style. He spends most of his time listening to you, the client, your wants and needs, educating you on investments and alternatives, and most importantly, on different levels of risk. He asks a series of questions to determine the clients risk level and advises accordingly. This goes to his focus of listening to the client and offering the appropriate advice to meet their goals and objectives. Shannon gets 5 stars for his professional personality, client focus, and my investment account management performance.

Shannon Webb really helped me take a solid look at my current financial status and gave me an over…read moreview plan of what it would take to own a home as well as save for retirement. We laid out my goals and he actively wanted to help me on my journey. I am pretty young so there was no long-term commitment, just a formation of a plan to follow up in the future.

Manny is the best! I mean the very best. He provides high quality service and information in a…read moretimely manner. In many cases, he followed up on anything I needed and provided answers on the same day! It is truly a pleasure to work with Manny and his team!

These guys have been doing great. I specifically want to recommend Peter Zepeda. He was super…read moreprofessional and answered all my questions. He worked with my schedule and provided some excellent service. I highly recommend him and this company. Just give him a call and he will answer all your questions and be so patient with you. Trust me when I say that you won't go wrong with him.

Went to Capstone Partners - Irvine CA.. Was referred by a friend. Had a 1 hr meeting with a…read moreFinancial Planner to discuss my options to retire within the next 2 yrs.. Our representative was very thorough, personable and pleasant. Got some recommendations on my 401K etc.. All in all - good experience.

This review is for the office at 1875 Century Park in Los Angeles…read more My fiancé and I are figuring out how to merge/manage our finances. We went in to chat with Capstone Partners. They tried to sell us (both in our 30's, no children) on Whole Life Insurance. Having never heard of it, I called my aunt who had been in the finance business for 25 years. She was utterly appalled that they could even consider that recommendation for people our age. Apparently, Whole Life Insurance pays a commission of ~50% so brokers try to push it on their clients. Seriously, do the research on Whole Life Insurance. For most people it's a horrendous investment option. Beware.

I have the best Financial Adviser! He is extremely…read moreprofessional and knowledgeable. He explains my investments very well and clearly. I can call on him for any questions. I honestly feel very fortunate to have someone like Mr. Mike Remington assisting me.

My dad was a client of Sid's for well over 2 decades. My dad and our family trust Sid and his…read moreteam's expertise. When my dad passed away, Miramontes Capital helped us with the financial transition. They are personable, attentive, and accommodating. The transition of my dad's assets was seamless and during this process, my family felt great comfort to know we were being taken care of. Miramontes Capital is a great company! They truly care!

Bob Lunde has been providing the employee benefits insurance for my business for over 20 years. He…read moreis knowledgeable and always helpful in arranging options that benefit the employees. He also introduced me to a provided of "safe harbor" 401k plans for small businesses; I implemented a profit sharing and 401k plan because of his assistance. It's much better than the SEP account we were using previously. I highly recommend him for your insurance requirements.

Atomi Financial is a great financial advisement firm to work with. I just started setting up my…read moreretirement fund and Burton answered all of my questions about investing and gave me a comprehensive understanding. I am now excited to continue investing and creating a larger portfolio than my initial intentions.

I highly recommend Gold Coast Financial Group if you are looking to grow your investments and get…read moreprofessional and invaluable estate planning advice. Scott Brooks is thorough and thoughtful and goes above and beyond to provide a personalized plan for your financial growth. His depth of knowledge and incredible track record really instilled a sense of confidence in where to invest, and his strategic tax solutions were an added bonus. While finance is not my strong suit, he was great at explaining every recommendation and nuance. His team is incredibly friendly, attentive, timely, and always receptive to questions and concerns. A big thank you to GCFG!

Scott Brooks and team at GCF are fantastic. They are incredibly knowledgeable and great at what…read morethey do. We have always received quick responses to any questions or requests for documentation or information. They have always made us feel like priority clients and I highly recommend them!