Received prompt responses to my inquiries. Brian at Di Bello Financial was more than kind. Things…read moredidn't work out how I hoped, but glad I made contact with this team, as I was forwarded to other sources to better suit my needs. Highly recommend!

Annette is really nice and very helpful with some advice but wants to sell you on putting together…read morea plan.

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!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

itle: Appalling Experience -- Avoid Financial Partners Credit Union…read more I had one of the most shocking banking experiences of my life at Financial Partners Credit Union, thanks to a grossly unprofessional employee named LINDSAY HEDDON (A TOTAL BRAINLESS KAREN) . After only two months of banking here, I decided to close my account due to the staff's complete lack of understanding of combined personal and business checking accounts--a basic financial service any competent institution should grasp. Instead of calmly handling my decision, Lindsay threw a fit, became belligerent, and--unbelievably--called the police on me for informing them I no longer wanted to bank there. Let that sink in: I chose to close my account, and their response was to treat me like a criminal. CEO Nader Moghaddam should take this as a wake-up call. If this is the level of customer service his team delivers, it's no wonder customers are walking out the door. Financial literacy and professional conduct should be the baseline for any employee interacting with the public--clearly, this message hasn't reached the front line. I will never bank here again, and I urge others to take their business to a credit union or bank that respects its customers and doesn't resort to intimidation tactics when someone simply chooses to leave.

System issues making it so you can't access any founds. What good is a bank if they won't let you…read moreaccess YOUR money.

David Novak was great. He knew his stuff and helped us decide on the best option, to grow our…read moresavings without the risk of a volatile market. I would highly recommend David and annuity educator.com to anyone. Bill Teter

David provided so much education about Annuities. I really did not know who to trust, and he was so…read morehelpful and explained it all to me (even knowing he would not make a sale). It is people like David, who pay it forward for others. My grandmother signed up years ago on some annuities deals that were, let's say not a good situation. And David helped me understand them, and helped us make a decision with what to do next. Thank you David, your the best and we recommend you.

We have been with Troy and he is so helpful and directed us the right way into our retirement…read more I definitely would recommend him . Lowell and Carol

When I went to Asset Retention back in 2019, Troy was very hands on during my appointment. I…read moreinvested my entire 401k from my previous company with Asset Retention. Last year, when I had my annual reallocation meeting, Troy had someone from his firm meet with me. I asked why he didn't do the meeting with me and he told me "He has clients with more money invested and that I did not warrant the time to spend in a meeting with me" The Annuity I have with Troy, has done absolutely nothing! I would have been better off playing the lottery! I do not recommend this firm if you are looking to grow you assets

I have been with Purely Insurance for over 10yrs! We have worked with Nicole and she has been…read moreamazing. Very responsive, and overall a pleasure

Working with Travis Von Bartheld at Purely Insurance was a refreshing experience. I had reached out…read moreto several companies while shopping for quotes on multiple policies, and most of them wanted me to jump through hoops by filling out endless forms. It felt like they were making me do all the work just to give me an estimate. Travis took a completely different approach. He simply asked for my existing declaration pages, reviewed them, and came back with clear, straightforward feedback. Instead of trying to push me into switching, Travis told me that my current policies and pricing were already very competitive and recommended I stay with what I had. That level of honesty and professionalism stood out immediately, especially compared to others I spoke with. He also went a step further by pointing out one specific adjustment I could make to improve my coverage. That advice was thoughtful, practical, and focused on what would actually benefit me, not him. The process was fast and efficient, which I greatly appreciated. Travis respected my time and made sure every conversation was productive. He was direct when it mattered, but also patient in explaining the details so I could understand exactly what my options were. His knowledge of the industry was obvious, and his ability to translate that into meaningful guidance gave me confidence that I was making the right decisions. Insurance can feel complex, but Travis made it simple. He combined expertise with genuine integrity, which is rare to find. Based on my experience, I can confidently recommend talking to Travis at Purely Insurance if you are considering your options. Having an expert who is both highly honest and professional makes all the difference, and Travis proved to be exactly that.

Jonathan Goodwin is a top notch financial advisor who has years of experience and expertise to help…read moreguide you and your financial decisions and future planning. He will tailor your financial planning to your individual situation. He is purely fiduciary and has a genuine desire to help others. He spends quality time with you and uses updated software with a user friendly portal system. I always feel well informed about my finances and the communication is impeccable. If you are looking for a quality, knowledgeable, friendly, professional, advisor, look no further than Jonathan.

James is very knowledgable and uses software that helps to guide and show you how to best plan for…read moreyour future financial success. I look forward to continuing what work we have started.

James spent approximately 2.5 hours of his time on a Saturday going through all my investments to…read moreadvise me as to my tax liability and to help me minimize my taxes through Roth conversions. He was very knowledgeable and professional. I highly recommend him.