Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

KPP is always helpful and professional by providing informed guidance and advice…read more I highly recommend them to manage all your investments.

I have been a client with KPP for many years and listen to their podcast often, Justin and Luke go…read moreiut of their way to help you, highly recommended

Can't imagine what all the great reviews are about. My interaction with Eric was very straight…read moreforward, matter of fact. Shopping around for home insurance he didn't come across as someone that cared too much about helping me.

I will Forever recommend Eric Kotowitz for any insurance needs! In fact I've already recommended…read morehim over a social media group. He is extremely professional, informative, efficient, fast and truly cares about his clients! We could not be happier with his services!!

Can Not say enough good things about Bob, Jevon, Jenni, Denise and all of the professionals at JCAP…read morePrivate Lending. Not only are they incredibly responsive to your requests but they excel at solving difficult and sometimes, last minute challenges to funding your loan. Investors should know that they take their business very seriously and take all the steps necessary to offer your superior returns with acceptable risk to facilitate the type of returns you are seeking for your hard earned money.

I have been referring my clients to JCAP for several years and it has always been a positive…read moreoutcome for them. They can move fast when they have the necessary information. I will continue to refer my clients to them when Private Lending is required for a specific transaction.

I reached out for a commercial auto insurance quote and made that very clear in my initial email…read more They were quick to respond at first and asked for a ton of information, including my current insurance declarations, which I sent over right away. Then... nothing. After waiting about a week with no update, I finally hear back only to be told that the agent I had been dealing with doesn't even handle commercial auto insurance. That was literally the entire reason I contacted them in the first place. They said someone else would follow up, but that never happened. Super frustrating experience. If you're going to request sensitive documents and detailed info upfront, at least make sure you can actually handle the type of policy being requested. Total waste of time.

We've had an excellent experience working with Anna at Roger Stone Agency in Newport Beach. She has…read morebeen consistently responsive, professional, and thorough in managing our insurance needs. Anna does a great job staying on top of renewals, coordinating quotes, and making sure nothing slips through the cracks. We truly appreciate the extra effort she puts in to secure fresh, competitive quotes each year and to clearly communicate options so we can make informed decisions. It's clear she takes pride in her work and in supporting her clients. We value our relationship with Anna and the Roger Stone Agency and look forward to continuing to work together. Highly recommend.

I am an immigration attorney with Green Maple Law Group based in Irvine, and I am a client of…read moreAdvanced Planning Financial & Estate Services. Mr. Albert Aizin is the Principal; he is a detailed financial adviser with thoughtful and analytic approach to my questions. I find his value investing (more conservative) approach particularly refreshing, because he not only takes the time to explain his reasoning, but he always pulls supporting evidence outside of the typical sources that one would expect a financial adviser to pull information from. This demonstrates Albert's expertise and resourcefulness in dealing with a wide range of financial advising questions. I especially appreciate Albert and his staff tirelessly reaching out to existing clients to know how we are doing financially, and how we can plan for a better tomorrow. Even if Albert cannot offer a particular product that would make sense for an investor, Albert would not hesitate to give referral or obtain resources to help the investor. Albert has pointed me to several outside resources. Much appreciated! If you need to break the ice and talk about things other than finances, Albert speaks French and loves cars. Go to Albert!

Albert Aizin a financial planner and financial adviser. Albert has a wonderful hands on touch. He…read moreis extremely thorough when going through our financial investments. He absolutely makes sure that you understand every aspect of your investment and are comfortable with his recommendations. My husband and I have used Albert's services for years and we have felt entirely comfortable with his advice.

Laurent is awesome!!! We were so confused about all those loan programs, but Laurent explained it…read moreall and really gave us some good options to finance our new home. His knowledge, patience and kindness are second to none. So thankful for your services.

Laurent is awesome!…read more First time I spoke to him was for buying a condo in OC. At that time, I didn't go with him just because of a prior arrangement with some other bank. But his offer/rate was quite impressive and I saved his number. So, when I decided to refinance the condo, I called him. He gave me the BEST rate among all. The closing fee was minimal. A year later, I again decided to refinance (the rate kept going down at that time ). He again gave me the BEST rate. Another year went by, I decided to buy a vacation home in NV. I spoke to him as well as other lenders. Since it was vacation home mortgage, other lenders had hard time to give me concrete numbers and/or solid eligibility. He was the only one I could trust to close the deal. Rate-wise, I wasn't too sure if it was good or not-so-good when I locked. Just because it was the beginning of rate hike and also it was for vacation home which I couldn't find as much information as for primary home. But retrospective, it was a great rate! Last but not least, he is very communicative, flexible, and easy to work with. Very highly recommended!

Joseph is great!! he stays in top of properties and finds rates that my other brokers couldn't…read morebeat! thank you!

Meaning to get this review written for a while, my apologies! OMNI stepped up to the plate when we…read morecontacted them after a challenging experience. Following an extensive avionic, performance & safety equipment upgrade to our King Air 350 our insurer presented inflexible terms and our broker seemed out of options. We spoke with Joseph Barrantes who is in fact a practicing pilot himself. His level of expertise and knowledge surrounding aircraft mechanics, general aviation liability & contingent liabilities made our experience working with him foremost. We were able to secure insurance coverages with their firm within a few days, and we look to continue the relationship. Thank you, Joseph! See you in the air