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    Retirement Solutions

    1.0 (1 review)
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    5 months ago

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    Trilogy Financial Service - Reception area.

    Trilogy Financial Service

    (7 reviews)

    Can't speak of the business, but someone who works here was not honest about his fee, and changed…read morehis agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles.

    INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina,…read moreCA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations.

    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (255 reviews)

    Robby has been my financial advisor (and my husband's) for about four years and he's amazing. From…read moreday one to today, nothing has changed in terms of his time and dedication to helping us reach our financial goals - even when we throw random financial curveballs. He's very patient in hearing us out and we always trust his thoughtful recommendations. Since we've been with him our portfolios have always seen positive growth, which when it's your hard earned money, it's both awesome and a relief! In those four years we've also expanded our family and he's helped us responsibly plan for our future and the kid's future. If you're someone who is relatively new to the idea of financial advising (like I was), Robby is hands down someone you can trust and I highly recommend working with him!

    A friend of mine referred me to GK a little over three years ago under the care of Robby Lewis for…read morefinancial advisement. It has been one of the best decisions I've ever made, especially as someone who is generally financially ignorant. I wish I'd done it years ago! Robby is incredibly patient and great at laying out complicated financial terms for me to understand. As someone with severe financial anxiety, he is also great at getting me to understand the value of investing my money and how to best approach it to build a comprehensive portfolio for both a rainy day and retirement. Thanks to his advice, I had a nest egg I was able to dig into while on long term unemployment that I would not have had otherwise. I highly recommend Robby's expertise!

    Second Chance Financial - Actual testimonial from another satisfied client

    Second Chance Financial

    (196 reviews)

    would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

    Second Chance has helped me and the clients that I have referred in helping them purchase a home…read more They have helped tremendously with our credit in resolving the issues. I highly recommend Second Chance.

    Retirement Solutions - financialadvising - Updated September 2026

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