I initially became acquainted with Pacific Excel while helping Nathan with notarization for one of…read morehis clients. After meeting him a few times and listening to him speak and getting to know his front office manager, Michelle, and also David, I quickly decided I wanted their team to manage my savings and retirement accounts. I met with Nathan to review my financial goals, and then closed and transferred all the accounts I held with other institutions. I love how simple the process has been and how well everyone here communicates and makes investment talk a little more understandable. Everything that needed to be done was taken care of on my behalf with very little effort from me, which I really appreciated. They prepare estate planning documents as well, and even updates to an existing trust and related docs. They even make executing your estate planning documents a fun appointment. Nathan has the best sense of humor and Michelle is so friendly, and they've got great snacks in their conference room lol... it's the little things!! I really have to trust the people handling my finances. It's a lot of money and it's what I have saved for retirement one day. I am completely confident in the team here at Pacific Excel, which makes me happy to refer my family and friends also.

My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

Alex and his team are extremely knowledgeable and actively pursue ways to grow wealth. Most…read morefinancial advisors follow a formula. Alex goes above and beyond, and has significantly improved our portfolio.

I have been working with Alex for over 8 years now. Alex's attention to detail and broad knowledge…read moreof the markets has been instrumental in helping me build a solid retirement plan that works. The reason that I have continued to work with Alex is trust and integrity. When you work with Alex you know that he has your best interest in mind and treats you like family. I would, and have, recommended Alex's services to anyone looking for financial planning and investment advice.

Trust. I an…read morerelatively new to Capital Advantage. When it comes to my money, to someone else managing it, what I need, what I want, is to be able to trust. To trust the integrity above all. Trust the knowledge. Trust the expertise. Trust the service, the responsiveness. Trust the overall goodness. And I trust Capital Advantage. I trust them because my friends trust them. I have friends who have been with Capital, happily, for years. My friends trust them year after year. My friends recommend them. Recommended them to me. I trust Capital because of my experience with them. They do what they say they will do. They work hard to be sure they understand what I want and what my options are. What my needs are. They demonstrate they understand. They double check to be sure they understand. When I call, someone answers. When I e-mail some gets back to me. Quickly. I feel seen and heard and valued. But to summarize. Overall, I trust them.

I called Capital Advantage on a whim this week looking for some quick advice. The receptionist was…read morequick to tell me she'd have someone call me back later in the day. Within a few hours John gave me a call and we chatted for around 30 minutes. He gave me very sound advice and helped me feel comfortable with a big financial choice. John was great, very practical and understanding of my situation. While the timing is not right for me to use Capital Advantage right now for my financial situation I will definitely call them first thing in my future when I'm ready. Thanks again for your help, John!

I scheduled an introductory meeting with LPL Financial 2 days ago and unfortunately had to cancel…read morefor a last minute work conflict. I sent an email notifying David I was unable to attend. I will say that my canceling the meeting was probably the tipping point to an already frustrating day. However, His response was highly unprofessional, especially from someone I was considering to entrust my financial future. Please take this into consideration when choosing to work with LPL Financial. Dear Steve: I have a child sick at home today, which meant my wife had to rearrange her work schedule in order for me to be able to make our business meeting. Thank you for inconsideration and wasting my time by informing me at the very last possible minute. Good luck working with someone else, David David C. CERTIFIED FINANCIAL PLANNER™ Chartered Life Underwriter ® Chartered Financial Consultant ® LPL FINANCIAL 1981 N. Broadway, Suite 305 Walnut Creek, CA 94596 Phone (925) 944-8700 Toll Free (888) 928-3286 Fax (925) 944-4914

I have worked with David for almost three years and he is fantastic! Empathetic but highly…read moreprofessional, he has helped me look at the complexities of financial issues with greater understanding and sense of control. He helped me through the intricacies of transferring my husband's civil service benefits into investments which continue to increase earnings after my husband death. He is very patient and he listens. His financial advice speaks clearly from a place of financial acumen and personal life experience. I am not a big investor but in his followup calls and prompt answering of my emails, I feel his personal interest and knowledge of my family situation. It is a great comfort to know that my money is being handled by a gentleman who is doing all he can to make my money last as long as I do!

Herrmann and Cooke, despite all the double letters....they deserve 5 stars, excellent service,…read moreexcellent personnel , David Herrmann, Jason Cooke, Pamela Cunningham, also all 5 stars!! .. They have taken care of my finances since 2006. Could not be happier. Vicki

Travis McEuen called me after I requested some investment information from the Dave Ramsey website…read more Sadly I am just now getting a grip on our finances at 38 but better late than never. I don't have anything to invest yet but that didn't stop Travis from truly caring about me and my family. He listened and understood exactly where we are, he answered all of my questions and asked me important questions I didn't know to ask. He was beyond nice, detailed oriented and calmed my fears of investing and saving for retirement later in life than I wish I would have. He has the heart and mind of a teacher which is imperative when I am intimidated and afraid of investing and being taken advantage of. He also looked at, evaluated and gave advice on the itty bitty Roth and 401K plans my husband and I currently have and what we should do when we are ready to invest. My husband was extremely impressed with his detailed, thought out email about our situation. Travis truly cares and now all we need is money! As soon as we get out of "Baby Step 2", Travis will be getting a phone call from us! Thank you Travis for being so kind, a teacher in our learning curve and most importantly giving us hope.

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

They are professional and very knowledgeable. I feel safe with our money being managed by them.read more

Unfortunately even though I was contacted immediately after (AFTER!) posting my first review, and…read morehoping for the best, there was no follow through on Matt or the part of his office staff to obtain the additional insurance coverage. We submitted the required documents as requested, when requested, and have just received a letter declining the coverage. This was a GUARANTEED OPTION to increase life insurance coverage. I pay extra to have this option and now have lost that extra coverage increase due to incompetence! Very very disappointed in the service. Still DO NOT recommend Matt Rinn as an agent.

Matt has been my insurance guy for years, and I've been very happy. He's always available to answer…read moremy questions and explain to me my options. I recently called with my daughter as she was looking to change her auto insurance. Again, easy- peasy, and now she is saving some money based on what she was paying previously. I'm very happy to recommend Matt and his team!