I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

I have been a client of Samantha for many years now. She is amazing. I cannot imagine working with…read moreanyone else. She is highly knowledgeable. I can vouch for every 5 star reviews. Thank you Samantha.

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

All the people at the front desk especially Richard help me…read more tremendously with my personal finances he help me with computer support and setting up my accounts. Richard and the front desk were very courteous, friendly and have expert knowledge at what they do. And because of them I continue patronize Charles Schwab. They have great customer service when I go in the office and when I call in from the phone.

I have to add another review because I was in here twice on tax day depositing checks at the last…read moreminute and the bankers were so helpful and attentive even though they seemed very busy. I think the employees who helped me were named Naz and Bhriyesh and they were super helpful and knowledgeable about any questions I had on what account I could deposit into.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

I'll never bank with these people again. They have held up money owed to me since November 2025…read more Trying to grieve my child's death and having to deal with these people holding up my finances is unbearable! They get a ZERO in my book! They got a one star because they don't let you give a zero.

Have been working with a Merrill Lynch office on a transfer. Have completed the paperwork,…read moreincluding a wet signature (so have to Fedex it each time) and after 6 months are getting close. This should be a simple transaction between 2 brokerage houses. The Merrill Lynch staff is always pleasant - but they seem inept.

I reached out to Fidelity Investment in March 2022 to discuss options for moving my 401k, 401k…read moreRoth, & my pension from financial company I worked for 33 years, plus few dollars from a prior company of 15 years. I had talked with four financial advisors including Fidelity Investments over 3 month period while retired. I was impressed with David Woodworth and opinions he had suggested. Basically, I purchased an annuity through 'USSA' through Fidelity Investments, so I would receive monthly checks for rest of my life. Plus, my other monthly income includes: social security, rental properties and mineral rights. In addition, I left some 401k $$$ in my Fidelity Investment Accounts, giving Fidelity Investment the 'Okay' to manages these dollars. I have been asked repeatedly by friends / family how much do I pay Fidelity Investment, my response have been minimum. They all look at me with a confusing expression, then I tell them %% I've made over past 2 yrs, and they all quickly say, 'I Would Pay For Their Services.' At retirement everybody's finances are different, and I just wanted to share my positive experience with Fidelity Investment, Walnut Creek and especially a Big Thanks to Mr. Woodworth. ***** Stars *****

This pertains only to the poor telephone service. I waited…read moreon hold for 23 minutes before giving up in high frustration. The robo recording kept saying how sorry it was that they were experienced a high call volume, blah blah blah. . However, 6 times during my wait I was connected to a ringing phone line-- that nobody answered, then the cycle of the robo voice began again. I made 2 more calls for a total of 3 in 2 hours, with the combined wait time almost 1 hour ! I understand everything is not instant but really, nobody to answer a waiting call for 20+ minutes ?? Unacceptable.

We have been working with Elisabeth for a few years now. When we joined this group, we joined a…read morefamily. She cares deeply for her clients not only on a financial level but also on a personal level. Every time we call with a question, we are not given an answer but a lesson - she wants us to understand what we are doing. She truly loves her job and the challenges set before her. I would recommend her without hesitation!

I have been working with Elisabeth for years. She is extremely knowledgable, thorough, and caring…read more Highly recommend if you need a financial planner.

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.

I got a postcard from a "roadshow" advertising they would be in town and buy my gold & silver. Not…read morefeeling comfortable that it was a legit company who would pay a fair price, I instead went to Pacific Precious Metals with my broken gold chains & jewelry I wasn't ever going to wear again. Ron was really nice, incredibly transparent with the process, tested everything to verify the gold content and we left with cash in hand, feeling glad we went to our local business. Highly recommend!

I had 2x silver ingots to sell, and not having done this before, wasn't all that confident. Sat…read moredown with James, and not only did I learn a lot about the silver market, but I learned a good deal about the specific smelter of my bars. Walked out completely satisfied with the transaction, but (more importantly) with just how much I enjoyed learning about something new.