I have known Laddi Ji for around 5-6 years. He helped me with my term Life Insurance , transfer my…read more401k to IRA and manage it for sometime. He is very professional and consultative. A large part of what he does in radio program and also in meetings is education.He always tells people to shop around, look for the best service and then choose the best one for your need . He is not like those financial agents who will promise a great return on money through some magical solution(which does not exist).He gives practical , realistic guidance based on the individual's life scenario. When you have a consultative person like him by your side , you know you have made the correct choice . Thank you Laddi ji for all your help and support.

Laddi Jhuty has been helping me in managing my personal finances over past 3 years, when I decided…read moreto quit my job to start my own company. It was the toughest decision on many fronts including our personal finances. This decision had significant impact on our annual household income. Also, there was no clarity into the amount of time that it would take for my startup to raise enough capital. Well, it took 3 years! When I met Laddi Jhuty 3 years ago, he evaluated my finances and helped me come up with few strategies to support myself and my family until my startup secure the funding. From time to time we would re-evaluate my startup funding situation, and my finances at that time; and adjust our strategies accordingly. Here is what I love about Laddi Jhutty and his staff: 1. They are knowledgeable. 2. They are very responsive. 3. They are passionate about assisting their clients through tough financial situations. I would highly recommend Laddi Jhuty's services for managing your personal finances.

My husband and I are very grateful for the financial guidance provided by Financial Journeys…read morePartners. It was very reassuring to work with an experts when we were planning to retire 4 years ago. Financial journey partners uses the most up to date software to help you see where your at financially and it it has great tools to help with budgeting . We use it daily. There is also a great social and Educational element to company, Elaine, Scott and Linda, offer regular educational webinars and have a variety of speakers give talks about relevant topics. The office staff is amazing also. They are very responsive if you need anything. Also there is a social element, they host an annual holiday party and other social activities for the clients. Last year they spearheaded the inception of a woman's group for their female clients. The group has encouraged all kinds of activities from pickle ball to hiking and movie going. They really go the extra mile and do an excellent job with our finances. They know the clients and care about them, that is why I highly recommend them

My husband and I have been Elaine Manley's clients for...well, many many years. At our first…read moremeeting, Elaine was able to persuade my husband to sign up for his new company's 401k -- we're old enough that it was still rather new so he needed the push. That decision set us up to be able to retire several years ago and to travel now. In the interim she and her team have alerted us to news we needed, held our hand when we needed to calm down about the market, and provided references for tax preparers, Medicare experts, travel experts and more. Her team is very sharp and very helpful. Elaine and her team have made our lives easier and we greatly appreciate that.

!! THIS IS A 10 STAR REVIEW !!! Julie is one of the most knowledgable, experienced, kind &…read morepersonable financial advisers I have ever come across. Though my investment timeline horizon did not match with hers, she spent over an hour understanding my needs and giving investment advice without charging anything at all. She helped me sift through various securities that I had in mind, gave me her view on their performance & risk perspectives in detail and helped me in deciding appropriate fund allocations for these per my needs. She was kind enough to discuss detailed strategies on how to protect my portfolio & maneuver trying times in the market (eg. The recent market crash due to Covid19). She also discussed her take on "Timing the market" vs "Time in the market", "Dollar cost averaging vs lumpsum investment" etc. In addition to that, she took out time to ask me about my future plans and shared some of her own experiences and learnings through her life. If you're looking for a financial advisor, look no further! You won't regret it. Thank you Julie for your initial and continued help!

Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Michael did a fantastic job with our retirement financial advising. He listened well, provided…read moreexcellent data and recommendations, had a quick turn around and very responsive. Highly recommend Michael Garber!

Juliette is a great person to work with. She has a wide breath of knowledge across a lot of…read moredifferent financial products and goals. She listens and adjuta based on your questions. She is patient enough to help explain after fifty questions to finally help find the one pay off the answer that you weren't quite getting. I can't say enough good things about working with her.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

I do not have much of a financial background, so talking with Kevin was a tremendous help. He…read morewalked me through everything from my 401k to planning to buy home down the road. He was very helpful, and have already recommended a few of my colleagues to meet with him for his guidance. Meeting with him was a On top of being very knowledgeable, Kevin is also a great guy and I look forward to utilizing him and his company more in the future.

The whole team at Integrated Wealth Management, led by Kevin Swanson, is top notch - and just the…read moretypes of people you would want managing your investments. They are bright, focused, pay attention to detail, can explain the big picture in a way the average person can understand, and they care about their clients like family. My partner and I always look forward to our meetings with.Kevin - he is both personable and highly professional. Our conversations weave from the personal to the financial and back to the personal, all of which ties into the financial. If you are looking for a solid team to manage your financial successful, look no further. Kevin Swanson and the team at Integrated Wealth Management in Willow Glen should be you first and only stop!!

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

This review is long overdue! Roy Snarr is absolutely amazing at what he does. We recently were…read morewith a different company that offers life insurance and financial planning and realized they were a one size fits all kind of company and very expensive. After reading the great reviews about Roy on yelp we gave him a call. He came to our home to discuss our financial goals and what our best options were. What is great about Roy is he works with the top rated companies and knows what company is best for his clients needs. He is not pushy at all and truly wants what is best for you and your family. Not only did we gain an amazing insurance agent but a lifelong friend! Thank you Roy for everything you did for our family!!!! -Sherie

I'm so glad I've had the opportunity to work with Roy. He is personable, knowledgeable and patient…read more I have multiple policies with him and I feel confident that the recommendations he made for my life insurance and the decisions we came to together will guarantee that my daughter is protected. He is amazing to work with. Thanks Roy