My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

Our Tax account, advisor and preparer for many years. Honest, responsive and honest. Highly…read morerecomended

I was hoping I could give this firm a good review, but I can't. After two tax seasons, I've been…read morerepeatedly disappointed with their poor customer service. Many days go by before anyone returns my calls or emails and, in many cases, I've gotten no response at all. I was referred to this firm by my now-retired tax advisor with the promise that fees would remain unchanged, only they went way up the second year. When I asked about this, they said I must not have received their letter. As the final straw, I've have been trying for weeks to resolve two invoices for $650, which I already paid. I've called and sent emails repeatedly, only to be told they would get back to me. Not a well-managed firm. Moving on.

Daniel and his staff have done excellent work in managing our 401K retirement accounts. We started…read moreout with Parkshore Wealth Management founder Harold in the early 1990's and have seen consistent growth over the years which now has provided us with a very comfortable retirement. With Harold now retired we are very confident with the companies handling of our retirement funds now and in the future. Thanks to Daniel and his staff Dennis and Leslie

I very much appreciate the fact that Parkshore does not bury me in financial jargon they know I…read morewon't understand. I always felt that my previous advisors did that to make me feel small and dumb. With the intention of never never chllenging anything they did with my $$. Parkshore always answers my questions with simple and clear English explanations ... and they have made my portfolio make steady progress regardless what kind of news is on the radio. They are very responsive to any request I make for withdrawing any money, and never challenge or question me. Honestly I can't think of anything I'd like them to so that they are already doing without being asked!!

We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

I have worked with David for over three years. He goes above and beyond for his clients, with…read moreinformation and teaching and his vast knowledge of the industry and his desire to serve his clients on a high level cannot be beat. I came to David with a retirement account I had been building for years without any help, he made adjustments, and recommendations and has made us a good amount of money in a short time, that could not have been achieved elsewhere. I highly recommend David to all our friends and family and look forward to working with him for years to come!

Abound Financial began working with some of my family to manage their inheritance bucket funds…read more David and his team are really patient and helpful in their communications and education with me and my family. They are truly the best I've interacted with and nothing in the process felt like the typical "broker" experience. I highly recommend considering Abound Financial.

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my…read morecomprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

My experience is good and I'm in the process of deciding it's a lot of information. I just received…read moremy binder and I have a lot to look at. They are very kind and respectful and have taken a lot of time with me.

Be careful with getting everything in writing. We asked for trades that did not happen costing us…read moreserious money. Fees to transfer money and poor communication. Beware!

From the owner: Jim den Dulk & Angel Perez formed Ideal Life Financial advisors in 2011 with the goal of delivering…read moreindependent financial guidance to their clients. In 2016, Dianna Laney merged her practice with the group to bring her unique Wealth Management approach to the firm's clients. We are a group with a deep commitment to improving our client's lives through financial management. We aim to partner with and inspire our clients to live their Ideal Life by making informed and thoughtful financial decisions to benefit them and their families. Ideal Life Financial Advisors was founded with the goal of assisting our client community with getting their entire financial house in order and keeping it that way forever. We walk our clients through a process that helps them sort out what is important to them so that they may have a clear Financial Road Map© with their goals and their values. Then we have established processes that help clients plan for contingencies so that nothing should get in the way of accomplishing their goals for reasons that are important to them.

Started with this company many years ago, truthful, straight forward and really listens to YOUR…read moreopinion. Never pressured into buying anything, always concern this my comfort level. Careful planning has made my IRA and personal accounts growing at a consistent rate without placing accounts in jeopardy of huge swings in value. Even in "bad" time it wasn't so bad. Much better choice for me as I actually have a real person to talk with instead of new advisor roulette from other firms.

I've enjoyed (for the most part) managing my own money since about 1983 when I joined AAII - a…read morefinancial educational organization. However, I met with Hanson & McClain in the early 2000s and again in about 2014 and was/am clearly impressed with their advice, fiduciary responsibility, and concern. In fact, should I become incapacitated in some way and am no longer competent to manage our retirement IRAs, my wife has clear instructions to turn the whole thing over to H&M (now Allworth). One of the best pieces of advice that I've ever received was a tidbit about something called "airtime" that they mentioned on their radio show. (Been listening off and on since the mid-1990s.)

My sister and I had a terrible experience with Vlad Donets from Solera Asset Managers. We were…read moremisled into purchasing policies based on false promises and incomplete information. When we discovered the truth and asked for a refund due to the misrepresentation, he completely dismissed our concerns and refused to take responsibility. We were completely scammed and taken advantage of. We are currently pursuing formal complaints through the appropriate regulatory channels. I strongly advise anyone considering working with Vlad Donets or Solera Asset Managers to be extremely cautious, read every detail carefully, and seek a second opinion before signing anything. Scamming people--especially when it involves their financial future--is unacceptable. Don't make the same mistake we did.

From the owner: At Solera, we have one focus, Risk Management. Our specific approach aims to protect your account…read moreagainst catastrophic loss and yet still grow your portfolio by utilizing a diversified strategy of risk allocation. Instead of relying on just dividing your account up by asset classes, we employ a multitude of methodologies and strategies to risk manage your account. We believe that Fractionally Blending is the strongest way to manage risk in today's modern markets. With the goal of getting the major moves of the market mostly right, most of the time, we believe we can significantly decrease the likelihood of a catastrophic lose in the next bear market.