This company is very open to sharing their knowledge and expertise regarding solo 401ks even if you…read moredo not use their services! Their product does not quite meet my needs but well-earned 5 stars!

They know their stuff, but seem to be looking to make a quick buck off the original fee and don't…read morereally care about their customers long term. Mark Nolan set up a Roth Solo 401k for me and did a good job up front. They charge an annual fee to file for you each year. The first 3 years I was way under the minimum in my 401k and didn't need to have anything filed, so I didn't pay the annual fee to have them file. Since then I realized I did need their help badly to straighten some things out. I sent an email explaining why I didn't pay the annual fee and said I would be happy to pay for the years where they did nothing to bring my account current and would be a loyal customer. Mark's response: "Thank you, but once we resign from an account we don't take the client back." As a business owner who cares for my customers, I can't fathom treating someone like that. I guess I'm glad to have seen Mark Nolan's true colors before I paid him anymore money.

Merrithew & Thorsten are a "fee-only" financial planning group. What that means is that they…read morearen't commission based (thank goodness - I've been nickel & dime'd by those types before) they only make money on the money you have invested with them, so if your portfolio value goes down, so does their fee. I guess it gives them extra incentive to "grow" your account. Les is a CPA & does life planning financial work. He's the chatty one. His partner Brandon does investment planning and is the not so chatty one. Its a good mix when you're going in to meet them. I was pleasantly surprised by their on target planning and investment strategies. My accounts have grown even in a crummy market. I even did the whole, ok - I'll put some money with you & the same amount with someone else & then I'll do my own thing & see who does best. I hate to say, they totally left me in the dust with my accounts & Fidelity didn't hold up too well against them either. All in all a good firm..

This review is a few years overdue so take it for what it's worth. I was looking for a financial…read moreplanner who could get my husband's and my financial house in order. We were married a few years earlier and wanted to make sure all our ducks were in a row with regard to wills and trust, financial investments, saving for a bigger house, etc. I thought a financial planning service would help us get organized and prompt us to do what we needed to do if we were missing anything. It didn't happen. They were only interested in our transferring our funds to an account they can handle to invest and start making a commission on but were very lax about organization of things that need to be done. When I asked about wills and trust because it was included in the price they charged they said other things needed to be done first. After a year, we had to admit nothing of significance was getting done so we left them. It was money down the drain for us. It boiled down to not trusting them. If a place has to call you in for a separate "song and dance" before giving you a quote for how much it's going to cost you, be careful! I should mention I interviewed their clients for references before hiring them and the clients were all positive about them. But interestingly, many were behind in getting organized as well and doing their wills and trusts.

Not that The Financial Team needs a review but I must share. I am a Trustee for my Mother's Trust,…read moremy Mom managed to raise 6 children, worked for Kaiser optical until she retired, saved every penny she could and was legally deaf. I ran into a difficult and complex tax issue, after paying thousands of dollars to trust & tax attorneys, nothing was getting resolved. I thought to call The Financial Team because they are a team of professionals with a purpose, integrity and a will to leave no client behind (I know because I have been with them for 20+ yrs). Nick Gardner was able to find a compromise that saved my family $70k in taxes. Never once was the amount of her assets their main focus. It really mattered to me that everyone in my family was given their gift from our incredibly resilient Mother, especially her grandchildren. I highly recommend them.

We are long time clients of The Financial team, and are happy to recommend their services. We are…read moreso trusting of them that we had our elderly mother in law move her investments over to The Financial team. I really appreciate that they are a local brokerage that I can drop into whenever I have a question. We feel like family. Maureen and Nick always take the time to answer all of our questions. Expert financial and tax guidance - they do it all.

Dave Molnar has been nothing but professional and kind. He knows how to deal with individuals…read moredifferent situations and help with preparing for retirement. I have other colleagues that had highly recommend him and can vouch that his services are EXCEPTIONAL. I've been to numerous retirement classes but working with Dave in person and over the net has helped me tremendously. Please reach out to him when you ready for your next chapter.

For folks retiring from civil services, I highly recommend the staff from Voluntary Employment…read moreBenefits System (VEBS) in Escondido, California! They reviewed my retirement package and performed the calculations for various types of retirement that I am eligible for plus they advised me of all benefits available to me. Thanks very much Raul and Team VEBS. I sincerely thank you for your expertise especially since I had previously gone to another pre-retirement workshop. The facilitator had given me incorrect information that would have severely impacted my retirement decisions and retirement amount. Kindest regards, Sonia Hamilton

They are making sure when I decide to retire I will be comfortable in my finances. I can call…read moreanytime and ask questions and if they are not available they will call back the same day. I'm feeling like the transition to retirement is going to be smooth affordable thanks to them.

We had never heard of Duncan Financial before we were faced with a major change in our lives that…read morewould involve management of our finances. It was scary trusting someone we didn't know with our hard earned savings and allowing them to invest on our behalf. We've been with Duncan for almost a year now and are very pleased with our progress financially and trust the Duncan group with our holdings. We are people who weren't very educated in investing and the team at Duncan have been very helpful in educating us, answering our questions, no matter how basic they were. I was a bit embarrassed at times to even ask some of the questions, but the Duncan team made me comfortable in asking and encouraged even more questions. I am at the top of the field at what I do, but managing investments and finances is not my area of expertise, so I trust Duncan Financial to manage this area for me.

Tayler is super hands on! A lot of the times you don't want to start a service like this because…read moreyou don't know how long the process will take, how much money you'll have to invest and if you'll even get a return on that investment. Invest on Tayler because she will make sure your time/money doesn't get wasted! She guides you through the process, is assertive with what she needs to get the job done and is quick to see results. I have recommended her to friends, family and even coworkers.

Very kind and caring people. Wonderful program I made use of for years! Highly recommend.read more

I can't say enough good things about my experience with DebtWave Credit Counseling. From the very…read morefirst call, their team was compassionate, knowledgeable, and completely non-judgmental. They took the time to truly understand my financial situation and helped me create a personalized plan to take control of my debt. The program was clear, manageable, and most importantly--effective. Thanks to DebtWave, I was able to reduce my interest rates, consolidate my payments, and pay off my credit cards much faster than I ever could on my own. The customer service has been outstanding throughout the process. Anytime I had a question or needed support, someone was always available to help me with kindness and professionalism. What I appreciated most was how empowering the experience felt. Instead of feeling overwhelmed by debt, I felt supported and informed every step of the way. Now that I've completed the program, I'm proud to say I'm debt-free and finally in control of my finances again. If you're struggling with credit card debt and don't know where to turn, I highly recommend giving DebtWave a call. It could be the first step toward your financial freedom--just like it was for me!

Roger kumar at trident mortgage was very helpful with our mortgage refinance situation. He…read morefollowed through everything even the difficult process. He has been very helpful and now my husband and I can breathe because he made our refinancing smooth. I gave him all the stars there is. Thank you! Gwen

This is the 2nd time I've used Trident and I can't say enough about Roger and Ben! Not only do the…read moremake the process very easy..they BEAT everone with RATES and FEES. I'm a shopper and couldn't be happier to highly recommend this company!!! We've had morgages with Bank of America (they love us) and Wells Fargo. Trident beats them hands down for customer service and efficientcy.