Mark has been such an asset to my portfolio. I wouldn't have my money with anyone else. My family…read moresituation is very unique and mark works with us very closely and very patiently and because of his dedication, I've been able to maintain my quality of life. I am so very grateful to him for meeting our financial demands time and again. My family is very appreciative of his hard work, not just for us but for all of his clients. Mark is kind and understanding and very good at his job.He was referred to me by 2 of his clients that feel the same way. Not 1 but 2! I've never really been the trusting kind BUT I trust this man 100%. Thank you so much mark! I can never repay you for what you do for my family. Candace Freeman

I had the chance to spend some time with Mark. He's a great guy. Very knowledgeable. We talked…read moreabout starting savings for my kids college. I learned about 529's and other options available to me. I would highyl recommend Mark!

Stocks, Mutual Funds, retirement funds, IRAs, good God there's lots to know. If you put money…read moretoward retirement, can you also put money toward your spouses retirement ? What are my responsibilities to my employees if I set up a retirement fund for myself ? Well, these folks know. During trying financial times they've stayed the course, calmly taken my panicked calls and to set limits and boundaries so my money is safe. I started really saving for retirement later in life and these folks have been the guidance I need.

Miste and Steve continue to amaze! The person care they put into each of their clients is beyond…read morewhat is required. They care not only about my money, but about me as a person. Yes they are phenomenal at growing my retirement, but they also make sure I am living my best life! Throughout this process they have become more than my business manager- I am proud to call them friends.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Michael and I have worked together for 10 years. He is always on top of the market,…read more is very smart, and cares that his clients have the best financial information they can. He wants them to make money and/or preserve what they have, and he's always right there to make sure that happens. I have been very happy with the work he has done for my accounts, and I highly recommend him to all of my clients. He is trustworthy and honest, traits you definitely want in your financial planner.

I've been with Michael for many years, and he's always given me great service. He's also given me…read moresome valuable advice for my sole proprietorship.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Kate has been a huge help for both my mother and I in planning for our futures. Thanks to Kate I…read morestarted my retirement at 19. What a difference that will make for me late. My mother started much later and thanks to Kate's encouragement and direction she will actually be able to retire...and have a trip fund to enjoy. Thank you Kate

I am so impressed with the owner, Rob, who takes the time to listen and offer excellent investment…read moreadvice.

Rob and his staff are very professional with their service and advice. They have handled our…read moreaccounts for over 10 years.

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!

Awesome guy took the time on explaining what my options were and how the process goes ,super…read morefriendly would highly recommend talking to him about your needs

In the course of my work, I feel like I've met at least 163 financial advisors. I chose to invest…read moremy own retirement funds with Scott Stanley at Pharos for several reasons. First and foremost, his returns on the investments he manages for me are outstanding. In the last 6 months, I've earned significantly more than I earned all last year and I'm amazed at my increases! Second, his customer service is perfection. He responds immediately to any call or email I make. No matter how I mangle my tax situation, he helps right my wrongs with complete graciousness and patience. Scott has already had me in for 2 account reviews, so I know he's monitoring my accounts closely. And he shows me in person what is going on with my investments directly and in a timely manner. Yayaaayyyy. Third, what I greatly appreciate about Scott is that he is approachable. I don't have millions to invest, or even hundreds of thousands, and I find those expensive-suit-and-tie-with-an-expensive-top-floor-office guys intimidating to the extreme. Scott is down to earth and easy to talk to, and I'm not scared to call him when I have something to discuss. I'm relieved and delighted to have such a diligent advisor working on my behalf!