Can't speak of the business, but someone who works here was not honest about his fee, and changed his agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles. read more

INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina, CA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations. read more

This place is amazing!!!! I started working with David Rae after my CPA told me I needed to work with a financial planner to avoid all the mistakes I was making with my investments, 401k etc. David Rae helped me get a financial plan together to work towards all of my financial goals, make my investments work for me, and lower my taxes now and in retirement. Full service in once place. He reviewed my life insurance and got me better coverage for a lower price. How does that happen. As well as helping find a great estate planning attorney to set up my trust. If you aren't working with a financial planner you should be. why not work with the best....call David !!! read more

Before working with Gabriel, I always thought that the role of a Financial Advisor was that we would hand them some money and they would invest it more wisely than we could have and make more money for us. I've since found out that it's a lot more than that. We've been working with Gabriel for a couple of months now. Thus far, I would describe the relationship as "sorting out all of the elements of our finances so that they fit together well and make sense for our goals." To that end, Gabriel started by reviewing all of our accounts, investments, 401K's, ESOP and cash value accounts. I was surprised to learn what we had out there. He was able to organize the chaos, help us make changes that would give us more control of our money and bring it all together into a single website, so that we can easily see what's going on with all of our finances. In addition to that, Gabriel has assisted us with review of our Insurance needs and helped us decide what employee benefits make sense for our situation. He even helped us when we had to replace a car that had been in an accident, advising us as to what price range made sense for us, financing options, extended warranty issues and gave us some negotiation strategies. We kept in touch with him during the process (on a Sunday), texting him with questions. He even offered to come with us and negotiate the purchase for us! Gabriel is very responsive when we send him e-mails, texts or leave messages for him. Even when we give him an unusual scenario, he is able to consult with other experts to give us an informed answer. His responses are always consistent with the goals that we discussed with him. It is very helpful to be reminded of The Big Picture when making the little day to day decisions related to money. Before working with Gabriel, we were reluctant to have someone involved in our financial situation. Now we're really glad to have him on the team. read more

Great company! Our rep was Eric M. Very professional and knowledgeable!

Based on some Yelp reviews I got in touch with Gabriel Deluna. I had a 401k from a previous job that I needed to rollover, a chunk of money I wanted to invest, and also wanted to put additional monies monthly into a retirement saving plan separate from what I had through my job. I am not someone who makes oodles of money and wasn't sure what to expect from a customer service perspective. Gabriel is so knowledgeable has been absolutely wonderful in explaining everything clearly, presenting multiple options to work with, and has been so good in following up with me (which is great b/c I have to travel for work all the time). I would highly recommend Gabriel if you're looking for some financial consulting/advice! read more

A friend told me about Triogy and I had a 401K from an old job I needed to do something with. Gabriel Deluna helped me get into a great account. Gabe was very professional and knowledgeable, just what your looking for when you giving some one a large sum of money. I was very nervous but he helped me through the process and now I am a big believer in Trilogy and Mr. Deluna read more