Vosberg Wealth Management is a company we highly recommend because we are a by product of what this…read morecompany can do for you. My husband and I are living a wonderful financial life that this company has helped us achieve. Brian Vosberg is a man of great integrity. We advice people if you're seeking a person to help you make the best choices for wealth building. Is for you to interview them first. What does the person who you're about to trust your finances with do for themselves? Do they follow the wisdom they're giving you? You get people talking and they will tell you about themselves or tell on themselves! We met Brian early on in his career. A business associate of his and a friend of my husband introduced us to Brian. To say we were impressed at his own financial accomplishments for being so young is an understatement! Brian walks his talk. He is an outstanding family man and father. He is strategic in his roll as a family man that's not something he's told us but it's the example we have witnessed throughout the years. Brian is relational not in the sense of the life of the party or the smooth operator sales person type but truly cares about building relationships. We believe Brian is a successful business man because he is what you see. Nothing in him is dishonest or deceitful. My husband and I may be shinning but we're not new we've been around for awhile and unfortunately we have experienced "nice personality types" that did not have our best interest at heart. This review is long because we're not talking about the best restaurant or hair salon to go to. We're talking about trusting your hard earn money to someone coaching you in what to do to build wealth to live out your best financial life for the rest of your life. Brian and his staff are a team that places you first. You're not rushed. Brian is patient. My husband has a greater understanding of financial things than I do. Lots of people like me know how to work hard to earn money but not all know how to make our money make money for us. I say this because Brian takes the time to make sure I understand everything. He knows the questions to ask to get you to know what you want to achieve and that does not mean just making your money multiply but why! What's important to you? I was a business woman for over 40 years constantly coming in contact with couples especially women that had a sudden loss of a husband or mate that now didn't have a clue in who to trust with their finances. I've witnessed financial institutions that were trusted while their mates were alive completely take advantage of the wife left on her own. I've even seen close family members take advantage of grief stricken people as well. This is not isolated only to women but men too. Definitely there are women who are excellent in understanding investments. I'm speaking to those who struggle in this area. That maybe had a spouse who was more the overseer of their financial situation. Brian doesn't want to ever see anyone taken advantage of. We know this first hand. This is going to sound contrary to wealth building but Brian is not motivated by money is why he and his company will always be successful! He is motivated by helping people live their best lives. The financial part is his gifting but his heart to see you thrive is our gift!

Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

modern technology for your insurance needs easy to reach and pick a planread more

It's easy for an insurance broker to say that they are looking out for your best interest, but…read moreMatch Play actively demonstrates this by the way they run their business. I met with Josh to review our compliance and insurance offerings when I took over HR for my family's company of a little under 20 employees. We hadn't heard from our insurance broker in over two years, and were looking for someone who was more committed to our success. I'm happy to say that we found our guy! Josh gathered our information and noticed that our old broker had failed to provide us with certain compliance documents. Within a couple of days I had the forms on my desk, completed by Josh, free of charge. He showed me the online platform that they offer and explained how he will meet with our team on a regular basis, quarterly or annually depending on our need. Most importantly, he knew all the plans and gave suggestions on what will suit our company best, even if switching meant a lower commission. Josh exemplifies Match Play's statement that they succeed when you succeed. If you're looking for a broker who genuinely cares about you and your success, look no further.

Had the pleasure of using them for our estate planning and trust for me and my wife and the whole…read moreprocess was quick and Jorge explained every step and answered any questions we had and made it such a easy process. Me and my wife can rest easy now that all our stuff is in order. He is organized and makes the whole process easy and you know what you are getting he is a straight shooter which is what I want when dealing with these types of services. Will reccomend him for all his services if you are looking for a honest person to deal with all he offers he is the man for it,

From the owner: At Fortune Financial Group, we're the beacon of financial excellence in Glendora. Our diversified…read morerange of personalized solutions sets us apart, with experienced associates dedicated to crafting a tailored strategy for your financial future. Stand out with Fortune Financial Group - your trusted partner in financial success!

I recently had the opportunity to work with Jenni at the Bank of California in Glendora, and I was…read morehighly impressed by her professionalism and expertise. She demonstrated a strong understanding of banking processes and provided clear, thorough guidance throughout my visit. Jenni's attention to detail, efficiency, and commitment to delivering excellent customer service were evident from start to finish. She addressed my questions with confidence, offered well‑informed recommendations, and ensured that every step of the process was handled smoothly. Her professionalism and customer‑focused approach make her an outstanding representative of the Bank of California. I would confidently recommend Jenni to anyone seeking knowledgeable and reliable banking support.

If you are not a customer of this Branch I advise you go there and start an account. This is the…read morebest bank and best branch for customer service. Jenni is my banker and she is the best! Thank you all for all of your support and making the banking experience so easy for me.

I am a professional senior single woman looking to find out how to be better prepared financially…read morefor my future. I am also not well versed in economics beyond living within my budget and saving every month part of my earnings. Annette at World Financial Group was not only non-judgemental, but extremely personable and friendly, as well as sincerely interested in finding the best options for me in particular. I would give her and Lorenzo ten stars if I could.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

The smoothest transaction I've had in home purchasing. Phenomenal team and customer service,…read moreanswered all of my questions and was able to close the deal without a hiccup. I will definitely be a returning customer in the near future for any future property purchases!

Thus is one of the worst places to go to. 1, because they…read morewanted more on down payment than we were already going to give. 2, they were so very rude to my family. I won't recommend this place.

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

Just closed on a HELOC with the best rate I found (by far). The process was super easy- I kept…read morewondering what the catch was. Justin was very responsive and easy to work with. I highly recommend this company!

Great team and very professional They are really…read moreinformative too and quick to follow up