Vosberg Wealth Management is a company we highly recommend because we are a by product of what this company 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! read more

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

I would highly recommend them. I reached out seeking high level guidance on a variety of tax, retirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable! read more

Brian and his team are great. Very professional and helped me out in financial planning to get me feeling comfortable with a plan. I always go to Brian to bounce ideas off his team and they always handle it with class. Great company. read more

I recently had a 30 minute phone consultation with Brian. I would leave six stars if I could! Brian is very professional, courteous and knowledgeable about what it is he does. I was very unsure and indecisive about a few financial issues before I spoke with him. He gave me more than a few options and explained extensively to put my mind at ease. I ended the conversation knowing exactly what to do and feel very confident in my decisions moving forward. Once again thank you Brian!! read more

My wife and I have recently retired and have been working with Brian for about five years. I simply cannot say enough good things about him. He is knowledgeable, extremely patient, really listens to our needs, concerns, preferences and makes us feel so much more at ease on our financial path. Brian is generous with his time and we never feel rushed or like he is too busy to indulge our many questions. This is so important for confidence building when working with a financial advisor. Also, shout out to Natalie who is responsive, professional and friendly in taking care of the back-office administrative needs. One of the best decisions we ever made was to work with VWM. Highest recommendation! read more

Having many sleepless nights and worrisome days, upon recommendation from my CPA, I contacted Vosberg Wealth Management and spoke with Brian. Brian was knowledgeable and took the time to understand my situation and clearly explain and guide me through my different options. For anyone looking for financial advice I would highly recommend you reach out to Brian. Thank you, Brian, my future looks so much brighter. read more

Very valuable advice! Brian is very knowledgeable and extremely helpful. He listened to my situation in detail and provided several options and advices for my retirement planning. He is different from other financial advisor because he's not trying to sell me anything but purely giving an unbiased advice. I will definitely recommend my friends and families to consult with him for any financial planning. read more

We found Brian through his strong yelp reviews and professional website. I also really like that he has multiple professional certifications, unlike some of the other financial planners we were looking at. One afternoon I swung by to take a peek. His office is really easy to get to (close to Citrus College) with easy parking. I rang the doorbell (his office looks like a converted single family home) and his nice receptionist answered. I was impressed at her professionalism and how clean and sophisticated his office is. She helped me schedule a complimentary 1-hour consultation with Brian (they have evening appointments too!). This evening Forrest Y. and I popped by for our consultation and are super pleased with Brian. He was prompt, professional, knowledgeable, and friendly. He gave us lots of really great advice that we were unaware of (and we've been pretty good about doing our research). We felt completely comfortable asking him questions (on everything from taxes to college savings plans, retirement, investments, and more) and he gave us really honest and open answers. He was never condescending or sales-pitchy at all, which is what I was afraid of. Definitely set up a consultation with him - what do you have to lose? - and bring your paperwork (we brought our W2s and tax returns) and questions to get answered! read more

The gentleman I spoke with on the phone gave me a free consultation and really helped me get in the right direction regarding my situation. I thank him for that! read more

Brian is extremely knowledgeable about investments, social security and the tax ramifications on our portfolio. He is the main reason we were able to retire early and maintain the same level of living we enjoyed before retiring. Brian is very down to earth and helps us understand all available options before we make any changes. read more

Brian has been an amazing financial advisor to us. I have referred him to my sister in which he helped her get organized and on the right track to retirement. My sister was skeptical about meeting with Brian because she already had an advisor. At the end of the meeting she was pleased that Brian was not pushy and felt he genuinely wanted to help her. I just read that he was voted BEST FINANCIAL ADVISOR in San Gabriel Valley! He truly is a genuinely good person and has looked out for the best interest of me and my family. read more

Vosberg Wealth Management - I just read that my financial advisor was voted BEST in San Gabriel Valley! I knew that he was the BEST! Very well deserved. - Financial Advising Near Me - Glendora, California

When it comes to financial planning, Brian Vosberg maintains an impressive amount of knowledge. He as helped out my wife and I get our estate in order by referring us to a fantastic estate attorney. Additionally, he has created an investment strategy that makes sense for our family by doing a wonderful job of re-positioning our investment assets and our life insurance so that we have more control over our financial future. I would recommend Brian Vosberg of Vosberg and Associates to anyone. Thank you, Brian read more

Brian is extremely knowledgeable about financial planning, investments and their tax implications. He sat down with us for an hour, gratis, and he imparted a tremendous amount of information and helpful advice. I'm looking forward to working with him over the long-term as my family and I plan for college and retirement. read more

Vosberg & Associates is an amazing BNI partner of mine and a true friend. Brian's knowledge of the industry and his techniques for saving for your children's future are unmatched! He is my personal CFP and I've even referred my parents to him. He listens to your needs and implements plans to help protect your family in the future. He is as good as it gets! read more

Mr. Vosberg has an amazing knowledge about helping people with their financial planning without undo risk-taking. He's conservative in his planning and is great at helping families plan for their future. He thinks things through very carefully and can be trusted. read more

Brian Vosberg has been a very valuable resource for me and my clients that are looking to build their financial futures that shield their assets on a personal and/or business level. One of his specialties include the assurance that his clients are in compliance with their profit sharing plans. Compliance regulations and reporting of data on these plans can hold a business owner personally liable. Due to the burdens that employers face everyday Brian's expertise gives them one less thing to worry about. Call him you won't be disappointed. read more

Over the past two years, Brian has helped me figure out how to best afford graduate school. I've decided to pursue a Master's degree in social work, an expensive degree in a field that is definitely not known for its high salaries. However, after much soul-searching, I know that I wish to work in service helping older adults. What I love about Brian is that he takes the time to assist you with money matters even when you're not a high roller. He clearly explains various reduced-risk ways of using money from income, savings accounts, retirement accounts, and student loans, for living and educational purposes. When it comes to your hard-earned money, it's important to make decisions that allow you to sleep at night. Brian has helped me do just that. read more

Brian has been working with me over 2 years. I contacted him at my friends recommendation who is also a client. And even though it was at my husbands passing that I needed his financial guidance, I also was in need of help with a delicate matter on a property my husband had. He referred me to a lawyer, a realtor, insurance company etc, in which all turned out to be exactly what I needed and I worked well with every single one of his referrals. Brian always goes over and beyond to make sure his clients are satisfied. He's always eager to listen and help his clients with financial advice and any other issues. His office is easily accessible and conveniently close to my home in the Foothills. He has a state of the art conference meeting room where he and his staff make you feel comfortable. I have recommended Vosberg & Associates to several family and friends for consultations and everyone always has nothing but nice things to say regarding him and his staff. I highly recommend Brian and his team of professionals! read more

Brian is unbelievable he looks so young, But this really guy knows his stuff. He is great at explaining your options!! I'd call him the baby faced tax assassin if you want to kick butt on the taxman and set up your future go see this guy!! read more

We are fortunate to have found Brian Vosberg at this point in our lives. He helped us integrate all of our financial concerns into a life plan. He made our retirement planning easy. He worked with our budget and advised us in all aspects of our investments, including taxation, income streams and long term health care. His advice is unbiased and he gave us multiple perspectives without any pressure. Brian is always generous and patient with his time. Recently we were getting ready to sell our house and he gave us wonderful referrals to help us fix it to sell. He put us in touch with an excellent real estate professional who made our move seamless. Brian's credentials are impressive and he has a tremendous command of all financial areas. We feel very secure with our assets under his guidance. Above and beyond everything, Brian always demonstrates integrity, honesty, transparency and the highest professionalism possible. We would like to share our wonderful experiences with others and highly recommend Brian to anyone needing financial advice. read more

Vosberg and Associates is GREAT. Brian helped us with all of our financial planning needs. He's an actual CFP (Certified Financial Planner) and not one of these so called "financial advisors" that give you canned advise and recommendations. Brian will actually take the time to learn about your situation then make real recommendations that are tailored to achieve your goals. Highly recommended! read more

Five starts all the way! We met with Brian due to the raving reviews of others. We were not disappointed. He was thoughtful, intelligent, asked great questions, came up with a range of options, and viewed our family, and our financial concerns from a very holistic standpoint. I'm always prepared to be a little guarded when it comes to the world of finances. Brian's presentation and demeanor quickly put me at ease. There was nothing registering on the BS-O-meter!! :) Check him out and you will find that he has impressive qualifications and the character to back it all up. read more

Brian is a great financial advisor! He is really insightful and was willing to give us honest and truthful advice. He went way above our expectations. Get your finances in order, go see Brian! read more

Brian Vosberg has consulted with me on various occasions and I have found that his knowledge and expertise in his field of work is outstanding. Mr. Vosberg is the individual I trust to handle my financial planning for the present and future. I also receive monthly newsletters from his company keeping me updated with market trends. Highly recommended. read more

Brian and I share some common clients. As a financial advisor, Brian goes above and beyond knowing just basic retirement planning. When I talk to him about tax planning and tax codes, he is very knowledgeable. My clients are happy with Brian because he know how to explain things in layman's terms. I would definitely recommend Vosberg & Associates. read more

Brian is amazing. I have backed myself into a corner and needed his opinion as to what options I might have. He's given me great advice. I would recommend him to my closest friends. read more

Brian was one of the most professional advisor I have ever met. He answered every question without hesitation. I have recommended him to family and friends. I will continue to have him review any of my future investments. If you are trying to maneuver through the social security system he is your man. read more