My wife and I can't say enough great things about how much we value Safeguard Investment Advisory…read moregroup. We came to Safeguard, not knowing what to expect. We were referred to them from friends. Our first visit was to the office in Corona, CA, where we were met and welcomed by the receptionist at the front desk. Her greetings made us feel like we were long time clients already. We were offered beverages (non-alcoholic) and escorted to a meeting room, where we met with our advisor named Reid Abedeen. We discussed what we were looking for in an advisor and what our retirement dreams were. From there, Reid developed a fantastic plan that would help make our dreams come true. Safeguard makes you feel like you are doing them the favor by doing business with them. A person feels valued and appreciated. I came to Safeguard for help because the investment group that I had prior, just put everything in a computer and whatever the computer developed as a plan, is what a person got. I never felt our previous investment company had my best interest as a top priority, where Safeguard does! Safeguard develops a plan specifically for you to earn income, to try to help reduce taxes from accounts and to give one a sense of ease in retirement. To make retirement not so scary. Because of Safeguard, we know our retirement is on the right track. Safeguard monitors our accounts and makes the necessary adjustments when needed. Safeguard schedules follow-up meetings and provides us with valuable information to help us navigate retirement. With Safeguard, we feel like our best interest is their top priority. Through our time with Safeguard, we have met many of the Corona, CA office members. All make a client feel so appreciated. Their professionalism, knowledge and kindness is top notch. We have developed more than a client - advisor relationship. We feel like we made some great friends at Safeguard, who are always looking out for us. In a sense, we feel like we have been welcomed into the Safeguard family and it is a fantastic feeling!

James Murray did an excellent job in explaining my options. Gave great examples and really…read morestripped it down and easily to understand. A true Fiduciary who is solely looking after you and gives you the best options for you versus his own interest as plans that he would get the best mark ups.

Michael Shoheen is my financial advisor. He helped me with retirement planning…read more Trilogy is an independent financial company so they talk about the different kinds investments available instead of only suggesting and promoting 1 kind of investment.. Something like that. Michael explained it in my first meeting with him. Anyway if you have need some financial assistance or are thinking of getting an investment or retirement plan started, definitely contact them and ask for an advisor, or Michael!

I had found them through a recommendation of a personal finance course…read more The approach to retirement planning looks at your financial picture as a whole. What is your debt, what are your goals, what do you want to protect? Mark Hammill has helped me out and I feel that he has advocated on my behalf to inquire thoroughly to make sure that my retirement moves were in my best interest. Harder YES but patience has a price. I know from my dealings with finance planners he does the right thing when no one is looking. Thank you Mark.

FINANCIAL ROADMAP…read more RETIRE WITH CONFIDENCE NO MATTER HOW THE MARKET PERFORMS My wife and I partnered with Confidence Wealth Management a couple years back and started our happy journey into retirement. We had both used Financial Planners before; my wife's resource was in his 70's and was failing at the basics and my CFP wasn't planning anything different as I approached retirement (As an example he left me unaware and unplanned for IRMA). We sought a more elevated, client focused approach. After interviewing 8 firms we signed with the CFM team. Working with Crystal Oculee and team has been one of the best financial decisions we've ever made. From our very first meeting, she took the time to truly understand our goals, concerns, and lifestyle. She explained complex concepts in a way that made sense to us, and her personalized strategies have given us confidence in our financial future. I've gone from feeling overwhelmed about retirement planning to feeling completely in control and optimistic. EXAMPLES: *Together we built a smart retirement plan *Helped with tax advice *Insightful financial coaching when my Dad passed *Idea factory for how to save money (without pain) *Monthly market assessment newsletter *Annual review/Tax prep meetings *Internal resources for inheritance, IRMA, lifecycle changes, etc *Estate Planning These guys are a boutique firm of about 21 all under one roof, fully managed and seamlessly integrated. We find them to be both trustworthy and ethical. I unconditionally recommend this firm. Call and speak with Chief Financial Strategist, Crystal Oculee (310-824-1000) and set up a FREE review. MICHAEL REAGAN

I have been very pleased with this company as they been excellent in their communications, keeping…read moreme informed of my investments, treat me like family, are very responsive and call back in a timely manner. I can sleep at night and know they are keeping up on what is happening in the market.

Jason Stone is our financial advisor and we feel so lucky about that. We have been with him since…read morehe was Stone Hatcher. Jason Stone is now with Secura and I am writing on Yelp to let people find him more easily. He is young and smart and has guided us through ups and downs of the market as well as real estate and social security planning. It is hard in this day and age to find a very smart, caring human in this field (sorry everyone else). Just can't thank him enough as I approach retirement.

After having used the financial planner that was with my bank, I wasn't sure what to expect going…read moreto an independent financial advisor. I'm impressed with their customer service, their accessibility, speed to get me documents as needed and most importantly with the returns that they are generating. Jason and Casey work great together as a team - I recommend them without hesitation!

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

Charles is very knowledgeable, and extremely easy to work with. With every interaction I've had…read morewith him, he has been personable while maintaining a level of professionalism. He has helped me identify my financial goals, and is extremely patient in addressing all my concerns when it comes to understanding the current state of the economy, and the importance of rebalancing. He is very well informed, and helps explain things in a way that even I can understand. Both Charles and Yolondra are an extreme pleasure to work with, and I cannot recommend them enough.

I have invested with Wilson Financial for several months now, drawn to their advertisement of 7%…read morereturns without much risk of exposure of losing my principal (the "CD Alternative"). The later is reported to be invested in real estate in the Midwest. I have been receiving exactly 7% every month into my account. Certainly beats the meager returns from a bank CD, hands down. I have not attempted to withdraw my principal yet. I have found Mr. Juan Verdin to be very professional, prepared, punctual, patient, and appearing to be knowledgeable of his field. He kept meticulous records/memory of my profile.

I had to put some money from a retirement fund into another fund until such a time that it was…read moreneeded. Wilson Financial Services was extremely helpful in accomplishing that for me. The people in the office were also knowledgeable and helpful with answering questions. It is an honest business and I knew that I would be able to trust their expertise and advice.

I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.

My wife and I attended several financial planning seminars before choosing Finish Strong. They all…read moreseemed like a scam, and we were both very skeptical, until we attended theirs. It didn't seem scripted and they were very genuine when presenting. For one, they are a family and very Christian based which really resonated with our core values. After setting up an appointment with them, they were able to answer all our questions and were very knowledgeable in the field. Before going in, we had done our own research on some questions we had. They gave us the correct answers along with even more knowledge than we had already gotten. Paul, Johnathan and Samuel are absolutely great! We've been with them now for a few years, and they are always so quick to respond to our calls or texts. They take the time to explain everything and give us the best options without any pressure. They truly are looking out for our best financial interests. We very highly recommend their services for anyone needing help with their financial growth. It's a family you can trust!

First off I want to thank Jonathan, Joshua and his whole team for putting my retirement in a better…read moreposition and helped me regain the losses I incurred from my previous financial advisors blunders. Second, they are easy to get ahold of. If I have any questions, they will answer promptly and thoroughly. Lastly, I highly recommend sitting down with them, you will not regret it.