The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

Good reviews. Lousy customer service. Just moved to Dana Point and looking for a new CPA. I…read morecontacted them via email and they suggested I upload my last tax return into their portal. Which I did. They said someone would get back to me. Nothing. If they can't respond to a "hot" lead what will they do once they land you? And they now have all my personal financial information.

Just met with a John for some investment advise and retirement planning. He is very knowledgeable…read moreand able to explain things so they are easy to understand. His use of technology to base decisions on reality and history vs predictions like the bank does, made a lot of sense to me. He asked and listened to my future goals so he could come up with an approach that works for me. Their frequent communications is also very reassuring. Looking forward to a successful investment strategy to get me to and through retirement.

From the owner: We pro-actively serve a select group of individuals, families, and small business owners, no matter…read morewhat their stage - wealth creation, growth, or preservation - with solutions to the complex puzzle of financial planning and investment management by offering a personalized written plan, a systematic approach to active management, and regular communication in order to deliver a higher level of comfort and predictability in the achievement of their long-term needs and goals. We also specialize in Divorce Financial Planning, helping people understand their financial assets and giving a 5-20 year perspective on proposed settlement options.

Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

This was the worst experience I have had. Denise took me on starting my business and promised she…read morewould help me, I cant tell you how many times I was promised my books would get done and never did. Dozens of calls and emails that never got replied to, and to finish it all she said that she couldn't help me with my books right before they were due and told me to find someone else. I wouldn't recommend them to my worst enemy.

We have used Barrett Solutions for the last 9 years and had excellent service. They are very good…read moreat bookkeeping and communicative. They have provided outstanding service to us.

I highly recommend Gold Coast Financial Group if you are looking to grow your investments and get…read moreprofessional and invaluable estate planning advice. Scott Brooks is thorough and thoughtful and goes above and beyond to provide a personalized plan for your financial growth. His depth of knowledge and incredible track record really instilled a sense of confidence in where to invest, and his strategic tax solutions were an added bonus. While finance is not my strong suit, he was great at explaining every recommendation and nuance. His team is incredibly friendly, attentive, timely, and always receptive to questions and concerns. A big thank you to GCFG!

Scott Brooks and team at GCF are fantastic. They are incredibly knowledgeable and great at what…read morethey do. We have always received quick responses to any questions or requests for documentation or information. They have always made us feel like priority clients and I highly recommend them!

I have been with The Clark Group for 22 year. They go above and beyond to cover all aspects of your…read morefinancial needs! I have the utmost trust and peace of mind knowing I'm in good hands with my financial needs!

Ryan has made a world of difference in my financial life. From our first call, he outlined current…read moremarket trends and gave me concrete guidance on how to invest wisely with limited capital. He quickly diagnosed my financial health and we discussed my goals--graduate school, present needs, and retirement--in detail. I tried investing on my own for years with minimal results. In just a few months with Ryan, I've achieved what took me years to reach on my own. He's outstanding to work with - he prioritizes communication, responds quickly to emails, and is always willing to jump on a call when I have questions. His market knowledge is extensive, and I trust his recommendations completely. I've recommended Ryan to friends and family, and I'd strongly encourage you to call Gerber Kawasaki and hop on a quick call with him.

The financial advisors at Gerber Kawasaki are incredible. From my experience, I've found the team…read moreto be insightful, knowledgeable, and attentive. The founders are exceptionally intelligent, and that expertise is reflected throughout the firm. I got to meet the team at their beautiful Santa Monica office where they are also great hosts. My advisor, Brett Sifling, has been especially great to work with. He is highly intelligent and takes the time to understand the financial goals and plans I have in mind. Rather than simply putting me into a standard strategy, he helps guide me with my specific goals at the center of the conversation while also bringing his own ideas and expertise to the table. I appreciate his ability to think strategically about what is held in my portfolio, why it is held, and the appropriate time horizon for each investment.

I wanted to share my experience with Marshall Financial Services! They helped me to get where I am…read moretoday. It is a pleasure to share the good news. Marshall Financial Services helped my husband and I create an investment strategy several years ago to enable us to have a secure retirement! Along with the varied portfolios and wide range of options they helped us get Long Term Health Care. This turned out to be a major asset to us. In was only 6 years after getting it that my husband became ill, needed in home care, medical equipment and later on an out of home care facility. The LTHC took care of all his needs. His care was excellent and we had no need to touch our investment assets. Now that I am alone I appreciate even more the security of knowing with Marshall Financial Services that I am not alone and they are looking out for my best interest. They go the extra mile in service and as I have heard from other persons I know who have invested with them, that they are as pleased with them as I am. Sincerely, Helen Huston

From the owner: Life By Design Investment Advisory Services offers goal-based financial planning services.read more

Excellent financial planning skills. Managed our retirement asset to protect longevity. People…read moreperson with excellent service. Highly recommend to all.