I met Dave when I was 19 years old and he has now been guiding and educating me for 46 years!…read more I am preparing to retire now and Dave has been so gracious for nearly half a century with me. He always took the time for me even before I had anything to invest, but had questions or needed guidance. Dave is an honest, honorable, humble, very knowledgeable expert and genuinely cares about each client and their financial life planning. He is also a compassionate and altruistic humanitarian. He is a family man who loves and enjoys his family and makes many memories with them. Daveʻs partner, Danny Payne, is very much like Dave from what I have learned recently when I worked with him when Dave was away on a trip. He is a pleasure to work with and very knowledgeable, patient and humble, as are the rest of the staff at Maupin Financial Services. Tina has been with Dave for many years and is a great help at any time with various services. Edgar is a bright, polite and knowledgeable young man and very helpful as well. I give Dave Maupin and his partner and staff my highest recommendation. You donʻt need to be local to Redlands either. I moved to San Diego in 2005 and will soon be moving out of state. I will continue to rely on Maupin Financial Services for the rest of my life. Phone or internet meetings are an easy solution. This company and the people who run it are stellar; you wonʻt find any better or more personal service!

David is a super guy, easy to talk to and a highly knowledgeable and experienced CFP. I would…read morerecommend him to anyone, even my mother.

I worked with him just briefly but in that time he was a trusted advisor. He was willing to give me…read moreguidance, even when there was no immediate financial benefit for him. I would work with him again.

Ensor and Jamie are both super helpful and attentive in helping us navigate taxes for our small…read morebusinesses and our financial planning for the future. We've had several different tax people in the past year and Enson is the first person that both my husband and I feel comfortable with and that we can trust. Highly recommend!

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

If you're looking for someone to assist you with preparing and planning for your financial future,…read moreyou should contact Rex Jackson Chief Financial Officer of IE Invests. He advises, invests and acts in the best interests of his clients. He has an AIF designation which guarantees he has the training necessary to ensure that your investment is managed in an appropriate fiduciary standard of care. I have been involved with Rex since 2012 pre-retirement. He advised me to invest in a policy that has a guaranteed life benefit for post retirement life. He sits down with you, listens to your goals and needs, assists you in determining your level of risk and then he finds a product tailored to your long range goals. He provides comprehensive financial planning for your current and future needs. Call him!

Very helpful staff.. set my retirement up. Explained process and answered all questions. Thank you…read moreagain will recommend to others

From the owner: Citrus Wealth specializes in full-service financial planning and investment management, geared…read moretoward preparing you for retirement.

I have had the pleasure of collaborating with Mike Razzouk for approximately 3 years after…read moreretiring. I was a number at Vanguard and became a person at KWB Wealth! Mike checks in annually with me and is available if needed. There aren't enough adjectives to fully describe Mike. I feel an overwhelming sense of calmness knowing he is the savvy captain of my ship. Genuine, precise, approachable, and gracious.

Great Wealth Management Firm. I've been a client for 10 years and Mike Razzouk, Kerry Bubb, and the…read moreentire support staff are incredible professionals. They have never let me down on any matter. I highly recommend them.

Brooks has a truly infectious positivity that makes him a joy to talk to. His upbeat attitude and…read moreenthusiasm are matched only by his incredible professionalism and expertise. It's clear that he genuinely cares about the people he works with, and he brings such a welcoming and encouraging energy to every conversation. Combine that with his deep market knowledge and willingness to go above and beyond, and you have someone who is not just a great real estate agent, but also an amazing person to collaborate with. If you're looking for someone who will make your real estate journey not just seamless but genuinely enjoyable, Brooks is the person to call!

Brooks was an absolute dream to work with! From beginning to end, which was a quick and painless…read moreprocess, we were taken care of with the utmost kindness, care and professionalism. Our home sold in record time with no hiccups. We received three offers within the first two weeks and closed escrow in a month. With our plan being to sell our home and move into a rental while we build our dream home, we came up on a huge bump in the road - trying to find a rental. I looked everywhere and called daily, but had zero luck; in the climate of Covid there was absolutely nothing available. In a panic I reached out to Brooks, who promised to take care of us. Like pulling a rabbit out of a hat, he made magic happen. Just days before we had to move out he was able to find us the most beautiful rental accommodations in Redlands, which has been perfect for our family. I have to admit, the process was so quick and stress-free that at times it seemed almost too good to be true and we had to check in with him to make sure it was all a reality. Brooks and his team made our entire process seamless. We recommend Mr. Bailey to all our friends and family and will use him on any future transactions.

This is a small local bank located in Redlands California. The staff is amazing and the service…read moreoutstanding. We don't visit much but when we do it's all ways a pleasure. Heather and Amy have always been pleasant and helpful and now they have Jennie. Office is small but quaint. If you're looking for small town bank this is it.

Great Small bank in Redlands California never a wait time. The staff Amy, Magda and Jennie are…read moreamazing and always give great customer service are pleasant and very helpful. If you want a great bank the dont have long wait time in line I so recommend First Pacific Bank.