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March 2024 by Coast RV Lompoc
I have trusted my money with Brad since 2017 and my returns have always out preformed the market. This was especially nice because I no longer had to stuggle with managing a Goverment TSP program that I usually made more mistakes with then profitable desicions. I just turned it over to Brad and Wealth Enhancement Group and the results speak for themself.
The staff at Wealth Enhancement Group is extemely courteous and trustworthy.
Brad is extremely transparent and always takes our calls or returns them promply. Once a year or when we request it he sits down for a in person review. During these reviews Brad is always open to answer all your questions and to make sure the client is comfortable with the direction of their porfolio.
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January 2024 by Danielle Hernandez
I have been using this company for 10 years. I opened my 401k and kid’s 529 accounts with them. They have been filing my business taxes and preparing my staff 1099’s as well. I used them to set up my trust and will. The year before last I was charged $900 for my taxes, last year my taxes were filed late even though I start in Jan, this year I’m told they won’t be doing taxes any longer. This is 2 weeks after I requested my appt. Now I need to find a new CA firm for my 401k, 529’s and taxes during tax season. There was no call, no letter. Just a rude email. I do not recommend this business for anyone planning on a long term business relationship. This was all after the press saying the company had stolen from client’s retirement accts. Something is not right there.
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June 2021 by Rebecca Drake
I’ve never been treated so well at a financial management firm. The staff there treat you like a family member rather than a client. The front desk staff even remembered my name and my kid’s name when I came back! I have met with both Brad Boulton and Julie Darrah about our accounts and had a great experience. We also met with their accountant, Tim, he was very nice and helped us through our taxes (which are not easy because we run a small business) It’s a one stop shop because we also financed a home loan there too through Ryan so it was very convenient. They took the time to answer my questions and to explain to me what is happening with our investments. I plan on being a lifelong client and I’m so grateful for how comfortable I felt despite having little knowledge in finance. Thank you Vivid team!
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June 2021 by Timothy Johnson
The best, nicest, most helpful professionals that I've ever dealt with!
Thank you guys!
Bless!
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June 2019 by aaron anaya
Vivid Financial Management is great. They are honest and hard working people who are very good at what they do. They are personable, straightforward, and very helpful. I cannot say enough good things about Brad, Calvin, Tim, Todd and Julie.
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June 2018 by Dawn M
I have been a client for over 10 years. Vivid skillfully navigated my portfolio through many life changes. I depend on their straightforward, honest and caring advice and expertise.
