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“I highly recommend David Peterson as a financial advisor. He delivers great returns but more importantly David is someone you can trust with your money. To me that is the most important thing to feel safe.”
“This group is amazing to work with! Philip is so knowledgeable and patient as we made our decision to switch groups. Really appreciate the entire team and looking forward to many years of wise financial assistance :)”
“Joe Sanchez is our advisor. I'm not sure why I haven't written a review before, because we love working with Joe, and have been a client for close to 3 years now. We have managed our own finances for decades but decided as we got close to retirement that we needed a financial advisor. We researched many companies and landed on Pure Financial. I'm so glad we did and that Joe was assigned to be our advisor. Not only is he someone who is very likeable, someone you could see as a good friend, he knows what he is doing and is honest about the pros and cons of different options. We have done well working with him, especially during the volatile market and he takes as much time answering questions and discussing the options. We have learned a lot from him and feel very taken care of. It's hard to consider turning over your financial well fair to a company but through Joe we have great trust and feel secure knowing we have someone who genuinely seems to care and can intelligently navigate the financial markets to keep our money continuing to see solid returns.”
“I was extremely confused about investing financially, and when I went into Charles Schwab, on high Bluff, everybody was so patient and Helped me with my financial needs??? thank you Franc”
“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now. Creating a financial plan with Kim Benson was one of the best things we have ever done. It gave us a clear picture of exactly what we needed to do in order to set ourselves up for success in retirement. The financial plan was such an eye opening experience and there was not any hesitation in moving our portfolio to CCMI. There is no one that I would trust more than Kim Benson to manage our money going forward. Thank you to Kim and her entire team at CCMI.”
“They did it again. Mike & Ryan Always Get a Great Service From them. The reason why I come here always is because they great customer service. These people really care about customers and this is the reason why they busy but no matter when they alway take care people. Thank you guys again ! Eddie G”
“My husband and I feel very fortunate to have found the team at Bull Oak. We were looking for a financial partner we could trust, align with and have confidence in their strategy and execution for our retirement planning. We found that with Bull Oak. From the first meeting and all subsequent meetings with Peter and Michael as well as interactions with Ryan, the team has been professional, knowledgeable, patient addressing questions and through explaining options and potential risk and benefits. We interviewed several other financial advisors and teams before making our decision. For us, Bull Oak hit the mark for being a tremendous resource and partner we could see ourselves working with to ideally position ourselves pre and post retirement. Peter, Michael and Ryan are all highly knowledgeable but they are also relatable and have been a pleasure to work with. Searching for someone to handle your finances can be daunting. We now have peace of mind knowing we are in a good position for the next stages in our lives. If you're searching for a trusted partner, I highly recommend to connect with Peter Campbell @ Bull Oak to learn more about their comprehensive financial services: investment strategy, tax planning, estate planning and so much more!”
“Wife and I worked with Steven and Josue for the past 5 years.
They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions.
Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.”
“The team at Define Financial is excellent across the board. Their advice and portfolio management greatly exceeds the cost. I don't have to worry about the markets--my advisor is doing that for me while I get to enjoy improving my golf game.”
“We’ve chosen prime capital choice twice now, and zero regrets. They have done everything they said they would do. No high pressure or pushy calls, like you get from the competition. We would utilize their services again if we developed a need. Friendly, knowledgeable, helpful and highly understanding reps is the key reason we stick with PCS.”
“Mark and Lydia were very easy to work with from the initial loan inquiry phase through close. They made a tedious and lengthy process about as painless as it could be. Thank you!”
“I would highly recommend WAM to anyone looking for a financial advisor. Chase and the entire team is very professional, helpful and take the time to get to know you and your individual financial situations and also provide fast and efficient answers to any questions or requests. Highly recommend!”
“I was referred to Jessica by a friend and I'm so happy with my experience at this family owned office. Jessica was attentive, kind, patient, and very efficient at filing my taxes. I will continue to file with her as she truly knows what she is doing.”
“Schwab held a great event today, a free client Shredding Event. They got me off my butt & I got rid of old documents that should have been shredded years ago. The agents were very hospitable & served sandwiches & snacks. Thank you Schwab”
“Unlimited Business Lending is an amazing company!!! Great assistance, fantastic cost! Indeed, even in a good way, these masters caused me to feel OK with the business subsidizing I'd get and I was unable to request a superior worth truly. Energetically suggest! Thank you for everything. Great work!!!”
“We are giving Charles Schwab hazard center location five stars mostly because Michael at the front desk from Indiana helped us out. He was very patient and sweet. He took us to the computer and helped us with our every need. He also made sure we typed in the correct things he showed us shortcuts. He is amazing and that's why we're giving Charles Schwab hazard center five stars.”
“I have been with both Fidelity and Vanguard for over 25 years. I find Fidelity way better for service, expertise, and lack of mistakes. I have had 4 reps at this office over 25 years. Mostly very good. Current rep (Michael Green) outstanding. Super helpful and not chasing commissions. One of the 3 previous reps was a big shot frequently offering me high commission products I didn’t need.
The people at the counter have been pleasant and 100% professional the dozen+ times I have needed service.”
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“We had a great experience with Source Capital. Sacha was very knowledgeable, professional and transparent from the beginning. Definitely would do business with them again.”