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January 2024 by Pam Ngum
Arlis is very knowledgeable and passionate about what he does. A couple of months ago, I visited his office to consult on investment options! He took time to enlightened me on all options available. His patience with me was just mind blowing as I am a novice in investment!! I will definitely be returning when I am ready...
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August 2023 by Shreeraj Patel
Arlis, thank you again for your care and passion for how you support and advise my parents. Your patience and understanding are something that is deeply appreciated. You are the epitome of servant leadership in how you advise your clients. What you extend is peace of mind - especially in the context of supporting my aging parents. On behalf of my sister and wife, we are grateful to have you as a trusted strategic adviser and friend in my parents' lives.
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April 2023 by David Andrus
Five more stars for Arlis. This guy knows what he's talking about, and his knowledge of the financial industry and passion for helping his clients are immediately apparent once you sit down with him. If you have any questions about your own personal situation, give him a few minutes of your time - it'll be time well spent.
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February 2023 by Malini gireesh
Arlis is an extremely knowledgeable and excellent speaker helping you to understand investments and is highly recommended.
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May 2021 by Gus Vaeza
Simply put, Arlis has been nothing short of amazing at putting my family on the right path with regard to financial success! He is the absolute best when it comes to customer service and helping his clients’ not only establish, but achieve, their financial goals. My wife and I have never worked with a financial advisor and Arlis took the time to explain everything in relatable terms. And he is always on top of market changes and recommendations. My family would not be in the position we are today without his expertise and caring personality! I can’t recommend Arlis highly enough!
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May 2021 by Priscilla Moreno
Arlis is absolutely amazing!! He truly cares for his clients and will do everything it takes to take care of them. He treats each of his clients like his own family and takes your finances extremely seriously! It’s never too early to talk to Arlis! He’ll always point you in the right direction! Thank you for everything that you do Arlis!
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May 2021 by Michael Romine
Arlis is a great financial advisor. He gives you the facts/numbers and helps you put the emotion involved with investing aside. He is always receptive of my questions and I ask a lot! I'm glad I have Arlis in my corner.
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May 2021 by Heidi Green
There are financial planners and there is Arlis! Yes, he is a financial planner but for him and his clients it is about making their lives comfortable, taking care of their families and helping them to make the best decisions to achieve their goals. He creates a relationship with his clients, not just a portfolio! To him it’s about making their lives better because he can help! That’s what sets him apart and why his clients are not just clients!!
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May 2021 by Andrew Haley
I don't post many Google reviews, however, everyone deserves an Arlis. There are few people in this world that you instantly feel at ease with, especially at ease enough to discuss something personal as finances. Arlis is one of those people. Arlis' integrety has been infallable. His follow up, and professionalism are second to none. If you're reading this, are insecure with your financial decisions past, are on the fence about your current financial picture, or wonder if you even need an advsior, you owe yourself a call to Arlis. After you talk with him, you will wish you had done so years ago. All he can do, is help.
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May 2021 by Tom Abraham
Arlis has a an amazing talent to educate those of all levels and helps make sense of the complexity. He is a trusted advisor, and I highly recommend his services!
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May 2021 by Sean Dooley
Arlis is extremely helpful and knowledgeable. Very attentive to your needs !
