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“I had a great day with Leverage Planners, watching the new Wonka movie with my niece, nephew, and great nephew at the Cinemark Lincoln Square Cinemas. Thanks to the birthday boy Dave, I mean Willy Wonka, for the beautiful family experience. You made it possible for me to afford to take my family to a movie complete with popcorn and soda. You are the best! Who doesn’t love the guy who picks up the check? And don’t get me started on Sean’s pants. Happy Holidays to my Leverage Planners family!”
“Joining Avier was by far one of the best decisions my husband and I have made in our adult life, setting up our family up for success. Managing finances [portfolio investing, college funds, retirement planning, estate planning, taxes advantages to name a few] are not things I enjoy doing or want to do when I’m off work. Hiring Avier was a weight off my shoulders, if I ever have a concern or upcoming significant cost I can easily schedule time meet with my advisors for consultation so I’m prepared for any financial investment/decision we face. In the couples of years we’ve been with them we extremely confident Lars & Angela have changed the outlook of our future and I can’t thank them enough.”
“I have used Huddleston CPA'S for several and I could not be happier. They are professional, knowledgeable, responsive to my questions, competitive, and complete my return in a very reasonable amount of time. Great firm!”
“Kelvin has been working in Irvine CA. I have been consulting with him about business problems since five years ago, but I have no good consultant anymore. I hope he can come back to Irvine ca as soon as possible, He said he could call him at any time, and he said he would not forget his friends in Irvine. I give him high praise here, don't affect my communication with him. ? Kelvin, is very glad to know you, take care, dude”
“Charles Schwab is an excellent company. It does not matter if you are at an in person location, or calling over the phone- they always are impressive with their customer service.”
Financial Advising
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“We have worked with the Alterra team for 6 years and highly recommend them. When we started our relationship, we were newly engaged. The team has helped us navigate consolidating finances, creating a resilient plan for our future, and helping us during all of life's biggest moments--our wedding, new house purchases, and planning for childcare. The team is responsive, great listeners, and trustworthy.”