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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.”
“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!”
“After contacting numerous Tax preparers, we decided on Huddleston Tax CPAs. They were fantastic, professional and knew exactly how to manage our complex tax liabilities. Thank you, Audrey, for doing an excellent job!”
“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.”
“What an awesome experience and such a critical time in our life, Darrel stepped up broad and made us feel comfortable, gave us options, and we moved forward that put us in a better position to tackle the mountains that were in our life, was understanding he also money managed, coached us into the future and gave us options as far as what we can do to never get back into the situation that we were in as far as paying our debt off. Darrel Vo you are a great asset to Harborstone and to us.”
“I've had a fantastic experience with Wealth Management, especially due to the expert advice provided by Mrs. Fariba Ronnasi. The company offers sound financial consultations tailored to my risk tolerance, which has been incredibly beneficial. Communicating with this excellent company has always left me reassured because of their reliability and the accurate guidance they provide on investment risks and benefits. With their help, I've been able to make informed decisions about the best solutions for my financial needs. Over the years, their team has consistently demonstrated a keen foresight in market trends and financial matters, proving their expertise time and again. I am truly grateful for their support and the peace of mind it brings.”
“Over the past couple of years, we have thoroughly enjoyed working with Janet Warnick at Huddleston Tax CPAs - she is a gem! She is extremely knowledgeable and helped us with easy-to-understand explanations whenever we had questions. She also gave us great advice for future years/returns. If any of my WA friends ever want to change to a different CPA, I highly recommend Janet at Huddleston Tax CPAs.”
“We've been using Falco Sult for our tax needs for the last few years and could not be happier! The professionalism and knowledge base in the firm has really helped us navigate complex tax law and save money on our taxes. We have referred a handful of colleagues to them and everyone is very pleased.”
“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.”
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“9 months in, my wife and I could not be happier with our experiences with the Sound Planning team. They provided the retirement planning solutions that our previous advisor was just not equipped to provide. We are grateful to our previous advisor for getting us through the accumulation phase. Unfortunately, they provided us with none of the answers for entering retirement. Sound Planning answered our questions with detailed answers while fully and transparently disclosing fees. What we particularly appreciated was an in-depth exploration of our risk tolerance with creative plans offered to meet our needs. We highly recommend Sound Planning to anyone looking for professional, competent, customer-focused & ethical retirement and financial planning.”