Financial Advising in Brea, CA

“As always Rob is very honest about his knowledge whether the information is good or not .Its obvious he cares about his clients and does his best to take care of them. Our financial situation has grown significantly since we turned our investments to him.

Thank you Rob”

“I have had Mike and his team complete my tax filings for years now. Every staff member on the team with whom I have interacted with has been wonderful. Everyone is so friendly and responsive. Each year they mail me a tax preparation packet that helps me get organized and maximize my deductions, and I have a full time job and well as side jobs as a professor and consultant, so my taxes get more complicated. The staff ask great questions to help me along the way. They have been great to work with and I highly recommend them for all your tax needs.”

“Just started doing business with them a few months ago. They have a business person who sees to your banking needs that is terrific. Her name is stala hunter, very personable, kind and professional. Just talked with her yesterday. Love the people they hire and I know we're happy to be doing our business with them. We feel they do a good job and we feel safe with our financial future. Thanks stala”

“I went there and waited because a appointment wasn't available . I brought a trust with a power of attorney for them to copy they said I had to fill out their power of attorney to use their services. I filled out the paperwork got a call a week later saying I would have to get 2 doctors written statement about my relatives health incapacity to validate their power of attorney. My relative's is in hospice with dementia to get their objectives accomplished would put my relative thru consider discomfort and pain and I will not put them thru that. This whole process was started because a stock broker of theirs said he was assigned to the account and wanted to discuss strategies with me. I have been handling the account for nearly 2 years and have done fairly well and now they want to advise me? When my step father died nearly 2 years ago it took schwab nearly 4 months to get his affairs sorted out, he had a trust and a ira and it took 4 months? I called and complained back then and I still question their ability to handle the current situation of my relatives affairs. When my relative passes on I will definitely be transferring assets to another broker”

“Had a good experience today with Frank as a new customer. Even though they were very busy he acknowledged me walking in within seconds. Once it was my turn, he was quickly able to handle my needs and answered my questions. One he couldn't at first but then took the time to check and give me the information I needed. Everything is set with my account. Great job Frank!”