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“My spouse and I have been working with Chad and his team for over 5 years now and could not be more satisfied with the service and advice we received throughout this time. After our tax situation became more complex (working in multiple states, property ownership, etc.), we needed assistance with our annual returns and overall guidance on where we could improve. Chad, Emily and the rest of the team have been very responsive whenever we reached out and have always taken the time to break down complex concepts into digestible recommendations (including the reasoning/impact for a recommendation).We look forward to working with Chad and his team for many years to come!”
“Cliff was extremely helpful through the transition of my 401(k) to an IRA. I was a bit cautious about trying someone new to trust with my hard-earned $$, yet he has invested my funds well and delivered an impressive return. He's very knowledgeable and responds in a timely manner whether it's a phone call, email, text, and makes time to visit you at your home, if you prefer. I would recommend him for anyone looking for financial advice or investing for their future.”
“Having been associated with "Bill" and his group now for over 30 years, I can attest as a client, friend, and business associate that Applied Financial Planning has weathered all the storms and given expert financial advise along with personal tax planning over the years that has saved me and my family thousands of dollars.”
“did mortgage refinance thru Charles Schwab. They got us 0.25% lower rate than normal. Quicken actually does the refiance.. Quicken closed in 3 weeks at 4.0% fixed. We fired prior brokers who tried to hit us with additional $2k in fees at closing and had us at higher rate.”
“Re: Ruben Gutierrez (Personal Banker) We had a particular problem that was quite complicated for us to attempt to resolve. We went down to the local Wells Fargo branch to see if there was someone who could help us with the problem. Ruben Gutierrez greeted us with a smile and courteous welcome. What was a complication for us was resolved in a brief time because of Ruben. He was able to evaluate the problem, explore the possible scenarios, and before we knew it, he had resolved it. Thank you, Ruben. Pat & Heather Sparkuhl Laguna Beach”
“We’ve been happy clients with Annette since moving here many years ago. She’s always available to answer questions or concerns. She takes the time to offer suggestions and advice and has been very helpful over the years.Accurate and thorough, we couldn’t be more pleased with the services provided.”
“I used Bailey Financial Management and Insurance Services for purchasing a life insurance policy when I was in my 30s. Boy, was I ever glad that I did when the unexpected happened and my husband died suddenly. Bailey Financial Services assisted me in my time of grief to process the paperwork and get the check in my hand within 3 days for final expenses. After my husband's death, Robert Bailey advised me on my goal of purchasing long-term health care in case I am in need of skilled or assisted living in my elderly years. I purchased a unique asset- based life insurance with a long-term health care rider from Bailey Financial Services. Either way, it seems to be a win-win policy. If it is needed for long term care needs, it will be there, but if I don't ever use it, the principal amount becomes life insurance for my beneficiaries. I highly recommend Bailey Financial Management and Insurance Services.”
“This branch of Wells Fargo Bank is extremely professional.. We have done business for over 32 yrs and are so impressed with all aspects of banking at this branch. I highly recommend them for any type of service.”
“My wife and I first met Dan Ohlwiler and his family run Sterling Financial business in Mission Viejo by responding to a dinner seminar. We have been to a variety of different seminars and followed up with an in office meeting with some. Dan never told us what we needed, he asked us what our goals were. He was by far the most honest, freindly and forthcoming representative we have met. He didn't promise wild wealth plans or risky business. Dan exposed us to several safe and steady plans and he carefully explained them for us. We took our time to ask questions. No pressure, no today only deals. We took the documents home and chose the best option for us and signed up. Now almost 5 years later and we are even more confident about our decision to trust Dan and his family. We have made more investments through Sterling and recommended several friends. That proved to be a valuable dinner for us, our family and our friends! S&D, Laguna Beach, CA”
“Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.”
“Customer service and response is awesome!Fidelity is compliant with the many laws and assisted me in setting up an account that used Durable Power Of Attorney.Good job!”
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“This is a great place to work! We have early release days during the Summer and great recognition programs. This company is very flexible with work/life schedules and offers many internal departments to learn and grow your career.”
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“I do not like to do reviews even though I had good or bad experiences but this is my first and is for thank to Blake Rehak from Branch Small Business Banker (SAFE) for being helpful, friendly and kind. I'm a woman with a small business who's trying to achieve personal goals and working hard for it. Wells Fargo should have more employees like him. Sincerely Carolina Labrador”