-
July 2023 by Pablo Selener
Avoid. Sold me investments that were horrible (~2% compound rate or worse), didn't disclose he was getting fees from those companies. I got locked into illiquid investments for over half a decade, leading to complicated taxes and losses. When things got tricky, he bailed and dropped me as a customer, without even communicating. I'm still dealing with the aftermath.I did >10x better managing my own money, you can too. Buy a three-fund portfolio, rebalance once a year. Read "The intelligent investor".Thank you Ricky for teaching me not to trust "financial advisors". Saved me a lot of money in the long run, though it was an expensive lesson.
-
November 2021 by Surang Siu
Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.
-
November 2021 by Dorothy Jackson
I will begin with the responsiveness of this company. Every call that I have ever made to them has had a positive result, either in terms of investment choices or as it has related to lifetime business choices. They are a first-rate company, and they get to know their clients well enough to give solid economic advice at crucial times. I have trusted their advice as I've made my investment choices for over fifteen years and have never known a better run business. Finally, they are personable and highly professional.
-
November 2021 by James Kenney
I have worked with this firm for over 5 years and they have always been extremely professional and responsive. They have the experience and white glove service I believe everyone deserves when working with high end financial professionals.
-
November 2020 by Yvonne Rahm
I inadvertently rated the firm as a 2. Want to change that, they are very responsive.
-
November 2016 by Simon Tang
Iv'e been with Haydel Biel & Associates since 2012 and I am a small business owner. Originally I went to them from meeting them at the events they do and soon discovered that they could help my business grow. Ricky, one of the owners was exceptional helpful and Chris is like a walking encyclopedia! Both combined, there knowledge of finance seems endless. They helped me save on tax and various other things that quite honestly they really didn't need to do but as Ricky says, it's part of the service and they are happy to help.They also offer investment offers which a lot of them are really interesting, especially the alternative investments. They have regular events for both community charities as well as investment conferences which are incredible. I've actually acquired new business just by attending the events alone.All in all, a very friendly service and extremely patient staff. Cant praise them enough on what they do.
