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“Peace of mind. That is what Risley Sams and his team have given me. My financial goal has always been not to be a burden to my family and sought his advice and guidance for that assurance. He and his associate, Colby Davis, have the knowledge, experience and tools that give me confidence in their recommendations. In addition, they have patience, to clearly explain their reasoning and assumptions to me, to help me in my decision-making. They have always been accessible, available, and responsive. I highly recommend their services; peace of mind is not always easy to find.”
“Very detailed, very attentive, my taxes were meticulously explained and I have been advised over the years how to best manage my finances in order to not over pay or under pay yearly.”
“We have been using KB for our financial advisory and tax preparation for ~10+ years and have been very happy with our partnership. Landon and Chelsea are a joy to work with - kind, straightforward, and pragmatic with their advice, and always available when we need their support!”
“I've been a client of Citrine Capital since their inception, and have always felt very well taken care of, as an individual, and with my finances. Jirayr and his team go above and beyond the usual to provide superior, personal service, with knowledgeable and reliable financial expertise. I highly recommend them.”
“I’ve had an exceptional experience working with Hanke & Apolonio Wealth Advisors. From the very beginning, their team demonstrated a deep understanding of financial planning, blending technical expertise with a truly personalized approach.
Manny Apolonio, in particular, has been instrumental in helping me navigate key financial decisions with clarity and confidence. He takes the time to explain complex concepts in a way that’s easy to understand and always aligns strategies with my long-term goals and personal values. His ability to combine financial acumen with a coaching mindset has made a huge difference in how I think about wealth management.
The firm as a whole operates with transparency, integrity, and a genuine commitment to their clients’ financial well-being. I highly recommend Hanke & Apolonio to anyone looking for a wealth management team that goes beyond just numbers—they truly care about their clients’ success.”
“We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.”
“I came to inquire about transferring my niece's IRAs from an insurance company that had underwhelming performance with them for the last five years and was very satisfied with the high level of professionalism at this branch. From the moment I entered the spacious office I was greeted warmly and availed even assistance from a vice president Mr. Steven Chou Silver who was more than gracious and answered all the technical questions of the planned transfer to this office. These technical questions that even my CPA had to dig to answer was addressed fully to my satisfaction and they will soon have a new customer rest assured.”
“Nice building and centrally located. Provided help to my family member needing to service an account. They even had a great coffee machine for us to use while we waited for service from the associate on the counter.”
“Heffernan has handled our Worker's Comp for years. Vic has been our rep for most, if not all of, the time and he's amazing! Very responsive, reaches out early, and shops our policy for the best possible rates. Highly recommend!”
“Great Charles Schwab location with very helpful and friendly people. Opened an account and they walked me through it and even let me use their chromebook to make sure everything was all setup before I left.”
“I've been trusting Seth and his team for the past 3 years and I couldn't be more pleased with their work. I always feel heard and taken care of and know my data is being handled professionally and promptly.”
“Ricardo was very fast and efficient in fixing an overdraft error that occurred on one of my accounts. He was very kind and helpful on the phone when I called about my inquiry and quickly handled the manner when I came into the branch physically the following day. I wan in and out of the branch within 3 minutes. This branch is never busy in general and rarely do I even have to wait in line for the ATM machine.”
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“We've had a fantastic experience working with Financial Zen. As business owners with multiple income streams, taxes, and financial goals to manage, having a knowledgeable and proactive team has been invaluable.
They are responsive, organized, and take the time to explain things in a way that is easy to understand. Their guidance has given us confidence that our finances are structured appropriately and that we're making smart long-term decisions for our family and business.
If you're looking for a financial management team that is professional, thorough, and genuinely invested in their clients' success, I highly recommend Financial Zen.”