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January 2024 by Brian Tarr
Monica Sojo might well be a very competent advisor. But she lacks the quality of character you should expect.
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September 2023 by Jeff Kleck
I’d challenge you to find a better group to trust with your financial planning! Trustworthy and ethical? Yes. Mind your family’s financial interest? Yes. Optimize returns? Yes!!!
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February 2021 by Thomas B.
Really like these folks. Very professional and caring. They have taken care of our funds for over 10 years.
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September 2020 by Adam Lazar
Great team and personalized service! Highly recommend!
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May 2020 by Ricardo G Martinez
Pax has been a great team to work with.
