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“The Leverage Planners team helped us find a path from being wage earners with a kid in college to full retirement by laying out a series of manageable steps. We’ve been grateful for our relationship with them, and they have our gratitude. We have confidence that I don’t think we otherwise would have, because of our conversations and our work with them. It’s easy to be a Leverage Planners client.”
“Avier Wealth Advisors has been an incredible partner in our financial journey.
We’ve received nothing short of exceptional, hands-on support from both Alex and Samantha. Their approach is not only highly professional but also deeply thoughtful and personalized. They take the time to truly understand our goals and concerns and consistently go above and beyond to ensure we feel informed, confident, and supported every step of the way.
What sets them apart is their genuine care and proactive communication. Whether it’s navigating complex decisions or simply checking in, Alex and Samantha make us feel like a priority. Their expertise is evident, but it’s their empathy and attentiveness that truly make the difference.
We’re incredibly grateful for their partnership and would highly recommend Avier to anyone looking for a wealth advisory team that combines deep knowledge with a truly human touch.”
“Kelvin has been working in Irvine CA. I have been consulting with him about business problems since five years ago, but I have no good consultant anymore. I hope he can come back to Irvine ca as soon as possible, He said he could call him at any time, and he said he would not forget his friends in Irvine. I give him high praise here, don't affect my communication with him. ? Kelvin, is very glad to know you, take care, dude”
“I have used Huddleston CPA'S for several and I could not be happier. They are professional, knowledgeable, responsive to my questions, competitive, and complete my return in a very reasonable amount of time. Great firm!”
“John has been my Financial Advisor for over a decade and he is excellent. On top of bringing integrity and expertise to his work, John cares deeply about his clients. He listens to my concerns and goals then works with me look after my financial wellness.John takes the time to grow my understanding and knowledge of wealth management in a way that builds my trust in my decisions in this space as well as his. I have recommended John to many friends and will continue to do so.”
“I've been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.”
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“Alterra Advisors has exceeded our expectations in so many ways. We have gone through three financial advisors, two of which were large name brands. They provided general advice, but only scratched the surface when it came to a personalized tailored plan. The team at Alterra took the time to interview us in detail about our financial desires for the future. They did a great job with follow up, constantly reviewing with us to make sure they got it right. The platforms they have access to and the plan they developed for us went beyond any expectations we had! They have stayed on top of the process and are not afraid to remind us when we need to take care of something on our end. We feel confident with the plan and the integrity of the team. When it comes to financial planning, you want a group of individuals who value what you value and are not afraid to work to earn your business. I would highly recommend Alterra to handle your most personal information to produce a plan you can be confident in!”