Carlsbad, CA Financial Consultant

We have used Darcy as our financial planner for many years. We are so impressed with her knowledge and. Planning tools. We feel confident that she stays on top of market ... more

Trying to Cancel service for over a month. Cant get a return phone call. Also they increased our rates without approval.. Not a great company. They have no customer servi ... more

Diligent, professional and responsive! IDA understands the importance of establishing a plan tailored to each client's risk tolerance and helping to stay on course. Not ... more

Russ Fujii is the consummate professional and a very astute financial advisor. He takes a client-focused, long-term approach to meeting his client's objectives. I'd high ... more

I would urge every parent who has a student in high school to contact ducerus. Sit down with Ed Sanderson, if you live in Carlsbad, CA. and let him explain to you why duc ... more

Positive: Professionalism, Responsiveness

Avoid Matt Leonard at all costs.  He has poor listening and communication skills, and does not answer questions.  He is unwilling to answer questions about his training a ... more

They supply a wealth of videos on YouTube. They are the most knowledgeable team in the solo-K business with excellent service. And in 2024 they offer cutting edge plan d ... more

I recently worked with Ken Pruitt in securing a reverse mortgage loan for a condo in Carlsbad, CA. I found Ken to be knowledgeable, quick to respond to my questions, and ... more

Awesome experience very helpful and Awesome experience very helpful and patient. I cant thank you enough for everything

As always, my tax-return visit with Troy this year was a positive experience! In addition to a quick review of my tax return, which was fine, he gave me some great invest ... more

Very knowledgeable and professional Services. Definitely recommend.

Thanks Michelle

Been in business over 25 years, had a really difficult situation that needed an expert who can listen, & fix my problem. Jennifer did exactly that!!! The most responsive ... more

Nick was super on top of things throughout our journey! He was very patient answering a million questions and supported us in every decision along the way. Highly recomme ... more

Thanks Michelle

John is very available and responds quickly to our questions and requests. It is a blessing to have our investment match our Catholic values

Steve is the BEST! Very knowledgeable and his team is efficient. We wont use anyone else for our 1031 exchanges.

Great firm to work with. Extremely client first team. Quick to reply to any inquiry. Very open and honest organization that is transparent and client focused. Highly re ... more

Samantha White is my shero. After my divorce I felt extreme anxiety about my finances. My husband handled all of that. I've never had to worry about managing money so wit ... more

I had an amazing experience with this firm, referring a friend of mine to them for their 2022 taxes. Kenny Evans was the most professional and kind accountant that I've ... more

The ClientCare initiative is one of the best in terms of dealing with the total family investment time horizon. The FUTR Family College has helped my son, wife and I to ... more

I have had the pleasure of working with several of Dana's clients in our Senior Care Options Placement and Consulting business and they all have nothing but great things ... more

Brett and his caring staff are conscientious, detail-oriented, and professional. Plain and simple, he works hard for us. He explains everything and educates us along th ... more

We've been clients of The Financial Team for about 22 years. The reason we like them is the integrity they bring to the table. They have heart, sincere care and concern ... more

Known Randy for over 25 years! He is the most kind, knowledgeable and professional advisor Ive ever had the pleasure of working with. Hes been an invaluable asset to me a ... more

Carey is a professional that will always take time to ensure that you're taken care of properly. I have no doubt she does everything she can for each client.

This financial firm is incredible. I have felt well taken care of by Jay Hovis and Barbara Williams. Not only have they been in contact with me during the good times but ... more

The girls at Pacific Premier. Carlsbad are very helpful. I have multiple accounts there and they are always willing to help if there is a question or a problem. ive been ... more

I had the best fortune to have Lance Silva assist me with an urgent matter yesterday in solving a big problem in regards to my life insurance policy and my IRA account . ... more