Irvine, CA Financial Consultant

Sends unwanted emails, even though I unsubscribe, I don't own a business and yet they keep sending me emails stating that my file was declined. Sounds fishy to me, beware ... more

The story about debt collectors was really interesting. It provided accurate and simple information.

Solvable is recommended as it enables you to have an idea of your income tax. So, you can avoid fraud!

I have had the pleasure of working with Denis and have found him to be extremely diligent and thorough in his approach. He takes the time to explain all the crucial aspec ... more

Great team and management. Thank you for your partnership.

Not the best experience. She told us we were getting a 5% rate (this was back in May) but then when we were more advanced in the process and she sent the closing detail w ... more

Jason is one of the best finance guy I have ever worked with. He not only helped me get my first out, also super helpful on refinancing my loan. He is super responsive, a ... more

Good customer support services, excellent financial planning services advisory.

Barbie is amazing! She is a great listener and has such knowledge to guide you to your goals. I am 28 and have a small business, and just realized that I need to start pl ... more

Luke Schell was my Financial Advisor from 2009-2012 while he was at Merrill Lynch. Luke specifically put his own personal interests over managing my assets. Among these c ... more

Jasmine was amazing. She explained everything to me in detail and made me feel comfortable about the decisions I was making. She left no questions unanswered. I did see s ... more

I have worked with Avi and the rest of his team, and they are truly an outstanding group of professionals. They helped me strategize a plan based on my goals that incorpo ... more

Good quality of financial strategy and planning! David shares very insightful perspectives on my financial reports and makes up a valuable business plan for me. Highly re ... more

Got merchant account and QuickBooks software from them. Excellent service! They know what they are doing and are really knowledgeable about QuickBooks. Lowest rates as we ... more

We just finished our closing on a Home Equity Conversion Mortgage [HECM] or better known as a Reverse Mortgage, with Mutual of Omaha. Peter Tourigny was the loan officer ... more

I’ve had the pleasure of working with Winnie and Brandon at Sun Group Wealth Partners for over 10 years. Having worked with hundreds of financial advisors I can say the ... more

We've worked with Robert for several years and could not be happier with his professionalism and top-notch work. I recommend him