Duane Nack - Financial Advisor, Ameriprise Financial Services, LLC - Salinas (CA)

Lili Shahbazyan Araik was incredibly knowledgeable and transparent throughout the entire process. He took the time to understand my situation and that made a real difference. He made sure to thoroughly explain every option to me, which made an otherwise stressful decision a breeze. I truly appreciate his expertise and working with him gave me confidence in my financial decisions. I am so grateful that I was referred to him!

Alan Frishman I have used JG Insurance Solutions for years for all my car-registration needs. They have always -- always! -- given me incredibly friendly and knowledgeable service -- and have gone out of their way to help my family, friends, and me to navigate easily through what might otherwise have been difficult bureaucratic waters. I cant recommend them highly enough.

Sheldon Elias Schiffer My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.