Golden Oak Wealth Management - Ventura (CA)

Rex C Am a long time member and very pleased with the way management takes care of our monies. They reduce overhead when needed and expand when appropriate. Rates are very competitive.

Salvador Ponce Excellent knowledge, communication, fast response to any question and solution to any challenge that comes up along the process.

Travis Yacoub Wyatt and the team at lighthouse are are incredible. They took my mess of what one would call “bookkeeping” & taxes and completely turned them around in a matter of days. From figuring out proper deductions, depreciation, upgraded my bookkeeping and accounting services. They can do it all! I plan to transfer the rest of my estates needs into they’re trusted hands this year. Thank you again lighthouse!

Kalia Mitchell-Silbaugh I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.