Griffin Financial - Anaheim (CA)

Kris Carrizo After researching different companies and speaking to several advisors, I decided to put my trust in Erica Zaragoza of LA Wealth Management. From the first time we spoke, I had a good feeling about her. Once I met her in person, I knew she was the one to help guide me through my finances and help me prepare for retirement. What drew me to Erica was her positive demeanor and overall kindness. She understood where I was in life and could relate, and therefore provided me with invaluable guidance. She is very responsive and always pleasant to deal with. I highly recommend Erica and advise anyone to get financial advice and prepare for retirement.

Jennifer Odegard I found Benito through a friend, and Im glad I did. Even though I have a very small amount of money to invest, Benito takes my account seriously and gives it the TLC it needs to grow and thrive. He is a great communicator and includes me in every step of the decision making process. I have grown to trust his judgement and I enjoy him personally. My money is growing more than I thought possible. I couldnt be more pleased!

Christine Diaz Lisa has been doing our taxes for 20+ years. We live out of state now and still have her preparing our taxes. She is knowledgeable, fair, easy to reach for questions and I cant imagine going anywhere else. I goofed one year and forgot to send her a W-2 and when the IRS contacted us months later, Lisa worked with them to have penalties and interest removed if we paid the missing tax immediately. That alone was worth having a professional do your taxes! We value our relationship with Lisa.