Happy Investments, Inc. Long Beach CA - Long Beach (CA)

Elevate Wellness Tawni is a true dream maker. She provides the guidance, analysis and framework to take your vision and make it into a reality. Being an entrepreneur of a small business can feel scary but Tawni provides the deep level of confidence by creating attainable goals and the steps to get you there. I owe much of my success to the work we have done together. - Melinda Choy, LAc, CEO Elevate Wellness Center

Laura Michelle Sarah Flippin and her partner James Hefley were extremely helpful in educating me about my financial options and helping me decide what works best for me now and for the future. They genuinely care about what’s important to me and what fits my needs/lifestyle. They were easy to talk to and explained things multiple times to ensure I had a full understanding. I’m very happy Sarah is my financial advisor and will refer my friends and family to her.