Lifetime Planning, Inc - Ventura (CA)

Cecilia Urbina It is such a breath of fresh air when customer service workers know how to do their job effectively and efficiently plus have a positive attitude. Jennifer was absolutely amazing, very professional and knowledgeable and answered all my questions with a smile. I definitely plan on sharing my experience with family members especially since she is fully bilingual in Spanish and English.

Aamya Very polite. Really cute decorations for Christmas.

Miller Joseph (Joe) Find great insurance and investments here for sure

Marcia Albright Susanville Ford has been wonderful as our service provider for both of our vehicles over the past years. Friendly and supportive service EVERY TIME!! We know we can rely on them for all of our auto services and really enjoy communicating with everyone who works there. Now with a mobile Ford certified mechanic available to come to our home we are in 7th heaven.

Gary Merrick I cant say enough great things about Joseph at Abundance Wealth Planning! Having previously worked with 4 financial advisors, interviewed others, hearing plenty of stories from friends and family, and doing extensive research, I have a pretty solid understanding of the financial advisor/wealth planning world. Once you get under the hood, it aint pretty! And that machine is built to make themselves money, period. Anything you gain is mostly incidental. Joseph has structured his business without any conflict of interest, so he works to benefit YOU and only you. With that unbiased view, Joseph has helped us decide between multiple investment scenarios that no "regular" advisor would be capable of handling, and has provided insight that we hadnt considered. He is helping us to achieve our life goals through our finances. And the unique approach he provides is addressing our feelings about our finances and the decisions were making, and connecting us to the bigger picture rather than the one size fits all approach that is so common in this industry. I highly recommend Joseph at Abundance Wealth Planning!

Bill Bartley Jared is definitely knowledgeable about all things bitcoin and crypto. Hes easy to talk with and he made it simple to understand this digital environment and its arena. Im a newbie to this asset class, and Streetwise Enterprise certainly enlightened me on how to better navigate it. Im ready to pull the trigger. Lol. Thank you, Jared, for your expertise.