LPL Financial - Temecula (CA)

Neon Burgess sr Luv the staff .. helpful n friendly.. new in town n they been kind..

Jessie Bui David is very professional, I have been a client with him since 2019, a lot of my friends/coworkers work with him now as well.

Ken Evans I have been very fortunate to work with all 3 brokers at Sweeney & Michel at one point in time or another when managing my portfolio. All have been excellent in explaining, sometimes complicated financial information to my skill level. I especially like the one on one, face to face, or in office interactions. They live by the motto that no question is a dumb question. Their staff is also very friendly and also very helpful in giving me an answer or getting it. I would highly recommend this group for your financial planning needs.

Jacob Griscom Ean has been an essential partner for R&B Communications. She has helped us organize our books to give high level visibility and help us make data driven decisions, while also helping us determine our share price for our stock purchase plan. We love working with her.