Michael Chamberlain CFP - Santa Cruz (CA)

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!

Nyl Eikram This company has allowed a man using my identity to open multiple loan accounts and does absolutely nothing to help me when I call. The website refuses to let me submit a contact form, the email they tell you to message always comes back as a failure notice and I even asked for help on Facebook where instead of helping me they asked if I wanted a loan and continued to ignore me. Questionable company that does absolutely nothing to help when needed

Bryan Cordeiro Reyes I recommend this service to anyone who needs help. They are very fast and efficient.