Mike Thomas - Raymond James - Templeton (CA)

Aubree Johnson Financial reports are clear, showing rent and expenses monthly. The online dashboard is simple to navigate, saving me time. Their team explains details if needed, so helpful. The user experience is awesome, stress-free. I’m thrilled with their organized financial system.

Gary Harrington Emily has been our financial advisor for years now. She’s really dedicated and goes the extra mile for us.

Daniel Fitch Daniel is great. He is very thorough and very detailed and every aspects. His knowledge and comprehension is very impressive. The plan he set for me, and my family is tailored to our lifestyles and our goals on what we want to accomplish. I recommend Dan to all my friends and family who are looking for financial advice and planning for their future.