Timothy Sweeney Centaurus Financial, Inc - Santa Barbara (CA)

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.

Scott Speakman CA Retirement Plans use good strategies to help you prepare for retirement. They helped me see the picture of where I will be and I feel much more confident. They moved me to plans that have better yields. I highly recommend Andy Barkate and team.

Oscar Fuentes Meeting was good. Explained my concerns and what my thoughts were. Brent gave some options and I added what I had to work with and we came to a working conclusion. Thank you Brent.

Christopher Feliciano The staff is awesome. Lots of things for kids to do. They are great with the community.