Wealth Enhancement Group - Thousand Oaks (CA)

Niki Hall Embarrassed to admit, had a hard time with the website and this was the nearest office (1.5 hour drive away.) Thinking I was only going to be able to make an appointment, I was pleasantly surprised with how quickly we were helped and how friendly, understanding and helpful the employee was. It felt like I was there maybe 10 minutes from parking to walking out the door and got everything taken care of!

Sandy King A five+ star rating..a good challenge deciding on what I needed..but I understood after some time..a really good experience with my agent Raven Alexander and Bob Rachman..they knew what they doing..very professional very kind and had sense of humors..I was very comfortable working with them..

Sheldon Elias Schiffer My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.

Evelyn Redd I have been a customer here for quite a few years. Ive always received top notch service from both the manager & tellers. Anderson Ca. U.S. Bank branch YOU ROCK.

Robert E. Zak I have turned much of my retirement planning over to Winship Wealth and have been happy with the results. The fact that they are FEE based means they are not just steering you to the investments that provide them the biggest commission - a very big plus. They took the time to learn my long term goals and develop a plan to meet them.