Martha J. Chaney Mr. Omar Garcia / Secure Plus Financial and his staff are the most professional, hardworking people. My husband and I always do our taxes with him and have had great experiences. He is knowledgeable when it comes to the tax world. Hes one of my best tenants here at United Executive Suites. His pricing on doing your taxes is so reasonable! I wouldnt have anyone else handling our taxes but him. We highly recommend!!!
Sandra Ayala Tom Hofferber helped my husband and I navigate how to best prepare for my husband’s retirement. We have used his services on two different occasions and were pleased with how helpful he was. He is quick to respond to any questions. We would not hesitate to recommend him.
Candace Bailey I highly recommend Cliff!! If you are looking for an educated financial advisor that you can trust with your money, then Cliff is your guy! He is honest, smart, and cares about you, your family, and your portfolio. Give him a call and find out for yourself.
Andrew O. I felt I was being taken advantage of by my prior bank that managed my trust. I was paying exorbitant fees that were incompatible with the level of service I was receiving. I was looking for a wealth manager who is trustworthy, transparent, accessible, and easy to talk to and I’m glad I found Lance. Since moving my investment portfolio over to his firm, I have been very pleased with the service and the level of communication that I get. I no longer feel like I’m just a number and I always know exactly what I’m paying for.
Ian Lueckemeyer Absolutely fantastic. I was Fairly new to investments and retirement plaining but DCater Joseph and his team helped guid me thru the process step by step to get me on the right track with retirement and my business goals. Excellent service and great people. They are truly there to help you.
