“After my retirement in 2022, I was actively looking for a competent financial advisor to manage my retirement account. I am glad that I was able to hire Derek of Augustus Wealth as my financial advisor. He works deligently and always keeps me informed of key investment decisions on my account. Since he took over the management duty, the account has grown more than what I have expected. I am very happy to have Derek as my financial advisor and would not hesitate to refer him to my relatives and friends.“
“The HWM team are extremely knowledgeable and professional they have provided much needed direction and advice regarding a variety of financial issues. I highly recommend them!“
“Ned Hawley is really great to work with. He is extremely knowledgeable and hard working when it comes to my accounts.I know whatever is going in the world, he will take very good care of me. I trust him to make some very big decisions for me as far as handling all my accounts. He understands my needs and is very skilled at what he does. He always takes the time to listen and answer any questions I might have. I am very glad to be with Ned and LPL. I would highly recommend Ned!“
“Laurie is amazing and knowledgable. She completed my retirement papers for me, walked me through my preretirement steps and offered advice on what to do. Not to mention, my investments have really done well.“
“I used to work for the NM SM team and was a client long before that. I cannot say enough good things about Devin, his team and the advisors in the office.“
“Quantum is a team that values integrity highly. Our experience with them has been exceptional. We have completed three transactions with Quantum, and on each occasion, they exceeded our expectations by providing better funding options and interest rates. We highly recommend Quantum to anyone looking for a trustworthy and dependable partner. Integrity is a top priority for Quantum, and with each transaction, we have seen their commitment to this value through their excellent service, funding option. Thanks team, akash.“
“Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.“
“Cetera is an amazing place to work! But also, is the best at collaboration and exposure to best & brightest financial advisors and independent broker dealers. Cetera it's about serving others and this organization goes above and beyond to achieve those values and standards.“
“I had found them through a recommendation of a personal finance course. The approach to retirement planning looks at your financial picture as a whole. What is your debt, what are your goals, what do you want to protect? Mark Hammill has helped me out and I feel that he has advocated on my behalf to inquire thoroughly to make sure that my retirement moves were in my best interest. Harder YES but patience has a price. I know from my dealings with finance planners he does the right thing when no one is looking. Thank you Mark.“
“The Manhattan Beach team has been a fabulous group to work with. It is a collection of overachievers looking to make a positive impact to those around them and in the work that the do!“