“I started working with Melanie at the start of the year in just 5 short months, I already feel so much more comfortable with my finances and our plan for reaching my long-term goals. I was looking for someone who not only had an expertise in financial advising, but someone who would also be able to provide an individualized personal experience. That's exactly what've I've gotten!“
“Danny is super-knowledgeable and thorough. He lays out everything in an easy-to-understand (even for a non-numbers guy like me) and fully explains the options available to you. He makes the somewhat daunting prospect of planning for your financial future easier—it’s always a pleasure to have an expert on your team! Danny is a pleasure to work with and I would highly recommend Satori everyone. Give Danny a call…“
“WellAcre Global Wealth Advisors is a stellar financial advisory firm. The assistance and guidance they have provided for these past many years has gone above and beyond my expectations. Not only are they attentive and responsive, but they are proactive and always think about what is in my best interest. They have provided services to not only my personal financial portfolio, but also with my business. They never cease to amaze me with their knowledge and willingness to help out in any way possible. They are simply THE BEST!“
“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!“
“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!“
“This financial firm has been excellent in helping me navigate the financial markets and to where my money should go. The advisor Erica, has been my expert and consultant in my finances, and she’s been awesome!She’s very knowledgeable and knows her way around finances. She’s patient and diligent when working with her clients. She explains really well what the plan is and how finances and the market work, and how to manage your money with the best possible results.Besides being an expert in finances, Erica is a very kind and noble person. She takes all of life’s dimensions into account and makes sure that the directions for finance will give you the best possible outcome!You can’t go wrong with this financial firm!“
“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.“
“Emma at the front desk help me find my lost wallet. Extremely friendly staff and beautiful building with great views.“
“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.“
“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.“
“Top notch socially responsible investing and comprehensive fee only financial planning.“
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“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!“