TESTIMONIALS
Leigh Anne Reza - Retired Nurse, Flagstaff AZ
May 1, 2020 was my final day at Kaiser Permanente, Baldwin Park, California. I retired early at age 62.
AG assisted me with all the financial intricacies involved with my retirement. He is my retirement Guru. I would not have been able to navigate the ins and outs of where to place my money, so they worked the best for me in retirement.
AG is knowledgeable and professional. He is there for me when I have any questions. I am now very comfortable in my retirement.
Thank you so much!!
Dr. Gerald Fisch - Retired Dentist, Claremont CA
Greetings from Morocco! Alfonso and Bam were able to help us organize and establish our retirement funds and ensure for financial future.
They have responded quickly and clearly to all our concerns and questions. I have recommended their services to others and will in the future. Thanks
Margaret Estrada - Retired nurse, Montebello CA
I retired from PIH, Whittier last April 2020. I am Blessed beyond belief with the help and guidance of AG during my transition into my retirement.
I am secure and have total peace of mind for my future! AG has explained all aspects to me with much patience and in terms, totally understandable.
I have recommended friends to him and they are equally pleased as well. I will definitely continue to recommend him. With a very grateful heart.
He is my financial guardian Angel.