Not that The Financial Team needs a review but I must share. I am a Trustee for my Mother's Trust, my Mom managed to raise 6 children, worked for Kaiser optical until she retired, saved every...

We are long time clients of The Financial team, and are happy to recommend their services. We are so trusting of them that we had our elderly mother in law move her investments over to The...

For many years I did my own investments because I didn't feel comfortable with anyone else and I also had the time to keep an eye on the market, etc. As I got older, I lost interest in the market...