Laguna Wealth Services

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Darin Griffiths

vía Google

I have recommended Luguna to several friends with no hesitation. I mostly interact with Brian Smith and he has been very pleasant to work with. I had a complicated situation with being POA of another person’s finances and Brian got everything set up with very safe investments that work well. I was extremely nervous about dealing with another person’s financial stability and even more nervous about turning the reins over to someone else. I couldn’t be more pleased. I also moved my investments over to Laguna and after a little over a year I am very pleased with the outcome. Brian is a phone call away and he answers questions with a genuineness about him.

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Robert Sukovaty

vía Google

I've worked with John Holloway for a few years now. He looks at the whole picture, not just a set of numbers. He truly cares about his customers and their well being. He strives to tailor our financial plan to fit our lifestyle while still planning for the future. I would recommend Laguna to anyone!

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Michael Thomas

vía Google

Me reuní con John Holloway para discutir el plan financiero de mi familia y las cuentas y asignaciones actuales, con la intención de continuar nuestro camino en el plan de Dave Ramsey. Él fue extremadamente profesional y logró encaminarme hacia un rumbo más enfocado y me enseñó algunas cosas nuevas sobre el mundo de los fondos mutuos y la inversión. ¡Se nota que todo el personal de Laguna es de primera clase!