Mike has been a game-changer for my financial life. When my fiancee and I first met with him, we had this complex mix of W2 income, business revenue, and 1099 work - all of which made tax planning a genuine headache.What impressed me most wasn't just Mike's expertise, but how he took the time to understand our specific situation and future goals. He created a strategy that helped us navigate buying our first home while simultaneously planning for starting a family.Unlike other advisors I've encountered, Mike explains complex concepts clearly without making me feel like I'm missing something obvious. He's responsive when I have questions and genuinely seems to care about our success.If you're feeling overwhelmed by financial complexity like I was, Mike's the advisor you want in your corner. Easily the best financial decision we've made. Less

Mike has been amazing, he works with us to get the best plan for our financial situation. Thanks to his guidance we have been able to get into investing into our future in a way we can understand. Less

We confidently refer our clients to Mike Garcia for personal financial management. Mike takes the time to understand each client's unique financial goals and creates a personalized strategy based on their specific needs. Mike is very knowledgeable and treats everyone with professional courtesy, compassion, and respect. Less

I’ve known Mike personally for 2 years and recently had the opportunity to work with him on my own financial goals. Mike is a great advisor and a great person.Mike does a great job of helping outline your financial goals, he takes the time to really understand your personal situation, and provides a thoughtful plan on how to execute on your own personal wealth journey. He’s a wealth of knowledge and I view him as an asset to my financial future. He is particularly good with understanding your risk tolerance and putting me in situations with high upside potential while minimizing downside risks.I’d highly recommend working with Mike to any one of my friends or family members looking to cement their financial future. Less

Sandra has been a huge help! After 7 years with my recent company, I didn't want to just leave my money in their 401k, Sandra and her team were able to give me solid transitioning advise and invest the money for me! in addition to plans on future investments and setting up accounts for my kids futures! Less

Mike Garcia is a knowledgeable and trustworthy financial advisor. He is more like family to me. He has helped with my financial success for over a year now. I will use his services for many years to come. Less

I feel extremely fortunate to have discovered Mike Garcia for a number of reasons. First and most importantly he has done an incredible job taking care of my investments. He listened to what I wanted and built the best selection of plans that moved me in the direction I wanted. I have always felt in complete control and I have profited far more than I had ever expected. Thanks to Mike I'm buying my dream home without sacrificing my future financial goals. There's always been plenty of zero pressure communication and advice that I can count on. I could not be in better hands, but that's not the full story. I consider Mike a friend and ally. He has shared his top connections and helped build around me a group of experts in their fields. All this is because he is a professional that genuinely cares about his clients, and I count myself lucky to be one of them. I have recommended him to both friends and family, and it's with no hesitation that I recommend Mike Garcia to you too. It's a no brainer. Less

Mike is incredibly knowledgeable and trustworthy. I feel fortunate to have connected with him for my first experience managing my finances. He was absolutely the right choice for anyone looking to become more financially savvy. Less

Mike is fantastic! He is extremely knowledgeable and very informed. His commitment to give his clients up to date information and solutions is invaluable. We have been working with Mike for about 6 months and he is always available and ready to help. He explains information that is easy to understand and guides us in through our decision process. I highly recommend Mike for financial advice and support! Less

We have always been super hesitant to go see a financial advisor and trust them with our investments, Mike gives me the secure feeling that he will make sure we are always taken care of. Mike doesn’t treat you like just a number, he cares about you, your family and you a person as well. Less

The greatest advisor I’ve ever worked with. I was new to town and Mike took me under his wing and treated me like family. Couldn’t ask for a better financial planner! Less

Mike is The best advisor! Really becomes your partner. Not interested in selling you products are getting quick cash out of you, he’s genuinely interested in your life, family, and building a plan for success. Less

We have been working with Michael for years. With his vast knowledge, he is helping my family and I plan for a great future. I highly recommend Michael Garcia and trust him with our financial decisions. Less

Mike is a stand up guy! I have sent many of my clients over to him and he takes excellent care of them! He is on time, he is thorough and most important he is honest! He always answers the phone, and has such a positive mindset and attitude. I highly recommend him! Less

Couldn’t be happier with Mike and his expertise! From his patience in my decision making to answering every call, Mike’s communication through every aspect of interviewing, hiring, and transitioning my investments has been second to none. Less

I have been working with Michael Garcia regarding my financial well-being for about five years. The key phrase here is "working with". The decisions are made mutually after discussing my personal situation and needs. I find him to be knowledgeable, responsive and gracious. He does his research if there are issues that require it. As an octogenarian, I must be able to rely on a very capable financial planner. I feel that I have that in Michael Garcia. Less

Mike's knowledge is exceptional. He took the time to understand my family's financial goals and tailored his advice accordingly. He is patient, responsive, and went above and beyond to ensure that we felt secure in the solutions he provided. I highly recommend Mike to anyone looking for sound financial advice. Less

Mike Garcia is a great family man who truly cares about people and helping them achieve their financial goals. You'll find that he is very easy to talk to and will guide you down the right path. Less

Mike is a one of a kind financial advisor - not only can he help you with your retirement plan and your IRA, he also does 401k's, 403b's, and can review your employee benefit plans. But what makes Mike stand out is that he cares so much about his clients and makes them feel like family. It is impossible to walk away from a meeting or interaction with Mike and not feel like a lifelong friend. He is experienced, intelligent, informative, patient, kind-hearted, passionate about helping people, funny as heck, and extremely handsome for a bald guy. Yup, you read that right. : ) If you want to set yourself up for success, or even if you just have a few general financial questions and are looking for advice, don't hesitate to call the best of the best, Mike Garcia! Less

I highly recommend Mike to anyone who is looking for a reliable and trustworthy financial advisor. He is very knowledgeable and a great person to know! Less

Mike is the guy. Not only has he helped me sort through all of my personal and business finances but he is also someone who cares about our friendship and pours into me personally. Less