I've been working with Rick Cabrera for a number of years and have found him to be honest and sincere when dealing with clients. He has helped me with set up a living trust and is managing some retirement funds for me. I have been very satisfied with his service.

I was introduced to Rick thru a friend of mine. I didn't have alot of money and was unsure how to make my money grow outside of a bank account. Rick took the time to understand my finances and the time to show me a few money strategies that could not only protect what I have but make it grow.Yes, Rick is now my financial advisor and friend. I have leaned on his knowledge for over a year now. He is always available for any questions or concerns that I have. I am so glad my friend introduced me to Rick, and to Rick for helping me with my financial future.

Rick is an honest, trust worthy financial avisor. I totally recommend him to manage your finances. He has been my adviser for about seven or eight years. The market is up and down. He is on top of it. He calls me every time I have an anniversary and we discuss the situation in the market, and of course, my accounts with him.

I have know Rick's office manager Pamela for 15 years plus and recently about 2 years ago met Rick and find him to be a person who is really devoted to helping his clients. What I like about him is that he always takes his time on my account and puts some solid time into picking investments that I am confident in.As a client who is 79 years old he is always right there for me and makes it easy for me to be clear on why he helped me chose the investments I have.

I've been with Rick for the past 15 years. He's done a fantastic job helping me grow my retirement. I can now live comfortably in my golden years. Thank you Rick !!

I’ve been with Rick since 2014 and have been very happy with the investments that he’s made for me. He keeps me informed about my accounts, he calls me, I don’t have to call him, and makes good recommendations. If I do need anything, he is either readily available or gets back to me quickly.

I called my finance guy Rick from VistaPro a few years ago to help me out with my sister's retirement IRA accounts. Because of dementia, she could no longer manage herself and I knew we needed professional help for this upcoming journey. Rick has been managing her retirement accounts and IRA since and I am her POA. She is in assisted living which we all know is not cheap. He is a Godsend to us. Always available to ask questions , goes over all details whether here at the house or by phone. He has made it easy for me to receive the funds she needs every month. Very thorough and detail conscious. Rick and I both feel confidant that my sister will continue to be well cared for however long need to be. That gives me great peace of mind.

Rick has been invaluable in educating me on my financial future and the steps I need to take to work towards my retirement! Everyone should give him a call. He is awesome.

Rick's guidance has been transformative. He has a gift for translating complex financial concepts into actionable plans, and the ability to listen and understand individual needs remarkably. I genuinely appreciate the care and expertise you bring to every interaction. You inspire trust and confidence in achieving financial goals.