Yrsadvisors レビュー 5

I met Wes Obana at one of his free workshops a few months ago. I found his presentation informative and at the end of the session, I scheduled a private appointment.
We met about 2 weeks later and I learned the services/products his company offered. All made sense as he customizes his products to best suit his clients' financial needs. Before taking the next step to move funds, I needed to learn his character especially with the prevalence of (sophisticated) scams. Through my many dialogues with Wes, I found his character to be honest and trustworthy.
Another great quality is Wes is very respectful in responding quickly to texts and emails.
There is no pretense with Wes and you will feel his sincerity and feel comfortable knowing that he is in our lives to provide us with the best financial option for a worry-free life!
After two months, I moved funds from my brokerage account to YRS Advisors.

We first met Wes while attending his seminar on maximizing Social Security benefits where he presented facts, discussed methods and answered numerous questions demonstrating a high degree of knowledge and experience with financial and retirement planning. We liked his manner and his methodology as a fiduciary, and decided we wanted to meet with him the following month.
Wes introduced us to the Bucket Method, a plan for protecting and growing your assets during retirement during our first meeting. The method is simple and not overly sophisticated. Since then, Wes has helped us reframe assets for better long term growth and helped reshape our awareness for a more positive retirement. We feel like we’ve known Wes for a long time and enjoy our in-person meetings, video calls and planning our futures together. Thank you so much YRS!

Wes, has been an absolute pleasure during our whole experience. His presentation at the workshop got us to now, appointments, projections, and plenty of options that we had know idea about. We are able to form edjucated calculations with our future retirement, We are looking forward to work with his great professionalism, at the next time we meet.
Thank you,
Mike and Suzy Painter

I met Wes Obana at a seminar he gave about Social Security. His presentation was knowledgeable and well-paced.
He offered individual appointments for seminar participants to receive an individualized plan for the best way to claim Social Security. I signed up for this.
During this individual appointment at the YRS Advisors offices in Westlake Village, Wes carefully analyzed my individual situation in a low-key, professional manner and provided an individual multi-page report. At no point did I feel any pressure to invest in a particular way. Wes just provided information about diverse opportunities. As a fiduciary he is obligated by law to put the interests of the client ahead of his own. He has lived up to this expectation in every way.
I highly recommend YRS Advisors.

We found Wes to be such a pleasant & personable man! He answered all of our questions and gave us great advice. We never felt uncomfortable or pressured. On the contrary, Wes helped us make some good choices which makes us feel extremely confident about our financial decisions for our later years.