5 /5 Chris Thomas: I had an outstanding experience working with Brian Daof at Wilshire Group Financial Services. From the very beginning, Brian was professional, approachable, and genuinely focused on helping me make the best financial decisions for my retirement. He took the time to thoroughly explain a variety of retirement strategies and financial options, all while ensuring I fully understood the potential benefits and risks of each path.
What really stood out was Brian’s patience and ability to listen carefully to my concerns and goals. He never rushed the process and always made sure my questions were answered in a clear, straightforward manner. His deep knowledge of retirement planning and commitment to client service gave me a strong sense of confidence and peace of mind as I considered my options.
If youre looking for someone who combines financial expertise with a personalized, client-first approach, I highly recommend Brian Daof and the team at Wilshire Group Financial Services. A truly professional and trustworthy experience from start to finish.