Reviews

Check out what clients have to say!
5
5.0 rating
5 out of 5 stars (based on 20 reviews)
Excellent95%
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5.0 rating

If you’re looking for overall financial health & wellness, individually or generationally, look no further than, Antoinette. Our initial consultation shifted my thinking about wealth, introducing me to High Yielding Savings Accounts and assessing best options to eliminate/reduce my credit card and student loan debt. I came into this with basic knowledge of budgeting, reducing debt and savings – and left feeling empowered to approach wealth and its management differently. I’m actually excited about my finances and her knowledge eases my worries and questions. BOOK HER NOW!

Jazmin G.
5.0 rating

After years of planning my own finances and not really knowing what I was doing, I reached out to Antoinette because she seemed nice, knowledgeable and honest. I was right. Antoinette broke my financial strategy down into four areas: short, middle, long term goals & debt. I was really impressed with her. I recommend talking to her to figure out what is best for you. The first consultation is FREE!! You honestly will not regret it!

Alondra Esparza
5.0 rating

Antoinette is incredible! I’ve learned so much about finances from her, she is diligent and so knowledge! I feel confident knowing my finances are in order, and that I have a PLAN for my money. I’m happy to now be able to share financial knowledge with my family.

Brianna Chapa
5.0 rating

Honestly, Antoinette blew my mind during the first consultation. She helped me realize that saving money is more than just seeing the number go up in my bank account. Saving money helps you achieve your life long goals. Antoinette is insightful, and enthusiastic about helping people out. I look forward to her help in achieving my goals.

Bryan Soriano
5.0 rating

After my initial consultation with Antoinette, I left feeling reassured after reviewing my financial goals. Antoinette made sure that all the information presented was accessible – something she strives to do for all. When speaking with her, you can automatically tell that this is her passion; to help others manage their finances. If you’re someone like me who has no idea how to get started, Antoinette will ease you through the process. Don’t hesitate to schedule your consultation.

Jose Sanchez
5.0 rating

I was looking for someone to help me navigate finances and so many questions I had on building up my savings portfolio and how to budget my money and do some goal setting and future planning. She is funny, charismatic, clear, and detail oriented. I learned so much in just 1 hour with Antoinette and can’t thank her enough for helping me navigate such a daunting task. She is delightful and I feel so envigorated after our session together. She actually made handling finances fun and I’m looking forward to moving forward with the action plan she made me!

Ashlynn Polanco
5.0 rating

As a recent college graduate entering a recession, I had many negative emotions surrounding my finances: confusion, uncertainty, and fear. After talking with Antoinette, I feel more confident in my ability to stick to a budget, repay my debt, and start saving and investing. Antoinette was an attentive listener and carefully developed a plan for me based on my financial goals. Antoinette’s approach to financial consulting is accessible, comprehensive, and affirming. I’m truly so excited to keep working with her!

Alejandra Davila
5.0 rating

Antoinette is such a great individual and resource for anyone who wants to take their finances to the next level. She offers a free consultation and is really informative in just the first consultation. She addresses any financial aspect you are interested in such as credit card or student loan debt, 401k, investing, and much more! She really cares about what she is doing and is passionate about helping others attain their financial goals. I definitely recommend anyone and everyone to contact her, especially if you don’t know where to start.

Valeria Rivera
5.0 rating

I had an outstanding experience working with Antoinette. She went above and beyond in preparing for the consultation and following up after. I found the tools and information she provided me with very helpful in meeting my financial goals.

Carolina Silva
5.0 rating

Antoinette provided me with an abundance of knowledge in an efficient manner. As a first generation college graduate, I find myself unaware of information on finances and with Antoinette’s guidance, I was able to make my first investment! I’m so thankful for her amazing services! I now feel confident in my future endeavors when it comes to investing and saving. I would definitely recommend Antoinette’s services in financial literacy to anyone I know looking to explore their options.

Madeline Machlab
5.0 rating

My first free consultation with Antoinette went AMAZING! She was able to help me personalize my financial plan. I went in feeling nervous, but she eased my nerves with how easy it was to communicate my short and long term financial goals. After the consultation I came out feeling motivated and inspired to really take charge of my finances. I know future me will be thankful I took this step forward with Antoinette.

Kimberly Garcia
5.0 rating

For a while, I’d been interested in investing and starting to save, but had no idea how to start. Antoinette assessed my current financial situation, and helped me understand the different saving and investment options for me. Not only am I now much better prepared to start saving for law school, but also motivated to invest and diversify my portfolio. Antoinette was great at answering my questions and eager to help me with my financial journey. Will definitely be recommending her services to my friends and family!

Fabiola Pagán
5.0 rating

Antoinette went through my personal financial short, mid and long term goals and thoroughly went through an execution strategy. She was great at explaining my budget strategy, saving strategy and investing strategy. I highly recommend her guidance!

Edgar Murillo
5.0 rating

Antoinette is an amazing and helpful resource when it comes to investing. I came to Antoinette with ZERO knowledge about investments and now I can honestly say that I have learned so much and know how to invest smarter, as well as manage my retirement accounts. She is extremely knowledgeable in this subject and always available when I need her. I would 100% recommend her to anyone trying to increase their financial literacy! She genuinely cares about helping people and always makes sure to break things down to where you are able to understand them. What I love about her is that she keeps checking up on me to see that I am making the right investment decisions and she always answers all of my questions. I am always recommending her to my friends that need financial management help!

Noemy Valle
5.0 rating

Antoinette is phenomenal. Her knowledge and ability to break down each section is superb. She ensures that you’ll completely understand everything before moving forward to the next. I highly recommend!

Meco S.
5.0 rating

Antoinette’s services should be used by all prospective investors as both a breakthrough into investing and development of good financial management practices. Throughout her course delivery, Antoinette clearly demonstrated passion in assisting others take control of their personal finances and to become aware and educated on their options as self-reliant individuals.

Christian Jimenez
5.0 rating

If you are lost and looking for financial solutions, call Antoinette. She will completely reshape the way you might think about retirement and long-term savings. With deep resources, extensive knowledge, and a passion for helping transform the lives of people from the Latinx community — her customized wealth planning can be tailored to fit any budget. She has provided trusted advice to my family, close friends, and myself. We cannot thank her enough for her amazing work.

Steph Niaupari
5.0 rating

Antoinette is EXTREMELY knowledgeable on this subject. Her knowledge and expertise is greatly appreciated to someone who knew nothing about investing. She was very thorough throughout our session and was very receptive to any questions or concerns I had. Antoinette continues to check up on me to make sure I am set on my investments and to see if I have any questions! Her services are top notch and I would recommend her to anyone!

Kyanna Richard
5.0 rating

I went through Antoinette’s investing course and learned a lot! I gained a lot of clarity around terms I had previously heard but didn’t quite know how to use that knowledge. After her course, I had a clear plan of action and she followed up with a ton of useful resources!

Janette Martinez

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