InvestLinc Wealth Services, LLC - Brea, California

Chad

We have worked with West, Rick, and the team at InvestLinc for many years now, and we have been very pleased with the service they provide. They have been a great asset for both our small business and personal finance situations, and they are true professionals. We cannot be happier with the service from InvestLinc and plan to remain customers for many more years!

David S.

I can’t speak highly enough of InvestLinc and its staff!! West Cohan demonstrated unparalleled expertise, guiding me through complex decisions with clarity and professionalism. They have truly impressed me with their exceptional service and commitment to customer satisfaction. From the moment I engaged with them, the professionalism and expertise of their team were evident. I wholeheartedly recommend West and InvestLinc to anyone seeking a reliable and customer-centric company that consistently delivers excellence.

Foggy G.

I was fortunate enough to have met Rick, West and the Investlinc Team over 10+ years ago. Since then, I can not tell you how many times their wise and creative counsel has benefitted my business. They are very responsive to my requests and almost always available when needed. Their professionalism and wide range of services makes it easy to highly recommend Investlinc Wealth Services to anyone who is looking for a dedicated team who will provide exceptional service and sage advice in these increasingly interesting times. Do yourself a favor and contact them today!

Don H.

I am very happy with my experience working with InvestLinc. They are not only extremely knowledgeable but every member of the staff is a pleasure to work with. I look forward to my trips to the office where I am always greeted by smiling faces and an air of thoughtfulness. Thank you InvestLinc!

Stephanie J.

I cannot recommend West and the team at InvestLinc more. After a short initial consultation, and sending through a few requested documents for review, West was able to provide a thorough list of actionable items and changes to my portfolio. He has been great at helping me identify both my short term and longer term financial goals, and the steps needed to get me there.

Wilton Q.

Highly recommend. They truly have your best interest at heart. Have provided our family with a clear path to financial freedom through their expertise and meticulous attention to detail in every aspect of our portfolio.

Susan C.

We have been working with the team at InvestLinc for more than 20 years. They have been instrumental in helping us navigate both business and personal financial decisions, investing and life insurance.

They are honest, trustworthy and available, doing a great job of communicating and listening to determine what best suits our needs as life changes (homes, college expenses, retirement planning, etc.).

We feel confident in their guidance and appreciate the fact that we don't feel the need to constantly check in on our investments as we know they are on top of things and their reports are clear and concise.

In addition to being very professional, they are good people, who genuinely care about their clients. We would not hesitate to recommend them.

Lindsey B.

We have worked with Rick & West at InvestLinc for many years. As small business owners, they help us with tax planning, our 401k, our pension, insurance planning, estate planning, and retirement planning. They also work great collaboratively with our CPA. We have worked with other advisors in the past but InvestLinc is our favorite by far because they are honest and really know what they are doing. They don’t just try to sell something and disappear. They are true partners we know we can depend on to help us grow and succeed.