I had a difficult time just trying to setup an initial meeting. I sent a message on yelp on Monday. The first response was immediate. They got my phone number... Read More and I was told to expect a call back to schedule an appointment. After three days (Thursday) I responded on yelp and asked if anyone was going to call me, they replied that it was a bad number they tried to call me on...but nobody thought contact me on yelp again? Regardless, they had someone call me on Thursday and we setup a face-to-face appointment. I was supposed to receive the address via email/text, but never did. I contacted early on Monday to confirm, they sent me a link for a zoom meeting. When I asked if it was a face to face appointment, they apologized and said it was. This was getting silly. They were unorganized and I was not comfortable having to chase them just to setup an appointment. So I asked to cancel the meeting. Denita called and let me know they had recently got an influx of customers from a seminar and it is not indicative of the quality of work. But I think it is indicative of the customer service I can expect. I don't recommend them.

  5 star service from the initial point of contact to date! After my children lost their father this January I decided to invest in a life insurance policy. Manny and... Read More Natalia's attention to detail made me feel even more confident in my decision to work with The Financial Architects.

I highly recommend this company, they simplify the process and are thorough in educating clients which for me is extremely important!

Thanks again Manny and Natalia!!

  As an Estate Planning attorney I like having financial advisors in my corner who can help assist my clients with their life insurance, retirement and financial investment needs.

Manny and his... Read More team have not only helped me and my family personally but have also assisted so many of my own clients. They are not only great at what they do but also just great people all around. I truly love working with all the agents here.

  I've been friends with the broker and 3 of his agents for years. I believe everybody should have a financial road map. So everyone of my real estate clients and... Read More as well as my family members will be referred to get a plan of action! It's hard finding companies that follow through with what they actually say. I'm glad I have the protection and plan just in case my girls need it and I'm not here.

  Natalie helped me get life insurance policy that I needed. She was helpful and very informative and took care of everything for me. Would definitely recommend her to anyone.

  I'd definitely recommend this great team for financial investment needs or insurance options. Financial Architects provided exactly what I needed for my family. I highly recommend you giving them a... Read More call.

  After a horrible experience with Met Life, I found Manny and his crew and he redeemed my trust with life insurance agents. He went above and beyond my expectations and... Read More truly made the process seamless. Communication was superb and I was never left clueless as to what was happening. Manny was very patient in answering all my questions and educated me on several aspects of insurance and investments which was beyond the service I expected! The Financial Architects will not disappoint!!

  Five stars doesn't do Manny and his amazing team justice! The peace of mind I now have for my future is priceless. I did a Term and IUL policy with... Read More The Financial Architects. I had a policy with a different company that made a mess of my medical charts that listed me as a smoker ( I have never smoked) and gave me such high rates! I wasn't happy with them but didn't know what else to do and felt like I was just "stuck" with them for the year. I met Manny at a fundraiser ( that he helped raise money ) and started telling him the situation I was in. Right away with confidence he told me he would be able to help me get a better policy with better rates. He got on his phone and connected me with Natalie. I LOVED working with her! Super professional, friendly, and was good at keeping me on track and getting stuff signed and turned in ( I get off track sometimes hahaha) I'm happy to say the team worked hard got me what I deserved and more!!! The rates I got were way better and the amount of coverage was higher. I am seriously so happy and thankful with this experience and highly recommend Manny and his wonderful team. They treat you like family and get things done.

  Manny is definitely a connector goes out of his way to help his clients. He can help you with just about anything even if it's not a service that he... Read More provides he definitely knows someone that can help you with what you need!
Thank you Manny and Team for all that you do!!!!!

  If you're wanting advice on your financial future, then this is the place to go. Friendly staff very knowledgeable. Will actually sit and listen to you and then make the... Read More best advice for your future thanks for your wonderful help

  I was so impressed by Manny, Omar, Sarita and the team! From the minute I walked in the office, everyone was so genuine, kind and professional.

This is a team... Read More that focuses on education and empowers you to make the best decision for you and your family.

They are very knowledgeable and have great integrity. I highly recommend their services.

  I have found my go to resource for all things financial planning. Met with Manny Soto last week and feel like I got a 'life tune-up' :) and at the... Read More perfect time. Truly wonderful office, all are friendly and welcoming. I did not feel pressured and learned so much in such a short period of time. My life insurance and 401k issues resolved all at once! Even though I had scheduled a short time, Manny adjusted his schedule when he realized I needed help! Telling everyone I care about to go visit The Financial Architects.

  I'd like to first say, Thank you to Manny and Omar. I was lucky to meet Omar at a networking event, and then met Manny. These two are all about... Read More helping their clients, and seeing them succeed.
Manny has been a great resource to my business clients, and I trust he has their best interest in mind. He has years of experience and speaks the truth. These two are going places in the world !!! Best wishes to you guys and your agents.

  Manny and the staff at the Financial Architects are very professional and helped me through the whole process from quote to approval.  Manny was very thorough in explaining life insurance... Read More and all it has to offer. Great experience and so glad I got approved!

  I want to take a moment and thank Mannyfor his honesty. It's not what Manny and The Financial Architect did but what they DIDN'T DO. I brought my Life Ins... Read More policy in(thinking it may be bad) Manny said it was good for me to keep it. Thanks for the honestly and integrity in planning peoples Retirement and Insurance. I recommend The Financial Architect.

  I originally went to the Financial Architects as a client after the great work they did for me I went to work for them when I decided to change Industries

  My experience with Erika Manzano and The Financial Architects is quite unique. I have found Financial Planners to usually be very focused on their commissions, rather than my well being...and... Read More this was the opposite! Erika was informative and patient, answering all of my questions with great detail and transparency. And I am not an easy person to please, but she surpassed all of my expectations and created the plan that was right for me and my goals. If you want to make a life plan with a person that truly cares and is a good listener, Erika is your best choice!

  I found myself wanting to start investing and planning for my future finances, but I had no idea where to start. That's when I reached out to Manny Soto.

After the... Read More first meeting I knew I had come to the right place, he shared his knowledge with me without any jargon. Additionally, he recommended a book to read to deepen my understanding about the different options there are to plan for retirement, because even the pension plan I have now may not be enough by the time I retire. The simple fact that he empowered me through education assures me that he is seeking out for what is best for me and my future.

I highly recommend Manny and his team to you and your family to plan for your future. It is never too late, but it is best if you start now!

  What a breath of fresh air to meet with a true professional who is down to earth and knows his stuff. Manny and his team were absolutely amazing from start... Read More to finish. Before being introduced to Manny, I spoke with a number of so-called insurance/financial experts, and they could barely answer basic questions about financial products that I would be committed to for life. It seemed they just wanted a quick sale and didn't have time for my questions or to even evaluate all my options. Manny was the complete opposite, he was very knowledgeable on the products he supports, took the time needed for me to learn and get comfortable with the right solution, and really has a long-term vision to grow with his clients. I truly appreciate his services and highly recommend to anyone that needs a trusted and proficient financial architect.

  Some of the most professional and welcoming staff I'v ever met. Manny and his crew will not let you down. As someone who is new to this side of the... Read More financial world I had many questions, all of them were met with clear and concise answers that I'm sure everyone will appreciate.