Abound Financial Douglas Blvd, Granite Bay

Abound Financial Reviews

• K

  Karen W
  5

  We can't say enough about David Laut and the Abound team! They have our future in their hands and we know they take it as seriously as we do, we trust their investment knowledge and have seen our life savings grow year over year. In addition, besides making sure our money is being invested wisely, David always makes sure we understand how our "buckets" are being invested and how they are being managed for different future needs and are proactive in communicating investment changes and market/economy issues. On top of that, David (and his team) are just genuine people who care about us as individuals and not just clients. I would highly recommend David and Abound Financial for your investment/retirement needs. I bet you meet with him once and you will feel the same as us.

• G

  Gaylene Huntsman
  5

  I have been working with David Laut and his team for several years. I very much appreciate the way he has structured and managed my financial portfolio. He does an excellent job of explaining what is happening in the market and any recommendations he has for changes. David continuously looks for way to minimize fees and optimize earnings. Abound Financial provides a comprehensive service in the working relationship they have with my tax preparer and estate planner, which makes my life easier. The entire team is quick to respond to any questions/needs and are a pleasure to work with. I would recommend Abound Financial to anyone looking for financial services.

• J

  Judy Robinson
  5

  David Laut and Team are fantastic! He always looks out for me and my tolerance for risk. He takes a personal interest in his client’s well being and keeps me regularly updated especially when world changes are happening and the market is going in different directions. He listens to my needs, concerns and financial goals and offers sound advice and recommendations. I will be able to have a healthy retirement and I can’t thank David and his office staff for their help and guidance. I highly recommend you talk with David about your financial needs and goals - he’s not about buying and selling- he’s about getting his clients to success.

• P

  Pat Moore
  5

  When I chose David and Abound Financial for my retirement investments and portfolio, it was not a decision I took lightly. I wanted a person/company that was going to treat me like family and most importantly, manage my money and financial future. David has exceeded my expectations and I know he and the entire staff have our best interests at heart. I consider David a friend and would give he and Abound my highest recommendation.

• E

  Edward Hidalgo
  5

  I was previously using another Fiduciary prior to using Abound Financial. I have found the difference to be striking. David and his staff have been sooooo helpful, knowledgeable, professional, and very personable. Other than my family my Fiduciary is my next most important relationship for good reason. Your financial future is in their hands. For me this is not easy. As a Veteran I am not trusting of others; especially none veterans. I was really surprised how David's focus was on my wife, I and my grandson. He and his staff took the time to know us, understand our goals, retirement needs, our current needs, and retirement financial fears. This set me at ease almost immediately. I am accustomed to the usual "Broker" experience and this was NOT a typical "Broker" experience. I was also learning from David and his staff at the same time. I truly enjoy our quarterly visits with David and his staff. More importantly, my wife is also at ease with Davis and his staff. That can be difficult for her as financial matter/discussions make her nervous. I trust him as a professional and I trust him as a person. We never feel rushed or confused. I would recommend Abound Financial to family and friends without hesitation. I have been with Abound Financial since March 2020. Even when I retire and relocate I will still be using Abound Financial.

• F

  Faith Recio
  5

  David Laut and his team are wonderful to work with. David has managed our finances for years, reassured us with his knowledge and calm demeanor through our nervous nellie moments, answered all of our questions with courtesy and professionalism, and has taken great care in helping make our finances sound and secure. We have recommended him to friends without reservation and will continue to do so.

• C

  Chris O'Brien
  5

  David began managing my grandfathers' investments at a time when we were in need of a new financial advisor. My grandmother was in long term care which was very expensive and my grandfather wanted to provide for her as well as grow his inheritance bucket. By helping him think about his money and assets rationally, David helped him achieve all of his desired outcomes.

• D

  Dana Brooks
  5

  Thank you to David and his team at Abound Financial for getting us on the path to retirement success. David and his team have been amazing to work with. I am thankful that I found him a few years back and I know we are in great hands. THANK YOU.