“Comments and plaudits relate to the Wailuku office on Maui, HI. Interaction with our representative from the Wailuku office has been both rewarding and professional. Over the years that relationship has been built on a foundation of trust and respect for all parties involved.”
Pat W.

“Retirement has been a thoroughly fulfilling time for me. Now, my time is spent enjoying life, hobbies, travel, family and no worry about my investments. It’s been over thirty years with my advisor at WIM. I love retirement, thank you WIM.”
Marsha Y.

“I am always sure that James and his firm are doing the very best for me.”
 Marianne B.

“We have been with Todd for more years than I can remember. He has been absolutely the best. He stays on top of our needs and recommends changes when needed.”
Robert L.

“Todd Clark and his OKC team are a true asset in helping with financial planning and pursuing our small business and personal financial goals.”
Jody R.

“We have been with Westside Investment Management team for more than 25 years and very satisfied with their services and advices. Their readily response to your request for help is much appreciated by us.”

Po-Hsin L.

“I’m very satisfied with your company. I never have to wait unreasonably long for help, I am very confident in your knowledge.”
Mona W.

“Thank you to Sienna and Gena for taking care of my financial needs and making sure this was a smooth transition. I look forward to a long and successful partnership.”
Carmine K.

“Sienna and her team have been great! Always there to help with professional advise and always helpful. We will have a great and long lasting working relationship. Thank you Sienna & Gena.”
Dale D.

“James Frawley and his company have provided financial management services on my behalf for more than two decades. He takes the initiative to keep me advised as to market conditions, make recommendations concerning my financial portfolio, and is always responsive to my questions. More than anything, I find him to be trustworthy and I have confidence in his skills and his integrity. I have recommended Mr. Frawley and his firm to both friends and business associates without hesitation.”
Patricia D.

“We have had an excellent experience with James and the WIM team in the 10+ years we’ve worked together. James has put together a plan that fits our financial needs. Communication is always quick, and attention to detail is impeccable.”
John M.

“Todd, sending this note of thanks for your advice over more years than we can remember. We were new to California and did not have a lot to invest since we just opened a new pharmacy. Somehow you saw there was potential for you to guide us to this stage of our life. During market down times, I can’t count the number of times you would tell us “it will come back, don’t worry, you are well diversified in your investments”. You knew how conservative we are. This long-distance relationship has worked out well. You guided us how to get to this stage of our retirement... thank you Todd.”
Bob & Arlene L.

“It was a major decision to find the right financial advisor as I moved into retirement. I felt comfortable talking with Vetea. He listened to my needs and eased my stress during critical times. I can call him anytime and he’d always been there with my best interest in mind. We meet regularly to review my portfolio and he’s there to patiently answer my questions I have. I feel more like part of his family than a client. I’m grateful to have a bright, committed, sincere person to watch over my financial needs.”
 Anjani B.

“James and his Westside team are the best! We have been with them for over 20 years and are thrilled with their performance and results. They are smart, hardworking, trustworthy, helpful, diligent, responsive, and successful. We can’t recommend them highly enough!”
Mark & Marilyn U.

“The WIM team is fantastic! They take a holistic approach to caring for their clients, which means they consider all aspects of wealth and risk management, including investments in diverse asset classes, estate and retirement planning, insurance, health care, and more. They are skilled at crafting strategies that are optimized for their clients’ specific situations and concerns. They are extremely knowledgeable, professional, efficient, and innovative, and we couldn’t be happier to partner with them.”
Fabrizio P.

“You have been my trusted financial manager for more than twenty years. As a single woman, taking care of myself, I cannot tell you how much I appreciate how much you have done for me. I have lived comfortably, traveled and enjoyed my life. When we first met, you were about my son’s age, and I asked you to make your decisions for me as you would if I was your mother. You have done that, and I have come to think of you as family. Everyone at Westside Investment Management is wonderful. They are always caring and professional. Thank you and all of your professional family.”
Jacque M.

“James Frawley and his team have assisted us in working towards our financial goals for over 25 years. We have worked with James because of his honesty, integrity and responsiveness, all traits we value in a partner. James has guided us with sound investment strategies that have confidently taken us from being a family with newborn children, to managing our children while they simultaneously attended universities, to the start of our retirement. He has always promptly responded to our questions and addressed our concerns. During this journey James has been our partner and our friend and we will continue this relationship in the years to come.”
M.D. & D.D.

“I have been a client of Westside Financial for over 12 years. My experience with them has been nothing but first class. James Frawley and his team are well versed in multiple types of investments and tax mitigation strategies. Their client services are the best. There’s always somebody available to answer any question that I had. James is also personally available either when I call or shortly thereafter. I highly recommend the Westside Financial Investment team.”
Corey M.

“We have been with James Frawley and Westside Investment Management since April 2009. James has taken care of us well. He understands what our risk levels are and makes sure we are aware of all and any changes. Not only has he managed our financial side but cared about our family. Thank you James and we are looking forward to many years to come.”
Sally M.

“We have been working with James Frawley and his firm, Westside Investment Management Company, for over 15 years. He confidently navigated us through the recession in 2007 and helped to manage risk. We are conservative investors and through his guidance we have seen steady progress toward our goals. Our questions are always responded to in a quick, timely, and expert manner.”
Marjorie & David L.