I have worked with Portfolio Advisors for many years. They advised me on setting up my portfolio, so when I retired I felt secure. I trust them completely and know that they are always keeping my best interests in mind. If and when any emergencies arise, they are always there to help me through the rough times.

We have been working with Portfolio Advisors since 2014. The whole staff has always been a pleasure to work with. We enjoy visiting and catching up Tina and AJ at our appointments, as they are so much fun & easy to talk to. Then the professionalism and clarity when the conversation changes to discussing our portfolio has always been very appreciated. When we originally met Tina, the plan was for us to retire early. It was a lot of hard work on our side, and a lot of support from her to get us where we needed to be. With Portfolio’s guidance, we reached our goal and happily retired in our mid 50’s with financial security. We know that without Portfolio’s expert advice, we would have struggled to achieve our financial goals.

Portfolio Advisors, AJ especially, was so helpful in assisting with financial aspects when my mother passed in 2022. (Unfortunately, my mother’s financial advisor was less than helpful as they did not have her affairs in order. This caused some very big issues, and they were not much help.) AJ stepped in spending many hours doing research, as well as, having conference calls with my mother’s financial people to assist getting her finances in order. It took some time and AJ never made me feel as though it was an inconvenience which made me feel at ease.
With that said, Tina and AJ have always checked and verified during every meeting to make sure our beneficiaries and detailed information was current and accurate.

We honestly have zero complaints with Portfolio Advisors. We moved out of their home state of California to our retirement state of Tennessee 5 years ago and continue to use Portfolio to handle all our financial matters and have had no thoughts of ever leaving them.

We will always refer business to them and feel comfortable knowing they will assist new clients with the same professionalism & expertise they have given us over the years.

We have been working with Portfolio Advisors for over 20 years. Their team is extremely knowledgeable, helping us reach our financial goals. We are now retired, and the team has helped us through the process.

Working with Portfolio Advisors, Inc. has provided me with something truly invaluable: a clear, understandable picture of how my investments are growing and how to keep them aligned with the financial goals I’ve set. My advisors, Tina and Andrew, not only help me maintain a balanced portfolio, but they also provide guidance on a wide range of financial topics—everything from investment strategy and tax implications to life transitions and goal-setting.

Financial planning can never offer complete certainty, but the long-term gains my portfolio has achieved over the past 20 years are proof that the strategy we’ve followed is working. When my husband passed away two years ago, the team at Portfolio Advisors stood by me—not only ensuring a smooth transition of our accounts, but also offering genuine moral support during a very difficult time.

I’ve always felt that I receive excellent service and consistent, thoughtful communication from the team. Each meeting with my advisors leaves me feeling informed, reassured, and confident in the plan we’ve built together. I’m grateful for their professionalism, compassion, and long-standing commitment to my financial well-being.

I have been working with Portfolio Advisors for three years. I think their team provides excellent financial planning services. They are also very knowledgeable and answer all my questions thoroughly. Their team takes a personal interest in my well-being and are very kind and supportive.

We have been clients of Portfolio Advisors for more than 25 years and have complete trust and confidence in them. They have always taken our family’s needs and values into consideration and assisted us with financial decisions and estate planning. We look forward to many more years of this partnership.

The things that I look for, which I have found with portfolio advisors, is I want people I deal with. I want them to be able to communicate. I want that articulation. But I think just as important is dealing with people who care. That first meeting of Portfolio Advisor, I had no idea what I was going to be doing, but I felt comfortable that they wanted to do something that was going to be good for me.

We would like to thank the team at Portfolio Advisors, particularly our direct advisor A.J. Flores for the exceptional care and acumen with which they handled my mother’s account over the last 10 years of her life. A.J. made sure that her relatively modest retirement savings were invested in such a way as to give her peace of mind and comfort that she would not outlive her finances. Additionally he made sure she understood his strategy so that there were no surprises. He was always available to offer guidance and answer questions.

Following my mother’s passing in October 2023, A.J. thoroughly walked us through our options and requirements for handling the balance of her estate. His guidance was not only helpful but took a lot of strain off of us at this very difficult time. Through it all, his compassion for our family was something we will never forget.