Before meeting Anthony, our investments were made on an ad hoc basis that resulted in a collection of investments rather than a structured portfolio. Anthony helped us structure a diversified, tax-efficient portfolio designed to meet our financial goals. We have been extremely pleased with Anthony’s advice and approach.
Mr. & Mrs. Thomas A. Angel
Anthony has incredible patience and explains things I don't understand. That's invaluable because I'm not a financial person. He is easy to talk with and can translate difficult financial concepts into layman's terms. I have been thoroughly pleased with Anthony and recommend him highly.
Margaret Gillespie
Indio, CA
My wife and I have worked with Anthony and his team for over 20 years. He has been instrumental in helping us navigate up to and thru retirement. We have had several financial advisors through the years, but Anthony is our guy. He's head and shoulders above the rest.
Mr. & Mrs. Robert McKenzie
Retired
Austin, TX
Anthony and his team are seasoned professionals. I have relied on Anthony for over 25 years. Without reservation, I can say I wouldn't be anywhere close to where I am financially without his experience, expertise, and guidance.
Thomas A. Reynolds
Former CEO
Tektron Partners, Inc.
Los Altos Hills, CA
I have been Anthony's client since 1991. I feel confident in his expertise and personal commitment to my financial future. I believe him to be a person of the highest professional and personal ethics. Everyone I have dealt with on his team has been conscientious, sincere, caring, and extremely professional.
Gertrude R. Whipple
Retired Schoolteacher
Seal Beach, CA
I lost my husband 12 years ago and was overwhelmed with decisions that had to be made. Anthony Hart was recommended by a good friend. I honestly don't know what I would have done without his help. He's been a Godsend. I can't recommend him enough.
Betty J. Bachman
Retired
Indian Wells, CA
If you're searching for an extremely qualified, caring financial advisor, Anthony Hart is someone you want on your "shortlist." After working with Anthony and his team for seven years now, my wife and I couldn't be happier with my decision.
Ronald & Leona Jacobson
Retired
Scottsdale, AZ
If you have the opportunity to work with Anthony Hart and his team at Investing With Hart…. Please take it. You'll never regret it.
Jonathan R. Steiger
Real Estate Developer
Custom Home Builder
Laguna Beach, CA
Having worked closely with Anthony Hart for over ten years, we can attest to how his advice and unique processes have been instrumental in our overall financial, estate, and retirement planning. I have recommended Anthony to several of my golf buddies, and they have thanked me later.
Thomas & Melinda Zipp
Retired And Loving It
Palm Springs, CA
I can't believe it's been over 15 years since I started working with Anthony. I can personally attest to his professionalism, follow-through, and spot-on recommendations. I wholeheartedly recommend Anthony.
Phyllis McCarthy
Retired, Widow
Rancho Santa Fe, CA
I ONLY HAVE 1 REGRET…. I wish my CPA had referred me to Anthony years ago. I can only imagine where I would be today. To say I'm thrilled with Anthony as my financial advisor would be an understatement. A true professional in every sense of the word.
Ronald A. McCarthy,
Founder and President
McCarthy Plumbing & Heating
Las Vegas, NV
I have been dealing with Anthony for my estate planning, insurance, and investment needs for many years, and have the kind of confidence in him that I recommend his services to my clients, and all of my clients have given me very positive feedback about working with Anthony.
Robert Richardson, CPA
Richardson & Associates
Santa Monica, CA