Mike Wolf & Associates

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My wife and I had all our assets in IRAs, stocks and bonds and were looking for a way to diversify and provide a steady income later in our retirement. Mike is honest, professional and very insightful concerning financial planning. He listened to our fears, needs and concerns, and set us up with an excellent plan to ensure a comfortable future. We wholeheartedly endorse Mike for your financial planning needs.

I met Mike through my job and after a couple of times of seeing him he asked me a question that stuck with me. He said “would you like to stop losing money”? I did the usual oh, thanks but I have a financial guy put off but that question stuck with me. As happens my “financial guy” up and left the company I was with and I was now with a person I did not know or trust. That seemed like the perfect time to take Mike up on his offer to come to the house and show us what he had to offer. I was very clear that we probably wouldn’t go with him but he was welcome to come and talk. Well, we really liked what he showed us and were impressed with his knowledge and clarity of explaining everything. He took a look at all of our current investments and gave us options on each one. It was kind of a “no brainer” after he laid it all out. What I really appreciate about Mike is that he does what he says and says what he does with honesty and integrity. Every transfer and transaction went smooth as silk and we could not be more pleased, not to mention the extra money he made us from day one! We consider Mike to be our valued investment advisor and more importantly, our friend.



We would highly recommend him to everyone!



S & S



Ventura, CA

Mike has given advice to me for over two and a half decades, and my husband and I even consider him part of the family. As a young couple, Mike set us up for financial stability well into our retirement years, proving that you are never too young to start thinking about the future. Mike is a compassionate and trustworthy advisor and truly does have one's best interest at heart. I highly recommend Mike Wolf & Associates to anyone who wants to retire with not only financial security but peace of mind as well.

Prior to meeting with Mike Wolf & Associates I had been investing my retirement assets in mutual funds and stocks with a well known broker. I was tired of the value of my portfolio being on a roller coaster ride. Thanks to Mike Wolf, my assets are safe and sound and I never have to worry about them going down again.