Client Testimonials in Orange County

How We Help Clients Feel Understood, Supported, and Prepared

When we ask clients for testimonials, we keep it simple and consistent. We ask about their experience with how we bring wealth, tax, and estate planning together under one company, and we invite them to share anything they’ve especially loved or appreciated about working with us. Below, you’ll find their responses—in their own words.

The quotes that appear below are unpaid testimonials that were provided by current clients of Chatterton & Associates (“C&A”). The quotes relate to two specific questions that were obtained through an optional survey provided to wealth management clients with $500k or more in assets under management. Clients who provided testimonials were expressly asked to approve their quotes prior to use. Testimonials represent client quotes given within the past two years. Clients were also asked to provide a photo of themselves to include along with their testimonial. This request was optional. Readers should not view quotes with photos differently from those that do not contain client photos. Our method of collection can potentially bias responses in a way that is favorable towards Chatterton & Associates (“C&A”). All testimonials obtained through this survey are available on request. No compensation, either direct or indirect, was provided; may not be representative of all client experiences; no guarantee of future performance or success.

I appreciate everything. Although I can call and do a lot over the phone, I’d rather come in person.

My past advisor would reach out to me once a year, so I appreciate that Ash checks in with me quarterly. Time goes by, and you can forget things, so I’m glad Ash revisits with me.

Chatterton is so convenient and so well-tuned. They are in touch with one another and can complement each other’s actions, especially in tax and wealth. It all just melts together quite conveniently.

At our last financial firm, we didn’t have any future. The people in the office were just there to dial a phone number. No planning or accounting for taxes, and we were left high and dry. When we met with Chatterton, we were impressed. We took a step back, reevaluated, and signed up. We’ve been happy ever since.

I thought I found myself in jeopardy of losing a lot of money. Rob and Teresa were able to figure out a way to stop that from happening. When I was in a dire situation, they came in told me they can handle it, and I was shocked and said to myself this is just beautiful!

*This quote refers to estate planning and is not related to specific investment advice or client performance.

I like how you put the seminars together. I’ve learned a lot of things from the seminars. You know what’s going on around the world, what’s going on in the market!

I can pick up the phone and speak to Patrick, I can speak to Ash, and even the girls say hello!

Now that we’re older and it’s more difficult for us, combining things over to the wealth management has simplified things. Eric has made it to where we don’t have to worry about things; just say it and he takes care of it.

Eric and David have been wonderful. Your staff has been wonderful. I can’t think of one thing that was handled in any way that wasn’t professional and positive.

With Chatterton, it’s all right there when they pass it on. It’s not one big group of people. There’s no real division between them that I see. It’s just everybody working together with one of them having a little more expertise in a certain area than others.

One thing that’s made you guys successful is your knowledge. We haven’t asked any question that we couldn’t get an answer to. We’ve been very, very happy.

I know Kyle talks to Justin, from tax , and I’ve seen a lot of integration in it. I trust that, and it helps a lot.

Everyone is so friendly, so helpful, they make sure that I know what’s going on, and they allow me the opportunity to ask any questions I want.

I just appreciate the fact that everybody is welcoming and friendly… I’ve been with several different advisors—Rob, Kyle, and now Arrash—and I feel free to ask any questions. They’ve all been very forthcoming.

It’s phenomenal. I’ve used all three services… My tax person knows all of my information from my wealth person… In terms of the legal aspect of my trust, the three of them are aware of who my beneficiaries or heirs are. It’s perfection.

The quotes that appear above are unpaid testimonials that were provided by current clients of Chatterton & Associates (“C&A”). The quotes relate to two specific questions that were obtained through an optional survey provided to wealth management clients with $500k or more in assets under management. Clients who provided testimonials were expressly asked to approve their quotes prior to use. Testimonials represent client quotes given within the past two years. Clients were also asked to provide a photo of themselves to include along with their testimonial. This request was optional. Readers should not view quotes with photos differently from those that do not contain client photos. Our method of collection can potentially bias responses in a way that is favorable towards Chatterton & Associates (“C&A”). All testimonials obtained through this survey are available on request. No compensation, either direct or indirect, was provided; may not be representative of all client experiences; no guarantee of future performance or success.

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