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Testimonials Reviews & Tips

Cliff & Terrie S. CPA Anaheim,CA

It is an absolute fact that the tax business is going south, and it will continue to go south in the upcoming years. Take our firm for example. In two short years, we went from having 700 clients to h [...]

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Kenneth D. Fountain Valley, CA

“With 18 years in the Wealth Management Industry on both the retail and wholesale end I know the value of having trusted and dependable partners. Table Bay Financial has exceeded all of my met [...]

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Charles M. New Orleans, LA

“Soon after discovering my wealthy client had an estate tax issue, I turned to Barry Bulakites and Eric Sulzinger with Table Bay Financial for help.  Barry and Eric put together a life insuranc [...]

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Charles K. Auburn,CA

Many observations over several years prove to me that the Table Bay Top Gun program helps financial advisors move to the next level of productivity. What observations, you ask? Many fellow financial a [...]

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