"I originally started working with Terry at Laguna Financial about 20 years ago. I was impressed with his understanding of the various financial investment options and also had great access to him when I had any questions. My portfolio started out small but I started adding to it consistently.

A few years later I was introduced to Mike. He is a very bright young man that has great energy and learns real fast. After a couple of years I was interfacing with Mike as much as Terry.

These guys are smart, personable and will help you with your personal investment goals." ¹

Scott
Client, Laguna Financial Advisors

"Mike and Terry have been fantastic to work with for over ten years. Whether we have had consistency in income and financial goals, or gone through periods of change—full time school to finish a professional degree, new career paths, the births of our daughters—Mike and Terry have been invaluable to our family. With their help and guidance, we feel confident we are not only meeting our retirement goals down the road, but we are also saving and spending wisely for our lives right now! We are grateful for their expertise and have always found comfort knowing they have our best interests in mind." ¹

Steven & Katelyn
Client, Laguna Financial Advisors

"Mike and Terry have been with me every step of my investment journey. They helped me identify my risk tolerance and goals and have put together a portfolio that aligns with my investment objectives and timeline. Through bull markets and times of volatility I know they have my best interests in mind and are always available to answer questions and provide guidance." ¹

Travis
Client, Laguna Financial Advisors

"My wife and I have been benefiting from the excellent financial advice provided by Terry Anderson and his team for years. As our financial assets continued to grow we were overwhelmed by the complexities involved and we realized we’d rather enjoy ourselves and leave managing of our assets to the professionals at Laguna Financial Advisors." ¹

Craig
Client, Laguna Financial Advisors

"Mike and Terry are always very available and easy to talk to. I appreciate the education and advice they've provided. I've been encouraged to pay attention to details and further my education of finance." ¹

Lori
Client, Laguna Financial Advisors

"When I met Dug 20 years ago I was living paycheck to paycheck, having never understood nor conserved money. I made some money, and it simply disappeared into a black hole of my bills demanding, of course, that I make more money. That description basically summarizes my financial acumen.

I spent much of our first meeting apologizing for my ignorance, all of which he gracefully deflected into offering practical possibilities for my future. I left that meeting transformed, and in the more than two decades of his stewardship of my financial life, today I have means, investments, and most of all, the precious currency of confidence.

Dug brings character, expertise, wisdom, and humor to our professional and personal relationship. I add personal, because his deep caring is palpable. I am grateful to have met Dug Neville 20 years ago. He changed my life. It doesn't hurt that he's movie star handsome too!" ²

Marsha
Client, Laguna Financial Advisors

A Steady Hand in Every Season – Thank You, Dug Neville

"For over 25 years, Dug Neville has been more than just my financial advisor—he's been a trusted guide, a calm voice of reason, and someone who genuinely cares. Through market highs and lows, from the 2008 crash to my recent home purchase, Dug's advice has always been grounded, wise, and deeply human.

I'll never forget his words during the 2008 downturn: “This is when you buy—prices are low and you're still working, so you're good.” It wasn't just financial guidance—it was reassurance in a moment when the world felt uncertain. Years later, when I bought my home, Dug reminded me, “Of course you need money. You buy floors, you need stuff to put on them!” It's that blend of practicality and humor that makes him so unique.

Dug has stood by me through every season—good times and challenging ones—and I've never doubted that he had my back. He's a man of deep integrity, commitment, and heart. And on top of it all, he loves racing cars—proof that passion and discipline can go hand in hand.

I'm endlessly grateful for Dug's support and guidance. I always have been—and I hope I always will be." ²

Catherine
Client, Laguna Financial Advisors