Alec P. Tuckman was very knowledgeable with the information. He was able to talk me out of…read morepotentially unwise financial decisions but and giving me great advice for my situation and my goals. He was also very flexible at rescheduling when I became ill during the time of our first appointment. Will definitely recommmend!

Alec was very quick to respond and willing to answer my questions, no matter how basic they were!…read moreHe gave great applicable advice during a brief phone call. He is very quick and seems to be knowledgable, I would definitely recommend reaching out for his perspective and advice!

I was super careful about finding the right financial advisors who I can trust and who can make my…read moremoney grow. I have been very happy working with Stephen and Matt so far. I was initially drawn to them because they are fiduciaries. I really like how they break the stock market down for me and make all things "financial" easy to understand.

I am consistently impressed by Stephen's professionalism and enthusiasm for his work. Stephen is…read morededicated to providing his clients with excellent service and he is always well-prepared. He is committed to providing his clients with all the information they need to make decisions for their financial future. He wants his clients to succeed and that is clear in how hard he works to help them reach their goals! If you'd like to get a better handle on your finances and investments, you need to contact Stephen right away!

I was interested in moving over from Chase to Schwab at their Encino Branch. Filled out and…read moreregistered for an account online and requested a follow up appointment. One of their advisors (Brandon Floyd) responded back saying how interested he was in working with me. Just requested all the usuals. income, worth, expenses and said he'd get right back to me. A week later I followed up asking for at least a response if no longer interested. Nada, nope, nothing. Just ghosted me. So 9 days later I messaged them through their main site for a call back. I explained that I talked to Brandon but he disappeared but was still interested in setting up an appointment. Was still thinking it must have just been a one off. Maybe Brandon had an accident or something. Again no response. So unprofessional but glad I dodged that bullet. I can only imagine trying to get their attention if this is their M.O. for new clients.

While bunch of unlicensed clueless kid working and gambling with your money.Went there to open a CD…read moreaccount they got my cashier check and deposited into the account and they told me go online and call customer service and they will walk you through to open the CD today.I went on line and called they say you have to wait 15 days without interest for the cashiers check to settle!Go figure!I told them I want my money back I don't want to wait 15 days and not earning interest.They had me call my bank where i got the cashiers check several times and bring Schwab on line at the same time to get different info from my bank .I have waisted several hours today and still not done my money is in the air.They said tomorrow Schwab supervisor will reach out to let me know when I can get my money back.Do your self a favor and go somewhere else where agents know what they are doing. Never will go to them .Stay away .Don't risk your money and sanity.

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

I have been an extremely satisfied client of Kaplan Financial Planning for 26 since 1990. Since…read morethat time, the advice Robert Kaplan has given me has paid off well especially now as I enter retirement. When it comes to financial planning, Robert Kaplan is smart, knowledgeable and trustworthy. His advice is solid and he has you, the client, in mind at all times. He doesn't waste your money. Nor does he promote financial tools that line his pockets. He suggests investments that will work for you in the long run. In addition, Robert Kaplan is personable, kind and highly competent. If he tells you something, you can take it to the bank.

From the owner: Financial Planning, Wealth Management, Disability and Life Insurance for the medical communityread more

Credit law solutions helped me purchase my home and get my score to where it needed. I highly…read morerecommend them. I will be contacting them soon for some more help.

I called to let them know hoe unsatisfied I was with my Case Manager never answered the phone and…read morewill keep sending the same few inquiries as "Satisfactory" but nothing else and I have spend over $700 for really just few inquiries. They stop helping me, but continue charging me when I called I got promised by Vice-president of the company to personally work on my credit repair and to not pay for the month due to the inconvenience, once I hanged up the phone that was all lies, he never do anything but lie and even answer the phone no more.

Maral has been my banker for many years .., she has made my banking experience amazing .. it is a…read morepleasure having a go-to individual that get things done and done correctly. She is an invaluable asset !

Alina the branch manager was extremely helpful right off our first meeting. She was very attentive…read moreand listened to all of our needs, in no time we had built a relationship with everyone at the branch also Gayane was very knowledgeable about business banking and was able to assist us. Thank you all so much!

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.