Todd Burton was a huge help today at the Woodland Hills location. Very patient and understanding…read more He went above and beyond to help me when I was struggling to get the information, I needed from the Iphone app. He was quick and efficient. Even when other customers came in and a line formed because of me, he showed great customer service and while I was looking up information, he asked the people in line how he can help them. That showed awareness and ability to multitask to take care of customers properly. Thank you, Todd!

This branch has gone down hill. The best people left. Also, their online systems crash way more…read morethan they should. Smaller firms have more reliable systems.

Amazing management, proactive and ethical. Always reachable, very responsive. We have done very…read morewell. Enjoying a comfortable, worry-free retirement thanks in no small part to VS Associates.

We have had nothing but regrets in our dealings with VS Associates. We had insurance and some…read more401Ks with them, but moved them elsewhere when we were shown that these products weren't even performing in the top 30% in their category. After my wife's father died, we began to try to sort out his finances, which were managed by VSA. Our financial advisor was astounded by the contents of the portfolio: "My company wouldn't allow me to offer these kinds of products." It was filled with all kinds of high commission, low return REITs and other items which were inappropriate for an aging retiree. My wife set up a meeting with Mr. Scott accompanied by our financial representative, specifically to address our concerns. Upon arrival, it turned out that Mr. Scott refused to meet with our advisor, but came out of his office at the end to take my wife aside and insult her. Our subsequent phone calls to the office for help in attempting to liquify the holdings were either placed on permanent hold or treated with nasty contempt. Working with our current financial advisor, we have spent the last five years trying to wrap up the Estate. Truly, isn't this all your worst fears realized? You set aside money to retire and hopefully pass on to descendants, and you find out that not only did it under-perform for you, but it over-performed for the salesman. But you're smarter than that, so you look into it, and discover the above scenario, and want to discuss it with your agent. Sorry! We won't see you! How dare you question us? Who the hell are you to question me? And good luck trying to straighten this out on your own! Especially since we won't help you anymore! Let's review: * Low performance for investor * High commission for agent * Does not stand behind their work * Doesn't care what you're comfortable with * Happy to insult you when caught red-handed You work too hard for your money to give it to the Monopoly guy. Don't use VS Associates. You can't afford to.

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.

Went on Friday 06/26 to roll over my 401k from Walmart. Topanga Blvd. location…read more Paul and associate was so professional and polite. He took care of my transaction and I do appreciatiate his help. Good luck with your golf game. Thanks JCM

Actual branch: Hit or miss the knowledge level of who helps you. What I have found disturbing is…read morethe lax security on my account. I have had to ask a representative to close out of my account prior to leaving they left it on the big screen. What the hell? They just got sued for a data breach. My last in person visit. The representative couldn't open a roth for me so i could have pretty much saved myself a trip and done it on my own with a representative over the phone which is what i did while in the branch. The rep was in the room with me and we had to call the fidelity customer service line. I guess he was good as far as answering questions while in the room. Again not comfortable how lax everyone seemed to be with my account. What really bothered me was i caught the guy looking at my chest. Made me really uncomfortable and doubt i will go back to that branch due to that. Now I will review the service over the phone and their preditory marketing practices. I have received numerous calls from their reps saying they have looked into my account and want to discuss my investment options. This is insane. So anyone can look into my account from fidelity with sensitive info. My privacy is being violated. I have asked to be put on the do not call list and i'm still getting calls followed up by emails that I haven't responded. The poor judgement makes me not trust them with my money. I'm very disappointed with them. They don't take privacy seriously and feel like they can borderline stalk clients which is what i feel like. Like i'm dodging telemarketers i don't want to deal with. It's harassment!

Ron is a very trustworthy person to work with. He helps you in everything he can. He even goes out…read moreof the way to help you. As he wants you to be happy.

Crook! Do not invest with this guy, Ron Freeman. He will find a way to keep your money and take…read moreland back. All my money went to waste.......he's unprofessional, creates new contracts and lies on statement, payments made do not reflect and he talks like a narcist, he is never wrong and will get unprofessional. No real estate license! This guy is a scammer!!!! I'm filing complaints with all 3 states, CA, NV, AZ

I was there around 1pm last week and line was somewhat long, but as soon as I was called "Quest"…read moregreeted me with a smile and was apologetic about the wait, which I didn't really mind. He handled himself very well, I was impressed specially with the small talk that we had, it seems like that time flew by after he help me.

We have been banking with Logix for several years, and our past experiences have generally been…read morepositive. Unfortunately, a recent interaction at the Woodland Hills branch was deeply disappointing. In December, my husband visited the branch to deposit the second of two large checks of very similar amounts. After looking up our account, an attendant took the check away to consult with a manager (initials G.B.) without providing any explanation. When the manager came over, he did not introduce himself or explain the situation. Instead, he abruptly asked, "What's up with these checks?" His tone was condescending and inappropriate. The interaction was upsetting enough that my husband later chose to address it directly with G.B., giving him the opportunity to apologize. G.B. claimed he did not recall saying this and stated that they use "certain standard verbiage." He offered an apology only in the form of being sorry that my husband felt offended, without taking responsibility for his conduct. We strongly disagree that "what's up with these checks" is acceptable or standard language to use with customers. At a minimum, the manager should have introduced himself, explained the concern, and allowed my husband the opportunity to respond. A few days later, my husband contacted Member Services to report the incident. The representative agreed that the treatment was unacceptable. However, it has now been two months, and we have received no follow-up from the bank. We expected, at the very least, a letter of apology and some indication that the issue had been addressed. This experience has significantly diminished our confidence in the level of professionalism and customer care at this branch and with Logix.

Leap payments is best company, they have the best rate and the best customer service.read more

Was overcharged at a restaurant that uses Leap Payment as a merchant. Called Raymond from Leap…read morePayment to check the status of the refund of the overcharge. He said he had sent it back but I never received it. Raymond said "can't do anything I'm not going to repeat myself" and hung up on me. Unreliable merchant and horrible customer support.

In the past two years, I have consulted Mr. Fazel Mostashari, dental CPA regarding my dental…read morepractice. It has been my impression that he is not only a great dental CPA, he is also a very knowledgeable, helpful, and kind individual. I would highly recommend him to any dental colleagues for accounting, consulting regarding buying and sale of a dental practice. -Dr. Alex Farnoosh, Periodontist, Beverly Hills, CA

Fazel is truly a gem in his profession. He is…read moreknowledgeable, resourceful and professional with a kind spirit. I highly recommend Fazel to any dental professional or practice owner looking for financial consulting and other financial services.

GoldenCrest Metals made investing $40,000 in precious metals for my IRA simple and stress-free…read more Their representative, Charles, was attentive and provided top-notch service. Charles took the time to explain the investment process and helped me select the right metals for my portfolio. He was patient with my questions and ensured I felt confident in my investment decisions. Thanks to Charles and GoldenCrest Metals, I now have a portfolio that includes precious metals. I highly recommend GoldenCrest Metals for their exceptional service and expertise in precious metal investments

From the owner: Founded by industry veterans with over 20 years of combined experience, GoldenCrest is built on…read moreintegrity, transparency, and competitive pricing to empower investors of all skill levels to reach their financial goals with precious metals. Start building your financial legacy today. Contact GoldenCrest and discover the advantages of investing in precious metals.