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!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

I have worked with Schwab for many years and had a wonderful experience today. I am away from home…read moreand happened to be next door to a Schwab office in Cincinnati, Ohio. I walked in, without an appointment, and asked if an investment advisor might be available to assist with a specific question. I waited five minutes. The advisor was outstanding. He was knowledgeable and thorough and answered almost all of my questions. But even more importantly, he told me that there were others at Schwab who were even more knowledgeable about the most detailed and nuanced elements of my question. He set up a call for me from one expert, which I received soon after. That advisor was even more helpful. I feel totally prepared.

The worst company to invest with. Be very careful, and buyers be aware. Trades don't execute as…read moredirected.

Very frustrating experience. They caused a financial loss by forcing to sell stocks, which happened…read moreon the downside. Justification was...you know, Sir.... we just changed our internal policies and overseas customers cannot trade with us anymore.

I appreciate your helpful customer service department. Thank you for picking up the phone. The…read moreservice is great. The cost is fair. I love the personal touch.

Horrible experience! First it was a nightmare transferring in. Now they won't give me my money…read moreback. I am trying to wire my money back out but have been unsuccessful. Paperwork done correctly, they just refuse to do it or are grossly incompetent or understaffed

Merrill lynch has failed the self directed investors!!! By dropping their ICE platform and…read morereplacing it with a underrated platform, has caused serious disruption on trading activities!!!! I will gradually transfer my accounts to possibly Etrade or elsewhere!!!!!! It's a shame! Because their agents are excellent in every way..

Not sure if Sam is still practicing- he seemed to know his business, but after losing a significant…read moresum of money for us on a bad investment (ended up being a real estate ponzi scheme) he left the country and went to Mexico- Not making any part of this up- and we could not get ahold of him. We have a new advisor now- finally someone from his "office" called us but it was a really bad experience overall.

Met Sam at a WLA class on social security Medicare. I was very impressed by his knowledge so my…read morehusband and I booked an (free) appointment with him for retirement advice. We had been talking to 2 other advisors also, but Sam really got into the numbers and walked us through it all We have met with him quarterly, and each time I come away feeling so much better about the life changes we are making. Thanks Sam!

Excellent customer service. I came here to roll over a 401k from a previous employer, and I must…read moresay the rep was very helpful. A plus, they validate for valet parking.

The website is constantly down. They are getting better, but this has been going on for a month,…read morepreventing me from making any trades unless I call in.

I've been living in a Pacific Investments building for the last 3 years. The owner is the nicest…read moreand best landlord I've ever had. Repairs are done within hours and the building is well-maintained. Too bad there aren't more landlords like him!!

The best landlord & property managers ever! The company…read moreclearly demonstrates a 5-star customer service, and sets a good example of how a property management company should be. Pacific Investments is truly the best of the best; Way to go! Keep up the good work!

Marcus is a top-notch professional who I trust with all my finances. He actually takes the time to…read moreexplain your options and thoroughly reviews your investment goals. He offers advice, but truly listens to what you want and need. He is patient with people, like me, who are pretty helpless when it comes to understanding stocks, mutual funds, longterm vs. shorterm investment benefits, ect. He is able to explain the market to you in a way that is not condesending. I recommend Manor Ridge Wealth for anyone who wants to place their money in the hands of people who truly care about your investment goals and who you can trust to always have your best interests at heart. At this point, I wouldn't trust my money with anyone else.

Marcus and his partners helped me with my retirement plan. These guys are top notch and I entrust…read morethem with my hard earned money. I am not very savvy when it comes to finances, investments and mutual funds but I was able to have a better understanding once the group demystified the entire process for me.

I don't leave reviews but I have to in this case. I was referred to ACap by a true friend. After…read morespeaking with Ara, I cannot begin to describe the hybrid feelings of safety, gratitude and confidence. Safety as in ACap is a place where you will be safe financially. Gratitude in that I feel treated like a family member. And confidence that my ongoing financial literacy and growth as an investor is headed in the right direction. You need to be prepared and don't waste time. If you are, then ACap will provide you with a true partner that will help you grow financially.

Marina saved me this tax season. I had the same tax guy for 20 years and he retired unexpectedly so…read moreI had to find someone fast. I reached out to ACap a few days before my taxes were due and she helped me in a matter of hours. I'm very grateful to ACap and will continue to use and refer them.