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.

This was our first time using a fee-based financial planner and we're so happy we found Lysa. It's…read morebeen a fantastic experience and so worth the money. Lysa helped us get all our current finances in order, plus we now have a great game plan for both our short term and long term financial goals (college, home, retirement, etc.). The "homework" she gave us between sessions involved tracking expenses and setting up new accounts, and she made it all so easy. And on top of all the helpful advice she provided for our personal situation, she also gave us amazing referrals for another family member needing some tax and medical insurance advice. Highly recommend!

I was searching for honest and trustworthy financial advise. I feel like I more than found it with…read moreLaurel Terrace Finance. Lysa is patient and straightforward. Fairly priced. She takes the time to understand your particular circumstances and truly seems to have your best interest in mind. I feel like I've gained a true asset in having her guidance.

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.

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!

Got a meeting in with Alec and received a literal wealth of knowledge shared with me on steps to…read moretake to invest in my future as well as my son's. I appreciate the honesty and transparency from Alec as well as the step by step process he shared with me to reach my goals. If you're wondering who to speak to on investments that your current/future self will thank you for, reach out to Alec. Best to get started sooner rather than later. Thanks again Alec!!

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!

First of all I found Sanaz Law Firm on line and picked up the phone and end up talking to Chris. I…read moreinstantly knew I made a right decision. From there on I was communicating with Sanaz thru him. I have to say Chris held my hand all the way thru this process. I am deeply grateful for finding such a compassionate human been. I wasn't in good place but they made me believe that I will make it thru this. Thank you Chris and Sanaz for pushing me through!!! I highly recommend Sanaz Bereliani Low Firm because working with them was pleasant and they deliver every time!!!

I am so grateful I was referred to Sanaz Bereliani. This review is a year overdue because I was in…read morethe Eaton Fire...but I gotta make the time to give thanks before the year is up!!! From the start, Sanaz assessed my situation and addressed my concerns. Once she determined my case could stand on solid ground, she gave me clear directives on what to do and what not to do. I followed these and I felt empowered. Next, I went to work with Chris Ugarteche to prepare my paperwork. I initially filled some of the paperwork out incorrectly and Chris immediately caught this and gave me guidance. Chris has incredible patience, communication, and he knows his stuff inside out. He saw me through this novel experience with empathy. When I appeared before the judge via Zoom, I was at peace knowing that all the i's were dotted and all the t's were crossed. My case was resolved seamlessly. I only wish I had done it sooner. Sanaz's practice is busy. There were some days where I craved an update so I proactively emailed. Sanaz and Chris always responded to me quickly. I could not ask for more. Thank you Sanaz and Chris for the meaningful and life-changing work you so expertly do!

Very happy and I didn't think the company will get my score up this high. From 529 to 801. Took 4…read moremonths but that was unreal. The debts he did for me were pretty big and I didn't even ask them to do it. Great credit repair company will recommend for sure I think they are honest and a fair price.

Wow I'm impressed! After having a company ruin me Edward and the girls really got me up to 786 in 7…read moremonths and saved me so much money. I thought was going to get sued but I'm so happy he took care of it and my credit report and scores all at once. The amount of money saved was around 17000. Very happy and recommended

I had an in depth meeting with Sam Rad yesterday and I feel compelled to write a review to reflect…read moremy experience. With regards to seeking advice from a financial advisor, the most important aspect to me is trust. I have found that Sam is someone that has a very high level of trust and truly cares about helping other people. I had been scheduling meetings and doing research; Sam was the first to respond and he always held himself to a very high level of professionalism. I, myself, am a CPA, and I found that Sam was very knowledgeable. I look forward to working with Sam because I truly believe that Sam puts his clients' needs first, giving honest, insightful, advice in a manner that is easy understood by someone that does not have a degree in finance. Thank you, Sam.

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.