First Visit…read more Extremely fast and easy service Both bank representatives assisted and were courteous Greeted me with a smile Highly recommend Thanks for reading

Very happy with fidelity Rancho Cucamonga Recently had an…read moreappointment with Rigo To switch investments into my fidelity account Very good person Very professional and knowledgeable Highly recommend this brokerage firm

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

Working with Jennifer and Ron was nothing short of amazing! The knowledge that we gained through…read morethis experience has been life changing. Thank you both for helping us secure our families future through the creation of generational wealth! The Fisher's

It was a great pleasure to meet and discuss financial plans with Jennifer Ramos. She also…read moreintroduced me to Jorge Hernandez who helped me with making an amendment to my Living Trust and Omar Ennabe who helped me with options on my home loan. I would highly recommend The Financial Architects firm for any financial concerns needed.

Andy Chabot is an excellent Financial Planner. He goes above and beyond to manage his clients…read moreportfolios. I have referred several of my clients to him and they have all raved about the quality of his services.

From the owner: Comprehensive Financial Planning Retirement Planning…read moreBusiness Consulting / Succession Planning Group Retirement Planning Estate Planning College Planning Investment Planning Insurance Planning Life Insurance / LongTerm Care / Disability Comprehensive asset management accounts Mutual funds and ETF's Individual stocks and bonds Domestic and foreign securities Alternative investments REIT's, Fund of Hedge Funds, MLP's Annuities Fixed, Indexed and Variable

Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.

Chad and the team provide great service. You can trust them with all of your insurance needs. Give…read morethem a call.

I have had my home and auto insurance policies with Chad for over five years now. Every year they…read moremake sure that I have the best possible rates and coverage. Chad and his staff provide awesome service and great rates. Thank you! PS I can't believe I waited this long to provide a review!

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.

Gor is my personal financial advisor. My wife and I have been very impressed with his knowledge of…read morethe market and his ability to keep us informed. We feel very safe knowing that Gor and Edward Jones are on our side. I have also, referred many of my clients to Gor and they have also been extremely impressed with Gor. Best testament to his ability and knowledge is that I have referred my parents to Gor and I know they are now in good hands. I have worked with many advisors in the past, but Gor is by far the best and I would highly recommend him to anyone looking for a competent and honest financial advisor.

Such a great company with good morale. Viviana has been my advisor for over a year now and I…read morecouldn't feel more at ease with her guidance in my financial future. She is so sweet, professional, and helpful. Trust me when I say you won't regret meeting with Viviana at Edward Jones!

I'm very thankful for my financial advisors Steve Ruiz, Yadira Anaya, Alan and Aaron Cruz at…read moreIntegrity Financial. This is a Christian based organization and their faith shows through in the way they care and treat people--with honesty, kindness, and integrity. Every time I visit the office, I'm greeted with a warm and friendly welcome from everyone which makes me feel valued. They have all become cherished friends. Any time I have a question, I can send a simple text message and they always responds. That level of accessibility and personal care is rare and greatly appreciated. Most of all, I'm extremely happy with the results of their financial advice. Their guidance has given me retirement confidence and peace of mind about my financial future. I am truly feel blessed my wife and I decided to do business with them. I highly recommend this organization to anyone looking for trustworthy and dependable financial advisors.

Very caring people. Type of care was good. Pretty good office as well. Pretty chill placeread more

​I've been with Adriana's Insurance since 2019 and have always appreciated their professionalism…read moreand friendly service. For years, they helped me find the best rates with Kemper (Infinity). However, over the last two years, my rates started climbing significantly, hitting $170/month for a car I fully own. ​When I called Kemper to cancel because I was joining my husband's policy, the agent was rude and gave me incorrect information about how to close my account. Luckily, I followed my gut and called Adriana's. I spoke with Xavier, who was amazing. He clarified that I actually needed to sign specific paperwork to cancel--information Kemper failed to give me. Xavier handled everything quickly and professionally. I'm so relieved I called them. I highly recommend Adriana's for their exceptional service and for truly looking out for their clients!

Ok mi mensaje es largo pero lo mejor que me ha pasado es haber podido dialogar con el joven…read moreJonathan porque es una persona muy profesional en customer service, y pudo darme la solución a un problema que tenía, pero lamentablemente he tenido muy malas experiencias con esta compañía, pero ahora aquí podré expresar la basura de compañía que es Adrianas insurance, estuve pagando mi Aseguranza por 8 meses y por error de Adrianas insurance que se equivocaron en un número de mi registration estuve manejado por 8 meses con mi registracion suspendida, y lo más triste es que no te solucionan el problema y solo te pasan de una persona a otra y evaden responsabilidades incluso un manager que tengo toda la información de él se hizo el desentendido y se olvidaron del problema, esa Aseguranza es lo más pésimo que he tenido yo así que no la recomiendo para nada mi calificación para esa compañía es