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.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

I went in for a quick deposit. Andrew helped me out and he was the perfect example of how to feel…read morespecial as a customer without reaching too much. Usually when you see an employee anywhere that tries to be your friend or have a conversation, they try way too hard and it creates a weird social atmosphere. If you could fill everywhere with Andrews the world would be at peace.

I really wanted to support this bank seeing that it had low review ratings. Unfortunately there is…read morea reason as to why this bank is rated so poorly. Apparently this is the flagship branch of the area so with that said, there are higher expectations to be had. Service is poor, the staff doesn't know that there are certain accounts that can only be opened on week days and therefore will schedule your appointment on a weekend without second thought.

​​Update: I'm thrilled to share that we sold our home and purchased our forever dream home in May -…read morejust a few months after working with Michelle! ​I credit my husband for finding Michelle on Yelp, as that decision ultimately became the catalyst for achieving one of the biggest milestones of our lives. I'll never forget in one of our final sessions when Michelle said, "You could be in your dream home by this summer." Those words became a mantra that carried me through the stress and uncertainty of simultaneously selling and buying a home. Throughout March, April, and May, I repeated them often - and she was right. Today, we're living in our forever dream home and couldn't be more grateful. We're enjoying time with family​, friends​ and watching our two Labrador Retrievers swim in the pool we always dreamed of having. A huge thank you to Michelle for helping us believe this goal was possible and for giving us the confidence and roadmap to achieve it. If you're considering working with her, I can honestly say the impact extends far beyond finances--it can truly help change the course of your future.

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.

Rachel is a rockstar. Not your typical accounting service here - she's empathetic, funny, easy to…read morework with. Yeah empathy, she feels your pain and helps you through it. Plus she really knows her stuff. You should hire her. But if you steal too much of her time I'll be so pissed that I wrote this review.

The team of Rachel and Will were really pleasant to work with. I loved their support and even…read morethough we had tons of things to clean up, they were always very patient and walked things through step by step. I would highly recommend them.

Great service! Came…read morein here regarding transferring my 401k balance from previous employer to my 401k balance with fidelity. They told me that branch does investments like stocks and not retirement but the employee Lazaro helped me out regardless. I had questions on the procedure on how to transfer, I did not transfer the funds today. He provided me phone number of fidelity retirement support where I called several times. This location has plenty of parking and interior looks pretty clean. It feels pretty empty inside, like not a lot of furniture, no art work on wall, no plants, etc.

As a small business owner, if I treated my customers like they have no value, I would be out of…read morebusiness. The Torrance branch needs an accountable adult. The whole culture there is in need of a cleansing. 1. Very poor customer service 2. Appointments canceled when it suits them. 3. Shame people who aren't tech wizards 4. Rude to the elderly

Philip and his staff are very knowledgeable and trustworthy. He will combine his tax knowledge…read morewith investment knowledge to arrive at the best option for your current and future needs.

Philip has been handling our taxes and investments for years. He is smart, friendly, and…read moreknowledgeable. He's not super pushy, which means no product dumps. But, he does gently advise.

Matt and his staff have been more then helpful and are always at our disposal. We highly recommend…read morethem to all of our family and friends . They treat us as family and care about our situation.

I have nothing but good things to say about this office. Bryan and his office manager Diane have…read moretreated me like family. They are willing to answer all of your questions and are truly there to help you. I'm dealing with managing my parents' trust and its assets, and they have helped me understand and make informed decisions wisely. If you are looking for honesty and people who are easy to work with, I'd recommend Bryan Hori's office to you.

ETRADE are thieves !! Once they have your money forget it !! I have been trying for over 2 yrs to…read moreget the stocks left in a family trust. Finally I got an attorney and, submitted more proof, that was back in November. I am still waiting being told "in process." There are plenty of other online stock trades companies out there save yourself go anywhere but etrade.

This is not an official Etrade office location. The signage says "Morgan Stanley." As of August…read more14, 2023, when I dropped by, there was no Etrade signage, and there are only 2 Etrade employees at this Morgan Stanley location, often located in a back office somewhere, but these employees were not present in the office at 2pm. There also didn't appear to be a full-time receptionist at that time, from what I could tell. In any case, I was told that even if any Etrade employees had been present, they are not able to conduct transactions, and that one must call the 1-800 number to get any sort of help. I believe this listing should be updated to reflect this, as I drove all the way over for nothing. I have not been happy with Etrade online overall, so I was attempting to come by to make a withdrawal, but I will now be required to spend 2-3 business days before I can link an external account, and who knows what will be involved after that. Morgan Stanley is currently taking over Etrade services, I believe, and Etrade account funds are set to transfer over to Morgan Stanley on 9/1/2023. The wait time to get help with this simple transfer was ... 30 minutes!