I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

OMG. Went in here with my girlfriend to transfer her mother's account to her name as she was the…read morebeneficiary. So the incompetent person who was helping us, put me as the beneficiary to the closed account and not my girlfriends. I could understand why they have a low rating.

Very rarely do I need to go into a branch because I do most of my business with Fidelity online…read more First time I went into this branch. Way way easier than going to the Fidelity branch in Century City - parking there is ridiculously expensive. A young man named Brogan helped me do a transfer I needed done quickly. He got on the phone with both Fidelity and my other brokerage to confirm everything I had filled out on my form was how they needed it. And then he even followed up leaving me a message the next day to let me know the transaction had gone through exactly how I needed it. Thanks Brogan! Your help was phenomenal!!

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

The online application process requires a home residential address for the applicant, which I found…read morediscriminatory to those who have non-traditional living arrangements reliant upon Postal Service boxes. Think of homelessness in terms of those people who travel and navigate. Design your business in a way that respectfully acknowledges and supports the individual client who may be perceived as having less traditional goals, but whose choices might nevertheless bring insights and ingenuity to your client base. Encourage this significant part of the community to organize both their savings and their investments to achieve that. It was communicated that they are only opening accounts online, and that a only soft credit check is done. I also learned that a self-directed account without margin is free without any minimum $ to open, with the robo algorithm available at a minimum of 5k, with a Certified Financial Planner option for $300 to join, and then $30 monthly thereafter. I chose to stop my submission of my application to Charles Schwab only because of the use of the odd phrases "Transparency" and "Sweep Banks."

Good luck getting an appointment with these people. I went online to request one, but that email…read moresent has gone unanswered. The phone call to this Santa Monica office went to someone out of state that I had to practically beg to help me. They claim a voicemail was left, but so far that hasn't been returned either.

He really cares about his customers and is genuinely in the business of helping people. Would…read morerecommend him to anyone. Trustworthy and extremely knowledgeable glad to I came to him to help with my finances!!

I'm pretty new to the idea of professionally managing my money, I called around plenty of places,…read morehowever, none of them were as helpful as Daniel has been. He is a natural at what he does. He is honest and straight to the point, but also friendly, which is really important for me. I think it's really important to work with someone who has your best interest and is considerate as much as he is relatable, especially when it comes to dealing with my money. His advice really helped me to kickstart my financial journey.

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

Robert has an incredible ability to get straight to the heart of the matter…read more When we first met, I was facing major challenges and I remember being asked this one (of many) powerful questions: "Does your life work?" My answer was no! With his guidance, I transitioned from a broken business built on sweat equity and no pay to a life and business focused on what truly matters--creating real results, wealth, and success. Attending his group workshops and one-on-one sessions was a game-changer. The workshops provided fresh perspectives and personalized feedback for all participants, while the one-on-one sessions gave me clear, actionable steps. If you're ready to do the work and create a life that works, Robert Chun at RSC Business Group is the coach for you.

Working with RSC Business Group has been so helpful! I was skeptical before meeting with a company…read morewho purports to know how to grow my business (especially because I work in a less common field), but after just the first meeting, I started to benefit. From working together, they have 1) given me simple, powerful direction, allowing me to take small steps that would make big changes, 2) saved me time and resources by directing me away from mistakes I might have otherwise made, and 3) motivated me to take necessary steps I had been pushing off. I found great value working together.

Rob Jupille at RTJ Financial is exactly who you should be looking for in a financial manager. He is…read morehonest, knowledgeable, and conscientious. His integrity is immediately apparent and his easy going style makes you feel comfortable discussing all aspects of your financial situation. Rob doesn't just trade stocks or look for deals that give him some financial reward. He genuinely looks out for your best interests. He asks a lot of questions that help him understand your current financial situation and where you want to be in the future. He also brings up many important financial safeguards you may have overlooked or not known about. I finally feel my money is in safe hands.

I've known Rob for many years and whenever I need financial advice, I don't hesitate to run to him…read more I love the way his business model functions. Instead of worrying about some other financial adviser pushing his own agenda, to put money in his pocket, I know that Rob has only my best interest in mind. He is a fee based adviser which means he is free to recommend any product that best fits my needs and he still makes the same fee. Of course, this would mean nothing if Rob weren't also a wealth of knowledge about his field. Finally, he also has many useful financial related contacts (for example - Banker, broker, accountant, residential and commercial realtors, architect and builder) I recommend if you need investment advice, that you feel comfortable calling Rob to see if he is a good fit for you.

Los Angeles is filled with professionals who brand themselves as being the best. In a city of this…read moresize and constitution, it is difficult to differentiate the good guys from the rest, especially within finance. Usually I reserve my Yelp energy for local restaurants or shops, but Miracle Mile deserves a shout out. I have been working with Miracle Mile Advisors, specifically Duncan Rolph & Sara Rajo-Miller, for quite some time now. As a banker, I am careful as to who I do and do not introduce my own clients to. However, now that I have gotten to know the team, I know my clients will be in good hands and I have made several referrals to Miracle Mile. The team operates with professionalism and transparency, things that I place a high value on in my own practice. If you are looking for an a new advisor, I highly recommend giving them a call.

Miracle Mile is the real deal. They have a cohesive team of financial advisors that are both…read morecommitted and honest. One of the most important qualities in a wealth manager is their ability to tell the truth, without any sugar coating. I have worked with my fair share of advisors and can bluntly say that Miracle Mile takes the cake. They will lay out your finances in a way that makes sense and take the time to create a plan that will get you where you need to go. Give them a call.

Free gold and silver! I called in, and got a FREE gram of…read moresilver (worth maybe sixty whole cents!) and 1/20th of a gram of "gold" stamped into a fake dollar bill. Score! After seeing the alarming commercial on television, I called Lear Capital to request an investor's packet. These guys give semi-outdated information about precious metals on their commercials, with misleading charts and alarmist info about how the Chinese are coming for your retirement portfolio. Precious metals have always been extremely volatile as an investment vehicle, with tremendous risks. However, metals can be used to diversify, as they are seen as a hedge against a weakening dollar. I called Lear, and spoke with a nice guy who was able to explain how the program works. Basically, you buy gold, and can take possession of it, or have them hold it in their vaults. The representative assured me that they do not rehypothicate your gold held in their possession. The commissions seem to be very high, especially when compared to other investment vehicles. But at least you can hold your investment, unlike a stock or a bond, which are just numbers on a spreadsheet somewhere. The coins look nice! Gold is a refuge for flighty investors who are freaked out about the world order. People that invest all their money in gold should probably have their heads examined. When you own gold, you're just betting on fluctuations in value. Gold can't improve, or pay dividends. It just sits there looking pretty. Sure, it'll always have value, as it always has, unlike stocks. But stocks in corporations can pay dividends and grow. If you sell gold at a profit, of course you're going to pay capital gains taxes (and commissions) on your profit, when you haven't actually gained any gold. Ugh. The investor packet was over nighted to me in a Fed Ex package, and looked all kinds of professional.

Today is the third time i bought gold coins from Lear Capital. My sale person was Dmitri Koonce…read morewith excellent customer service , knowledgeable and helpful. He explained all the details clearly. I highly recommend Lear Capital. I choose them because they are number 2 on the top ten companies. Happy and satisfied 100%.