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!

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.

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!

Peter with Numerics has been consistently professional, responsive, and knowledgeable in every…read moreinteraction. He communicates clearly, take the time to answer questions, and offer thoughtful insights without being pushy. And he has also provided me with really solid advice as a small business owner, particularly with strategies related to real estate. It's clear they know their stuff well and genuinely care about helping people make informed financial decisions. Highly recommend based on my experience.

I went looking for a new CPA for my, and my spouse's, personal and business taxes for 2025 and…read morestumbled upon Peter. While I got many referrals for other CPA's from friends and family I am so happy that I followed my gut and went with Numerics and Peter! He is so incredibly knowledgeable, helpful, and thorough. Taxes is always such a stressful thing annually, but to have someone on your side that you truly feel knows their stuff really put us at ease. I would recommend Peter to anyone and everyone and hope to continue to have him help us as long as he'll have us! Such an amazing CPA, hands down.

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.

Went to drop off sizable check and was greeted professionally and helpfully by Pravneet who quickly…read moretook care of the transaction in a comforting efficient way in matter of minutes. Gave me receipt and copy of my check and validated my parking and left me with a great feeling for this branch and their protocol

I opened 4 accounts at Fidelity at the end of July 2025, transferring about $4M of funds from…read moreSchwab. A reason I did this was Fidelity's promotion. I got a $2,000 promotion bonus for transferring these funds. I expected competent brokerage services from Fidelity, On 11/10/25, my accounts were hacked. A WROS account was added for someone from Idaho, along with an attempt to transfer $45K from another account's money market funds. In response to this attack, Fidelity closed my accounts & opened new ones. As far as I know, Fidelity did nothing to refer the scammer whose name and address were on the scam account to the police or FBI. I hired an IT professional & began doing everything recommended: Changing passwords on all financial & email accounts, adding & replacing "authenticators" &/or "two-factor authentications" on all financial/email accounts, checking and deleting any hacker-added filters to my email accounts, etc. On 11/14/25, before I could even complete all these recommended security measures, another Fidelity hack occurred. In response, Fidelity overreacted, not only closing my then existing accounts, it locked me out of all of them, demanding a phone call. In that phone call with two Fidelity reps, I was bullied, reprimanded, and threatened that if I did not say the words "I promise to professionally clean all devices," & actually have this done to Fidelity's satisfaction, I would not be given access to any Fidelity accounts. You know, the accounts with MY MONEY in them. The accounts I told the Fidelity reps I had already taken steps to protect, & was in the process of taking further steps, when the 2nd attack happened and Fidelity locked me out and prevented me from completing more protective steps. I don't know if Fidelity reps talk to all its customers this way, or just to women, just to any customer who's only got $4M in assets deposited with them, but it's clearly inappropriate. I responded with my own threat, that if Fidelity didn't want me as a customer, there were plenty of other brokerages, & I was sure I could find another brokerage which would value me as a customer. The Fidelity rep then restored my access to my newly created accounts. But frankly, at that point, the damage had been done & I was fed up with Fidelity. I continued to experience this sub-par & even offensive & discriminatory service til May of 2026, when I was still getting statements for the closed & fraudulent accounts even though six mos. had gone by since the two ID theft incidents occurred. Fidelity was unable/unwilling to close the fraudulent/hacked accounts. After ~6 months of Fidelity not managing to reconcile and close the fraudulent/hacked accounts, I called on 5/1/26 & spoke with a "retirement" rep to ask why I was still getting statements for the fraudulent WROS account which still had a $-.05 balance, going on 5+ mos. at this point. I spent an hour & 12 minutes on the phone with this person, who put me on hold repeatedly while trying to get answers. He told me the following nonsense: 1) "Fidelity doesn't close accounts" (obviously false) 2) I could "hide" this statement online (actually not possible); 3) the only way to close this account with a negative $.05 balance was to transfer $.05 from another account (?!?!?); and 4) the reason this account could have a negative balance is because "of a dividend coming in after transfer." He kept repeating this "dividend" BS, & the final time he returned from a long hold, said "we're going to close your account, but I can't tell you when or how." A few minutes later I got a call from (817) 722-9727 and was told the account had been removed & I would no longer see it displayed on my Fidelity page. This was true: the scam WROS account had finally been removed, proving the guy who kept me on the phone for an hour & 12 minutes spewing falsities had completely wasted my time. Infuriated, I then sent Fidelity a message, attaching my 3/26 statement for the WTOS account with a balance of $-.05 documenting this fiasco. Six days later on 5/7, "Tracie C." responded, acknowledging Fidelity's inappropriate threats and incompetence. She wrote "The fraudulent Joint account opened on 11/10/25, and the additional fraudulent login on 11/17/25, indicated security concerns with your device. To further protect your accounts, Fidelity asked that you have your device professionally cleaned to ensure there is no malware active on it. The fraudulent Joint account was removed from your profile on 4/30/26, after your phone call with our representative was further escalated with our Fraud team. We truly apologize for the frustration and inconvenience caused by this phone call and assure you that the relevant parties have received feedback to prevent similar situations in the future." Again, I was not "asked," I was threatened. Again, the scam account wasn't removed after 5 months or on 4/30. It took 6 mos. & a protracted call with a rep who gaslit me for over an hour.

Its really true what they say, u need a professional with experience and the right knowledge to get…read morethe job done. I tried everything, but those online "credit experts" are just bs. This company knows FCRA laws inside out and gets it right the first time. Hige thanks to Edward at Inexia Credit repair for outstandinf work! He went above and beyond, taking my credit from 520 to an impressive 754. Honest dedicated and results that amazed me. This company is the real deal - highly recommended

Best investment I've made so far. Eduard was very helpful, knowledgeable, and actually delivered…read moreresults. He was able to remove a collection, a few hard inquiries, and guidance on paying down my debt. It's only been about 6 months and my score went from 518 to 724. I've recommended them to close family who are in the same credit situation as I am. I really can't thank you enough for helping me get my credit back on track.

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

From the owner: 850Above Credit Repair Services helps individuals and businesses improve their credit scores by…read moreremoving negative marks, such as late payments, inquiries, collections, and bankruptcies. Our team works directly with Equifax, Experian, and TransUnion to resolve credit issues efficiently. We also provide expert assistance with SBA loans, business loans, and tailored credit solutions, including business credit lines and personal accounts applications. With years of experience, we offer personalized, compliant plans to help you achieve financial stability.