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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

Zachary helped us in a big way - accommodated a last minute call and appointment, + had a good…read moresense of humor and genuine empathy. Highly recommend coming here for your banking needs.

Answer phone for one - no more robots…read more Not keeping me from accessing all my accounts for the past few weeks for no explainable reason Resolve this access issue NOW I have called over 10 times in the past 2 weeks I have faxed everything you requested 2 times One excuse after another....never the same excuse. Very, very disturbing. I have spent hours on this and nothing is resolved. It is 100% incompetence. You cannot email, you cannot fax, you cannot talk to the same rep. I have repeated myself a lot.. I'm still waiting for access Today is 6/5/2026 I'm continuing to monitor and i just need 1 human to resolve whatever technical malfunctions Charles Swab is experiencing with clients. #schwab

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.

Met Sam at a WLA class on social security Medicare. I was very impressed by his knowledge so my…read morehusband and I booked an (free) appointment with him for retirement advice. We had been talking to 2 other advisors also, but Sam really got into the numbers and walked us through it all We have met with him quarterly, and each time I come away feeling so much better about the life changes we are making. Thanks Sam!

Horrible experience! First it was a nightmare transferring in. Now they won't give me my money…read moreback. I am trying to wire my money back out but have been unsuccessful. Paperwork done correctly, they just refuse to do it or are grossly incompetent or understaffed

Merrill lynch has failed the self directed investors!!! By dropping their ICE platform and…read morereplacing it with a underrated platform, has caused serious disruption on trading activities!!!! I will gradually transfer my accounts to possibly Etrade or elsewhere!!!!!! It's a shame! Because their agents are excellent in every way..

Very frustrating experience. They caused a financial loss by forcing to sell stocks, which happened…read moreon the downside. Justification was...you know, Sir.... we just changed our internal policies and overseas customers cannot trade with us anymore.

I appreciate your helpful customer service department. Thank you for picking up the phone. The…read moreservice is great. The cost is fair. I love the personal touch.

Marcus is a top-notch professional who I trust with all my finances. He actually takes the time to…read moreexplain your options and thoroughly reviews your investment goals. He offers advice, but truly listens to what you want and need. He is patient with people, like me, who are pretty helpless when it comes to understanding stocks, mutual funds, longterm vs. shorterm investment benefits, ect. He is able to explain the market to you in a way that is not condesending. I recommend Manor Ridge Wealth for anyone who wants to place their money in the hands of people who truly care about your investment goals and who you can trust to always have your best interests at heart. At this point, I wouldn't trust my money with anyone else.

Marcus and his partners helped me with my retirement plan. These guys are top notch and I entrust…read morethem with my hard earned money. I am not very savvy when it comes to finances, investments and mutual funds but I was able to have a better understanding once the group demystified the entire process for me.

I've been living in a Pacific Investments building for the last 3 years. The owner is the nicest…read moreand best landlord I've ever had. Repairs are done within hours and the building is well-maintained. Too bad there aren't more landlords like him!!

The best landlord & property managers ever! The company…read moreclearly demonstrates a 5-star customer service, and sets a good example of how a property management company should be. Pacific Investments is truly the best of the best; Way to go! Keep up the good work!

I'm only 41 years old. Have less than 200k in savings. And won't be retiring for a long, long time…read more In another words, I am not the type of client that Sam or his team would take on. He deals with older folks closer to retirement. But that didn't stop Sam from spending over an hour of his time, thoughtfully and caringly dispensing financial advise on any question or worry I might have had. And when I ran out of questions, he raised a few of his own. Things I had never even thought about (but should have). He helped me figure out if it was worth it to buy a property in LA. If we should sell my condo in Chicago. And most importantly, he helped me create a financial plan for the near future. Sam made sure I understood the need for a CPA, encouraged me to get my estate in order, and offered to look at my current life insurance policy to make sure I was getting the right plan. He had nothing to gain by spending this much time with me, but he gave it his all. And after we parted ways, he followed up with me to see if i had anoy other questions and let me know i could email him in the future. I never expected a financial planner to care about anything buy finances, but Sam clearly did. So while i may have left the office without a financial planner, I definitely left with a financial plan and a little more faith in humanity. Thanks Sam.

I first met Sam at an Estate Planning workshop. My uncle passed away a few years ago and my aunt…read moreis having a time with her finances. I've been helping her as I can and thought this workshop would help me better understand the process. The workshop was amazing - straight forward answers to all my questions, provided in terms we all could understand. Sam's calming presence took a lot of the anxiety of these matters completely out of the equation. Then I met with Sam for my own personal finances. He actually advised me!!! No sales pitch, no invalidation, just straight forward and to the point. Honest if even a little harsh, but I needed to heard it, being a single mom and wanting to leave something for the kids but still enjoy life... I highly recommend making an appointment with Sam. Your future should be in your hands and he'll help you learn how to take back your own finances. Sam is like a coach! Tough but dedicated to you knowing all the plays needed for your goals!

Wow, I just opened up an online brokerage & savings acct here a week ago. There have already been…read morenumerous issues with just a single transfer in from another account. There is a 4 day delay on getting access to my own money. There were numerous hiccups with just OPENING THESE ACCOUNTS. This is an absolute nightmare do not open up ANY ACCOUNT HERE!!

The Kenney group was a horrendous experience. Chris Kenney managed my family's portfolio. My wife…read morewas planning a divorce, and Chris worked with her to move all our joint funds into her name in the months leading up to this. As I tried to gain access to my finances he would assist her in obstructing me in every way possible, resulting in damaged credit, account closures and more. He then used the legal team at Morgan Stanley to protect himself from the breach of fiduciary responsibility. I deeply regret trusting the Kenney Group and Morgan Stanley.

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!

Before working with Chris, I wasn't sure whether a secure financial future was something I could…read morerealistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner.