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 had an amazing experience yesterday at Charles Schwab yesterday. My parents have had an account…read morethere for over 30 years and I was helping my mom with the family trust and investments. We meet with Matthew Diaz to get the money moved around and filled out the paperwork to include the family trust. Matthew was very helpful and patient as we had several questions. His calm and professional demeanor was refreshing. He did not rush us, spent as much time as needed to get my mom's account settled. A big shout out to Matthew!

I have an account with Schwab and do all my business on line. I have a requirement to visit an…read moreoffice in person, and I need an appointment. I got into a robotic phone tree and my experience was one of the worst I have ever had. I got handed off, had to reenter information I had already entered, twice. Finally got through to a live human, nowhere the office I need to visit. The representative told me he could not connect me to the office I need to visit, but would contact them and have them call me to make an appointment. This was Wednesday, as of Friday evening, no call. Extremely disappointed

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

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.

My wife and I had the pleasure of working with Mia Fukumoto to purchase our first home in the…read moreSouth Bay, and we could not be happier with the experience. One of the things that stood out most about Mia was her extensive knowledge and expertise. She has a deep understanding of the real estate market and was able to provide valuable insight into a variety of property types, including single-family homes, townhomes, and condos. Throughout the process, she took the time to explain each step of the home-buying journey, discuss different scenarios we might encounter, and provide honest guidance about potential opportunities and challenges. Mia is exceptionally organized and communicative. She presented information clearly, used a variety of digital tools to keep us informed, and made sure we always knew what to expect next. She was patient with our many questions, while also keeping communication flowing at a comfortable pace. We especially appreciated how respectful she was of our time and space, never making us feel pressured while still being readily available whenever we needed assistance. Another quality we appreciated was her flexibility and responsiveness. Mia consistently took the time to answer our text messages thoroughly and, when appropriate, connected us with trusted professionals who could help with related topics, such as lenders and homeowners' insurance. Having access to those resources made the process much smoother and less stressful. Although our time working together was relatively short, we were fortunate to find a home that was an excellent fit for us soon after we started our search. From our first conversations through closing escrow, Mia worked side-by-side with us every step of the way. Her support, professionalism, and dedication gave us confidence throughout what was one of the most important decisions of our lives.

Derek and Mia were absolutely fantastic to work with -- we could not have asked for a better team…read moreto help us navigate buying our first home. From our very first consultation call, my wife and I knew this team would be the ones to get the job done and would go above and beyond to represent us in a highly competitive real estate market. There was never any pressure from them. We could move as fast or as slowly as we wanted, and they respected our pace every step of the way. They were always available and accommodating when it came to showings and open houses. What we appreciated most was their honest and insightful opinions about the properties we toured -- details that only experienced realtors would notice, and things you might never even consider as a first-time home buyer. They are always available to hop on a call and quickly respond to texts for any question (trust me we had a lot). When we finally found a home we loved, they walked us through the offer process and helped us craft a competitive offer that allowed us to stand out. Escrow was completely stress-free, as they arranged inspections and coordinated everything so seamlessly. There was a small hiccup the day before our closing -- through no fault of this team whatsoever -- but they were immediately on top of it, working swiftly with our lender, escrow agency, and insurance agent to ensure we closed right on schedule. We are extremely grateful for the care, dedication, and guidance the team at Hirano Homes provided throughout the entire process. I highly recommend working with them, and I am so glad we did -- because we ended up with the perfect home for us!

I had the great fortune of choosing Rodman Amiri to represent me in purchasing my home in Newport…read moreCoast. Rodman is a true professional. He leaves nothing to chance by handling every aspect of the transaction himself never delegating a thing. His attention to detail is remarkable. He read through every document that was sent to us even the lengthy HOA documents. He caught an error on title that no one else saw. He also worked diligently with insurance providers to get me insured in time despite our short escrow. As a high value property in a fire risk zone this was a remarkable feat as anyone familiar with California home insurance can attest to. Rodman takes great pride in his work and knows how to negotiate the best deal possible while keeping both parties on good terms. He knew how to address each party's concerns in a calm manner that was reassuring to everyone involved. Attached is a photo of myself on the left and the seller on the right on closing day. As you can see, we both walked away from the deal very happy and I credit that 100% to Rodman's exceptional professionalism. I look forward to working with Rodman again when the time comes. Thanks for everything Rodman! You're the best!

I worked with Oscar Salazar as a buyer's agent on a Manhattan Beach property. Interestingly, I met…read morehim while he was canvassing to get the listing sold, and I ended up buying it! The whole process was a challenging one (not brought on by anything we could have controlled). Oscar stood by me, communicating each step along the way. He tolerated my anxieties that crept up, and did what he had to do to get the transaction done--always keeping my interests in mind. I would like to thank him for being a hardworking, honest buyer's agent and helping me buy a home that I am very excited about. If it weren't for Oscar, I never would have known about the property, as I wasn't even considering Manhattan Beach as an option. Funny how life works!

LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly,…read morehelpful, and available when we need her.

Laurie Allen is such a pleasure to work with. We have watched our portfolio grow consistently…read moreupward under her management. I would confidently recommend her services to anyone. I trust and value our working relationship. She is respectful, very experienced and type A ( super organized and thorough) which is what you want when someone is managing your money. Best of all she is kind, genuine and excellent at what she does. She has found her calling!

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!

Banking representatives need better knowledge of their own products. I visited looking for a…read morecross-border account, but the staff had no idea what I was referring to. They didn't make any effort to contact a manager, research it online, or check whether such services existed within their company or affiliates. If I have to do all the research myself, I might as well do business with myself! It turns out this service has actually existed since 2012 through Royal Bank Georgia. I suggest updating staff training and product knowledge. Thanks to AI technology, I was able to find the information on my own--and I'm now a very happy customer.

Need a Loan Officer Who Gets It? Call Paul Marshall…read more Buying a home is stressful enough, but when you're using a specialized program like City National Bank's Ladder Up, you need a loan officer who knows how to navigate the process, advocate for you, and keep things moving. That's exactly what I found in Paul Marshall. The Ladder Up Program is designed to increase Black and Brown homeownership, especially in communities where those groups are the majority. It's a powerful resource, and I'm grateful it exists. But like any program with grants and specialized requirements, it takes patience, persistence, and someone who understands the process inside and out--that's where Paul came in. From the moment I started, Paul handled my loan with urgency, care, and a level of professionalism that made all the difference. He wasn't just doing paperwork--he was actively advocating for me, making sure my loan didn't get stuck in the process. And let me tell you, this wasn't an easy timeline. I started without a preapproval, and Thanksgiving and Christmas both landed right in the middle of my escrow period. That alone could have pushed things into the new year, but Paul stayed on top of every detail, ensuring we closed in just 40 days while securing the maximum Ladder Up grant award. What really stood out was Paul's ability to reassure and problem-solve when things felt overwhelming. He understood the unique dynamics of my transaction--where both the buyer and seller came from the same historically underserved community--and handled everything with the cultural awareness and dedication this kind of work requires. If you're considering homeownership and want a loan officer who will fight for you, guide you, and get you to the finish line, Paul Marshall at City National Bank is the one you want on your team. I can't recommend him enough!

Avoid like the plague. These guys do NOT do what they say. They sold stuff of mine that was…read morereliable and stuck it in some high risk funds and some 2 star funds. What?!? Hard to get ahold of. They definitely did not make me feel valued. I was talked to like I was an idiot with no investment experience. And their tax department. Doesn't really exist. They have some "preparers" but then pay someone at a big firm to review because they don't have the experience. They actually said you'd be better hiring your own firm and not using us. More later. Too angry to type more

Using EP Wealth Advisors (EPWA) was a complete disaster for us. When my wife fell victim to skilled…read morescammers that led her down a path of ruin, she had EPWA empty her retirement account of nearly $1 million (the scam was later the cover story on the February 8-14, 2025 edition of The Economist). She informed EPWA it would be put into crypto. While they advised against it, they took no action to notify me - something that would have been appropriate since that retirement money was a huge part of our financial plan that I, my wife, and EPWA were all signatories to. Hence, seems given the extreme risk being levied on that financial plan, it would make sense to at least send an email to me about the unusual action. But, no, and my name was never even mentioned. Chad Burton, who had been to our house when we became clients, would eventually hide behind his compliance officer, Mario Chilin and their lawyers, becoming totally silent on the matter after some initial contact to find out what happened (noting it was a subordinate handling our account). Mario would maintain they "met the elevated standards of service and duty as a Fiduciary." My God. Their lawyers would repeatedly maintain that it was not a "red flag" that my wife was putting all of her retirement money into crypto. Really??? I recently pointed out to them about a panel of advisors the Wall Street Journal interviewed concerning crypto - the conclusion - if one must have exposure to crypto, make it no more than 1% of your portfolio. That article was published before our scam. But, my wife putting 100% of her retirement into crypto wasn't a red flag??? I guess not in EPWA's world. Doesn't stop there. During a webinar hosted by some cybersecurity firm they paid to educate people on scams, when they got to something like our scam, I said in the chat box my wife had fallen prey to such a scam and followed with, "What should EPWA being doing to prevent such an obvious scam...EPWA could have just emailed me and nothing would have happened...EPWA should be smarter if they are handling large sums of money." For that, they immediately kicked me out of the webinar when I could have added to the education of the listeners, knowing more about the scam than those hosting it. Not only that - they then sent me a cease-and-desist letter claiming I'm defaming them. Unbelievable. They defame themselves. This is EPWA. It's all in writing. Nothing made up. Meanwhile, we've done a lot to fight the crime. My wife joined a group that ended up educating the FBI, Secret Service, and chief prosecutor on the crime (their work even led to the arrest of some in Cambodia). My wife has helped many other victims, sometimes talking some down from suicide. A book is being written about it by an investigative reporter. There is still much to do to fight the crime that becomes increasingly sophisticated, including the use of AI. All while we still have a cease-and-desist demand from EPWA. In my opinion, these are very bad people not deserving of people's business.