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 recently starting working with Robert, but I have already recommended him to friends and…read morecoworkers. He is not only professional, but very knowledgeable. He always responds in a prompt manner. I know that I am not the only client, but I always feel as though I am. I had my investments transferred to LA Wealth Management and my main reason for choosing Robert was customer service. It doesn't matter if it's morning, afternoon or evening, he always responds.

Working as an educator, LA Wealth Management has assisted me with my retirement, savings and life…read moreinsurance policies to ensure my family and I are well taken care of. The person that has worked with me these past several years is Robert. He has been great! He is efficient and takes the time to show you all available options that best fit your income and need. I highly recommend this company!!!

​​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.

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!

TEN 's! The service Trish & her teams provides is just wonderful. Many people become stressed ,…read moreafraid, and experience all different types of emotions linked to the topic of "taxes." The "get in and out" strategy this company implement has eliminated any feelings of anxiety/stress when it comes to filing taxes. Why? because of their knowledge and more importantly -their results. They provide just superb service unlike any other tax service I've located. They make it seem simple for the lay person yet Trish seems to have more knowlede than some tax attorneys-who charge more than 800 per hour. This business is just flat out A+++++ And anyone who feels otherwise would need the entire team of a large hospital to examine their brain. THANK YOU for doing such a FINE job on my taxes for the past 7-8+ years.

horrible service. Joe doesn't take his time with clients. His employee lost my W2's and my file…read morewith all of my information. Nothing has been done. Joe is protecting his employe and now I've been given the run around. Joe is full of shit. Don't trust Joe.

Norm has been amazing! He really takes the time to explain everything to me and my wife. He gave…read moregiven us all the information, projections, reports and updates to keep us on track to meet our financial goals. He does regular investing, retirement planning, watches our tax consequences and even has made it possible to set aside money for college for my 5 yr old. I feel confidence in him. I refer him to everyone i know. Next is life insurance. I will be completely set after this! I know i thank you every time i see you, thanks norm! Oh, and he is super accessible. I can call him about anything. Soo glad i met him.

My wife and I have a growing family, a small business and wouldn't think twice about recommending…read moreNorm to others in our same position. He always keeps you informed and is available almost anytime to answer any question we have. He's been integral in not only advising us on our personal finances but also has great insight all things business. He's is also closely tied to our community and local charities. Highly recommended.

Just finished my first year working with Amar, and was very happy with his services! He is patient…read moreand knowledgeable. He seeks to provide value or ideas instead of just processing your taxes as quickly as possible. I appreciated the ability to consult on the next year's taxes after the current year was done. Will be using his services again in the future!

It is with great insight and perspective that I strongly recommend Amar Patel for anyone seeking…read moretax preparation and financial planning services. In 2024, Amar expertly prepared both my business and individual tax returns, navigating complex financial details with ease. His team also provided exceptional bookkeeping services. Amar cares about his clients. He takes the time to understand your unique needs and issues. He offers tailored advice that goes beyond mere tax preparation. Amar is trustworthy, detail oriented, technically skilled and very responsive. To conclude, I truly recommend Amar Patel without any reservation. I eagerly look forward to working with him again next year. I am also excited to share his tax preparation and financial planning expertise with my family and friends. So, if you are looking for a dependable, highly skilled, and client-centered CPA and financial planner to handle your tax preparation and provide expert guidance, Amar Patel is by far the best choice.

Marco is super nice and helpful and patient and a heck of a sweet guy…read more And he knows his stuff inside and out. Easy Peasy. Take a load off of your mind and do yourself a favor.

I requested a virtual session and got an immediate message from Marco asking me to call for him to…read morebetter understand our situation. Although I didn't have enough saving to qualify for his services, he was very professional and still asked questions to help direct me in the right direction. He seemed very honest.

Great company!!!! Knowledgeable and they make it real easy!! Serenity answers all your questions…read moreand is very responsive!! She is so kind and there was no pressure to invest!! Thanks Serenity!!!!

INFINITE INSURANCE & FINANCIAL SERVICES IS THE BEST! Worked with Founder & VP, SERENITY & she is…read morepersonable, professional, kind, honest and the real deal. She explained everything very clearly in simple terms. With the stock marketing tanking, this is a great opportunity to make up lost funds. Give Serenity a call