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.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

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!!!

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 started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

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.

Trish has been preparing our taxes for many years. She has helped us through a tax liens,…read morebankruptcy and home remodel for our personal residence and rental. She mourned the death of my wonderful husband and advised me through my retirement, sale of my property and relocation out of the US. Her advise is solid. She keeps up with all the "stuff and things" with the latest software tools and she's not afraid to use them! Her integrity, honesty and great outlook on life topped with a great sense of humor keeps me with her. Thank you Trish AND your wonderful team for all you do year after year!

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.

Amar provided me with information to help with my retirement plans. He was knowledgeable and gave…read moreme some good strategies to help me make some key decisions that helped me from getting over taxed. He was also very good at making information easily understood by someone who is not in the financial world.

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!

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