They are passionate about helping others and committed to improving services and training…read moreappropriate salespeople.

Love these guys!!! Very informative and they help their clients understand ALL aspects of…read morefinancial literacy. I was able to set up college accounts for my kids, improve my and my wife's retirement accounts, better protect ourselves in case of death & disability, rollover my 401K and get me some kick a$$ liquid accounts!!! I'm forever grateful for RFM!!! Thank you for all you do

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.

Thanks to Dan and his staff for going above and beyond all our expectations. As a personal injury…read morelaw firm, we have referred all of our clients looking for a financial advisor after settlement.

I started working with Dan over 4 years ago and he has been taking care of my accounts like their…read morehis own. Dan is very professional and is always consulting me on changes in the market and what should be my next move in growing my business and personal finances. I recommend The Warren Group to anyone that is looking for a strong company that will provide you the service you deserve and the trust that you need when it comes to your business and family.

HIGHLY recommend MainStreet Financial Planning. We worked with Vida and she was super engaged,…read moredetail oriented, and seemed to genuinely care about us, our goals and working with us to help achieve them. I have recommended them to multiple friends. 5 STARS!!!

We've been working with Anna and MST for years. They are very responsive and truly dedicated to…read moretheir craft.

Well we have been with all the major trading houses for decades... And we make our own decisions…read more We really don't need trading guidance... So our observations are limited to the past half dozen visits with varying chores addressed. They've ALWAYS been first rate professional and compliant with expected conduct ... I've been securities licensed for decades in the past so my perspective might go beyond the ordinary. At any rate, I've never had cause to consider moving our positions elsewhere.

I have some advice for anyone seeking helpful answers, If you want legitimate help choose someone…read morein a supervisory position. The "beginners", besides having little experience, aren't equipped to offer good advise or direction. I got a smart aleck and Learned the hard way.

And my rating would be higher if there were more stars. I have been a delighted client of Andrea…read moreRoschke's and of the firm, for more than a decade. Every member of this staff works hard to make my life as a business owner less complicated, so that I can focus on the stuff I'm good at -- which by the way IS NOT ACCOUNTING! I never worry, and I never miss federal or state payment deadlines or any other kind -- these guys are all over it. And the best thing? These are REAL human beings who are smart with my business (and with theirs) while being lovely to do business with. If they'd let me, I would outsource ALL my professional needs to them and sleep peacefully every night. Roschke & Wall gets my highest recommendation!

If Yelp had a 10 Star rating I would give it to Roschke&Wall. I've been doing business with Andrea…read moreRoschke for about 10 years and she is the best CPA I ever had and dealt with. She is extremely knowledgable and her calm demeanor is great. I also deal with Danielle for my BOE returns and she was always extremely helpful and knowledgable. Throughout the years I changed a lot of people that I was doing business with but Roschke&Wall will remain my CPA's forever. Thank you again for the years of stellar service.

Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her…read morebecause I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.

Kailey works hard to understand your needs and wants and will work diligently with you to formulate…read morea plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! :-)

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!

In the past two years, I have consulted Mr. Fazel Mostashari, dental CPA regarding my dental…read morepractice. It has been my impression that he is not only a great dental CPA, he is also a very knowledgeable, helpful, and kind individual. I would highly recommend him to any dental colleagues for accounting, consulting regarding buying and sale of a dental practice. -Dr. Alex Farnoosh, Periodontist, Beverly Hills, CA

Fazel is truly a gem in his profession. He is…read moreknowledgeable, resourceful and professional with a kind spirit. I highly recommend Fazel to any dental professional or practice owner looking for financial consulting and other financial services.