I don't leave reviews but I have to in this case. I was referred to ACap by a true friend. After…read morespeaking with Ara, I cannot begin to describe the hybrid feelings of safety, gratitude and confidence. Safety as in ACap is a place where you will be safe financially. Gratitude in that I feel treated like a family member. And confidence that my ongoing financial literacy and growth as an investor is headed in the right direction. You need to be prepared and don't waste time. If you are, then ACap will provide you with a true partner that will help you grow financially.

Marina saved me this tax season. I had the same tax guy for 20 years and he retired unexpectedly so…read moreI had to find someone fast. I reached out to ACap a few days before my taxes were due and she helped me in a matter of hours. I'm very grateful to ACap and will continue to use and refer them.

This was our first time using a fee-based financial planner and we're so happy we found Lysa. It's…read morebeen a fantastic experience and so worth the money. Lysa helped us get all our current finances in order, plus we now have a great game plan for both our short term and long term financial goals (college, home, retirement, etc.). The "homework" she gave us between sessions involved tracking expenses and setting up new accounts, and she made it all so easy. And on top of all the helpful advice she provided for our personal situation, she also gave us amazing referrals for another family member needing some tax and medical insurance advice. Highly recommend!

I was searching for honest and trustworthy financial advise. I feel like I more than found it with…read moreLaurel Terrace Finance. Lysa is patient and straightforward. Fairly priced. She takes the time to understand your particular circumstances and truly seems to have your best interest in mind. I feel like I've gained a true asset in having her guidance.

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

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 working with Jimmy Bisharat for our athlete clients. Jimmy does a tremendous job taking care…read moreof our players and providing them with not only proper financial planning but educational resources as well that helps them better understand what exactly they're invested into. His customer service is exceptional. Can't recommend him enough!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

I had a conversation with Alec earlier. He was very helpful and gave me great insight for my…read morefinancial goals. Will definitely recommend to family and friends for financial planning.

Alec was very quick to respond and willing to answer my questions, no matter how basic they were!…read moreHe gave great applicable advice during a brief phone call. He is very quick and seems to be knowledgable, I would definitely recommend reaching out for his perspective and advice!

Angelo Talebi's team of financial planners are intelligent, smart, and an amazing resource. Just…read morefinished a retirement planning and information session with him and his team. He was able to provide a broad overview of retirement planning (401k, 403b, IRA, etc.) and provide retirement advice that was easy to understand and easier to implement. Have been looking for a good financial advisor that is less focused on selling you funds that make them money and more on helping make the right decisions with my money regardless of their profits. Angelo fits this perfectly! He let me take as much time as needed to get all my questions answered. This review may not do justice to him and his team's work, but if you're in need of retirement planning you will be pleased with Beverly Hills Financial Planner's services.

I have been working with BHFP for almost 7 years to manage my IRA and some investments. The team…read morehas been so supportive to provide me with great financial advice. In particular, I should thank Mr. Ehsan Askari, my great financial advisor for all his advice to protect my retirement fund. Ehsan is a very knowledgeable advisor on financial subjects. His patience to educate me while managing my fund and his ongoing client services are admirable!

I would give negative stars if I could. This was by far the worst experience I've ever had at a…read morebank. The teller was completely unhelpful and rude, offering zero assistance with my request. I have never been treated so poorly by any customer service before. Honestly, I don't know how they're still in business with staff like this. I'll certainly never go back to this bank, nor will I ever consider opening an account with them. Absolutely horrible service. Stay away!

If you are interested in losing your retirement savings invest with CITi Personal Wealth Management…read morein the branch. You might as well pay a bunch of chimpanzees to provide advice on your retirement account.

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!

They say the most intimate and difficult topics for people are sex and money. Talking about your…read morefinancial status and trusting someone with your finances is very difficult and it's hard to put your total trust in professional who could hold the key to your future financial success or failure. I was blessed to be referred to Jennifer Malek over a decade ago with mine. She has unbelievably patience and has always taken the time to explain things down to the finest detail. Most of these terms and concepts can sometimes go over your head so it's good to have someone that will take the time to explain it until you not only understand but also have the faith in the product to get you where you want to be in the future. Not always an easy task. I have over the years referred her not only family and friends but also clients. I would trust and believe in her for any of my financial needs. I will also like to say she has a lovely and loyal staff who have been with her through the years that always are a delight to talk to... that means you BOB!!!

I was referred to Jennifer Malek from a friend who has been a client of hers for years after an…read moreunexpected inheritance. I invested through my company retirement plan but at this point needed a professional's advice in investing and financial planning. Jennifer is a great listener and easy to talk to. As a novice to the financial world, it was quite a task but Jennifer was able to explain the plan clearly and made me understand the details of how the account was being managed and invested. I am pleased to see the value in her advice and the growth in my investments over the past 8 years. Trust needed to be built and Jennifer certainly put her effort into this part of our relationship. I would highly recommend Jennifer for all of those other novices out there and I am sure the knowledgeable and experienced investors will be very confident in her abilities.