I just got my late filing of previous LLC penalty removed of $5040 via the negotiations with IRS…read moreby Kyle Cao, CPA manager. He is a true professional and I appreciate this alot.

A insurance company that is unable to provide paper copies and keeps telling me it is electronic…read morefiled after over 3K payment cleared . Asking for so many time and ended up sending me a blank one...!? How incrediable this company trained and educated their staff!?

Good values Good people…read moreAloha spirit Mahalo appreciation Ohana family inclusiveness Pono integrity Imua moving forward with strength Supporting the community Supporting veterans Generous hearts

From the owner: The Pacific Bridge Companies is an international financial planning firm with offices in the United…read moreStates, Japan, and Hong Kong, embarking on a change of significance in how the world receives its financial planning expertise. We provide financial advisors and their clients with decades of experience and expertise working on both sides of the Pacific Ocean. Simply stated, TPBC's vision is to help financial advisors help their clients wherever in the world their lives may lead.

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.

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 will admit I don't know Mr. Birdwell but my Plan member agent, Troy duecker, has been awful in…read moregetting back to me about transferring my account to another financial planner.

I would avoid PlanMember like the plague. They have excessive fees and then make it extremely hard…read moreto roll over your money to another plan.

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 with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

Went to sales presentation at a fine restaurant. Was truly interested in handing over…read moreresponsibility for most of my retirement fund in the next few years. Have been managing my portfolio for over 35 years and have done fairly well but as I reach retirement ,ready to relax and not stress over daily trading. Was not overly impressed with their presentation or knowledge. Think they would rather have clients who have no trading experience. Guess that's ok. Heard a lot of word salad with a lot of annuity phrases thrown in. They lost me right a way at annuity. I'm sure they are good at selling annuities. Thanks for the dinner, the search continues.

Great service and expert advise! Cathy and her staff are easy to work with…read more Highly recommend their business.

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

My financial advisor recommended Sandra and Jeff to me so I can fix my credit profile. Credit is so…read moreessential to our everyday life. Within one month, my credit score has gone up 10-15 pts. In the consultation, Sandra will looked at your credit profile to tell you if she can help you or not. Fun fact: they also guide you into helping you build your business credit! Thank you, Sandra & Jeff.

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

Can't speak of the business, but someone who works here was not honest about his fee, and changed…read morehis agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles.

INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina,…read moreCA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations.

What can I say my experience was amazing...especially Moses!!! I turned in my application for a…read morehouse I wanted on a Thursday and didn't really hear much... I called on Monday to see what was going on with my application ... Moses called me back within five minutes and executed my application with an approval ...within four hours and I was signing my lease... and was getting the keys the following day he is highly professional and very knowledgeable... and super responsive I am definitely gonna be referring anybody I know to him and his assistant Erica was so helpful and giving me information about the place that I forgot to ask about!!!!thank you so much!

I recommend VIP Global Investments to anyone who is looking for their next place to call home…read more Me and my family had the pleasure of working with Moses Hernandez he is a busy man yet he made time to help me and my family and I appreciate his help with Finding our new place thank you very! much.