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.

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.

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

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

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

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.

Exceptional Service from Vahan Malakyan - A Decade of Life-Changing Support!!!…read more I have been a member of Foothill Credit Union for well over a decade, and throughout that entire time, my lending officer Vahan Malakyan has been nothing short of extraordinary. He has guided me through every major financing need for my primary residence with unmatched expertise, patience, and genuine care that goes far beyond what anyone could expect from a financial professional. From multiple refinances, HELOCs, and navigating the complexities of property financing in our area, Vahan has consistently delivered solutions that worked perfectly for my situation. What sets him apart is not just his deep knowledge of lending products and processes, but his ability to truly listen, anticipate needs, and advocate tirelessly on my behalf. He has made what can often be a stressful, overwhelming experience feel seamless, transparent, and even empowering. More than just a lending officer, Vahan has been a true partner in building the stable, beautiful life I have today in my home. His guidance and support have directly enabled me to create a secure foundation for my family and the home we love. I can honestly say he is a major reason I have the life I have now. His dedication, responsiveness, and unwavering commitment have made an indelible, positive difference in my family's future. If you are looking for someone who will treat your financial goals with the utmost integrity and go above and beyond every single time, look no further than Vahan Malakyan. I cannot recommend him highly enough--he is truly the gold standard in this industry. Thank you for everything you've done over these many years, Vahan. You have my deepest gratitude and my strongest endorsement.

I love this bank. Every time I walk in they make you feel welcome…read more Everyone is so nice. I especially love Donovan and Chandra.