Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.

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.

This place charges $100 consultation fee. This was quite a shock as I have worked with several…read moredifferent CPA firms over the past decade and have inquired and received consultations from many different CPA offices. I have never been charged a consultation fee from any of these places.

I called if I can get a consultation and the lady advised they are not taking new customers because…read morethey are busy season. If really busy, they should change the auto message and the website advising that.

dread carefully. similar to amway. look that up too!…read more they do more recruiting than anything. you can look it up to see others experience with this place. ive been there, so unless you dont mind what or who you sell to and who you make a profit from it. go for it. if you get recruited for this, look it up online first beforehand! and look up pyramid scheme while youre at it. basically do your homework.

There will be people who don't understand our business and call it many things. What I can tell you…read moreis all my customers are happy. Recruiting is part of it but not all of it. Check it out for yourself, there are people who do not have an open mind. They'll think anything is a scam.

One of the best financial services company. A relative recommended this firm to me. They are…read moreprofessional and great customer service. Very helpful. Will keep working with them.

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

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.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews

Had an awesome experience with Mia S. She was very helpful from beginning to end with everything…read morethat we needed at Charles Schwab. Very patient with each step of the way and hats off to management for having an employee such as Mia. Will be back to this branch.

I had amazing assistance from an employee a couple of weeks ago. Dexter, a great associate, helped…read moreme with what I thought could never be fixed. He understood exactly what I was talking about, asked a couple of questions, immediately straightened everything out. He gave me a big smile and said it's all fixed. He asked if there was anything else he could help me with. He fixed what I thought was a complicated mess. Super great, super efficient employee. He made my day. Today I was helped by another great associate. Briena greeted me with a big smile and handled my transaction with great customer service and efficiency. This is why I love this credit union. Best associates ever.

I recently experienced a stressful issue involving a time-sensitive escrow wire transfer during my…read morenew home purchase, and I cannot thank Credit Union of Southern California enough for the outstanding service I received from Josh, Andy, and Eric. Instead of treating me like just another account, they listened, communicated, followed up, and handled my situation with professionalism, empathy, and care. Josh personally called to confirm my funds were released, Eric advocated for me, and Andy took the time to review everything thoroughly. In a world where member service can feel transactional, this team truly lived out the "people helping people" philosophy. Their kindness and professionalism helped me close on my home, and I'll always be grateful for that. Thank you again! -- BG