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!

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

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!

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

He really cares about his customers and is genuinely in the business of helping people. Would…read morerecommend him to anyone. Trustworthy and extremely knowledgeable glad to I came to him to help with my finances!!

I'm pretty new to the idea of professionally managing my money, I called around plenty of places,…read morehowever, none of them were as helpful as Daniel has been. He is a natural at what he does. He is honest and straight to the point, but also friendly, which is really important for me. I think it's really important to work with someone who has your best interest and is considerate as much as he is relatable, especially when it comes to dealing with my money. His advice really helped me to kickstart my financial journey.

OMG. Went in here with my girlfriend to transfer her mother's account to her name as she was the…read morebeneficiary. So the incompetent person who was helping us, put me as the beneficiary to the closed account and not my girlfriends. I could understand why they have a low rating.

Very rarely do I need to go into a branch because I do most of my business with Fidelity online…read more First time I went into this branch. Way way easier than going to the Fidelity branch in Century City - parking there is ridiculously expensive. A young man named Brogan helped me do a transfer I needed done quickly. He got on the phone with both Fidelity and my other brokerage to confirm everything I had filled out on my form was how they needed it. And then he even followed up leaving me a message the next day to let me know the transaction had gone through exactly how I needed it. Thanks Brogan! Your help was phenomenal!!

Retired at 62. Moved my money to Abacus and Barrett Porter…read more My money has sustained it value even through turbulent political and social times. I used to check my retirement funds daily, but learned that I could trust Abacus to manage it responsibly and still make it grow.

I have been Scammed 110,000 USD by these Scammers which convince me that they are legitimate. from…read morethe past 2 months I have been waiting for them to open the withdrawals of my account so that I can get back my money. Surprisingly, I saw so many Reviews of Core Ledger Recovery and her expertise in helping so many people get back their money. I was confident in giving her a chance of helping me and that was my best decision. She helped me recover all my Invested Deposit from this scam Company. I Advise that you should give a fight Back to this scammer Contacting with the Help of Core Ledger Recovery:contact@corelg.org

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.

Solid company. Straightforward, responsive, and organized. They helped clean up issues and put a…read moreplan in place to get my credit where it should be.

I signed up with Infinite Financial Firm Credit Doc to help remove several late payments from my…read morecredit report because I needed my credit fixed quickly in order to buy a house. From February 23 to April 21, I trusted the process and was very clear from the beginning that money was not the problem. I even told them I was willing to pay extra if they could work faster and actually get results. At first, they told me I did not need to pay off my credit cards or balances for the process to work. Later on, they changed their advice and told me that if I paid off the accounts, the disputes would move faster and have a better chance of success. I followed their recommendation and paid off the accounts hoping to finally see results, but even after doing that, I still did not receive any meaningful improvement. Instead of offering a faster or more effective solution, they placed me into a monthly payment program and kept telling me to wait. Communication was also very slow, especially from the owner, who would take a long time to respond to my messages and concerns. During the entire process, they claimed they filed disputes multiple times, but I never saw any positive results. In fact, my credit situation became worse instead of improving. After almost two months of waiting, I was eventually told that I should just cancel the service because they were not getting results.I feel disappointed because I spent time, money, and trusted their promises during an important time when I needed my credit fixed urgently. Based on my experience, there was a lack of urgency, communication, and effective dispute strategy. I would strongly recommend others ask for clear proof of work, realistic expectations, and actual progress before signing up.

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!