I went here for at least a couple years, then the pandemic happened and this tax firm became a…read moreno-reply, did not answer phones, operated remotely with Covid protocols way past what was necessary. Plus, they raised their rates to an unreasonable price.

I spoke with Frank and he kindly took his time to explain things to me. I look forward to meeting…read moreup with him when I need to get tax work done. I recommend this office.

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 started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

He has been doing a great job for us at very reasonable fee. Highly recommended. quality is very…read moregood with accuracy!

After reading lot of positive Yelp reviews, my husband and I booked an initial consultation for our…read moreyearly taxes. My husband is a musician who does lots of gig/freelance work and we wanted to get professional eyes on our taxes as our situation has become more complex. We had an intro call with Sandy who assured us she could help with our situation. We then decided to take the next step and provided all of our documents within their portal on March 3rd. After submitting we heard nothing back from them for weeks and so we called towards the end of the month to check in. When we did this they only then started asking us for additional documents and wanted us to reformat all profits and losses within their specific document formats despite us already providing these 4 weeks prior in our own format. We asked them if they could just use our existing documents and they said that would be an additional bookkeeper service of $300. At this point we were very frustrated that they took an entire month to tell us all of this after we submitted initial documents. We ended up filing with an alternative.

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!

Robby has been my financial advisor (and my husband's) for about four years and he's amazing. From…read moreday one to today, nothing has changed in terms of his time and dedication to helping us reach our financial goals - even when we throw random financial curveballs. He's very patient in hearing us out and we always trust his thoughtful recommendations. Since we've been with him our portfolios have always seen positive growth, which when it's your hard earned money, it's both awesome and a relief! In those four years we've also expanded our family and he's helped us responsibly plan for our future and the kid's future. If you're someone who is relatively new to the idea of financial advising (like I was), Robby is hands down someone you can trust and I highly recommend working with him!

A friend of mine referred me to GK a little over three years ago under the care of Robby Lewis for…read morefinancial advisement. It has been one of the best decisions I've ever made, especially as someone who is generally financially ignorant. I wish I'd done it years ago! Robby is incredibly patient and great at laying out complicated financial terms for me to understand. As someone with severe financial anxiety, he is also great at getting me to understand the value of investing my money and how to best approach it to build a comprehensive portfolio for both a rainy day and retirement. Thanks to his advice, I had a nest egg I was able to dig into while on long term unemployment that I would not have had otherwise. I highly recommend Robby's expertise!

I've been investing in physical gold and silver since 2001, so I've seen the good, the bad, and the…read moreoverpriced when it comes to precious metals dealers. From 2001 to 2015, I made over a dozen trades with various companies--some were decent, others not so much. You learn a lot over time: pricing games, lack of transparency, poor follow-through. In 2015, I was gearing up for another purchase when I came across a review for U.S. Bullion Reserve that really stood out. It was detailed, genuine, and echoed some of the frustrations I'd had with other companies. I decided to reach out--and right away, it felt different. Their team actually knows what they're doing. They weren't just there to sell me gold; they asked the right questions, gave thoughtful insight on timing, and explained different products in a way that made sense. What really stood out was the consistency. They kept in touch over the years with market updates, reminders, and even alerts when good entry points came up. That level of service is rare. What sealed the deal for me is their access to wholesale pricing. You're not getting marked-up inventory disguised with hype--you're getting real value. I've since bought gold bars, silver coins, and even added platinum and palladium to my portfolio through them. If you're searching for where to buy gold, a trusted silver dealer, or help setting up a Gold IRA, this is the company to call. They've got an A+ rating with the Better Business Bureau, and from my experience, they've earned it. No pressure, no gimmicks--just knowledgeable professionals who actually care about helping you make the right move.

From the owner: Located in Los Angeles, CA and established in 2008, US Bullion Reserve is America's premier…read moreWholesale Precious Metals dealer serving all 50 States. We strongly believe in establishing long lasting relationships with our clients. This is why we encourage all new clients to take the time to get educated on all matters related to precious metals before moving forward with any transaction. We offer a tremendous amount of free educational material to our clients for this purpose.

Sandra was extremely insightful- she does not try to upsell her services and will keep you honest…read moreon the best approach forward. She procures solutions based on your specific needs it's not a bundle and buy one size fits all type of service. Highly recommend and she knows her stuff.

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!

Through these uncertain and difficult times it's a breath of non infectious air to know one is safe…read moreand in good hands when it comes to finances of our hard earned dollars. Luckily for me I found a lifelong partner that will see me through the good and bad times. I'm not a numbers person but with Shirley W I have found financial representative to have confidence in and know she's looking out in my best interest. With all the mumbo Jumbo with the 401k and A,B C and EFG it's refreshing that it's all explained to me in simpler terms. My rep and I went through all the crossroads with my finances and came up with a plan that would fill my needs down the road. She laid out a plan for my present and future and after explaining it to me in a way I could comprehend I felt confident my future was going in the right path. Not only was I going to a retirement plan but also looking out for all my loved ones. Times are tough but with someone like Shirley W, you'll be okay with her at the helm.

This year has had its ups and downs. Ok if we're being real here, it's mostly been downs. We can…read morelock the door and throw away the key to most of 2020 already. I don't think anyone would be sad if we didn't have to hear phrases like "contact tracing" or "herd immunity" anymore. But one good thing that we can bring with us to 2021 is Shirley at Northwestern Mutual. What I like about Shirley is that she is honest and straightforward and doesn't beat around the bush. If she can help you, she'll let you know; and if she can't then she will be direct about that too. I think she can probably help most people. You should find out for yourself and schedule a consultation to see how.