Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

Manuel and TFA are great. We wanted to get life insurance for our family and they guided us to…read morewhich plans would work best for us for our needs. Very responsive and friendly, would recommend if these are the types of services your family is looking into

I've been working with Kalter Financial ever since I sold my small business in December 2013. It…read morewas a complicated sale, but Eric helped me to have a seamless transition with his extremely well-rounded understanding and knowledge of the varying tax codes. He knew exactly what to do to maximize my tax savings while also making sure that everything was done properly. Eric's jovial attitude, family values and warm business sense have made me a client for life. Miguel has handled my tax returns ever since and he has also been a joy to work with. He is thorough, calm and explains everything in a clear and concise manner. He's a great representative of Kalter Financial! Kalter Financial not only do taxes, but they also do payroll, investment advice, and so much more! They're really great! Professional, timely, reliable, informed and proactive. If I were to offer constructive feedback to the business/business management team, I would say...please don't charge extra for infrequent, quick tax questions. We get what we pay for, and I'm happy to pay top dollar for my tax returns to make sure they are done right, but it is upsetting to get a note on my tax return invoice that says "special project" only to learn later that the charge was added because I emailed a quick question for clarity about eligible deductions, etc. Despite that, I still give Kalter a 5-star review because no business is perfect...but Kalter is pretty darn close to perfection. Thanks for all the years of great service! I'll gladly be your devoted client forever. Warmly, Michelle

I have used Kalter Financial for my taxes for about 4 years and I absolutely love their customer…read moreservice they are phenomenal. They make it easy and hassle free to do taxes. I wouldn't trust anyone else to do my taxes. They also offer great accounting services for company's including payroll. They do it all! Thank you Kalter for your amazing customer service and for actually caring about your customers!

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!

I was recommended Gerber Kawasaki and I couldn't be happier with my decision. I have zero regrets…read moreand would definitely recommend them to anyone. My advisor Mia Samson is fantastic - I feel confident that my money is in excellent hands. I also really appreciate the helpful educational materials they provide.

Raul has done my taxes and set me up with a couple investment accounts. He is very quick to respond…read moreif you need something and will spend time explaining things to you. He is very friendly. I would recommend his services!!

Been with KYP Financial since i started my business in 2014. They are very affordable and delivers…read moreon time! Raul, the owner is not only my accountant, he is my mentor and my consultant! He handles all of my finances and investments. He is totally part of my success. And i will definitely recommend KYP! I will be forever grateful to this guy

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

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

After searching for so long, I finally found something that really suites my needs…read more Couldn't be happier, if your unsure about your future, and your kids future, then you need to talk to Elvida, I assure you, you won't be disappointed, in fact you'll be at ease.

Vida came to my place of residence with her partner Thaddeus for our meeting which was nice because…read moreI have Two kids of my own and my fiancé has two. So it's kind of hard to get some free time with life, work and 4 kids! They went over some of the basics of financial success and went over some pillars of success. Most of the information I knew from previous work and life experiences which was great because we got to the meat on the bones. We went over the pillars of success which entailed how/ where/ what to invest and store my finances. They pointed out some flaws on where or what I could be doing not only to better my life and future financially, but to put my mind at ease and ensure my kids are set for a successful future. I'm an average guy pulling 6+ figures a year and the tax man takes a majority of it. Vida showed me how to use the resources around me to invest my money gaining max return with no risk. Definitely worth a sit down. Also did you know in a divorce, if your money is invested in a life insurance policy, the other party is NOT entitled to half of it? Good for thought one of many things they cover in their meeting. Give her a ring if you're in the market to make your finances grow and last.

I trust Sidd and his associates with my money. They are very cooperative, informative and…read moreprofessionals.

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

I had the BEST experience with Karen Molina! So kind, so patient with me and responded to any of my…read moreconcerns, questions right away!!! Very sweet!!! My credit score went up tremendously thanks to Karen and the Second Chance team!!! Amazing to work with you!!! Highly recommend!