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!

Before working with Chris, I wasn't sure whether a secure financial future was something I could…read morerealistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner.

I've know Luz for over 15 years and with those years she has assisted me in purchasing two homes…read more She has also been there for my friends and family without hesitation. Luz has not only been helpful, but is a down to earth, very personable yet professional that is an expert in her field. The fact that I can call/text with questions or advice & I get top level attention puts her levels above everyone else. I did my research in searching for the right team to help me grow my real estate wealth. I suggest you do the same and start with Luz and her team...they WON'T disappoint.

Luz at New World Mortgage is the absolute best! As a realtor it's important for me to have a lender…read morethat I can trust with my clients. Not only does Luz give my clients the best service she also takes time to educate them on the process and is able to problem solve complex situations. I've had clients loans fall through when working with other lenders and New World Mortgage was able to save the deal. Thank you Luz and the New World Mortgage Team!

I highly suggest you come here first to get a real opinion. They will not start if they know they…read morecan't do it. Plus they have a guarantee if they do for certain results. Marisol and Yvonne are always accessible and easy to communicate with. They also speak Spanish. - instagram @lifecoachjesse

Place is straight garbage...!!!! Ivonne told me multiple times she would call me after multiple…read moreconversations made me send all my personal info over multiple times and never followed up with me then blocked me for just simply following up. I mean maybe she couldn't help me??? Who knows but a simple message would have sufficed after telling me she would look into it then ghosted me. That's just not good business especially when having someone's personal information. Ivonne is not a very good person look else where for services.

Scam company! They only try to sell becoming an employee. They hold an event twice every week to…read moretry and get your friends/relatives to join

This is a Ponzi scheme do not inquire or waste your time. They require you to incite your friends…read moreand family for a policy when it should just be something you figure out on your own. I would not recommend this agency to anyone whatsoever.

Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with…read moreyou to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.

Emma is knowledgeable, reliable, and friendly. She goes above and beyond and is able to answer…read moreall of your questions. I look forward to a long-lasting relationship with Emma and her team.

Looking for someone to file your taxes? Look no further. I have been filling my taxes with Urrutia…read more& co for the last couple years. Filling with them means transparency and a maximum refund. They go above and beyond to ensure you get the best refund possible. Lázaro and Sonia are very knowledgeable and they are able to answer any questions you may have. They are kind, welcoming and extremely professional. I recommend them to my family and friends.

My husband and I went to this place a few months ago today April 20 2026 @ 3:30pm…read more We normally been filing our taxes in downtown LA however we need to find a place closer to Home we looked on Google and this place showed up. They had a good review so we decided to go and give it a try. we actually went there to try to file my husband's taxes by himself. and we noticed they do small business taxes as well and we have a small business so we went and we wanted information to see if it was a good place for us to do our business tax. there was a lady sitting next to us as we were waiting, and we thought that it would've been a perfect place because the lady had very good recommendation. when it was our turn, we introduced ourselves and we were happy to be there in the beginning and we were so happy that we have finally found someone so we decided to bring back all the paperwork on our small business so we reschedule the appointment with the gentleman that was helping us. He made the appointment for us four days after that day. We took everything that they had asked us for. since I work most of the time I went to my banker and my banker was not available so he wasn't able to print out my front page of my bank statements. I called them and I told him the situation and they told me if I emailed my bank statements they will print it out for me. There was no problem so I was more than happy at the moment but things did not go as we thought it was going to go as we were waiting there. The husband and wife were arguing about who schedule does the Appointment. because they accidentally. double book 2 appointments at the same time we were understanding we sat there. We told him it's OK. Take your time we were there already. We really needed to file our taxes or find someone so we were basically desperate to do so we were there over an hour. We were OK while the husband and wife kept arguing about the double booking appointments. when I started emailing the bank statements, the lady got mad and she started going off on me and she said you need to do your homework. We can do it for you. so I was calm and I figured that she didn't know that we were just there for her husband to take a look at her paperwork and see how he could file the taxes. she kept going off on her husband. She kept going off on me and, my husband, so my husband told her it's OK don't stress out just go ahead and reschedule us. There's no problem we could come back another day. The lady kept going off on her husband going off on me going off on my husband when she told me that I needed to do my homework several times that's when I got mad and I told her I know what I'm here for. I need to talk to your husband. He's the one that told me just to bring samples of the filling that we needed to do so that's what I did. I brought samples? and she just kept going off and off and off. so we left I left all my paperwork behind including my children's 1095B records because I thought that my husband was going to reschedule the appointment I guess at the end my husband walked out because we will have to yell over the lady, she will not let you talk. She's very hardheaded so she will not let you talk and explain anything so we did. We left and today I decided to go back to pick up my 1095B records for my children's School and the lady threatened to call the police on me when I just told her I just came to pick up the papers I left behind from my kids schools, I need to file my taxes and she said we don't have it. We don't have it. She kept repeating that she doesn't have it. We doesn't have it when I know I am 100% we left that behind and she says she shredded everything when my husband put up a review of everything that happened that day, she shredded all my paperwork, my original paperwork from California Department of healthcare services I came home I checked I do not have it. They kept it and they shred it plus them shredding my original documents. They threatened to call the police and I told her I could call the police myself. you don't have to call the police. There's no reason why calling the police and she said it's because your husband left a bad review. I said my husband did not leave a bad review. He just left a honest review of what really truly happened. Just like I'm doing now

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

I don't give any star to this company they are a scam it's been 15 months since I gave them my…read moremoney as an investment " to grow my money" as they claim in their website but now any of them respond to my calls, emails or messages. In my contract with them says that they would make a payment every 4 monts but until this day I never received nothing in return, so don't make the mistake of believing this rats.

They are con artists who promise to teach financial strategies aimed at increasing your income…read morethrough investment. But they refuse to identify their financial process an "investment". On the "WhatsApp" platform, they promote themselves as, "financial advisors / educators" who are eager to help with your finances. So you see, they capture your interest of achieving financial freedom by the finesse of their advertisement they use keywords to lure you in and gain your trust. If you fall victim to these predators and handover any amount of money for their Ponzi scheme, trust me, you may never see it again. I never thought I'd do something of this nature. But, timing is everything! In a moment of horrible vulnerability, I feel victim turned over a large amount of cash believed in the process. In February 2025 it'll be a year that I gave up $5000 all because who I thought was a good friend referred me to these horrible people. The worst part, deep down , is I knew better, than to trust any unlicensed. Especially, a business From the moment the Tech Blue rep said our transaction had to be done with cash, I should have known the situation was not trustworthy. My saving grace, fortunately is the absence of that amount of money did not stifle my livelihood. My financial cushion, however, has been compromised! The lesson learned; research and validate any and all potential financial Associates prior to collaboration. It's smart insurance! The battle to recover $5000 continues! While steering the financially maxed client,

I've been banking with them for many years. Love the personal attention. May not be the biggest but…read moreI feel one of the best.

Elisa and staff were amazing!!! Best bank in the world... great experience. Will definitely be back.read more

I had an excellent experience working with Mac Tax Solutions this tax season. They were organized,…read moreknowledgeable, and incredibly patient in walking me through the process. What stood out most was their attention to detail--they taught me things that my previous tax preparer had never pointed out to me and proved that no monies were due to the IRS or State of California for my tax year 2025 income taxes. Communication was smooth and timely, and they made what is usually a stressful task feel surprisingly easy. I felt confident that my return was accurate and optimized. The entire process was efficient, transparent, and handled with real professionalism. I highly recommend the Mac Tax Solutions tax preparation services to anyone looking for reliable, thorough, and friendly tax preparation support. I have referred these pros to some of my friends that are scrambling to prepare last years and this years tax preparation services.

Our old tax guy (of ten years) retired and we needed to find someone for this year. Thanks to all…read morethe recommendations and review, we found MacTax Solutions close to our area. Booking online was fast and convenient. So glad that they offer late appointments and we were able to come later in the evening with our family. Edward Mejia helped my husband and I with our taxes. He was friendly, efficient, and explained all the itemized information that we needed to cover. We really appreciate that he took the time to explain each line and discussed ways to maximize our return. Edward was easy to talk and finding a new tax preparer is definitely challenging. Thank you for also letting our boys hangout in your office. We appreciate your business and we will definitely come back next year.