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 had a call with another financial advisor who made me feel guilty about my financial situation. A…read morelittle distraught, I gave Michelle a call. In just one 15-minute phone call, Michelle made me feel better and more in control of my finances (individual times and results may vary). I feel confident and empowered after getting her advice. I highly recommend giving her a call to see how she can help you.

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.

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

I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

The best Tax and Financial business in Los Angeles county. Located in Inglewood with 40 years in…read morebusiness is what did it for me. Mr. Lindsey's knowledge was on point and he gave me some wonderful financial tips. The staff in the office were friendly, professional and knew their stuff. Call them asap for an appointment for your tax needs and financial matters. I'm sure they can help!

Quick and convenient and confidential all from my couch. I did not have to drive to the tax office…read more I was able to upload my taxes and I got a refund just like that. Lindsey Financial was very honest in helping me solve my tax issues.

Worked with Paul Marshall for my mortgage. He responded to my questions and requests super quickly…read morewith the best answers. Even though we had the condition of "Contingency Removal for Loan in two weeks", he processed it right on time so that we can get the house key today.

I highly recommend Paul Marshall at City National Bank for anyone looking for a knowledgeable and…read morededicated loan officer. He made our loan process smooth and easy, guiding us every step of the way and always being available to answer our questions. What truly set Paul apart was that he went above and beyond by informing us about additional grant opportunities we didn't know about. Through his guidance, we were approved for the $35,000 Greenline grant as well as the $20,000 City National Bank grant, which significantly helped with our closing costs. Even though we never met in person and handled everything electronically, Paul made the entire experience seamless and stress-free. He is professional, responsive, easy to work with, and genuinely committed to helping his clients achieve their homeownership goals. We are very grateful for all of his support and highly recommend him to anyone purchasing a home.

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!

The Best Investment Ever! I cannot thank Ali and his team…read moreenough! I hired them because I had three accounts with negative history--even though I had already paid them off, the damage was done. Ali and his team negotiated settlements with the credit card companies (Amex and Discover), and within less than two weeks, the accounts were removed from my report. My credit score skyrocketed! I highly recommend their services. You can absolutely trust them--this is the real deal!

All I wanted was my credit fixed. I walked away with Perfect Credit and check for $50k. Ali and his…read moreteam blew it out of the water. His credit and legal expertise led my case to best results anyone can ask for. I wouldn't be buying my first home without them. THANK YOU ALI !

Coaching with Gabbi is one of the best decisions I've ever made. I've learned so much from her…read more Even the things I thought I had a good grasp on, like budgeting and saving, she's helped me get even better at and I've really leveled up in both areas because of her. She also takes a holistic approach to abundance, which is something often missing from conversations about wealth. Most importantly, Gabbi is helping other women of color like me build their generational wealth. It's something she is passionate about & she has a very approachable way of coaching, which is needed when it comes to money matters. I truly can't recommend her highly enough. If time is money, then don't waste another second. Get on Gabbi's client roster ASAP!

Gabbi, from That Makes Cents Financial Coaching, has been such a help and an invaluable financial…read morecoach. Gabbi has the knowledge and skillset I needed, but what sets her above others in her field is her holistic view of the "person behind the finances." Working with her patient, curious presence, I'm approaching my finances without stress and shame, and it's encouraging new habits that will shift my financial future. She's been a great blessing to me!