Philip and his staff are very knowledgeable and trustworthy. He will combine his tax knowledge…read morewith investment knowledge to arrive at the best option for your current and future needs.

Philip has been handling our taxes and investments for years. He is smart, friendly, and…read moreknowledgeable. He's not super pushy, which means no product dumps. But, he does gently advise.

I was referred to Matthew Gallegos by my cousin and he is the best! I went on to refer a couple…read moremore clients to him because he is so knowledgeable and personable. He takes his time and explains everything so I feel like I have a handle on my taxes. I highly recommend giving him a chance!

Linda and Matt have been doing my taxes over 20 years…read more They have always been very kind, helpful and most importantly, they always do a great job!! I would highly recommend Linda and Matt if you are looking for an accountant.

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've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

No Family Left Behind…read more What a lovely office filled with some of the most remarkable people I have ever met. What they do here is clear and simple: spread financial literacy. That's it! And this is one of many locations that's spreading throughout the country doing the exact same thing. There's an obvious demand for their services, and it's because most people actually don't have a CLUE when it comes to handling finances. I've met stubborn people who think they are "good" where they are. After referring them to an agent and realizing they are actually in major debt, have little to no savings, paying for overpriced products/services, or are ill-prepared in the event of common crises, I fear knowing they are the family breadwinners. And those who truly have done well financially find themselves doing better after learning about this organization. Most people are broke, they just don't know it yet. They rely on their JOB (just over broke) without an effective plan, and then they retire broke and depend on their children or the government for income. And then the children have no savings and they retire broke, continuing the cycle. How sad is that? Oh you think your 401(k) or social security will save you? Well people don't plan to fail, we just fail to plan. I hope you are disturbed, but there is hope. So please help your friends and family by sharing the information this office offers by speaking with a trained professional. I urge you to start planning well thought out financial goals for you and your loved ones. I and many others gained so much from this office, and so will you.

From the owner: Who We Are & What We Do We are defined by our name AXIANTA…read more "AXIA" is a Greek word meaning "strong, powerful, worthy, deserving, in keeping with, value and merit." The suffix "nta" means "of heart, to serve and to give." AXIANTA Financial Partners South Bay, LLC (AFP) is an independent financial service marketing company based out of Rancho Palos Verdes, California. With over 20 years of service, we are dedicated to meeting the financial needs of families, individuals and businesses around the country. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. AXIANTA has a team of associates who bring value and service beyond expectation. With many different financial strategies, AXIANTA's associates walk their clients through a six-step process to help them address financial goals and solutions. Whether the goal is saving for retirement, preparing for a child's education, getting out of debt or passing on a legacy, AXIANTA's associates work with clients to help them move from Dreaming to Doing.

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 was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!

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.

Ask for Christina she is easy to work with, is responsible and follows up, and is very…read moreknowledgeable. Worked with her a few times over the years and each time she has provided excellent service and the best options!

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.

Second Chance has helped me and the clients that I have referred in helping them purchase a home…read more They have helped tremendously with our credit in resolving the issues. I highly recommend Second Chance.