I'm not sure about this place if you're not Hispanic. It seems everyone else can get approved or…read morehave good reviews and this is my second time trying and I think the staff here are playing games. For instance, I call to check the status and they say they kind find my application but I have a hard pull on my credit report. Then when I ask for more information they hang up the phone. So take a chance if you like. I just know my experience was horrible here. Each time.

From the owner: Apoyo Financiero, Inc. is a fast-paced and rapid-growth small loans company serving under-banked…read morecommunities. With twenty-six offices in California, our goal is to improve the lives of our clients, employees and the communities we serve. We help improve the lives of our clients by providing access to credit which allows them a pathway to the formal financial economy. Our work has a positive social impact on the communities we serve.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been…read moreamazingly helpful in providing sound fiduciary advice about my retirement planning. I could not recommend any higher!

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and…read moreknowledgeable. He is currently assisting us with my husbands non profit corporation. He's patient, he makes things so easy to understand and accessible. His prices are unbeatable! I highly recommend David! So far, we're so thrilled and grateful for his services. He made what seem to be a long, stressful process to be seamless. Thank you David, for your patience and expertise. Previously, I have been going to another CPA for my w2, the past 5 years and the treatment I get here, is like day and night. I am jumping ship, and not looking back!!! Thank you!!!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

Just interviewing different financial firms. I''m finding Fischer to be very pushy. Not asking…read morewhat your goals are which they brag about putting the client first. It's more like are we taking over all your accounts? What is your net worth? If you roll over your 401k into an IRA, we could manage your retirement also. Bad sales tactics. A real turn off in my book! They just want a bigger commission the more net value your portfolio is. I want to see how they handle one first before turning over my entire estate. Made me very uncomfortable, and that was with an area manager. Still searching for someone compatible.

I was shopping around for an investment firm. When Matt from Fisher called me back to follow up, I…read moretold him I went with another investment firm. He tried to convince me that they were the best firm. I told him I was already with another firm and happy with them About two months later, he called me again. I told him I thought you were not to call me anymore. I told him again I went with another firm. I told him to put me on the do not call list. He hung up on me before I could even hung up on him. Rude and pushy.

John has an intuitive understanding of how your finances work together and support each other. He…read morealso asks very discerning questions about your needs hopes and dreams. But his most important and dominant quality is his integrity we trust him in some ways more than ourselves because of his objective realistic understanding of what a healthy spending level. We also really appreciated his recommendation for attorneys and other services we need.

John and I have been good friends for a number of years. I was hesitant to use his services…read morebecause sometimes a friendship will steer people away from professionally doing businesses with each other. [As an Architect, I know that often a simple business misunderstanding can bring about tough, damaging feelings]. Out of our recent business planning interaction, John has proven to know his field exceedingly well and has continued to provide me with rewarding advice. Trust is the foundation; ..... but, having all of his market knowledge come to bear on financial planning challenges, makes for an easy -and successful- working relationship. I highly recommend John M. Plaza's services!

Charise Roberts was the most amazing financial service rep. She helped me with my personal loan…read moreeven though my credit was a bit challenging. She had my best interest! Please consider her for your financial needs

From the owner: MW Wealth Advisors provides personalized financial and investment services to Credit Union members…read more We are a full service financial investment company, with a team of uniquely qualified individuals offering extensive investment advice as well as retirement planning, estate planning, educational savings plans, and a vast array of insurance products.