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.

GoldenCrest Metals made investing $40,000 in precious metals for my IRA simple and stress-free…read more Their representative, Charles, was attentive and provided top-notch service. Charles took the time to explain the investment process and helped me select the right metals for my portfolio. He was patient with my questions and ensured I felt confident in my investment decisions. Thanks to Charles and GoldenCrest Metals, I now have a portfolio that includes precious metals. I highly recommend GoldenCrest Metals for their exceptional service and expertise in precious metal investments

From the owner: Founded by industry veterans with over 20 years of combined experience, GoldenCrest is built on…read moreintegrity, transparency, and competitive pricing to empower investors of all skill levels to reach their financial goals with precious metals. Start building your financial legacy today. Contact GoldenCrest and discover the advantages of investing in precious metals.

I've had a really good experience with Allegiance Gold. The team was very responsive and made the…read morewhole process smooth. I received my metals on time, and they actually over-communicated in a good way with keeping me updated and accommodating my requests along the way. Their reputation matched what I experienced in terms of service and transparency. I'd definitely work with Allegiance Gold again!

Very professional and patient team. They explained everything clearly and made me feel confident in…read moremy investment.

The personal experience, planning on my income., giving me opportunities and options. Not turning…read moreme down due to my value of investments. Helping me live a good life. Wanting to help with my investments no matter what I have available to invest. Caring to help others, the staff is very helpful. I can't be blessed enough.

I found this company online and enrolled in a webinar to find out more about their services. I…read moremissed the original webinar due to Covid. They kept after me saying we noticed you missed the webinar and there is a recording but it's only good until tomorrow night. I did manage to watch it before the expiration and Mark Kennedy presented a compelling conversation about needing to not just save but to make sure your money wouldn't run out no matter how long you live after retirement. They empasized that the stock market was not a good place to have your money due to the ups and downs of the economy. So I signed up for an informational call and they were adamant to put the phone numberin your phone so you wouldn't miss the call to confirm the appointment. I did this and when I received the call, the caller was super rude and dismissive. He first asked if I had time to talk and I said that it was not a good time but that I had the appointment on my calendar. He proceeded to question me about how much $$ I had to invest and where that was invested. I told him I was in a public place and this was not a good time to talk. But when I told him that I was already managing some of my own retirement savings through a self directed IRA that is invested in sydicated Real Estate and that I had other parts of it in the stock market and asked him what kindn of investments they would recommend he said annuities and long term care insurance (which I do already have) it became clear that this firm is trying to sell us their own insurance products that will only benefit them, not us as investors. The very rude person on the phone also said I don't have enough investments for them to bother with although I had more than the required amount they originally stated. The guy was supor rude and said he was cancelling my appointment and hung up on me without so much as a goodby. I say good riddance to these hacks who are trying to prey on unsuspecting investors. No thanks. I'll keep my money where it is rather than give it to these crooks.

Leap payments is best company, they have the best rate and the best customer service.read more

Was overcharged at a restaurant that uses Leap Payment as a merchant. Called Raymond from Leap…read morePayment to check the status of the refund of the overcharge. He said he had sent it back but I never received it. Raymond said "can't do anything I'm not going to repeat myself" and hung up on me. Unreliable merchant and horrible customer support.

I have been working with Elliott for the past three years and have had excellent experience. He has…read moreeasily saved me thousands of dollars. He's efficient and great at what he does.

I had a very positive experience working with PMF. Elliot was great, and we were able to close for…read moremy client in 3 business days with no issues. As a mortgage broker who closes multiple bridge loans a month, I highly recommend Elliot and PMF.

With great patience, Amanda and Chris led this first time home buyer through each step of the home…read morebuying process. They were always there with unbiased guidance, helping Boyfriend and I find and buy the home of our dreams. Was it fate that we found our forever home on our first day house hunting with Amanda? Or was it Amanda's many years of experience? Probably a bit of both! Did their expertise and knowledge make our home buying journey an easily mapped process? Definitely!! We couldn't be happier with our choice of Amanda and Chris as our realtors - they always came through! I would highly recommend Amanda, Chris, and their whole team if you are looking for a representation that is caring, responsive, knowledgeable, and affordable.

We had gone to Amanda many times over the years and after almost ten years we finally pulled the…read moretrigger and put ourselves out there to buy a house. She walked us through the process and was available when we needed her. We highly recommend Amanda!! We are grateful for her!

Just sold another home with Denise!…read more I cannot say enough great things about Denise Marks. She is truly spectacular to work with and I wouldn't trust anyone else with either the sale of my home or the purchase of a new one. Throughout the entire process, she demonstrated incredible patience, always taking the time to answer questions and explain options without ever making me feel rushed or pressured. At the same time, she is a shrewd and highly effective negotiator. She knew exactly when to push and when to hold firm, and her strategy made a real difference in both selling and buying. I always felt confident knowing she was advocating for my best interests. The combination of experience, calm guidance, deep market knowledge, and strong negotiation skills is rare. If you're looking for an agent who encompasses all these skills , look no further. Denise is professional, trustworthy, and genuinely exceptional at what she does.

Denise and her team are the best of the best! They always go above and beyond for their clients and…read moreare amazing at negotiations. Denise works seven days a week and is always available to answer questions or provide advice. If you need a realtor, look no further, because Denise is truly the best in the business.

We have been clients of Maria Pisa since 2001. Despite the volatile economy, our retirement funds…read morehave performed consistently well. Maria is a kind, conscientious and smart advisor. Her entire office is efficient and pleasant to deal with, and I would highly recommend her to anyone who needs investment, and particularly retirement advice. In 2010, we took the next step and brought in Maria to handle the retirement investing for our employees through our company. That has gone well, and we would recommend Maria for other small business owners as well as individuals.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Actual branch: Hit or miss the knowledge level of who helps you. What I have found disturbing is…read morethe lax security on my account. I have had to ask a representative to close out of my account prior to leaving they left it on the big screen. What the hell? They just got sued for a data breach. My last in person visit. The representative couldn't open a roth for me so i could have pretty much saved myself a trip and done it on my own with a representative over the phone which is what i did while in the branch. The rep was in the room with me and we had to call the fidelity customer service line. I guess he was good as far as answering questions while in the room. Again not comfortable how lax everyone seemed to be with my account. What really bothered me was i caught the guy looking at my chest. Made me really uncomfortable and doubt i will go back to that branch due to that. Now I will review the service over the phone and their preditory marketing practices. I have received numerous calls from their reps saying they have looked into my account and want to discuss my investment options. This is insane. So anyone can look into my account from fidelity with sensitive info. My privacy is being violated. I have asked to be put on the do not call list and i'm still getting calls followed up by emails that I haven't responded. The poor judgement makes me not trust them with my money. I'm very disappointed with them. They don't take privacy seriously and feel like they can borderline stalk clients which is what i feel like. Like i'm dodging telemarketers i don't want to deal with. It's harassment!

Went on Friday 06/26 to roll over my 401k from Walmart. Topanga Blvd. location…read more Paul and associate was so professional and polite. He took care of my transaction and I do appreciatiate his help. Good luck with your golf game. Thanks JCM