Marco is super nice and helpful and patient and a heck of a sweet guy…read more And he knows his stuff inside and out. Easy Peasy. Take a load off of your mind and do yourself a favor.

I requested a virtual session and got an immediate message from Marco asking me to call for him to…read morebetter understand our situation. Although I didn't have enough saving to qualify for his services, he was very professional and still asked questions to help direct me in the right direction. He seemed very honest.

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.

Saw this Yelp page say "appointment only" and thought I had to make an appointment so I called the…read morenumber on here and was on hold for about 20 minutes before an agent based in Arizona said he could email them about scheduling an appointment. He also gave me a number to the seal beach branch directly, or so I thought. I called that 562 area code number and it's the same thing. That agent at least told me I didn't need an appointment and said just go on in. But by then I was on hold for a total of probably 40 minutes, doing other things so didn't matter but still a little annoying that not all agents know what end is up or that you can't reach the branch directly to get any cogent answers. Branch itself was nice, but all in all some needless rigamarole that can be streamlined for better efficiency, especially when the Yelp page indicates appointment only when that is not the case. Mark Garcia helped me and was courteous. Parking is ample in the strip mall where it's located. Curious to know from the negative reviews what "policies" don't help customers, it's nebulous so I guess I'll see what time reveals. There were 2 men at the front assisting customers. Saw no woman in the branch, per what a negative review indicated so hopefully whatever issues in the past have since been corrected.

I came for a statement that shows I currently own Carnival stock, so that I can get $100 shipboard…read morecredit on my next cruise. The receptionist was able to do this right away. She was very nice and friendly. So are the employees who assisted me in the past.

I needed proof of insurance for my mortgage lienholder. I called Insurance Partners and spoke with…read moreValerie Bueno. Valerie got me an insurance policy with proof of insurance, and I was able to clear the issue with my credit union that same day! I am very happy to have found Insurance Partners.

I've been with this insurance agency for many years, the staff has always been helpful,…read moreprofessional and service oriented. However my new account manger or agent, Bernardo Bu is a cut above in knowledge, service and attention to details. I had recently was required by my mortgage holder to buy flood insurance due to a revision of flood map. Bernardo was able to find me t great flood quote, in short order. He also showed much patience spending time on the phone with me and mortgage holder representative explaining coverage issues to my mortgage representative. i strongly recommend this agency for your personal or commercial insurance needs. This recommendation is personal as I was insurance underwriter for Travelers insurance for 25 years.

Aaron Johnson's firm has been handling my taxes for nearly a decade now, and I couldn't ask for a…read morebetter experience. He and his staff are extremely thorough, detailed, easy to communicate with, and always right-on-the-money. His skills have made my financial life far less stressful, and far more organized.

Aaron made the whole tax process so easy and stress-free. He was efficient, approachable, and…read moreanswered all my questions without any judgment. Best of all--he found ways to save me money that I wouldn't have caught on my own. Highly recommend if you're looking for someone who knows their stuff and makes tax season way less intimidating.

Norm has been amazing! He really takes the time to explain everything to me and my wife. He gave…read moregiven us all the information, projections, reports and updates to keep us on track to meet our financial goals. He does regular investing, retirement planning, watches our tax consequences and even has made it possible to set aside money for college for my 5 yr old. I feel confidence in him. I refer him to everyone i know. Next is life insurance. I will be completely set after this! I know i thank you every time i see you, thanks norm! Oh, and he is super accessible. I can call him about anything. Soo glad i met him.

My wife and I have a growing family, a small business and wouldn't think twice about recommending…read moreNorm to others in our same position. He always keeps you informed and is available almost anytime to answer any question we have. He's been integral in not only advising us on our personal finances but also has great insight all things business. He's is also closely tied to our community and local charities. Highly recommended.

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!

Scot Hunter, "Invest It Right", is a highly knowledgeable Wealth Life Guard…read more Scott is a strong leader and financial business mentor. He works with people to show them solutions to their financial needs through a system of education and community support. I have personally gone through this educational system and have applied this knowledge several times in family real estate transactions. Prior to this education, I knew very little about mortgages, real estate investing or specifically, the strategies that the well experienced investor is aware of and utilizes to come out ahead. I highly recommend having Scot show you a new way of looking at investing and creating wealth in your life. Respectfully ~ E. C.

Cooper's Accounting Service is great! They helped me with the mess my previous accountant did. A…read moreserious IRS tax problem! He amended my tax returns and saved us a lot of money! Any letters I get from the IRS they take care of! Stress free knowing I can count on them to take care of it!

The helped with my tax and answered all my questions. When I any problem with IRS, they helped as…read morewell phone calls, and letters.

This is the best tax preparation experience I've had with any tax preparer. For a business owner…read morewith a complex return, Integrity tax really took care of everything in a timely manner and their software makes everything so seamless and organized. Very fair pricing, very knowledgeable, and also very thorough. I highly recommend for any business owners.

I just got my taxes done again at Integrity tax and they are wonderful!! They're kind,…read moreprofessional, efficient. I highly recommend Integrity tax!!