Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

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.

Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

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.

Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.

On May 18, 2026 while visiting Arrowhead Credit Union on grand in chino I witnessed a very…read moreconcerning situation involving one of your employees and a customer. The customer was yelling, cussing, calling the employee names, and becoming increasingly aggressive while she remained calm and professional throughout the interaction. What concerned me most was the lack of protection and support for your employees during the incident. There appeared to be no physical barrier or safety measure between the customer and the employee, and although a security guard was present outside, he did not intervene, attempt to de-escalate the situation, or ask the individual to leave. As the customer became louder and more hostile, it was upsetting to see the employee left to handle the situation alone. I understand businesses want to create a welcoming and personable environment for customers, but employee safety should also be a priority. Situations like this can quickly escalate, and employees should feel protected and supported when dealing with abusive or threatening behavior. It was honestly very difficult to witness such disrespect toward this young woman and your staff. I hope additional measures can be considered to better protect employees and ensure they feel safe while at work.

Opening January 12, 2026! Opening January 12, 2026!…read more 12-15-25 Monday - This shared network's ATMs are NOW OPEN! Finally a branch nearby! No more long drives.

I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

Working with Suzanne was such a great experience. She carefully reviewed all of my finances,…read moreexplained everything in a way that was easy to understand, and helped me create a clear plan moving forward. She's professional, knowledgeable, and genuinely cares about her clients. I highly recommend her.

I truly love working with Suzanne. She's one of the most dedicated, detail-oriented agents I've…read moreever met. Her commitment to finding the right coverage for her clients--coverage that fits both their needs and their budget--is unmatched. What stands out most about Suzanne is how deeply she cares. Life can be unpredictable, and she understands that. She's helped countless families prepare for the unexpected, and in some cases, her foresight has made all the difference. Some of those families faced tragedy--but thanks to Suzanne, they had the protection they needed. Suzanne is more than just a great agent--she's a blessing to the people she serves. Truly, she's doing the work of and for the people. Let her guide you, it will be the best check mark on your adult to-do list. You will sleep better knowing you are protected.

As a degreed Accountant, MBA, and working in Fortune 500 Corporate Finance for over 30 years I have…read morebeen seriously investing since my late '20s. Before working with professional advisement, watched my wife's and my portfolio grow from five, to six and to finally seven figures. Would consider myself an experienced personal investor. However, portfolio grew stagnant (stayed in prior winners, now losers too long), leveled offed, and was not achieving desired returns, and was often radically up or down pertaining to market whims. Found myself even being experienced, being emotional in making needed financial decisions. Thus decided to finally pursue and rely on professional financial investment advisement for better consistent long term returns. Went thru a most thorough rigorous search and review process to choose the right Financial Advisor to entrust my entire now seven figure portfolio. This was a four step process that entailed screening firms for the right kind of (1) financial advisor formal university education, (2) investment training & licensing (CFP, CFA or CPA etc.), (3) firm reputation, especially local reputation, not just based on a national name recognition and (4) firm Investment style and practices. Basically wanted a firm that primarily were not just a bunch of financial salespersons (who got into the business a few years ago and primarily earn their income generating financial product sales) and genuinely care about the long term growth of their clientele. It would not make sense to invest my hard earn money with advisors who knew less (often far less) about Finance, and even less about the real Stock Market than me! I would sincerely say that 80% to even 90% of the firms out there do not meet or even close to my set standards (which should apply to you if you are a serious investor). Thus took almost two years to find the right firm to meet my set standards and long term goals. Personal care was of course considered, but all said $ results matter! After initial on-line screens in the dozens, went thru nearly a dozen actual person to person firm interviews. That said, I chose Gould Asset Management in Claremont, now going on four years, and have not looked back. They have the highest credentialed, formal finance educationally trained, market tested experienced, personnel with a better than Gold reputation in the community. They developed a medium and long term plan which I have entrusted my entire family's portfolio (with highly protective safeguards that they incorporated at the broker house level, i.e. Fidelity, Schwab, etc.) I have now been getting better consistent steady returns with softened market fluctuations. Guarantee you will only find this level of firm competence, financial investment knowledge, and true customer care and financial planning to meet your needs and goals only with Gould Asset Management and a few firms perhaps in the LA highest rent districts, think Bel-Air or Beverly Hills. Young or older as myself, if you are serious about developing a well planned diversified portfolio, look into Gould Asset Management. Ten, twenty years from now, you will be glad you did. CJ Wong, Experienced Investor

From the owner: We help our clients manage their unique financial situations as they traverse a variety of…read moreimportant life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals. Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.

Raul has done my taxes and set me up with a couple investment accounts. He is very quick to respond…read moreif you need something and will spend time explaining things to you. He is very friendly. I would recommend his services!!

Been with KYP Financial since i started my business in 2014. They are very affordable and delivers…read moreon time! Raul, the owner is not only my accountant, he is my mentor and my consultant! He handles all of my finances and investments. He is totally part of my success. And i will definitely recommend KYP! I will be forever grateful to this guy

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.