I've know Sarah for 15 years and she was my advisor for the last 6 years. My dad has recommended…read morethat I move my investments away from her for years based on the fact that my portfolio has consistently under performed the market even though I'm in my late 30s and had no need to be this conservative in my diversification. In 2021 my portfolio did 8% less than the market and 2020 it did 5% worse than the market. Again I'm in my 30's, no reason I should be under performing the market this much. I continued to look past this as I felt comfortable that I knew and trusted Sarah. When it came time to buy a house (Sarah of course built this into my retirement plan) she recommended her husband who is a realtor so we started to work with him. Lesson here do not mix multiple business relationships but again trusted her so we moved forward. Her husband, although a very nice person, was really lacking competitive drive and didn't work out. After barely hearing from him for 6+ months Sarah discovered we used a different relator while we were in the middle of escrow and needed funds to move funds to an escrow account and she was irate. She proceeded to send me harassing messages very late at night through Facebook, extremely unprofessional. She cut off all communication to me and told me she was moving my accounts off of her to another advisor - I had no idea what implication this would cause being in the middle of escrow you can't change anything with money. Sarah blocked all communication from me and refused to assist me with anything I needed regarding my accounts, which was where my down payment was sitting. Needless to say, by far the most unprofessional and unwarranted behavior. She's irrational, unprofessional and also a poor advisor as again my portfolio was very poorly managed. Leaving CS/Sarah was way overdue. I highly suggest you explore other options when it comes to an advisor, Sarah is not someone to trust with something so important.

Incompetence at its finest. When we decided to go with Sarah Reznick at Edward Jones we had thought…read morewe were in good hands. When we first met Sarah she sold us a bill of goods promising top notch customer service and a experienced secure financial planning and services. We specifically told her only to move funds that would not cause any capital gains and tax issues. In addition we told her to check with our CPA before making any transactions. (Our CPA was included in our first meeting with Sarah.) So we thought everybody was on the same page. The first thing she did was transfer long term funds and sold them off costing us large capital gains and a huge tax bill. This was exactly what we said NOT to do!!! And as for customer service Sarah and her office staff where full of excuses and didn't take responsibility and tried to deny and deflect and blame everybody else including our previous advisors for her inexperienced actions. I could go on with additional facts of her incompetence but I think you get the just. Long story short we have moved our funds with another advisor.

Larry has been doing my taxes and accounting for many years now and he never fails to amaze with…read morehow professional and efficient he and his team are!! Lilian, Heidi, Wendy and Larry (to name a few of his team) are like a well oiled machine and I highly recommend them!! I will finish by saying that I TRUST them!!

From the owner: Artists Business Management Group is a Bookkeeping, Tax Preparation and Business Management Firm…read more We have been providing business management services in the Newbury Park area for over 30 years. Our clients include entertainment professionals such as actors, writers, producers, musicians and those in the sports industry. We know that the role of a business manager involves working closely with assistants, agents, managers, attorneys as well as families. We assist with everything from home and auto loans to medical expense reimbursements. We excel in Tax Services, estate, financial and investment guidance and planning to reduce the amount of taxes owed and provide a comfortable future. We have streamlined processes to ensure accuracy and consistency and we pride ourselves on providing our clients with transparent reports and full online access to all financial accounts. Our staff have the knowledge and experience to handle all of your business and personal financial needs.

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.

The company focuses on helping the average American save money towards their retirement and/or…read morefinancial goals. People are hurting right now, financially. Theirs a cancer out there. I was helped by the company and I started saving $150 dollars a month. I have both life insurance (300k coverage) and I invest part of the 150 into the the S&P 500 and other global markets. They help you save money in vehicles that allow you to pull money without penalties at any given time, while also helping you save on taxes in the long run when you pull out your savings. 401k plans and alike, WILL tax you later and your saving will deplete faster.. the company will help you in many ways. It amazes me how many people are so blind to this stuff and rather bash on companies who are actually trying to do a good deed. Reach out to an advisor at Merrill Lynch, or Charles Swab, I DARE YOU. See if you get any help. These guys are doing great things.

They are passionate about helping others and committed to improving services and training…read moreappropriate salespeople.

​​Update: I'm thrilled to share that we sold our home and purchased our forever dream home in May -…read morejust a few months after working with Michelle! ​I credit my husband for finding Michelle on Yelp, as that decision ultimately became the catalyst for achieving one of the biggest milestones of our lives. I'll never forget in one of our final sessions when Michelle said, "You could be in your dream home by this summer." Those words became a mantra that carried me through the stress and uncertainty of simultaneously selling and buying a home. Throughout March, April, and May, I repeated them often - and she was right. Today, we're living in our forever dream home and couldn't be more grateful. We're enjoying time with family​, friends​ and watching our two Labrador Retrievers swim in the pool we always dreamed of having. A huge thank you to Michelle for helping us believe this goal was possible and for giving us the confidence and roadmap to achieve it. If you're considering working with her, I can honestly say the impact extends far beyond finances--it can truly help change the course of your future.

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.

He really cares about his customers and is genuinely in the business of helping people. Would…read morerecommend him to anyone. Trustworthy and extremely knowledgeable glad to I came to him to help with my finances!!

I'm pretty new to the idea of professionally managing my money, I called around plenty of places,…read morehowever, none of them were as helpful as Daniel has been. He is a natural at what he does. He is honest and straight to the point, but also friendly, which is really important for me. I think it's really important to work with someone who has your best interest and is considerate as much as he is relatable, especially when it comes to dealing with my money. His advice really helped me to kickstart my financial journey.

I've known Sarah for 15 years and she was my advisor for the last 6 years. My dad has recommended…read morethat I move my investments away from her for years based on the fact that my portfolio has consistently under performed the market even though I'm in my late 30s and had no need to be this conservative in my diversification. In 2021 my portfolio did 8% less than the market and 2020 it did 5% worse than the market. Again I'm in my 30's, no reason I should be under performing the market this much. I continued to look past this as I felt comfortable that I knew and trusted Sarah. When it came time to buy a house (Sarah of course built this into my retirement plan) she recommended her husband who is a realtor so we started to work with him. Lesson here do not mix multiple business relationships but again trusted her so we moved forward. Her husband, although a very nice person, was really lacking competitive drive and didn't work out. After barely hearing from him for 6+ months Sarah discovered we used a different relator while we were in the middle of escrow and needed funds to move funds to an escrow account and she was irate. She proceeded to send me harassing messages very late at night through Facebook, extremely unprofessional. She cut off all communication to me and told me she was moving my accounts off of her to another advisor - I had no idea what implication this would cause being in the middle of escrow you can't change anything with money. Sarah blocked all communication from me and refused to assist me with anything I needed regarding my accounts, which was where my down payment was sitting. Needless to say, by far the most unprofessional and unwarranted behavior. She's irrational, unprofessional and also a poor advisor as again my portfolio was very poorly managed. Leaving CS/Sarah was way overdue. I highly suggest you explore other options when it comes to an advisor, Sarah is not someone to trust with something so important.

Earlier this year, we transferred our portfolio to Edward Jones via Sarah Reznick, and within just…read morea few months, took back all our assets away from that company. When we initially met with Sarah, she said she understood our goals and we thought she would be managing our portfolio well. That wasn't the case. Not only was she simply a salesperson and not the one to handle our account (it went into the "mill" and the system handled it), but she ignored the fact that some of our portfolio was in gifted stock and, therefore, had a low cost basis. She talked about diversification from this stock but never told us that our portfolio would be entirely sold so that Edward Jones could invest in stocks/bonds that would meet our goals. Diversification is one thing, but selling everything is something else. Selling all our portfolio resulted in a nearly $90,000 capital gain. When we questioned Sarah, she was totally unaware of our gifted stock, and so had ignored a major part of our original discussion. She will cost us a lot of money when we file our tax returns. We filed a complaint with Edward Jones and the person handling the complaint seemed to understand the issues in a phone conversation. However, in a final written letter, she blamed us for not understanding how their managed portfolio advising worked. There was no admission of fault and there was no apology nor compensation from Sarah or the company at all.