I don't leave reviews but I have to in this case. I was referred to ACap by a true friend. After…read morespeaking with Ara, I cannot begin to describe the hybrid feelings of safety, gratitude and confidence. Safety as in ACap is a place where you will be safe financially. Gratitude in that I feel treated like a family member. And confidence that my ongoing financial literacy and growth as an investor is headed in the right direction. You need to be prepared and don't waste time. If you are, then ACap will provide you with a true partner that will help you grow financially.

Marina saved me this tax season. I had the same tax guy for 20 years and he retired unexpectedly so…read moreI had to find someone fast. I reached out to ACap a few days before my taxes were due and she helped me in a matter of hours. I'm very grateful to ACap and will continue to use and refer them.

The most professional acountant in LA. He carefully takes care of your business. Thanks a million!read more

I had a great experience with tax preparation! I really appreciate how thorough the team wasread more

Very helpful and fast to give responses. Very willing to meet in person than an anonymous persons…read moreon a call in number.

I was interested in moving over from Chase to Schwab at their Encino Branch. Filled out and…read moreregistered for an account online and requested a follow up appointment. One of their advisors (Brandon Floyd) responded back saying how interested he was in working with me. Just requested all the usuals. income, worth, expenses and said he'd get right back to me. A week later I followed up asking for at least a response if no longer interested. Nada, nope, nothing. Just ghosted me. So 9 days later I messaged them through their main site for a call back. I explained that I talked to Brandon but he disappeared but was still interested in setting up an appointment. Was still thinking it must have just been a one off. Maybe Brandon had an accident or something. Again no response. So unprofessional but glad I dodged that bullet. I can only imagine trying to get their attention if this is their M.O. for new clients.

This was our first time using a fee-based financial planner and we're so happy we found Lysa. It's…read morebeen a fantastic experience and so worth the money. Lysa helped us get all our current finances in order, plus we now have a great game plan for both our short term and long term financial goals (college, home, retirement, etc.). The "homework" she gave us between sessions involved tracking expenses and setting up new accounts, and she made it all so easy. And on top of all the helpful advice she provided for our personal situation, she also gave us amazing referrals for another family member needing some tax and medical insurance advice. Highly recommend!

I was searching for honest and trustworthy financial advise. I feel like I more than found it with…read moreLaurel Terrace Finance. Lysa is patient and straightforward. Fairly priced. She takes the time to understand your particular circumstances and truly seems to have your best interest in mind. I feel like I've gained a true asset in having her guidance.

KIRK IS THE BEST! I…read morewas super stressed as I worked in multiple states over the course of three years and didn't file in those three years. My previous tax guy got me audited by the IRS and I was terrified of going through the process again and trusting another accountant to help me. Kirk got it done and put my worried soul at ease. He is great at his and even better at being a human being. EVERYONE GET YOUR TAXES DONE BY KIRK! :-)

Best financial management service out there! Very warm and professional! Service is top notch.read more

I've found my new tax guy. When I connected with Robin through Yelp, he responded very promptly and…read morewas concise and straight to the point with what he needed. He was not high pressure in any way and is affordable when it comes to his filing fee. We did everything online and he was easy to reach via text. I highly recommend.

Thorough and extremely helpful, prompt and informative. All of that and I haven't even engaged them…read moreyet!

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.

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.

I was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

If I could rate minus stars I would. Their chapter 11 bankruptcy took all of my retirement money.read more

From the owner: Woodbridge Wealth is committed to helping high-net-worth individuals, families & financial advisors…read moreachieve peace of mind in today's uncertain economy. We help clients achieve strong returns with lower-risk financial products that are not burdened by long-term commitments. Our financial tools & services are collateralized by commercial real estate mortgages. Our partners earn meaningful, measurable returns for their portfolios by leveraging our financial tools into tangible assets. What Tools and Services Do We Provide? First Position Commercial Mortgages (FPCM) are short-term loans backed by commercial real estate that deliver 5% annual returns. Woodbridge Wealth ensures our clients have the first lien position as a security on their funds, and returns the principal in full to our clients at the end of their one-year term. The Commercial Bridge Loan Fund (CBLF) is a flexible lending opportunity for accredited investors for one to five years. Clients earn meaningful returns of up to 7% annually over five years. To learn more about the benefits of a commercial bridge loan, read our description here. Second Market Annuities (SMA) are an alternative annuity income stream with fixed returns of 4% to 7%. These fixed annuities fund a variety of obligations backed by A-rated insurance companies, including lotteries, personal injury settlements and investments. SMAs can deliver dependable secondary income for individuals now and well into the future.