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.

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

I now understand how crucial it is to work with a great accountant for my personal tax needs. Alan…read moreMehdiani is truly exceptional at what he does. Alan was referred to me by a friend who has used him to handle all his personal and business accounting (including payroll and bookkeeping) for years. Even though my taxes are much simpler than my friend's business and personal accounting needs, Alan was just as punctual, intelligent, helpful and professional with me! Alan is very good at following up with his clients. I have noticed it and so has my friend. You don't need to be on top of him but rather Alan is always on top of the situation. In my book that shows just how professional he is. The biggest perk for me is that I know Alan will get me the maximum refund. He saves my friend money every year, so I have complete trust in him.

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.

While bunch of unlicensed clueless kid working and gambling with your money.Went there to open a CD…read moreaccount they got my cashier check and deposited into the account and they told me go online and call customer service and they will walk you through to open the CD today.I went on line and called they say you have to wait 15 days without interest for the cashiers check to settle!Go figure!I told them I want my money back I don't want to wait 15 days and not earning interest.They had me call my bank where i got the cashiers check several times and bring Schwab on line at the same time to get different info from my bank .I have waisted several hours today and still not done my money is in the air.They said tomorrow Schwab supervisor will reach out to let me know when I can get my money back.Do your self a favor and go somewhere else where agents know what they are doing. Never will go to them .Stay away .Don't risk your money and sanity.

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

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

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

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.