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.

I've been going to Chris for 7-8 years now, and he will always be my go-to. The first time I went…read moreto him, he was so kind helping me untangle 3 years of back filing and made the entire process stress-free instead of an anxiety inducing hassle. This year, when I called to admit my wife and I tried to file via TurboTax but I had a gut feeling we did it wrong and asked him to take a look at what we did, and refile it if needed, Chris again, without judgement, and with the utmost kindness, did the research to re-familiarize himself with how to file as Domestic Partnership in CA, and was able to (again) untangle my taxes (that we definitely did wrong) and refile for us properly and in a very timely manner. The time and effort he put into our taxes saved us $900! THANK YOU, CHRIS!

Chris is simply the best, we've been using him for a few years and would never trust anyone else…read more He's responsive, thorough and nice too! Just go with him, even if you have someone else you've been using , you won't regret it.

Words can't describe how appreciative I am to Manu and his company. I contacted Manu for financial…read moreadvice on issues with my parents. Although my first time meeting with Manu, he treated me like a long time client. He took the time and had such patience in reviewing my materials and then discussing my options to help my parents. His integrity stood out the most. I am fortunate to have found him and will use his services in the future and will recommend him to all my family and friends.

Manu has been our financial advisor for 10 years, first at Schwab and now at Continuum. He is…read morethoughtful, intelligent and honest. Working together we developed a strategy to buy quality stocks that pay good dividends and then sell calls against them. Manu did this without taking a fee. He partners with us and earns a percentage of our profits. If we make money, he makes money. If we don't make money, neither does he. So far, we are meeting our goals. I highly recommend Manu. You'll be impressed with his honesty and candor.

I reached out to Allina just about a year and half ago presenting my troubled -dilemmas of my…read morecredit history; resulting all from charge off credit cards accounts, late payment/ derogatory remarks,..etc While feeling a sense shame and humiliating -negligence, and slightly skeptical,.. Allina provided graceful assurance that there was definitely a solution to come back to the drawing board to address a proper blueprint of success for the credit repair that I specifically needed. Allina demonstrates a kind and warm welcoming credit repair specialist with a sharp business etiquette and was always willing to answer any miscellaneous questions that I was even unsure of from my end. My confidence was at ease whereas Allina never came off as a pushy credit repair specialist/sales rep of any kind and always ensured her clients are educated first and foremost before moving into the next steps. Allina's transparency and graceful guidance helped set the tone from my first over the phone consultation with her to a few more friendly follow up calls/emails, set of final steps and overall,.. seamless billing! Keep in mind, everyone's case with credit repair is different!!! It is not an overnight instant fix. Give it some time and communicate with your credit repair analyst. They have all the proper insight, effective strategies and team to help fix your fico and they are always posting resourceful tips through Credstart's social media. If there's one last thing I can echo from Allina's guide to success for all her current and future clients, it would be this,... "Don't believe in myths, believe in results. Let's fix your credit the right way." Thank you so much, Allina!!!

If you would've told me two months ago that I'd be approved for my own apartment, I honestly…read morewouldn't have believed you. As a 30-year-old single mom, my credit history was something I carried with a lot of guilt--repo, unpaid credit cards, mistakes I made when I simply didn't know better. It felt like no matter how much I wanted to move forward, my past kept holding me back. But for the first time... I don't feel stuck anymore. I feel hopeful. Working with MyCredStart has been one of the best decisions I've made for myself and my future. In just about 1.5-2 months, I saw real change. Not only did I get approved for my apartment, but I was approved with just a $1,000 deposit which, considering where I started, feels unreal. Stephanie, my agent, has been amazing from day one. She made the process feel simple, judgment-free, and actually possible. That alone meant everything to me. This wasn't just about fixing my credit it was about finally feeling like I'm getting my life back on track. I'm beyond grateful, and I will be referring anyone and everyone. If you're hesitating, don't. This can truly change your life.

I can't say enough great things about James Schramm at Schramm Financial! From the very first…read moremeeting, James made me feel completely at ease--he's incredibly knowledgeable, honest, and genuinely cares about helping his clients reach their financial goals. James takes the time to understand your unique situation and creates a thoughtful, personalized plan. He explains everything in a way that's easy to understand and never makes you feel rushed or pressured. What really stands out is his integrity and professionalism. You can tell he truly loves what he does, and it shows in the level of care and attention he gives. He's quick to respond, always patient with questions, and makes financial planning feel less intimidating and more empowering. If you're looking for someone you can trust to guide you financially--whether personally or for your business--James is the person you want in your corner. Highly recommend Schramm Financial!

Raymond James Financial Services provides fabulous advice and recommendations for financial…read moreinvestments. One of the financial advisers in the corporation, James Schramm, is very knowledgeable about current investment trends, etc. He provides patient counsel and explanations about when, where, and how to invest your money so it can continue to work for you even when you are no longer working. I highly recommend this firm to handle any and all of your investment needs.

Don't use this group..after being with them for over 15 years they took accounts and moved with a…read moreperson nobody ever met without even a phone call sent a letter that came weeks later so your relationship means NOTHING! Beware!! I found another group with much better personal service !

Diana Reyes, Maria Alemán y Mary Ajungo are doing a great job at Edward jones de Valencia. They…read morevery friendly and professional. Diana Reyes had the patience to explain to me everything about my investing and retirement plan. Her expertise is very clear and that make you feel confident. Thank you to Diana Reyes and her team, you ladies are the best.

When I was in a state of shock and in desperate need of financial advise, I went to Chris. This is…read moreone of the best decisions I ever made. He is not only compassionate about his work and expertise, he is truly intelligent and confident. Whenever I have a question or concern, he always has the honest answer. He is realistic in his recommendations and he doesn't force investments. He is a phenomenal advisor!

Bryan Cunningham is a Financial Advisor that is excellent at what he does. He is extremely…read moreknowledgeable in helping his clients to discover how much they should save for retirement, in order to live the lifestyle that they want to lead once they retire. He is extremely knowledgable on various utilizing various financial tools to help you get to where you want to go. I highly recommend Bryan for all of your financial needs.

From the owner: - Financial Services - Life Insurance…read more- Long Term Care Insurance - Debt Management - College planning Our company specializes in income distribution strategies. We can show clients how to earn 30-50% more income without adding more to their financial plans.

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.

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

Sandra was extremely insightful- she does not try to upsell her services and will keep you honest…read moreon the best approach forward. She procures solutions based on your specific needs it's not a bundle and buy one size fits all type of service. Highly recommend and she knows her stuff.