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.

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

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 had a call with another financial advisor who made me feel guilty about my financial situation. A…read morelittle distraught, I gave Michelle a call. In just one 15-minute phone call, Michelle made me feel better and more in control of my finances (individual times and results may vary). I feel confident and empowered after getting her advice. I highly recommend giving her a call to see how she can help you.

Los Angeles is filled with professionals who brand themselves as being the best. In a city of this…read moresize and constitution, it is difficult to differentiate the good guys from the rest, especially within finance. Usually I reserve my Yelp energy for local restaurants or shops, but Miracle Mile deserves a shout out. I have been working with Miracle Mile Advisors, specifically Duncan Rolph & Sara Rajo-Miller, for quite some time now. As a banker, I am careful as to who I do and do not introduce my own clients to. However, now that I have gotten to know the team, I know my clients will be in good hands and I have made several referrals to Miracle Mile. The team operates with professionalism and transparency, things that I place a high value on in my own practice. If you are looking for an a new advisor, I highly recommend giving them a call.

Miracle Mile is the real deal. They have a cohesive team of financial advisors that are both…read morecommitted and honest. One of the most important qualities in a wealth manager is their ability to tell the truth, without any sugar coating. I have worked with my fair share of advisors and can bluntly say that Miracle Mile takes the cake. They will lay out your finances in a way that makes sense and take the time to create a plan that will get you where you need to go. Give them a call.

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

First of all I found Sanaz Law Firm on line and picked up the phone and end up talking to Chris. I…read moreinstantly knew I made a right decision. From there on I was communicating with Sanaz thru him. I have to say Chris held my hand all the way thru this process. I am deeply grateful for finding such a compassionate human been. I wasn't in good place but they made me believe that I will make it thru this. Thank you Chris and Sanaz for pushing me through!!! I highly recommend Sanaz Bereliani Low Firm because working with them was pleasant and they deliver every time!!!

I am so grateful I was referred to Sanaz Bereliani. This review is a year overdue because I was in…read morethe Eaton Fire...but I gotta make the time to give thanks before the year is up!!! From the start, Sanaz assessed my situation and addressed my concerns. Once she determined my case could stand on solid ground, she gave me clear directives on what to do and what not to do. I followed these and I felt empowered. Next, I went to work with Chris Ugarteche to prepare my paperwork. I initially filled some of the paperwork out incorrectly and Chris immediately caught this and gave me guidance. Chris has incredible patience, communication, and he knows his stuff inside out. He saw me through this novel experience with empathy. When I appeared before the judge via Zoom, I was at peace knowing that all the i's were dotted and all the t's were crossed. My case was resolved seamlessly. I only wish I had done it sooner. Sanaz's practice is busy. There were some days where I craved an update so I proactively emailed. Sanaz and Chris always responded to me quickly. I could not ask for more. Thank you Sanaz and Chris for the meaningful and life-changing work you so expertly do!

Zachary helped us in a big way - accommodated a last minute call and appointment, + had a good…read moresense of humor and genuine empathy. Highly recommend coming here for your banking needs.

I have worked with Schwab for many years and had a wonderful experience today. I am away from home…read moreand happened to be next door to a Schwab office in Cincinnati, Ohio. I walked in, without an appointment, and asked if an investment advisor might be available to assist with a specific question. I waited five minutes. The advisor was outstanding. He was knowledgeable and thorough and answered almost all of my questions. But even more importantly, he told me that there were others at Schwab who were even more knowledgeable about the most detailed and nuanced elements of my question. He set up a call for me from one expert, which I received soon after. That advisor was even more helpful. I feel totally prepared.

The website is constantly down. They are getting better, but this has been going on for a month,…read morepreventing me from making any trades unless I call in.

RUN They now have a new policy to protect for fraud but they…read morehold your money for months! Every agent says something different- take your MONEY ELSEWHERE Poor financial practice Hindering not helping