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.

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

I get all my stock info from Ronald Bibonia. He is super cool and very helpful. I appreciate it…read morethat he takes the time to explain everything and treats you if you good if you are buying one share of a million shares. Keep in mind that the company Edward Jones is a very conservative investment company and they will not advise anything that is remotely risky.

I have worked with Chris for over a year now and he is fabulous. Chris will not only help with…read moreyour financial planning but he educates you on why he suggests an investment. Chris is very honest and is a man of integrity. I truly believe that anyone who utilizes Chris' services will be happy and feel confident that he has taken their interests to heart. Customer service, honesty and integrity based financial planning is what you will receive with Chris!!! He is the BEST!

Chris Motte is a very knowledgeable, caring, competent and patient financial advisor. He educates…read morefirst and comes highly recommended. I've known him for years.

I dropped my retirement documents off and found the staff to be exceptionally kind and patient.read more

I have attempted to get assistance from the survivor benefits department since April after…read moresubmitting a death claim. I have called three times and have not as of to date, August 7, 2026, received any update from the survivor benefits dept. After speaking to a representative, each time I called, I was told I should receive a call within 10 days from an agent, which have never occurred. I am usually waiting for about 1-2 hrs. for someone to answer, all the while being told my wait time would be 30 min, then 1 hour, then 2 hours. It is impossible to conduct business with any employee by phone nor apparently through the website, after submitting the death claim and death certificate and receiving no response. The service is a complete disappointment!

I've been working with Del for many years. He's always been professional and given me impartial…read morefinancial advice. He's very clear and thorough while making me feel confident that I will achieve my financial goals.

Went to drop off sizable check and was greeted professionally and helpfully by Pravneet who quickly…read moretook care of the transaction in a comforting efficient way in matter of minutes. Gave me receipt and copy of my check and validated my parking and left me with a great feeling for this branch and their protocol

I opened 4 accounts at Fidelity at the end of July 2025, transferring about $4M of funds from…read moreSchwab. A reason I did this was Fidelity's promotion. I got a $2,000 promotion bonus for transferring these funds. I expected competent brokerage services from Fidelity, On 11/10/25, my accounts were hacked. A WROS account was added for someone from Idaho, along with an attempt to transfer $45K from another account's money market funds. In response to this attack, Fidelity closed my accounts & opened new ones. As far as I know, Fidelity did nothing to refer the scammer whose name and address were on the scam account to the police or FBI. I hired an IT professional & began doing everything recommended: Changing passwords on all financial & email accounts, adding & replacing "authenticators" &/or "two-factor authentications" on all financial/email accounts, checking and deleting any hacker-added filters to my email accounts, etc. On 11/14/25, before I could even complete all these recommended security measures, another Fidelity hack occurred. In response, Fidelity overreacted, not only closing my then existing accounts, it locked me out of all of them, demanding a phone call. In that phone call with two Fidelity reps, I was bullied, reprimanded, and threatened that if I did not say the words "I promise to professionally clean all devices," & actually have this done to Fidelity's satisfaction, I would not be given access to any Fidelity accounts. You know, the accounts with MY MONEY in them. The accounts I told the Fidelity reps I had already taken steps to protect, & was in the process of taking further steps, when the 2nd attack happened and Fidelity locked me out and prevented me from completing more protective steps. I don't know if Fidelity reps talk to all its customers this way, or just to women, just to any customer who's only got $4M in assets deposited with them, but it's clearly inappropriate. I responded with my own threat, that if Fidelity didn't want me as a customer, there were plenty of other brokerages, & I was sure I could find another brokerage which would value me as a customer. The Fidelity rep then restored my access to my newly created accounts. But frankly, at that point, the damage had been done & I was fed up with Fidelity. I continued to experience this sub-par & even offensive & discriminatory service til May of 2026, when I was still getting statements for the closed & fraudulent accounts even though six mos. had gone by since the two ID theft incidents occurred. Fidelity was unable/unwilling to close the fraudulent/hacked accounts. After ~6 months of Fidelity not managing to reconcile and close the fraudulent/hacked accounts, I called on 5/1/26 & spoke with a "retirement" rep to ask why I was still getting statements for the fraudulent WROS account which still had a $-.05 balance, going on 5+ mos. at this point. I spent an hour & 12 minutes on the phone with this person, who put me on hold repeatedly while trying to get answers. He told me the following nonsense: 1) "Fidelity doesn't close accounts" (obviously false) 2) I could "hide" this statement online (actually not possible); 3) the only way to close this account with a negative $.05 balance was to transfer $.05 from another account (?!?!?); and 4) the reason this account could have a negative balance is because "of a dividend coming in after transfer." He kept repeating this "dividend" BS, & the final time he returned from a long hold, said "we're going to close your account, but I can't tell you when or how." A few minutes later I got a call from (817) 722-9727 and was told the account had been removed & I would no longer see it displayed on my Fidelity page. This was true: the scam WROS account had finally been removed, proving the guy who kept me on the phone for an hour & 12 minutes spewing falsities had completely wasted my time. Infuriated, I then sent Fidelity a message, attaching my 3/26 statement for the WTOS account with a balance of $-.05 documenting this fiasco. Six days later on 5/7, "Tracie C." responded, acknowledging Fidelity's inappropriate threats and incompetence. She wrote "The fraudulent Joint account opened on 11/10/25, and the additional fraudulent login on 11/17/25, indicated security concerns with your device. To further protect your accounts, Fidelity asked that you have your device professionally cleaned to ensure there is no malware active on it. The fraudulent Joint account was removed from your profile on 4/30/26, after your phone call with our representative was further escalated with our Fraud team. We truly apologize for the frustration and inconvenience caused by this phone call and assure you that the relevant parties have received feedback to prevent similar situations in the future." Again, I was not "asked," I was threatened. Again, the scam account wasn't removed after 5 months or on 4/30. It took 6 mos. & a protracted call with a rep who gaslit me for over an hour.

What a nice change to get to speak to a real life person in the phone. Insurance can get so…read moreconfusing but Marine was very patient and friendly talking me through my coverage needs. I started with auto then learned I could get my dog insured and also realized how important renters insurance is. Good experience and quite informative.

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage that may best fit your needs. Serving the Glendale, CA area since 2021, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today. CA Lic. #0I12155

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.