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.

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.

Everything well explained and well handled full of courtesy and thoroughness..............,read more

So glad the human agents at CalSTRS are apparently so amazing…read more The website and phone system is not quite as good... In fact it is terrible. Good luck trying to call for information. The phone system does not give you any good options and is a complete waste of time. They spend more time making slick new videos and promos. Spend a bit more time and effort on the simple things (like live agents to talk to members...AND ANSWERING THE PHONE!!

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.

I had to bring in some checks that were sent to me. Actual checks from a 401(k) with a job. Once I…read morefound them, it was great. Very professional staff. When I walked in, there was a customer that was being very rude to the staff. Insisting that the paperwork the government told him to bring in was correct. The staff remain calm and work with him. I don't know what the end was because I went into an office with one of the employees. But I was very impressed by his calm Professional manner and the face of a very irate man.

My review relates to Chris Stellar at the Burbank branch. Chris has been helping me for a few…read moreyears and I cannot speak highly enough concerning how much he has assisted me with valuable and insightful information. Chris is excellent at looking at one's "whole picture" in terms of one's current financial situation and giving solid guidance to achieve short, medium and long term goals. In addition, he is great about taking account of tax implications/considerations (which I am not savvy about) and making clear choices that will have the most favorable tax implications. Beyond all of this, I have never felt any pressure from Chris to have Fidelity actively manage my assets in order to gain fees. Because of the plan we agreed upon for my 401(k), I did eventually decide to have Fidelity actively manage it and have been pleased with the result. Chris was very clear about the fees that would entail and made sure I was comfortable with them. But Chris carefully reviews and gives me solid guidance concerning the wide range of assets that I continue to manage on my own. Beyond Chris' smarts and insights, he is a friendly, down-to-earth and kind guy with whom it is easy to discuss wide-ranging subjects. If I could give Chris a 10 star rating, I would do so and I highly recommend his services.

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.