1. Imac Group

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    Culver City, CA

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    Imac Group

    5.0 (1 review)

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    12 years ago

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    Charles Schwab - Lounge area.

    Charles Schwab

    (8 reviews)

    The online application process requires a home residential address for the applicant, which I found…read morediscriminatory to those who have non-traditional living arrangements reliant upon Postal Service boxes. Think of homelessness in terms of those people who travel and navigate. Design your business in a way that respectfully acknowledges and supports the individual client who may be perceived as having less traditional goals, but whose choices might nevertheless bring insights and ingenuity to your client base. Encourage this significant part of the community to organize both their savings and their investments to achieve that. It was communicated that they are only opening accounts online, and that a only soft credit check is done. I also learned that a self-directed account without margin is free without any minimum $ to open, with the robo algorithm available at a minimum of 5k, with a Certified Financial Planner option for $300 to join, and then $30 monthly thereafter. I chose to stop my submission of my application to Charles Schwab only because of the use of the odd phrases "Transparency" and "Sweep Banks."

    Good luck getting an appointment with these people. I went online to request one, but that email…read moresent has gone unanswered. The phone call to this Santa Monica office went to someone out of state that I had to practically beg to help me. They claim a voicemail was left, but so far that hasn't been returned either.

    Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

    Michelle Tascoe Financial Coaching

    (70 reviews)

    Koreatown

    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.

    Imac Group - insurance - Updated July 2026

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