I was going to give them 2 stars but after reading many reviews I felt that 1 star was more than…read moreadequate. After struggling online and on the phone about a fraudulent account for 2 weeks I was told to go to the nearest branch. I went to the Pasadena branch and spoke to Andrew Yip at the front desk, told him the whole story and showed him 8 documents I received in the mail from Charles Schwab. He was polite but seemed rather unmoved, perhaps because I was not there to open an actual account. I shared a LOT of personal information with him and he said they would look into it. I called him the next day for status and left a detailed message with a live person, but Andrew never called me back. Now I know I will NEVER open an account with this company. I just hope my review doesn't jeopardize their so-called "investigation" into my fraud issue!

Koa was super nice and professional. He helped us do a deposit to our Roth IRA. New location is…read moresuper nice.

My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

They really go over your investments and explain everything pretty much thoroughly…read moreI've been with them for almost 10 years now.

I wanted to get a Fidelity Visa card because of the no foreign transaction fees. You would think…read morethey would have something decent associated with them. They use this crappy "Elan Financial Services" for their Fidelity Visa cards. An hour plus wait on the Elan customer server line to set up my card. And then they needed additional documentation. Seriously? I canceled and got a card/account with Wells Fargo in 6 minutes. Perhaps I should also move my brokerage account to Wells Fargo

Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several…read morefriends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.

I had never had a financial planner before, and after researching/interviewing a few firms, I am…read moreglad I chose Ryan. He is a "fee only" advisor -- which means he doesn't get a commission for selling you financial products that are advantageous to him. He put together a simple, doable plan for achieving my financial goals. He clearly explained my different options, and the pros and cons of each. The way he spelled things out makes it very easy for me to focus.

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!

We have worked with Gamble Jones for 40+ years, and their conservative philosophy has stood us well…read moreover time. No fireworks here, just steady growth over the years. There's always a helpful, prompt answer to any financial question, and we do feel part of a "family". We are happy to be dealing with a second generation of financial advisors at GJ.

Always very attentive and prompt with superior attention to detail. Gamble Jones has handled our…read morefamilies finances for ever and we wouldn't have it any other way. No matter what the question they seem to find the time and patience to give me the answers I can understand. I love the conservative approach they take truly thinking long term with my finances.

5 star BUT do your homework/ shop around . But for the most part these guys are pretty ok. I…read morepersonally don't love all their staff members. They speak professionally in a "back handed compliment kinda of way". I read someone indicating this place has "terrible customer services" - well, its that persons own fault - they sould have done their homework and knew EXACTLY what they wanted before coming in. (the people who work here are not paid enuf to give a damn. ) And be ready for EVERYTHING TO TAKE FOREVER. No one working here has a sense of time or ugency. But I do like the little robot dude

UPDATE: Logix emailed me today to say the dispute has finally been closed in my favor…read more It only took nine months, multiple calls to customer service, two trips to my branch to complain, repeated explanations of the same obvious $100 overcharge, and eventually a public review. So yes, Logix ultimately agreed that the charge was wrong. That does not change how poorly the dispute was handled or how much time and effort it took to get a basic problem resolved. By the time they finally fixed it, I had already closed my accounts and moved my banking elsewhere.

Jun is an awesome accountant, He's honest, fast and accurate. Reasonably priced and loyal! I…read morewould recommend Jun to everyone!

Jun is professional, straightforward, trustworthy, and provides tips on things I should consider…read moreand/or prepare for the next year's tax filing.

Kendall is a lovely person but unfortunately his business model not only takes advantage of parents…read morebut is also a total bait & switch. He makes you think you're getting so much for your money and then you realize it's going to cost you over $400 a PHOTO when all is said and done. No digital prints..just overpriced hard copies of photos which I've never seen or heard other photographers doing. Very unfortunate and frustrating.

Kendall Roclord is an amazing photographer. His portraits of our family will always be family…read moretreasures. We took a quality portrait of our son and daughter when they were three and 4, and had been planning to do another for years. They are now 27 and 28 and Kendall took an amazing photograph of them in the same basic position, but completely updated. He captured them and their relationship perfectly. We also had him do a family portrait that I can't stop looking at. He is truly talented, conducts a relaxed and fun studio session that results in portraits that truly capture each person and family and aren't stiff or staged. His photographs are an investment in portraits we will treasure for generations.