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!

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 was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!

Dealing with debt can be extremely stressful and scary. Michael and his team made going through a…read moredifficult time so much better. Michael came up with thoughtful, innovative ideas to handle my situation and helped me out immeasurably. His experience and relationships working on 4000 debt cases showed. He came up with an affordable, tailored strategy that helped me out of a very tough spot. Most of all, Michael cares about his clients and it shows. I cannot recommend Michael and the Financial Counseling Center strongly enough. Highest recommendation. Good people you can trust.

Great service, great team. Definitely recommend them for your debt management and or/resolution…read moreissues. The process felt like family helping me in a stressful time.

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

All the staff are professional and friendly, and I am satisfied with my tax reporting.read more

After reading lot of positive Yelp reviews, my husband and I booked an initial consultation for our…read moreyearly taxes. My husband is a musician who does lots of gig/freelance work and we wanted to get professional eyes on our taxes as our situation has become more complex. We had an intro call with Sandy who assured us she could help with our situation. We then decided to take the next step and provided all of our documents within their portal on March 3rd. After submitting we heard nothing back from them for weeks and so we called towards the end of the month to check in. When we did this they only then started asking us for additional documents and wanted us to reformat all profits and losses within their specific document formats despite us already providing these 4 weeks prior in our own format. We asked them if they could just use our existing documents and they said that would be an additional bookkeeper service of $300. At this point we were very frustrated that they took an entire month to tell us all of this after we submitted initial documents. We ended up filing with an alternative.

Here's an update 7 years after my first review:…read more I've been with Meagan Phelps at Empress Investments for 18yrs. It's been a Mutually Beneficial Relationship. The More Money you Make, the More she Makes. But she does Not pressure me at all. She has helped me build up financial success to the point I can retire without any worries about 'do I have enough to live on.' Meagan presents options which she feels are beneficial to me at my stage in life. And I get to choose what I want and she Never makes any decisions without my consent. I've always felt Meagan has my Best Interests at Heart and has high moral standards. She has put me in the correct portfolio after doing a Risk Assessment Questionnaire. I chose Moderate, the $325,000 I've contributed over 15 yrs since I opened that account has tripled. She has also helped put me in the correct top producing funds in my employer 401k. Prior to that I was gaining only 20-30% annually choosing options on my own. After she revised my funds 10 yrs ago, I've gained 50-60% and my total has doubled. She is a Licensed Top Rated Financial Advisor whom I've trusted and been very happy with her services over these 18 years. I'm in my early 60's now, this past year we've been reviewing my Retirement Plan. We met again just Yesterday June 11, 2026. I'll be able to draw a Healthy Monthly Income from my Madison Portfolio from the Interest alone, without even touching the Principle or my 401k. Meagan runs a very Efficient Office, her Staff responds promptly and always are on top of whatever requests I have. She has a beautifully designed Office on Larchmont which I saw built from the beginning. Megan designed it herself and its gorgeous high end aesthetic echoes her high end business practices. She also loves and appreciates all her clients, she's almost like my therapist, she gets to know you so well. Meagan always send me a Birthday Gift & Christmas Gift in Appreciation every year, which I look forward to and love. She gives us free Pumpkin Pies Each Year for Thanksgiving and sponsors Fun Events for her Clients throughout the year. Over the years, I've been to a lovely Easter Brunch Event in WeHo, Maggiano's Dinner at the Grove Fairfax , a Christmas Movie & catered Dinner at the Hollywood Silent Movie Theatre, a Fun English Tea Party at Huntington Gardens in San Marino , a Sip & Paint Class w a real Art Instructor, Last year's Christmas: It's A Wonderful Life Movie at Downtown Live Regal Theater- she gifted us cozy blankets & cookie tins, and raffled gift baskets. It was so much fun and I appreciate her generosity and her spirit of sharing a small bit of our good fortunes together! I just can't say enough good things about Empress Investments. I first met Meagan via Mailer for a free Dinner Seminar at Ruth's Chris Steakhouse in Pasadena. She founded the business to help Women become financially successful after watching her mother struggle as a single mom. I felt an instant connection after having a consultation meeting and felt her genuine, compassionate desire to succeed by helping women like herself to become financially secure. My instincts were spot on, I'm so glad I chose and stuck with her. It was the same year in 2009 Bernie Madoff was imprisoned. My sister & I joked and made Meagan promise she's not a Bernie Madoff Scammer! Prior to Meagan, I've had many financial advisors provided from major Banking institutions, etc But nothing ever panned out and felt I never got anywhere financially with the meager gains and services they offered. Megan at Empress has made success possible. I love her so much, Thank You Meagan!!!

Have been a client since 2009. My portfolio has been managed extremely well. Meagan and staff are…read moreprofessional, courteous and helpful. Could not have been in better hands all these years.

Vahagn was awesome. I had about 20k in credit card debt that I was looking to settle. Overall, we…read morewere able to get it done just south of 40% of total debt amount. Vahagn was great, we ended up getting the job done at the end of the day and that's what matters. Beware of Lexington Law tho, if you're trying to repair credit. Them boys is no good. Get yourself a secured credit line open at a couple credit unions, that'll do wonders. Just my experience. Score it back around a 650 after it was south of 550 this time last year. As always, the progress feels good. If you're looking to get your debt settled for a fraction of the amount, Agahva Consulting is your go to people. Go for it!

I have been working with Agahva Consulting since early 2013. My opinion on Vahagn and his work is…read morenothing short of outstanding. He looks to educate you, give you all possible and beneficial options (without pushing you to do something which will not be to your advantage) and finally takes care of all the logistics. Most importantly he was very honest and patient while communicating with me. I am truly glad to have met Vahagn and worked through Agahva Consulting as the opportunity has been able to set a plan towards paying my debt off and doing it in the most efficient manner. Anyone who is interested in getting their debt issues resolved and/or just get educated on financial matters should make the time to sit down and talk to Vahagn, he will prove to be very professional as a business owner and likable as a person as well. Thanks Vahagn for all you do!

This man is fraud he filed fraudulent paperwork and states he gets you the most money but then when…read moreIRS comes after you he said he's not responsible we are in complete shit because of him he is the worst accountant I have ever met. He will get you more money then you will owe IRS triple that. Update. just called IRS my 2018 taxes never filled

Just receive a request from an accountant to rent a house and got a company tax return as proof of…read moreincome. Then I found out that tax return was prepared by this place, but the applicant (the accountant) cannot provide his tax return or W2 to prove that he is employed by this company. It seems like he could have used clients' tax return as his own to get financial gains. It looks really fishy. Stay away from this place.