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 have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

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!

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.

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!

Working with Mr. Shahinian has been a collaborative experience for me and a profitable one. I have…read moresought out his advice on the trends in emerging markets as well as successful sectors within the S&P 500 resulting in far better returns than the average. He has many creative ideas to help business owners like me make the most of their retirement nest egg. I recommend having a conversation with him.

Zareh has been incredibly helpful from the start. My first thoughts were that he was highly…read moreknowledgeable in his work, which is what trusted him even more after being referred by a friend of mine. I highly recommend him as a financial planner and investor. I have immense trust in the job he has been doing for us for the past few months. I thought he deserved an honest and good review for what he has done.

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

Update: 3.5 Stars. Diana greeted me and asked me if I had any questions. I remember her suggesting…read moreI talk to a certified trader for questions about calls/puts and that I had the option of speaking with one if I made an appointment. She said I would need to speak with a financial advisor and said the office is service based. Received another business card. I have three now! 2 Stars for Fidelity Solicitation. I will gladly take good care of myself and I am definitely not interested at this time, V. -- Swung by Fidelity to inquire about Planning. Their knowledge base is minimal as they are legally restricted on what they can disclose. My questions on calls and puts can be only answered by a certified Trader. Save yourself a trip and call the Customer Service and Trading phone number. No water in the fridge, but the Nespresso was nice.

So far I'm very satisfied with talking to Alex I think he knows his stuff and im anxious to start…read moreworking with him on some investment help and financial planning Alex is really easy to talk to.I will further my review as we get more familiar with each other.

From the owner: Helping you achieve financial independence and feel more confident about your future. Lake Avenue…read moreFinancial empowers individuals seeking financial clarity and independence. As a fee-only fiduciary, we understand that you have unique considerations when planning for the future. Our team of experienced financial advisors simplifies complex financial concepts, educates and alleviates the stress surrounding financial decisions. You are at the center of everything we do, and we are dedicated to listening to your needs and guide you every step of the way. Whether you are working towards your retirement, investment, tax or estate goals, we’ll help design a plan that aligns with your goals, values and priorities.

I have been extremely impressed with my experience with First Financial. From the professionalism…read moreof the consultants, the timeliness & promptness of creating reports and setting up accounts, to the care & attention our consultant gives us at each meeting, phone call, and follow-up email. It reassures my husband and I that our investments and future are in the right hands.

I was introduced to First Financial by my parents. They have trusted Greg Welborn with their…read moreportfolio for many years. And I trust him with mine and my daughters as well. First Financial provides excellent customer service, professionalism, and mostly, they are ethical. You will be in good hands with any of the advisors. Thank you First Financial for being a quality company that people can trust for their financial needs.