Norm has been amazing! He really takes the time to explain everything to me and my wife. He gave…read moregiven us all the information, projections, reports and updates to keep us on track to meet our financial goals. He does regular investing, retirement planning, watches our tax consequences and even has made it possible to set aside money for college for my 5 yr old. I feel confidence in him. I refer him to everyone i know. Next is life insurance. I will be completely set after this! I know i thank you every time i see you, thanks norm! Oh, and he is super accessible. I can call him about anything. Soo glad i met him.

My wife and I have a growing family, a small business and wouldn't think twice about recommending…read moreNorm to others in our same position. He always keeps you informed and is available almost anytime to answer any question we have. He's been integral in not only advising us on our personal finances but also has great insight all things business. He's is also closely tied to our community and local charities. Highly recommended.

Mariela is relatable and patient. I love that she meets you where you are on your financial…read morejourney. She's uplifting and very knowledgeable on how to set actionable steps to improve your financial situation.

Karen Codman's as good as it gets. Since switching my portfolio to her, I have felt in control of…read moremy finances & that I know what's going on. She works with me on the little stuff, like my personal budget, but has the big picture as well. She explains my portfolio to me at our meetings & then I go home & don't have to think about it because she & her staff manage it. I feel they manage at least as well as anyone could & I know they pay very close attention to details. If I hear the market's down, I don't lose any sleep because I know they're on it. She focuses on her clients' goals & works with you to help you achieve them. She also has special events, which are always wonderful. I come away from our meetings feeling empowered with knowledge & more financially secure than I would if I were trying to do this myself.

Yes, 5 *s. Karen Codman's as good as it gets. Since switching my portfolio to her, I have felt in…read morecontrol of my finances & that I know what's going on. She works with me on the little stuff, like my personal budget, but has the big picture as well. She explains my portfolio to me at our meetings & then I go home & don't have to think about it because she & her staff manage it. I feel they manage at least as well as anyone could & I know they pay very close attention to details. If I hear the market's down, I don't lose any sleep because I know they're on it. She focuses on her clients' goals & works with you to help you achieve them. She also has special events, which are always wonderful. I come away from our meetings feeling empowered with knowledge & more financially secure than I would if I were trying to do this myself.

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!

Pros -Open 24/7…read more-Outstanding Travel Fee Price -Provides multiple different services -Good customer service Cons -Slow quote response time -currently no immediate available booking It's July 2nd, and business Owner Maria V was so kind to inform me that she was all booked until September and reached out to clients to accommodate appointments to help people as needed. It's very thoughtful. She was kind to still respond to my quote request. So I would understand why there was a delay in the response time.

Not a service you give much thought to till you need it. I can not recommend this business enough!…read moreShe was so helpful and accommodating..... will definitely use her services again and recommend with reservation !!!!

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.

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

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.