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.

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!

I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

Paul was very helpful with the refinancing process! Everything was very smooth, I would recommendread more

I highly recommend Paul Marshall at City National Bank for anyone looking for a knowledgeable and…read morededicated loan officer. He made our loan process smooth and easy, guiding us every step of the way and always being available to answer our questions. What truly set Paul apart was that he went above and beyond by informing us about additional grant opportunities we didn't know about. Through his guidance, we were approved for the $35,000 Greenline grant as well as the $20,000 City National Bank grant, which significantly helped with our closing costs. Even though we never met in person and handled everything electronically, Paul made the entire experience seamless and stress-free. He is professional, responsive, easy to work with, and genuinely committed to helping his clients achieve their homeownership goals. We are very grateful for all of his support and highly recommend him to anyone purchasing a home.

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!

The Best Investment Ever! I cannot thank Ali and his team…read moreenough! I hired them because I had three accounts with negative history--even though I had already paid them off, the damage was done. Ali and his team negotiated settlements with the credit card companies (Amex and Discover), and within less than two weeks, the accounts were removed from my report. My credit score skyrocketed! I highly recommend their services. You can absolutely trust them--this is the real deal!

All I wanted was my credit fixed. I walked away with Perfect Credit and check for $50k. Ali and his…read moreteam blew it out of the water. His credit and legal expertise led my case to best results anyone can ask for. I wouldn't be buying my first home without them. THANK YOU ALI !

When you wake up to see your FICO Score at 715!!…read more A HUGE THANK YOU TO CROFTON FINANCIAL GROUP AND MONICA CROFTON for literally #goingtowar for me and my credit. We needed a facelift and after one year, we're here! Monica truly knows her stuff and will work extremely hard for all the right reasons! She's a gem and willing to make every effort required to see results. I am so thankful to have someone like her on my team when it comes to my finances. If you can listen, take heed (follow) her guideline, you can believe she'll get you to where you need to be! Monica and Crofton Financial Group, again, thank you! Homeownership and investment property is no longer just a dream and vision, but also concrete and just around the corner from here!! Many, many blessings to you all and I look forward in working with you annually for the maintenance and upkeep of my credit. Cheers!!

From the owner: Let us help you reduce your stress by assisting you with your credit repair needs. Our focus is to…read morehelp our clients reach their financial goals We do this by being hands on with the credit repair process. We help you rebuild your credit as well as educate you on how credit actually works. We are hands-on, low cost and we guarantee results or your money back. We go to war for our clients! Call us for all of your Credit needs.

Coaching with Gabbi is one of the best decisions I've ever made. I've learned so much from her…read more Even the things I thought I had a good grasp on, like budgeting and saving, she's helped me get even better at and I've really leveled up in both areas because of her. She also takes a holistic approach to abundance, which is something often missing from conversations about wealth. Most importantly, Gabbi is helping other women of color like me build their generational wealth. It's something she is passionate about & she has a very approachable way of coaching, which is needed when it comes to money matters. I truly can't recommend her highly enough. If time is money, then don't waste another second. Get on Gabbi's client roster ASAP!

Gabbi, from That Makes Cents Financial Coaching, has been such a help and an invaluable financial…read morecoach. Gabbi has the knowledge and skillset I needed, but what sets her above others in her field is her holistic view of the "person behind the finances." Working with her patient, curious presence, I'm approaching my finances without stress and shame, and it's encouraging new habits that will shift my financial future. She's been a great blessing to me!

Maybe I'm picky but I didn't like the way Rose handled our communication. Communication should be…read moreanswering questions as they arise, its not answering questions days later. Price for her services wasn't communicated till the day she wanted me to pay & never was that communicated. The not being greeted through text when she reaches out pmo, no good morning, hello, hi. Nothing, lol. I would only come back to rose if I had to. Oh, one last thing, Rose told me that the last day to file was Friday. This morning was a different story. I don't like dishonesty or those who think that's okay to not be upfront with ppl. Thanks but no thanks!

Rosie did an amazing job on my taxes. Very personable and knowledgeable. I would highly recommend…read moreher.