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.

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!

Alec was very quick to respond and willing to answer my questions, no matter how basic they were!…read moreHe gave great applicable advice during a brief phone call. He is very quick and seems to be knowledgable, I would definitely recommend reaching out for his perspective and advice!

Got a meeting in with Alec and received a literal wealth of knowledge shared with me on steps to…read moretake to invest in my future as well as my son's. I appreciate the honesty and transparency from Alec as well as the step by step process he shared with me to reach my goals. If you're wondering who to speak to on investments that your current/future self will thank you for, reach out to Alec. Best to get started sooner rather than later. Thanks again Alec!!

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!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Been going to get my taxes done here for years and been through the change of owners. Still amazing…read moreservice throughout the years and even with the change a few years ago. Julia was amazing! She was very nice, patient, and helpful. W will be returning again next year!

*UPDATED REVIEW AS OF 12/24/2021*…read more Well guys, unfortunately the quality of customer service has fallen off dramatically for Cruz Tax services since 2015. I'm definitely switching to a different CPA after a year long of trusting my missing income tax report issue with the IRS. I don't mind paying for my unreported tax income from the past tax filings. I understand if CPA offices would follow up and tell me that they are too busy and they have to be on vacation and no longer follow up with my IRS past due balance. The lady (Tess) and the entire Cruz office never followed up with my IRS lien letter and I now have to pay additional interest of $600 on top of original balance of $3300 because Cruz tax was too buy to follow up with the IRS. All they did was fax the document to the IRS and said "Done" This is ridiculous... I confirmed with IRS that they never even received a single fax or letter from the Cruz tax, and the interest was added during past 10 months.. and I recently received final notice letter from the IRS to pay the entire balance of $3900 or they would pursue wage garnishment, lien on my assets, and levy my checking accounts... I called Cruz tax immediately and asked for Tess since October, and all they told me was Tess was out for vacation... and now it's December and she's still on vacation... and nobody in the office is aware of my situation and I had to explain my concern every time I called the office... and nobody really gave me a resolution until last Monday, the employee told me I just have to pay the entire balance with interest... yea... thanks for following it up professionally and assisting my concern. If you are going to file with Cruz tax, just be aware... Your filings and papers could be delayed or ignored... or worst... forgotten! Merry Christmas everyone and Happy new year. Stay safe and hope you guys shop around to find a better CPA than Cruz Financial.

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!

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

Sandra was extremely insightful- she does not try to upsell her services and will keep you honest…read moreon the best approach forward. She procures solutions based on your specific needs it's not a bundle and buy one size fits all type of service. Highly recommend and she knows her stuff.

In the past two years, I have consulted Mr. Fazel Mostashari, dental CPA regarding my dental…read morepractice. It has been my impression that he is not only a great dental CPA, he is also a very knowledgeable, helpful, and kind individual. I would highly recommend him to any dental colleagues for accounting, consulting regarding buying and sale of a dental practice. -Dr. Alex Farnoosh, Periodontist, Beverly Hills, CA

Fazel is truly a gem in his profession. He is…read moreknowledgeable, resourceful and professional with a kind spirit. I highly recommend Fazel to any dental professional or practice owner looking for financial consulting and other financial services.

I don't leave reviews but I have to in this case. I was referred to ACap by a true friend. After…read morespeaking with Ara, I cannot begin to describe the hybrid feelings of safety, gratitude and confidence. Safety as in ACap is a place where you will be safe financially. Gratitude in that I feel treated like a family member. And confidence that my ongoing financial literacy and growth as an investor is headed in the right direction. You need to be prepared and don't waste time. If you are, then ACap will provide you with a true partner that will help you grow financially.

Marina saved me this tax season. I had the same tax guy for 20 years and he retired unexpectedly so…read moreI had to find someone fast. I reached out to ACap a few days before my taxes were due and she helped me in a matter of hours. I'm very grateful to ACap and will continue to use and refer them.

I was super careful about finding the right financial advisors who I can trust and who can make my…read moremoney grow. I have been very happy working with Stephen and Matt so far. I was initially drawn to them because they are fiduciaries. I really like how they break the stock market down for me and make all things "financial" easy to understand.

I am consistently impressed by Stephen's professionalism and enthusiasm for his work. Stephen is…read morededicated to providing his clients with excellent service and he is always well-prepared. He is committed to providing his clients with all the information they need to make decisions for their financial future. He wants his clients to succeed and that is clear in how hard he works to help them reach their goals! If you'd like to get a better handle on your finances and investments, you need to contact Stephen right away!