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!

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

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.

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.

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!

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

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!

Robert has an incredible ability to get straight to the heart of the matter…read more When we first met, I was facing major challenges and I remember being asked this one (of many) powerful questions: "Does your life work?" My answer was no! With his guidance, I transitioned from a broken business built on sweat equity and no pay to a life and business focused on what truly matters--creating real results, wealth, and success. Attending his group workshops and one-on-one sessions was a game-changer. The workshops provided fresh perspectives and personalized feedback for all participants, while the one-on-one sessions gave me clear, actionable steps. If you're ready to do the work and create a life that works, Robert Chun at RSC Business Group is the coach for you.

Working with RSC Business Group has been so helpful! I was skeptical before meeting with a company…read morewho purports to know how to grow my business (especially because I work in a less common field), but after just the first meeting, I started to benefit. From working together, they have 1) given me simple, powerful direction, allowing me to take small steps that would make big changes, 2) saved me time and resources by directing me away from mistakes I might have otherwise made, and 3) motivated me to take necessary steps I had been pushing off. I found great value working together.

This was our first time using a fee-based financial planner and we're so happy we found Lysa. It's…read morebeen a fantastic experience and so worth the money. Lysa helped us get all our current finances in order, plus we now have a great game plan for both our short term and long term financial goals (college, home, retirement, etc.). The "homework" she gave us between sessions involved tracking expenses and setting up new accounts, and she made it all so easy. And on top of all the helpful advice she provided for our personal situation, she also gave us amazing referrals for another family member needing some tax and medical insurance advice. Highly recommend!

I was searching for honest and trustworthy financial advise. I feel like I more than found it with…read moreLaurel Terrace Finance. Lysa is patient and straightforward. Fairly priced. She takes the time to understand your particular circumstances and truly seems to have your best interest in mind. I feel like I've gained a true asset in having her guidance.