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.

This business has a RATING of D from the Better Business Bureau, which should have been a red flag…read moreto stay away and not waste my time. Against my better judgement I had a licensed Real Estate Agent and business broker contact this company to obtain information about a business that Willard Michlin of Kismet Real Estate Investments listed at www.bizben.com. To say that this effort has be fruitless would almost, but not quite, be a lie... The staff and "certified business broker" cannot seem to provide any real information (i.e. previous gross or net sales for a company that is at least 5 years old) about the business that they have offered for sale and the follow-up is almost non-existent. At this point I wonder if there is a business for sale or if the broker is just completely inept. The bottom line is that they are not professional and certainly don't seem to represent sellers favorably.

Trusted Advisor My wife and I had all our assets in IRAs,…read morestocks and bonds and were looking for a way to diversify and provide a steady income later in our retirement. Mike is honest, professional and very insightful concerning financial planning. He listened to our fears, needs and concerns, and set us up with an excellent plan to ensure a comfortable future. We wholeheartedly endorse Mike for your financial planning needs.

We visited this Fidelity branch to open a new account and deposit a check from Merrill Edge. Our…read moreexperience was outstanding, thanks to Geoffrey Deitrick Geoffrey was incredibly friendly, professional, and patient throughout the entire process. He took the time to explain everything clearly, answered all of our questions accurately, and made sure we understood each step. What impressed us the most was his honesty. Whenever there was something outside his expertise or responsibility, he didn't guess--he immediately introduced us to the right person who could help. It's rare to find someone who is both knowledgeable and genuinely customer-focused. Geoffrey made us feel welcome and valued from the moment we walked in. If you're visiting this Fidelity branch and need assistance with opening an account, investments, or banking services, I highly recommend asking for Geoffrey. You'll be in great hands!

Horrible customer service. Had a problem, tried to work it out. They are completely inflexible…read more In the end there was a $30 fee at issue. It went on and on and in the end they were willing to lose my business (multiple accounts) over $30. Pulling everything. Recommend going with someone else if you have the choice, these folks are weirdo amateurs at the end of the day in my opinion. $30...geez.

Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her…read morebecause I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.

Kailey works hard to understand your needs and wants and will work diligently with you to formulate…read morea plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! :-)

Great place for tax preparation services. Kevin has been doing my taxes for years and it's been…read moregreat

Best move I made with my money and to start investing for my children's future college funds. My…read morewhole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends

Leap payments is best company, they have the best rate and the best customer service.read more

Was overcharged at a restaurant that uses Leap Payment as a merchant. Called Raymond from Leap…read morePayment to check the status of the refund of the overcharge. He said he had sent it back but I never received it. Raymond said "can't do anything I'm not going to repeat myself" and hung up on me. Unreliable merchant and horrible customer support.

I recently told one of the tellers at Logix about the car accident I was involved in. A few days…read morelater, I received a thoughtful gift in the mail from the bank. It was one of the kindest things a business has ever done for me. They took the time to acknowledge something that was really scary and difficult in my life, and it truly meant a lot. Every time I visit Logix, they're friendly, helpful, and always willing to assist me with any banking questions or needs. I wish I could remember the name of the person who helped me that day so I could thank them personally, but I'm grateful they didn't forget me. Thank you, Logix, for showing that you genuinely care about your members. That level of compassion and customer service is rare, and I truly appreciate it.

Allison Reinhardt provided spectacular service. Highly recommended. She is patient and…read moreprofessional. She is by Appt. only. She did a Secured Savings Loan for me. She also does RE Mortgages, Refinancing, Auto loans, Home Equities, Lease Buyouts, and more. Thank you Allison!

Great service. Charles is amazing. Very professional. Very polite. Would recommend to all my…read morefriends.

First, we've been with Gayle Flores for over ten years. She has been a rock star since day one:…read morepatient and organized as she prepared our taxes each year. Thank you, Gale! Next, we are simply impressed with the care and attention to detail Al and Charles have with our personal and business planning. They have been incredibly patient and generous with their time as we make financial decisions for our future. Their guidance and expertise is invaluable. Thank you, Al and team!