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.

It was a pleasure to do business here ! I am debt free thanks to this team. I couldn't be more…read moresatisfied with the easy process . Tamara and Michael work together to make a seamless transaction. Thank you and definitely recommend you check this place out !

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.

I had an in depth meeting with Sam Rad yesterday and I feel compelled to write a review to reflect…read moremy experience. With regards to seeking advice from a financial advisor, the most important aspect to me is trust. I have found that Sam is someone that has a very high level of trust and truly cares about helping other people. I had been scheduling meetings and doing research; Sam was the first to respond and he always held himself to a very high level of professionalism. I, myself, am a CPA, and I found that Sam was very knowledgeable. I look forward to working with Sam because I truly believe that Sam puts his clients' needs first, giving honest, insightful, advice in a manner that is easy understood by someone that does not have a degree in finance. Thank you, Sam.

Not sure if Sam is still practicing- he seemed to know his business, but after losing a significant…read moresum of money for us on a bad investment (ended up being a real estate ponzi scheme) he left the country and went to Mexico- Not making any part of this up- and we could not get ahold of him. We have a new advisor now- finally someone from his "office" called us but it was a really bad experience overall.

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.

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!

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.

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.

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.

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

Very frustrating experience. They caused a financial loss by forcing to sell stocks, which happened…read moreon the downside. Justification was...you know, Sir.... we just changed our internal policies and overseas customers cannot trade with us anymore.

I appreciate your helpful customer service department. Thank you for picking up the phone. The…read moreservice is great. The cost is fair. I love the personal touch.