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.

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.

These guys are outstanding! I feel remiss in having never left a review for this awesome team…read more Keith and Shane have represented me for years and they took on a really thorny problem with a six figure tax bill that was wrongly assessed in my opinion, but I'd let it linger for years and it was a real mess. They picked up the ball and handled it and saved me over $80,000 in excesses, fines, penalties and the rest. I cannot express how grateful I am for their professional, courteous and timely service. If you need an accountant you'd be foolish not to give these guys a call.

I can't believe I have been working with Shane and Keith for all these years and still haven't left…read morea review! These guys know what they're doing, they saved my taxes from someone else who was causing havoc, they saved me during COVID-19 when I could have, and probably should have, gone bankrupt. They have gone above and beyond for me to make sure that I can TRUST them with my finances and have always been led in the right direction. I am so blessed to still be working with them and to have seen such huge growth in my years with them. These guys are the real deal. They have my business for life (or as long as they allow me).

I find it amazing that my wife cannot make a credit card payment with cash in branch. if you dont…read morehave a checking account here, they tell you to buy a money order from drug store !! now Im trying to call the mgr and no one answers... on top of that, we had to wait till 10 am when they open, and still not make a payment. CITI bank is a joke !!

I have 4 bank accounts since 2008 in Agoura Hills brunch, on that time we were all proud , we have…read morea Citibank in our City or in our Shopping center , Meryem was bank director and Boss, everything worked perfectly After Meryem came Nick so nice guy and very helpful But now , forget about it totally They don't have any idea what do they have to do, honestly very upset

I have been with Dave Kern for many years. His staff is always available to take my questions and…read morerespond quickly. The prices are very competitive.

They don't follow up. You have to call them and request they shop rates for you after being with…read morethem for years. I can do that on my own. I don't recommend them at all! Service has gone downhill over the years!!

Ralph has been doing my taxes forever! I have been with him…read more& his wonderful wife Sheri for last 45 years. Ralph has been a bright light on my boring taxes each & every year.

Ralph is an outstanding professional! He is a skilled accountant who cares about his clients. He…read moreis a really nice person who is patient, answers questions and is always just a phone call away. We wholeheartedly recommend him!

This bank is a joke. They switched my paper billing for two credit cards and when I called to ask…read morewhy they changed this without asking, they lied and said I changed it. Absolute nonsense. They said it would take about 3 months for the new setting to be applied! Then, a week later, I attempted to log on to pay bills. I was then informed that now I had to install a different operating system on my computer to access my account online. So now I'm locked out of my account unless I pay to have my computer updated! They also gave no notice that this would occur. There customer support also runs from average to horrible. If you can get someone that speaks good enough English to understand then its your lucky day. They are even low enough to ask personal questions when getting support that they can use to sell to marketing companies. Also, beware of their financial investment suggestions.

Five stars for Oscar at Chase. He was super helpful getting everything sorted with our account…read more Friendly, patient, and really knew his stuff. Honestly made the whole process feel easy, which is rare with banking. Thanks again, Oscar. You're the reason we stick with Chase.

They send me a bill, claiming they are the Glendale Fire Dept. in Agoura Hills..!!!…read moreCalled the GFD, they said, its a scam

Unfortunately this company gives limited and one-dimensional financial advice. It's a "pay to work…read morehere" organization. What legitimate company makes you pay for office rent and supplies? Sure, when you actually own your own business, you pay for those things. But you get to keep the entire profit too. Here, you'll be required to pay many tiers above you before you ever see a penny. Which doesn't happen when you are paid hourly or salaried. Stay away and don't let them tell you WFG is how people become wealthy. Look closer at the head people at your location and beyond who posit themselves as "million dollar earners". How are they really living? Who's paying for their house and car? A trustfund? A regular job that they are not telling the group about? Also, what kind of job is so insistent on bringing in new people to work for them? If they are so successful at what they do, wouldn't they want to keep this model to themselves and not bring in other people as competition?

Horrible attitudes and very unprofessional. I was trying to settle a debt with this company and…read moretheir representatives are extremely rude and lied repeatedly while interacting with them. I will be contacting the DOJ and the CFPB regarding this compan.

I did a lot of shopping around because I was in desperate need of tax help for myself and my…read morebusiness. Unfortunately, I discovered that there are a lot of scammers and a lot of companies in the tax business that literally just rip you off. Sequoia was different! From day one they were completely upfront and explained what I could expect from them. The only complaint I would have is that it did take a little bit longer than I would've liked to put me in touch with a good accountant however, in the big picture, it was not a big deal. If you're looking for an honest and fair company to represent you with your tax situation, I would definitely recommend Sequoia financial services.