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    Sequoia Financial Services

    1.7 (27 reviews)

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    10 years ago

    Wow the service I received from Maria Lopez at this company was horrible.

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    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (226 reviews)

    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.

    Grant & Weber

    Grant & Weber

    (82 reviews)

    They put bills on your credit score with bureaus with no contacting of the person who's supposed to…read morepay, and then when you call and try to explain you don't have an account number they talk over you and tell you you need an account number when you're trying to explain that you don't have one. Not a single word can be spoken to their "representatives" without them calling you rude and threatening your credit score. Absolutely abhorrent company and are nothing but willing to be rude, disrespectful, and crass on the phone while not letting customers speak. Do your absolute best to AVOID this company as much as possible. They're bullies with superiority complexes and will not let you pay your bill so they can keep getting money. AVOID.

    Being an adult isn't as fun as you thought it would be as a kid. Sure, you get to stay up late, eat…read morewhat you want, etc. but you also have to deal with medical bills, and worse yet, having them sent to debt collectors (which I suppose would be the natural transition of things, IF the debt was valid, which it was not). I had a preventative service back in spring of 2020, and I've been to this medical center the year prior, so this was nothing new for me. I did receive my results in the mail which was fine, but then I also received an EOB with a $200 charge for 'Imaging Center'. I never had one of these in previous years, so I called up my health insurance about it, in addition to the billing department at the medical center. Both places declared this to be incorrect, and I took notes on whom I spoke to, when, etc. However, later in the year (December to be exact), I get a 'bill' from this 'Grant & Weber' whom I never heard of before, claiming I owe $200+ (of course, interest was added on) so I called my insurance AGAIN, and I had a great guy put me on hold, resolving what I needed. I received an updated EOB with the same claim # stating it was resolved and I had a $0 balance. This EOB arrived in January of this year, 2021. In February however, I receive ANOTHER notice from G&W, with higher interest since it was obviously a couple months since their prior notice. Now I know from common sense NOT to call these people; they don't care about your situation, they just want your payment, and I hate to admit it but in their defense, they probably have heard every excuse in the book from scammers. When you are actually in the right though, this makes for a most frustrating experience. Cut to July, I get a phone call from a man named 'J. Dawson' STILL asking about this debt. Exasperated, I reach out to my insurance and the rep called G&W on my behalf. I was put on a three-way call and 'J. Dawson' came across as smarmy which I expected, but said he would contact Cedars and I was to call him back the following week which I was not looking forward to. Of course, I called, left a message, and have yet to hear back. It's now September. So, do you still want to be a grown up?

    Sequoia Financial Services - financialservices - Updated August 2026

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