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.

Great service, great team. Definitely recommend them for your debt management and or/resolution…read moreissues. The process felt like family helping me in a stressful time.

All the staff are professional and friendly, and I am satisfied with my tax reporting.read more

After reading lot of positive Yelp reviews, my husband and I booked an initial consultation for our…read moreyearly taxes. My husband is a musician who does lots of gig/freelance work and we wanted to get professional eyes on our taxes as our situation has become more complex. We had an intro call with Sandy who assured us she could help with our situation. We then decided to take the next step and provided all of our documents within their portal on March 3rd. After submitting we heard nothing back from them for weeks and so we called towards the end of the month to check in. When we did this they only then started asking us for additional documents and wanted us to reformat all profits and losses within their specific document formats despite us already providing these 4 weeks prior in our own format. We asked them if they could just use our existing documents and they said that would be an additional bookkeeper service of $300. At this point we were very frustrated that they took an entire month to tell us all of this after we submitted initial documents. We ended up filing with an alternative.

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!

We just did a consultation with Garrett and even though he couldn't help us with our particular…read moreneeds, he still pointed us in the right direction and was very helpful in giving us information. Would highly recommend!

I started working with Garrett because I wanted to be more intentional with my budgeting / finances…read more(I know, I know... I'm MUCH better with everyone else's numbers than my own!). My biggest takeaways were re-establishing my financial priorities and having tangible action steps after each meeting. Once we dug in to my values and long term goals, my financial to-dos changed from those that I'd started with. I realized that I was already doing some of the things I felt guilty about not doing "enough" of. It turns out that I had never stopped to think about what "enough" meant until we got to talking. I was able to let go of that guilt and refocus my energry toward accomplishing newer and more meaningful goals. I have to admit I was hesitant to start the program because I'm pretty analytical and it emphasizes not just budgeting/finances but emotions, behaviors, and habits. But after participating I was thankful I did - it truly was money well spent.

This CPA is retiring. Don't waste your time calling him. Material on the website is out of date.read more

I started to work with peter a year ago on different topics and i always got a very serious and…read moredetailed oriented answers and solution. He always thrive to find the best way for you. Great to actually be able to count on someone like that. I would definitely recommend his service.

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.

Met Sam at a WLA class on social security Medicare. I was very impressed by his knowledge so my…read morehusband and I booked an (free) appointment with him for retirement advice. We had been talking to 2 other advisors also, but Sam really got into the numbers and walked us through it all We have met with him quarterly, and each time I come away feeling so much better about the life changes we are making. Thanks Sam!

Can't say enough about Paul Marshall. I still cannot believe this dream came true! I am truly…read moregrateful for the whole process with Paul Marshall at City National. We contacted him last minute when we already had another loan officer, but Paul was able to beat his offer so significantly that we had to switch. The entire experience was absolute perfection. Paul provided us with numbers in a matter of days and clearly broke down how a grant would benefit us. He secured money back at closing, offered a lower interest rate than any other lender, and got us to the closing table in exactly 30 days. As a first-time homebuyer, I honestly couldn't believe how smooth the transaction was; it completely exceeded my expectations. Paul was always a text away, more than happy to answer our questions, and guided us to make the best decisions. He got our monthly payment exactly to the amount we wanted and went above and beyond to make the process stress-free. If you go with City National, you must work with Paul!

I highly recommend Paul Marshall at City National Bank for anyone looking for a knowledgeable and…read morededicated loan officer. He made our loan process smooth and easy, guiding us every step of the way and always being available to answer our questions. What truly set Paul apart was that he went above and beyond by informing us about additional grant opportunities we didn't know about. Through his guidance, we were approved for the $35,000 Greenline grant as well as the $20,000 City National Bank grant, which significantly helped with our closing costs. Even though we never met in person and handled everything electronically, Paul made the entire experience seamless and stress-free. He is professional, responsive, easy to work with, and genuinely committed to helping his clients achieve their homeownership goals. We are very grateful for all of his support and highly recommend him to anyone purchasing a home.

Dovid has done a great job with my taxes this year . He is very knowledgeable and good guy to work…read morewith. He goes beyond expectations to make everything right and definitely takes care of you in a timely matter. Definitely will have my recommendation . A++++ SERVICE !!!!

Dovid has been an efficient and helpful CPA to deal with.read more

I don't usually write reviews, but Stephen absolutely deserves one…read more Stephen Jeung helped me and my entire family set up our life insurance policies, and the experience was nothing short of exceptional. From the very beginning, he was professional, patient, and incredibly knowledgeable. He took the time to break everything down in a way that actually made sense -- no pressure, no confusing jargon, just honest guidance. What really sets Stephen apart is how much he genuinely cares. He wasn't just trying to sell a policy -- he wanted to make sure we were properly protected and understood exactly what we were getting. He answered every question thoroughly and made the entire process smooth and stress-free. It's rare to find someone who combines expertise, integrity, and great communication the way he does. If you're looking for someone you can trust with something as important as protecting your family's future, Stephen is your guy. Couldn't recommend him more. Thank you, Stephen!

Stephen made what could have been an overwhelming process feel simple, clear, and reassuring. From…read morethe start, he took the time to truly listen, explain everything patiently, and make sure I felt confident in my decisions. I never felt pressured, only supported and cared for. Life insurance is about protecting the people you love, and Stephen approaches his work with genuine heart and integrity. I'm incredibly grateful for his guidance and highly recommend him to anyone looking for someone they can truly trust.