Manuel and TFA are great. We wanted to get life insurance for our family and they guided us to…read morewhich plans would work best for us for our needs. Very responsive and friendly, would recommend if these are the types of services your family is looking into

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Went here to open up the checking account that has 0 transaction fee worldwide! Its a clean office…read moreand they have a keurig machine for your beverage of choice. Setting up an account was hassle free and the service was excellent. The card was delivered right away. All fees are reimbursed! Why would you take any other cards worldwide for atm purposes? I have not used the brokerage account here as I have other accounts for retirement, roth ira, and robinhood app for domestic investments and options trading. There are no atms here. Its meant to be used anywhere!

I was given great treatment until I put my money in. Now they can careless bout me and not return…read moremy calls or answer questions. Do not come here if you expect to be treated with respect.

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.

Andy Carlson is an absolutely phenomenal advisor. He takes the extra time to stay resilient on my…read moreportfolio. When the market drops he's looking to balance my account in offering the best returns on my investments. Andy is diligent with sending reports and comments from Edward Jones, with points of view regarding market conditions. His Friday networking meeting is a great way in helping me to network my business. Andy's support team member Jennifer Clifton is fabulous, very helpful and delightful personality. This team is the real deal the whole package. I am so pleased to have my investments with Andy Carlson and Edward Jones you will be also. I highly encourage you to make an appointment right away you will be pleased you did.

Andy has been excellent in his knowledgeable advise, communication and customer service. But what…read morehas made the difference to us is his friendly personable approach, honestly and being someone who truly cares about his clients and their family. After some bad past experiences and investments with other "advisors", and recent changes in our family financial situation, I was very reluctant to get the financial consulting I realize I needed. Nevertheless, I was strangely compelled to answer the man soliciting at my door on day (it could have been his adorable daughter who was joining him that day). I am glad I did, He took the time to understand our family financial goals and has worked hard to guide us on investing toward them. His new office is nice and the small things, like having a dedicated place for my daughters to sit and color while we talk, are just a reflection of the care and detail that he puts into his work and his clients.

Luz and her staff had drastically improved my financial situation in the past 3 months. It takes…read morepatience but results are real. Luz helped me when I needed assistance buying a new car and got me approved quick! I look forward to what the next 3-6 months bring as my goal is to buy my first home. I appreciate Luz and the blueprint staff for always being communicative and helping me understand how to fix my credit and financial standing! Thank you Luz for all of your knowledge, help, and advice.

Very prompt at returning my inquiry. And now we're going to have a talk. Angela is a sweetheart. I…read moregot along with her very very well. She seems very knowledgeable.

I found Patty on yelp and was looking for assistance /support with my covered California…read moreAccount/application. Patty is extremely generous and replied almost immediately. She is kind, thorough and professional. She told me what info I needed to be prepared for our phone appt w/ Coverd CA and took the initiative to call them to set that up. Patty made it easy to understand how to apply and explained what the best options I had. Thank you Patty for your time, this review is overdue and well deserved, I'm sorry it took me a while to submit.

I have had Patty as my insurance broker for 3 years now (since I was kicked off my parents'…read moreinsurance before Obama-care). I had a hard time figuring out what insurance would get me the coverage I needed for the best price. I also had a hard time filing out all the paperwork to apply for insurance. Patty helped me and my husband through all the steps and set us up with everything we needed at a price we could afford (which is saying something for newlyweds who were still in college). She's helped me anytime I needed a bill sorted out and she's warned me about changes to my plan and premium before the insurance company did. I would recommend (and have recommended) Patty to everyone.

I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

Chad and the team provide great service. You can trust them with all of your insurance needs. Give…read morethem a call.

I have had my home and auto insurance policies with Chad for over five years now. Every year they…read moremake sure that I have the best possible rates and coverage. Chad and his staff provide awesome service and great rates. Thank you! PS I can't believe I waited this long to provide a review!

I hired this business last year to help prepare my credit from some stupid mistakes I made when I…read morewas younger, resulting in a couple of charge-offs multiple collections, and hard inquiries. The pricing was reasonable and affordable for me. After some time, I noticed progress, and after the quoted timeframe from when I signed up, everything was resolved, and my credit score went from 520 to 760. I went into this with the expectation that change will not happen overnight and that it may take several months if not almost a year. I see some of these other reviews being negative and I believe there is more to the story with these individuals than what they are sharing. There are always two sides to a story. I do recommend Credit Expectation Just know credit report repair does not happen overnight, do not expect it to. I'm extremely satisfied with what they have done for me and I highly recommend them.

Everyone listen up do not mess with these frauds She will…read morelie steal and cheat I have filled a report on her she made it seem like she was fixing my credit $1900 later I'm doing all the work And she rapidly changes locations after she has gotten over on everyone.... she will do just enough to get by after that she takes your money and run !!! Beware... if you have been affected by Ana Karina Guerrero Make a report

Patty Contreras is an answer to my prayers. I had been…read moredissatisfied with Kaiser for 3 years but did not know how to navigate out of their system to United Health Care. Patty walked me through the process. I am so happy with new Hoag provider. Patty has been available for questions and gave me excellent direction to join a gym. She deserves 5 stars and much more. Thank you Patty

Patty Contreras helped us recently to select the best Medicare health care plans for my husband and…read moreme. She is so smart, very knowledgeable and so good at what she does. She was able to help us understand the various plans and take away the confusion that we had initially. She answered all of our questions and was very prompt with any follow up questions or info that we needed. She is also very caring and personable. We are so thankful for Patty and her expertise! Vicky L.