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.

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.

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!

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

The online application process requires a home residential address for the applicant, which I found…read morediscriminatory to those who have non-traditional living arrangements reliant upon Postal Service boxes. Think of homelessness in terms of those people who travel and navigate. Design your business in a way that respectfully acknowledges and supports the individual client who may be perceived as having less traditional goals, but whose choices might nevertheless bring insights and ingenuity to your client base. Encourage this significant part of the community to organize both their savings and their investments to achieve that. It was communicated that they are only opening accounts online, and that a only soft credit check is done. I also learned that a self-directed account without margin is free without any minimum $ to open, with the robo algorithm available at a minimum of 5k, with a Certified Financial Planner option for $300 to join, and then $30 monthly thereafter. I chose to stop my submission of my application to Charles Schwab only because of the use of the odd phrases "Transparency" and "Sweep Banks."

Good luck getting an appointment with these people. I went online to request one, but that email…read moresent has gone unanswered. The phone call to this Santa Monica office went to someone out of state that I had to practically beg to help me. They claim a voicemail was left, but so far that hasn't been returned either.

He really cares about his customers and is genuinely in the business of helping people. Would…read morerecommend him to anyone. Trustworthy and extremely knowledgeable glad to I came to him to help with my finances!!

I'm pretty new to the idea of professionally managing my money, I called around plenty of places,…read morehowever, none of them were as helpful as Daniel has been. He is a natural at what he does. He is honest and straight to the point, but also friendly, which is really important for me. I think it's really important to work with someone who has your best interest and is considerate as much as he is relatable, especially when it comes to dealing with my money. His advice really helped me to kickstart my financial journey.

OMG. Went in here with my girlfriend to transfer her mother's account to her name as she was the…read morebeneficiary. So the incompetent person who was helping us, put me as the beneficiary to the closed account and not my girlfriends. I could understand why they have a low rating.

Very rarely do I need to go into a branch because I do most of my business with Fidelity online…read more First time I went into this branch. Way way easier than going to the Fidelity branch in Century City - parking there is ridiculously expensive. A young man named Brogan helped me do a transfer I needed done quickly. He got on the phone with both Fidelity and my other brokerage to confirm everything I had filled out on my form was how they needed it. And then he even followed up leaving me a message the next day to let me know the transaction had gone through exactly how I needed it. Thanks Brogan! Your help was phenomenal!!

Retired at 62. Moved my money to Abacus and Barrett Porter…read more My money has sustained it value even through turbulent political and social times. I used to check my retirement funds daily, but learned that I could trust Abacus to manage it responsibly and still make it grow.

I have been Scammed 110,000 USD by these Scammers which convince me that they are legitimate. from…read morethe past 2 months I have been waiting for them to open the withdrawals of my account so that I can get back my money. Surprisingly, I saw so many Reviews of Core Ledger Recovery and her expertise in helping so many people get back their money. I was confident in giving her a chance of helping me and that was my best decision. She helped me recover all my Invested Deposit from this scam Company. I Advise that you should give a fight Back to this scammer Contacting with the Help of Core Ledger Recovery:contact@corelg.org

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.

I was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!

Very happy and I didn't think the company will get my score up this high. From 529 to 801. Took 4…read moremonths but that was unreal. The debts he did for me were pretty big and I didn't even ask them to do it. Great credit repair company will recommend for sure I think they are honest and a fair price.

Wow I'm impressed! After having a company ruin me Edward and the girls really got me up to 786 in 7…read moremonths and saved me so much money. I thought was going to get sued but I'm so happy he took care of it and my credit report and scores all at once. The amount of money saved was around 17000. Very happy and recommended