Robby has been my financial advisor (and my husband's) for about four years and he's amazing. From…read moreday one to today, nothing has changed in terms of his time and dedication to helping us reach our financial goals - even when we throw random financial curveballs. He's very patient in hearing us out and we always trust his thoughtful recommendations. Since we've been with him our portfolios have always seen positive growth, which when it's your hard earned money, it's both awesome and a relief! In those four years we've also expanded our family and he's helped us responsibly plan for our future and the kid's future. If you're someone who is relatively new to the idea of financial advising (like I was), Robby is hands down someone you can trust and I highly recommend working with him!

A friend of mine referred me to GK a little over three years ago under the care of Robby Lewis for…read morefinancial advisement. It has been one of the best decisions I've ever made, especially as someone who is generally financially ignorant. I wish I'd done it years ago! Robby is incredibly patient and great at laying out complicated financial terms for me to understand. As someone with severe financial anxiety, he is also great at getting me to understand the value of investing my money and how to best approach it to build a comprehensive portfolio for both a rainy day and retirement. Thanks to his advice, I had a nest egg I was able to dig into while on long term unemployment that I would not have had otherwise. I highly recommend Robby's expertise!

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.

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.

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.

The Blueprint team is amazing! They really care about helping their clients reach their goals,…read morewhether it's improving your credit score, paying off student loans, or getting ready to buy your dream home. They always have the answers to every question and make the whole process so much easier. Everyone on the team is kind, knowledgeable, and truly wants to help you succeed. I highly recommend the Blueprint team to anyone looking for guidance and support. Thank you for everything!

Great help for planning how to pay back loans and financial advice. Claudia is good at…read morecommunicating and efficient.

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.

After banking with two of the largest national banks for both my personal and business accounts,…read moreswitching to Banc of California was one of the best decisions I've made (formerly Pacific Western Bank). The difference has been night and day. What really sets this bank apart​, especially the Banc of California Upland Branch​ is the exceptional staff. Unlike the larger banks where you often see new faces every visit, this branch has maintained the same outstanding team. They are consistently professional, friendly, knowledgeable, and always willing to help. Banking is a much more pleasant experience when the staff knows you and genuinely cares about providing great service. I couldn't be happier and highly recommend them for both personal and business banking needs.

I'm a doctor, and I've been banking with Banc of California for over 30 years; they are…read moreEXCEPTIONAL! Everyone on their staff is cheerful, attentive to all your banking needs, responsive and they get the job done. The staff will even go that extra mile to make your visit pleasant. When other banks treat you like a customer, and they really want you to use the ATM's, the staff at the Banc of California treat you like family; GOOD FAMILY!!! So for all your banking needs, these folks will be the only bank that you will ever need. I remain, Dr. Allen

As a degreed Accountant, MBA, and working in Fortune 500 Corporate Finance for over 30 years I have…read morebeen seriously investing since my late '20s. Before working with professional advisement, watched my wife's and my portfolio grow from five, to six and to finally seven figures. Would consider myself an experienced personal investor. However, portfolio grew stagnant (stayed in prior winners, now losers too long), leveled offed, and was not achieving desired returns, and was often radically up or down pertaining to market whims. Found myself even being experienced, being emotional in making needed financial decisions. Thus decided to finally pursue and rely on professional financial investment advisement for better consistent long term returns. Went thru a most thorough rigorous search and review process to choose the right Financial Advisor to entrust my entire now seven figure portfolio. This was a four step process that entailed screening firms for the right kind of (1) financial advisor formal university education, (2) investment training & licensing (CFP, CFA or CPA etc.), (3) firm reputation, especially local reputation, not just based on a national name recognition and (4) firm Investment style and practices. Basically wanted a firm that primarily were not just a bunch of financial salespersons (who got into the business a few years ago and primarily earn their income generating financial product sales) and genuinely care about the long term growth of their clientele. It would not make sense to invest my hard earn money with advisors who knew less (often far less) about Finance, and even less about the real Stock Market than me! I would sincerely say that 80% to even 90% of the firms out there do not meet or even close to my set standards (which should apply to you if you are a serious investor). Thus took almost two years to find the right firm to meet my set standards and long term goals. Personal care was of course considered, but all said $ results matter! After initial on-line screens in the dozens, went thru nearly a dozen actual person to person firm interviews. That said, I chose Gould Asset Management in Claremont, now going on four years, and have not looked back. They have the highest credentialed, formal finance educationally trained, market tested experienced, personnel with a better than Gold reputation in the community. They developed a medium and long term plan which I have entrusted my entire family's portfolio (with highly protective safeguards that they incorporated at the broker house level, i.e. Fidelity, Schwab, etc.) I have now been getting better consistent steady returns with softened market fluctuations. Guarantee you will only find this level of firm competence, financial investment knowledge, and true customer care and financial planning to meet your needs and goals only with Gould Asset Management and a few firms perhaps in the LA highest rent districts, think Bel-Air or Beverly Hills. Young or older as myself, if you are serious about developing a well planned diversified portfolio, look into Gould Asset Management. Ten, twenty years from now, you will be glad you did. CJ Wong, Experienced Investor

From the owner: We help our clients manage their unique financial situations as they traverse a variety of…read moreimportant life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals. Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.

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'm very thankful for my financial advisors Steve Ruiz, Yadira Anaya, Alan and Aaron Cruz at…read moreIntegrity Financial. This is a Christian based organization and their faith shows through in the way they care and treat people--with honesty, kindness, and integrity. Every time I visit the office, I'm greeted with a warm and friendly welcome from everyone which makes me feel valued. They have all become cherished friends. Any time I have a question, I can send a simple text message and they always responds. That level of accessibility and personal care is rare and greatly appreciated. Most of all, I'm extremely happy with the results of their financial advice. Their guidance has given me retirement confidence and peace of mind about my financial future. I am truly feel blessed my wife and I decided to do business with them. I highly recommend this organization to anyone looking for trustworthy and dependable financial advisors.

Very caring people. Type of care was good. Pretty good office as well. Pretty chill placeread more