I just bought my first home with the help of Steve. Steve is really on top of things and…read moreunderstands what he is doing. He is also very responsive and replies to all of my questions either via text, phone calls, or email. I didn't know what I was getting myself into, but with his help, and him laying out things as simple as one, two, three, he made everything about the mortgage process seem like a breeze. Also, without his constant persistency in making sure my loans get through, I probably would not have been able to get my loans within the restricted loan contingency time I was given by the seller. Props to steve in helping me so much in making everything happen, so thankful and happy :)

It is a great experience to work with Steve. He is professional, fast, and patient. Before…read moreofficially starting our loan application, he asked detailed information and helped us figure out the numbers and possible situations. While during the process, Steve took his time to answer our questions and helped us prepare all documents step by step. He is very organized and reliable. I really appreciate his professional service that makes the complicated loan process becomes smooth. Thank you, Steve!

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!

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.

Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several…read morefriends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.

I had never had a financial planner before, and after researching/interviewing a few firms, I am…read moreglad I chose Ryan. He is a "fee only" advisor -- which means he doesn't get a commission for selling you financial products that are advantageous to him. He put together a simple, doable plan for achieving my financial goals. He clearly explained my different options, and the pros and cons of each. The way he spelled things out makes it very easy for me to focus.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

Bruce has been my financial advisor for several years now and I honestly can't say how helpful he…read morehas been in my journey to financial health. With Bruce, I set up an IRA and after having my son, we put together a life insurance plan as well. Both processes were very simple and Bruce was so patient to explain everything along the way. Bruce is one of the most efficient and professional people I've had the pleasure to work with and I am excited to continue our relationship to see what my financial future holds!

They don't respond to new customer inquiry in a timely manner or in my case, at all. How are you…read moresuppose to trust somebody with your finance when the guy can't even get back to people. Poor communication skills. When you deal with people's money you gotta show you are on it.

We came in contact with Top Financial thanks to a suggestion from a friend…read more Kent and Peggy were priceless all the way for our condo refinance. The whole process it's been extremely fast and easy. We had all documents emailed to us with the e-sign option, making the whole process super quick. We will definitely use Top Financial again in the future. Kent and Peggy, Thank You very much guys for everything, you are a truly great team !!!

I was so happy to have discovered and met Kent as a professional loan agent. Unlike numerous other…read moreloan agents who were rarely available and did not give me any of their time to discuss loan options, Kent took the time to explain the details and options available to me to finance a home I really hoped to own and urgently needed funding to close the deal. Kent helped me overcome some hurdles and complications with loan funding and diligently worked with me so I was able to obtain a loan promptly and complete my financing with the best interest rate possible. I greatly appreciate Kent's professional help and will seek him out for any of my future lending needs!

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.