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.

My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

Alec was very quick to respond and willing to answer my questions, no matter how basic they were!…read moreHe gave great applicable advice during a brief phone call. He is very quick and seems to be knowledgable, I would definitely recommend reaching out for his perspective and advice!

Got a meeting in with Alec and received a literal wealth of knowledge shared with me on steps to…read moretake to invest in my future as well as my son's. I appreciate the honesty and transparency from Alec as well as the step by step process he shared with me to reach my goals. If you're wondering who to speak to on investments that your current/future self will thank you for, reach out to Alec. Best to get started sooner rather than later. Thanks again Alec!!

Very helpful and fast to give responses. Very willing to meet in person than an anonymous persons…read moreon a call in number.

I was interested in moving over from Chase to Schwab at their Encino Branch. Filled out and…read moreregistered for an account online and requested a follow up appointment. One of their advisors (Brandon Floyd) responded back saying how interested he was in working with me. Just requested all the usuals. income, worth, expenses and said he'd get right back to me. A week later I followed up asking for at least a response if no longer interested. Nada, nope, nothing. Just ghosted me. So 9 days later I messaged them through their main site for a call back. I explained that I talked to Brandon but he disappeared but was still interested in setting up an appointment. Was still thinking it must have just been a one off. Maybe Brandon had an accident or something. Again no response. So unprofessional but glad I dodged that bullet. I can only imagine trying to get their attention if this is their M.O. for new clients.

Todd Burton was a huge help today at the Woodland Hills location. Very patient and understanding…read more He went above and beyond to help me when I was struggling to get the information, I needed from the Iphone app. He was quick and efficient. Even when other customers came in and a line formed because of me, he showed great customer service and while I was looking up information, he asked the people in line how he can help them. That showed awareness and ability to multitask to take care of customers properly. Thank you, Todd!

This branch has gone down hill. The best people left. Also, their online systems crash way more…read morethan they should. Smaller firms have more reliable systems.

Actual branch: Hit or miss the knowledge level of who helps you. What I have found disturbing is…read morethe lax security on my account. I have had to ask a representative to close out of my account prior to leaving they left it on the big screen. What the hell? They just got sued for a data breach. My last in person visit. The representative couldn't open a roth for me so i could have pretty much saved myself a trip and done it on my own with a representative over the phone which is what i did while in the branch. The rep was in the room with me and we had to call the fidelity customer service line. I guess he was good as far as answering questions while in the room. Again not comfortable how lax everyone seemed to be with my account. What really bothered me was i caught the guy looking at my chest. Made me really uncomfortable and doubt i will go back to that branch due to that. Now I will review the service over the phone and their preditory marketing practices. I have received numerous calls from their reps saying they have looked into my account and want to discuss my investment options. This is insane. So anyone can look into my account from fidelity with sensitive info. My privacy is being violated. I have asked to be put on the do not call list and i'm still getting calls followed up by emails that I haven't responded. The poor judgement makes me not trust them with my money. I'm very disappointed with them. They don't take privacy seriously and feel like they can borderline stalk clients which is what i feel like. Like i'm dodging telemarketers i don't want to deal with. It's harassment!

Went on Friday 06/26 to roll over my 401k from Walmart. Topanga Blvd. location…read more Paul and associate was so professional and polite. He took care of my transaction and I do appreciatiate his help. Good luck with your golf game. Thanks JCM

The personal experience, planning on my income., giving me opportunities and options. Not turning…read moreme down due to my value of investments. Helping me live a good life. Wanting to help with my investments no matter what I have available to invest. Caring to help others, the staff is very helpful. I can't be blessed enough.

I found this company online and enrolled in a webinar to find out more about their services. I…read moremissed the original webinar due to Covid. They kept after me saying we noticed you missed the webinar and there is a recording but it's only good until tomorrow night. I did manage to watch it before the expiration and Mark Kennedy presented a compelling conversation about needing to not just save but to make sure your money wouldn't run out no matter how long you live after retirement. They empasized that the stock market was not a good place to have your money due to the ups and downs of the economy. So I signed up for an informational call and they were adamant to put the phone numberin your phone so you wouldn't miss the call to confirm the appointment. I did this and when I received the call, the caller was super rude and dismissive. He first asked if I had time to talk and I said that it was not a good time but that I had the appointment on my calendar. He proceeded to question me about how much $$ I had to invest and where that was invested. I told him I was in a public place and this was not a good time to talk. But when I told him that I was already managing some of my own retirement savings through a self directed IRA that is invested in sydicated Real Estate and that I had other parts of it in the stock market and asked him what kindn of investments they would recommend he said annuities and long term care insurance (which I do already have) it became clear that this firm is trying to sell us their own insurance products that will only benefit them, not us as investors. The very rude person on the phone also said I don't have enough investments for them to bother with although I had more than the required amount they originally stated. The guy was supor rude and said he was cancelling my appointment and hung up on me without so much as a goodby. I say good riddance to these hacks who are trying to prey on unsuspecting investors. No thanks. I'll keep my money where it is rather than give it to these crooks.

Jeff Munjack runs JDM Financial Group, and is a certified financial advisor/planner. In 2007 he…read morewas listed in Forbes magazine as one of the most dependable wealth advisors in Los Angeles County. I have been invested with Jeff for several years and have found him to be honest, professional and competent. The market has been going up and down, but I feel my investment with Jeff is as safe as can be expected in today's market. Jeff handles all types of investments, business and personal, and has a good staff of friendly and competent people. Whether you want stocks, bonds, annuities or just planning, Jeff will have lots of ideas, some you never thought of. Many people think they are intelligent enough to figure out their own financial planning, but I have found (as with any business) that it takes a professional to do it right.

From the owner: JDM Financial Group was founded to provide financial guidance to successful professionals and…read morebusiness owners who prefer advice from outside the corporate culture of Wall Street. At JDM, we believe firmly that client interests are served ethically only when financial advice is unbiased by sales agendas, investment commissions, or the promotion of proprietary products. JDM specializes in fee-based wealth management and financial planning. Our services include strategies for wealth accumulation, family financial planning, business succession, retirement, and legacy planning -- with each service specifically tailored to a client's particular priorities, stage of life, and goals. JDM's approach has evolved over many years of advising clients who represent different cultures, life stages, and occupations. We understand that a good financial decision is necessarily a good life decision.