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!

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 :)

"professional, reliable, trustworthy. Always keeps a great communication with his clients. Highly…read morerecommend!"

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!

Before working with Chris, I wasn't sure whether a secure financial future was something I could…read morerealistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner.

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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

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.

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.

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.

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!

As a new business owner, I have been searching for a trustworthy professional to help guide me in…read moremaking decisions for my future. I am extremely grateful I found MYZ and I am very impressed with the quality of care! My meeting with Bruce was very helpful and I could tell he genuinely cared about my success. I strongly recommend them and I know I will be using them for years to come.

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!

Kent has been with me every step of the way. Any questions I would ask Kent and he will try to his…read moreto answer them and as quickly as possible. When I received new documents or have any inquiries I did not hesitate to get Kent's opinion. Thank you Kent for making my process as easy as possible!

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.

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.

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

My financial advisor recommended Sandra and Jeff to me so I can fix my credit profile. Credit is so…read moreessential to our everyday life. Within one month, my credit score has gone up 10-15 pts. In the consultation, Sandra will looked at your credit profile to tell you if she can help you or not. Fun fact: they also guide you into helping you build your business credit! Thank you, Sandra & Jeff.