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    Abacus Wealth Partners

    3.4 (7 reviews)
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    Services - Abacus Wealth Partners

    Investment management

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    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (35 reviews)

    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.

    Charles Schwab - Lounge area.

    Charles Schwab

    (8 reviews)

    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.

    Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

    Michelle Tascoe Financial Coaching

    (67 reviews)

    Koreatown

    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.

    Infinite Financial Firm

    Infinite Financial Firm

    (149 reviews)

    Westwood

    Solid company. Straightforward, responsive, and organized. They helped clean up issues and put a…read moreplan in place to get my credit where it should be.

    I signed up with Infinite Financial Firm Credit Doc to help remove several late payments from my…read morecredit report because I needed my credit fixed quickly in order to buy a house. From February 23 to April 21, I trusted the process and was very clear from the beginning that money was not the problem. I even told them I was willing to pay extra if they could work faster and actually get results. At first, they told me I did not need to pay off my credit cards or balances for the process to work. Later on, they changed their advice and told me that if I paid off the accounts, the disputes would move faster and have a better chance of success. I followed their recommendation and paid off the accounts hoping to finally see results, but even after doing that, I still did not receive any meaningful improvement. Instead of offering a faster or more effective solution, they placed me into a monthly payment program and kept telling me to wait. Communication was also very slow, especially from the owner, who would take a long time to respond to my messages and concerns. During the entire process, they claimed they filed disputes multiple times, but I never saw any positive results. In fact, my credit situation became worse instead of improving. After almost two months of waiting, I was eventually told that I should just cancel the service because they were not getting results.I feel disappointed because I spent time, money, and trusted their promises during an important time when I needed my credit fixed urgently. Based on my experience, there was a lack of urgency, communication, and effective dispute strategy. I would strongly recommend others ask for clear proof of work, realistic expectations, and actual progress before signing up.

    Abacus Wealth Partners - financialadvising - Updated May 2026

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