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.

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

I had the BEST experience with Karen Molina! So kind, so patient with me and responded to any of my…read moreconcerns, questions right away!!! Very sweet!!! My credit score went up tremendously thanks to Karen and the Second Chance team!!! Amazing to work with you!!! Highly recommend!

The notary services I received were done swiftly. Standard pricing. I appreciate how kind she was…read moredespite my son was being a little booger in their offices. Thank you again!

I've been coming to Alisa for quite a few years now and have recommended my family and friends to…read moreher. She is quick and makes sure you are getting back what you deserve. She asks all the right questions to make sure of that. Sometimes you think claiming certain things won't make a difference but she always makes sure to check for you, and let me tell you, she has saved me thousands! If you want to sleep well knowing you taxes were prepared correctly and accurately this is the spot to come! Alisa is the real deal! And I am so grateful I found her business!

After searching for so long, I finally found something that really suites my needs…read more Couldn't be happier, if your unsure about your future, and your kids future, then you need to talk to Elvida, I assure you, you won't be disappointed, in fact you'll be at ease.

Vida came to my place of residence with her partner Thaddeus for our meeting which was nice because…read moreI have Two kids of my own and my fiancé has two. So it's kind of hard to get some free time with life, work and 4 kids! They went over some of the basics of financial success and went over some pillars of success. Most of the information I knew from previous work and life experiences which was great because we got to the meat on the bones. We went over the pillars of success which entailed how/ where/ what to invest and store my finances. They pointed out some flaws on where or what I could be doing not only to better my life and future financially, but to put my mind at ease and ensure my kids are set for a successful future. I'm an average guy pulling 6+ figures a year and the tax man takes a majority of it. Vida showed me how to use the resources around me to invest my money gaining max return with no risk. Definitely worth a sit down. Also did you know in a divorce, if your money is invested in a life insurance policy, the other party is NOT entitled to half of it? Good for thought one of many things they cover in their meeting. Give her a ring if you're in the market to make your finances grow and last.

Raul has done my taxes and set me up with a couple investment accounts. He is very quick to respond…read moreif you need something and will spend time explaining things to you. He is very friendly. I would recommend his services!!

Been with KYP Financial since i started my business in 2014. They are very affordable and delivers…read moreon time! Raul, the owner is not only my accountant, he is my mentor and my consultant! He handles all of my finances and investments. He is totally part of my success. And i will definitely recommend KYP! I will be forever grateful to this guy

I came to Denita with questions about getting insurance coverage and she provided me with her…read moreundivided attention until all my questions were answered. She fought to get me better pricing and is a tremendous resource of knowledge for all my financial needs. I recommend anyone to see her if they are looking to make changes to policies

From the owner: Retirement Planning, IRA's, Annuities, General Investing, Life Insurance and Long Term Care.read more

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 met with Walter C. to see where I stand financially and to see when I would be able to retire…read morecomfortably and was very pleased with the picture that he painted for me. He gave me easy to follow options to save for retirement and to get rid of my existing debt. I would highly recommend this company and its associates. They are professional and down to earth and easy to talk to about things that are sometimes uncomfortable to talk about.

From the owner: Cornacopa specializes in Financial Planning, Insurance, & Life Enhancement.read more