Alec P. Tuckman was very knowledgeable with the information. He was able to talk me out of…read morepotentially unwise financial decisions but and giving me great advice for my situation and my goals. He was also very flexible at rescheduling when I became ill during the time of our first appointment. Will definitely recommmend!

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!

I was super careful about finding the right financial advisors who I can trust and who can make my…read moremoney grow. I have been very happy working with Stephen and Matt so far. I was initially drawn to them because they are fiduciaries. I really like how they break the stock market down for me and make all things "financial" easy to understand.

I am consistently impressed by Stephen's professionalism and enthusiasm for his work. Stephen is…read morededicated to providing his clients with excellent service and he is always well-prepared. He is committed to providing his clients with all the information they need to make decisions for their financial future. He wants his clients to succeed and that is clear in how hard he works to help them reach their goals! If you'd like to get a better handle on your finances and investments, you need to contact Stephen right away!

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.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

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.

I have been an extremely satisfied client of Kaplan Financial Planning for 26 since 1990. Since…read morethat time, the advice Robert Kaplan has given me has paid off well especially now as I enter retirement. When it comes to financial planning, Robert Kaplan is smart, knowledgeable and trustworthy. His advice is solid and he has you, the client, in mind at all times. He doesn't waste your money. Nor does he promote financial tools that line his pockets. He suggests investments that will work for you in the long run. In addition, Robert Kaplan is personable, kind and highly competent. If he tells you something, you can take it to the bank.

From the owner: Financial Planning, Wealth Management, Disability and Life Insurance for the medical communityread more

I can't believe that I became a victim of identity theft. I didn't think that this could happen to…read moreme. I was hopeless with no direction about this until I found out about Credit Law Solutions. Everything was on hold until I could find someone to help me erase these stains on my credit that I didn't even do! My friend referred me to them because they had just helped him fix his credit so he could get his loan. So I made the call and got really good advice in general about credit building, and they assured me that my credit would be back up shortly. Wow, it's hard to believe that this happens really fast. This company moves fast and started knocking off negative items on my credit report within weeks. With the credit knowledge and tips they gave me I was also able to bump my score up a bit . Now keep in mind four years ago my score was over 720 and I was able to get my way with car rates, credits cards, and even buying my house at a super low interest rate. I can tell you it's not the same with a 615 score. When my lease was up, I tried going back to the dealership to purchase my new car and they tried getting me with a higher interest loan. After my consultation with the guys over at Credit Law Solutions, I spoke with a credit specialist, who then assigned me to my personal case manager. Everyone I spoke with was really helpful and polite. Then a month in, I started receiving good responses and my score started climbing back. My score in November was 615. Today my score has jumped a full 100+ points up! Yes, that means today my score is right back to where I was at prior to this whole ordeal and get this, my credit is still going up! Overall I want to thank the whole company for getting my credit back to normal plus a big improvement in my spending habits/payment allocation education. Now grateful too that all the banks are now willing to lend me money at a low rate! Thanks to Steve, Andy, Ben, and everyone else that helped on my case!

Credit law solutions helped me purchase my home and get my score to where it needed. I highly…read morerecommend them. I will be contacting them soon for some more help.

Maral has been my banker for many years .., she has made my banking experience amazing .. it is a…read morepleasure having a go-to individual that get things done and done correctly. She is an invaluable asset !

Alina the branch manager was extremely helpful right off our first meeting. She was very attentive…read moreand listened to all of our needs, in no time we had built a relationship with everyone at the branch also Gayane was very knowledgeable about business banking and was able to assist us. Thank you all so much!

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!

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

One of the only places I've found that is friendly for early investors. Robby is the best.read more