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!

I'm Glad I came across Liana on social media Instagram me and my husband decided to get life…read moreinsurance for our twins it's important during this times I'm glad she came over and she want everything detailed and made us feel very special and welcomed and I'm glad I went with her and no one else I just signed my contract thank you so much for the great work liana and team very professional very polite especially during this time she came in with face mask and shoe covers thank you for everything i felt good about the decision we have made about our life insurance thank you Liana Amy Fam

Liana and her team are great. They are professional and polite. She is very knowledgeable in her…read morefield of work. My husband and I wanted to get life insurance and liana walked us through everything and explained everything very detailed. She cares about her customers and customer service. We are definitely happy we went with her. She took the safety necessary precautions to come to our home, face mask, shoe covers and keeping distance yet very friendly. Thank you for everything I would definitely recommend her

Stepan is very professional and knowledgable. He helped my family tremendously with our retirement…read moreplanning and life insurance, and you can tell that he always has your best interests at heart. I'd gladly recommend him to anyone who wants to learn more about their options for planning. He doesn't charge any fees to meet, and we never felt pressured to do anything. Great guy!

This guy is sick good at what he does, exercising incredible patience, understanding and diligence…read morethroughout the process. He's not your typical "financial adviser" who's attempting to get you to sign on the dotted line. He genuinely goes out of his way to inform and educate you, and makes sure you understand all of your available options before you make a decision (whereas others seem to make that decision for you then proceed to sale you on it). An impeccable professional who's decorum of character and depth of intelligence gives him an edge not only in his field but in his community, Stepan is YOUR man (well, probably not "your man" since he just got engaged, but you get what I mean).

Eli was a good representative there but he is no longer at this branch…read more The experience I had at this location after he left was unacceptable for City National. I have worked with the Entertainment Division who has always taken care of our client needs but the Glendale Branch I do not recommend. I had accounts transferred there and they never gave us access to basic banking. I have no bank statements for the past 2 years. I was patient and requested these items, they never delivered. I submitted information to open a bank account, I was told it was "under review" come to find out a month later nothing had been submitted. The banker there was dishonest to me and had no conscience about the her handling of the matter. I copied Managers during this time but no one ever spoke up, it must be a culture in the office. I'm happy to report I'm leaving this branch. I hope other customers don't experience the same.

I went there to inquire about opening an account. I got treated like third class customer for…read moreshowing up in blue jeans and t-shirt. One representative was done with his customer, then he didn't ask if I needed help when I was standing there patiently waiting. I had to ask him for help when he obviously not doing anything. Told him I'm thinking about opening an account and was interested in Direct to Mexico and their foreign currency account. He said that there was a 50 dollar monthly fee to maintain that type of account. He then told me how City National is more for business customers and people with large balances. He proceeds to say that you need to have more than 3 thousand in your checking account or incur a 20 something fee. He recommended I go to Citibank. I have a lot of money. I will never bank with you ever!

If I could rate Gail Reid and Albert Alvarez with six stars I would. I've used them for several…read moreyears now for financial advising, and they've helped me figure out how to proceed in some very tricky and uncertain times. They're thorough, knowledgeable, strategic, efficient, and truly have my best interest at heart. All the friends I've recommended them to have also been happy. I highly, highly recommend them!!!

If I can give this company negative stars it would be -1,000,000 no help!!! Waste pf my time and…read moremoney with this company Layla is the worst adjuster no help just try to get rid of you instead of doing their job to help. Do Not Get Ameriprise!!!!!!

I've had such a great experience with Bank of California! The team is incredibly friendly and…read morealways ready to help. They make banking feel easy. I'm always treated with respect and genuine care.

Thank you to Bertha and her staff at Banc Of California Glendale branch for their professionalism…read moreand customer service. Her staff addressed all my concerns regarding the banks conversion from Pacific Western Bank. Their reassurance and continued joyful attitude is a primary reason why I remained loyal to this organization. Their honesty and transparency reenforced my trust. To date, I am impressed with the recent upgrades. Her staff continues to be responsive, and they take the time to walk me through these changes. The Glendale branch remind me why I remain loyal to Banc Of California.

I highly recommend this office of great financial advisors to anyone who is looking to update and…read moresecure their family's financial future. I personally had my financial planning done by one of the advisors of this office and couldn't be happier that my family is protected and I'm able to save and grow my money. I have had financial advisors at a job site and other agencies give me advise on how to manage my money, but no one was able to actually do a financial needs analysis like the advisors at this office and educate me on exact options to secure my financial future and plan for a great retirement. If you're interested on learning how to earn extra income, protect your income and grow your savings feel free to contact this office and find out more information that can help you do better financially.

This office is absolutely incredible. It is filled with such wonderful individuals who are on a…read moremission to help so many people rise financially and personally. They serve their community with integrity and love. The Story Makers Leadership is unmatchable. I am so thankful that an amazing individual here took the time to educate me on being financially literate. I now know and understand the importance of protecting and growing money. These people have hearts of champions and I cannot say enough great things about them!! Definitely an office I recommend!

I came to yelp looking for the ideal bookkeeper for my small business and needed an honorable…read moreperson who can help me get out of some financial disarray. Tamar has been an exceptional person and professional and more important than anything cares to understand and give the best advice that she can. I foresee our relationship continuing to grow and highly recommend her to anyone who needs more personal attention even bear book keeping needs.

I literally spoke to a CPA from another company about 10 minutes ago, and the representative just…read moretold me to visit websites instead of answering any of my questions. TnS Bookkeeping reached out to me for a free consultation and I was connected with a lovely lady named Tammy over the phone to discuss about company formation as well as tax consequences. I didn't really expect her to go into details, but she was able to answer my questions very clearly and provided a few advises on how I should set up my company. I will most likely reach out to her again in the near future even if there are any fees involved

Love Raz and his staff. Been going to him for many years and referred many friends and family…read more Everyone is always friendly, professional and knowledgeable.

Excellent service with outstanding and efficient results. My taxes were filed very quickly with…read moreattention to details. Raz is great . Will definitely recommend his firm.

Ani is literally so amazing, she makes my life easier as an agent finding housing for my clients…read more It's extremely difficult when clients come to me in tears because they've lost out on 100000000 rentals because of credit even though they have sufficient income! She has also helped many of my clients fix credit that are qualifying for a home because as we all should know... better credit means better interest rate. I would refer and will continue to refer her 10x over again because she delivers results. Thank you ani!

I highly recommend this credit repair place! Ani she so pleasant, humble she very caring knows her…read morestuff got Verizon to remove what wasn't supposed to be on my husband credit removed with in a timely manner which she told us it would be 30 days but she was determined to get it done sooner! How amazing is that and honestly she is not expensive we got what we paid for and more! Thank you Ani your amazing service was off the chart very helpful friendly, knowledgeable, and most of all very professional God Bless you Ani and the work you do to help others like US that don't know what to do! 100% call her