Amazing management, proactive and ethical. Always reachable, very responsive. We have done very…read morewell. Enjoying a comfortable, worry-free retirement thanks in no small part to VS Associates.

We have had nothing but regrets in our dealings with VS Associates. We had insurance and some…read more401Ks with them, but moved them elsewhere when we were shown that these products weren't even performing in the top 30% in their category. After my wife's father died, we began to try to sort out his finances, which were managed by VSA. Our financial advisor was astounded by the contents of the portfolio: "My company wouldn't allow me to offer these kinds of products." It was filled with all kinds of high commission, low return REITs and other items which were inappropriate for an aging retiree. My wife set up a meeting with Mr. Scott accompanied by our financial representative, specifically to address our concerns. Upon arrival, it turned out that Mr. Scott refused to meet with our advisor, but came out of his office at the end to take my wife aside and insult her. Our subsequent phone calls to the office for help in attempting to liquify the holdings were either placed on permanent hold or treated with nasty contempt. Working with our current financial advisor, we have spent the last five years trying to wrap up the Estate. Truly, isn't this all your worst fears realized? You set aside money to retire and hopefully pass on to descendants, and you find out that not only did it under-perform for you, but it over-performed for the salesman. But you're smarter than that, so you look into it, and discover the above scenario, and want to discuss it with your agent. Sorry! We won't see you! How dare you question us? Who the hell are you to question me? And good luck trying to straighten this out on your own! Especially since we won't help you anymore! Let's review: * Low performance for investor * High commission for agent * Does not stand behind their work * Doesn't care what you're comfortable with * Happy to insult you when caught red-handed You work too hard for your money to give it to the Monopoly guy. Don't use VS Associates. You can't afford to.

Todd Burton was a huge help today at the Woodland Hills location. Very patient and understanding…read more He went above and beyond to help me when I was struggling to get the information, I needed from the Iphone app. He was quick and efficient. Even when other customers came in and a line formed because of me, he showed great customer service and while I was looking up information, he asked the people in line how he can help them. That showed awareness and ability to multitask to take care of customers properly. Thank you, Todd!

This branch has gone down hill. The best people left. Also, their online systems crash way more…read morethan they should. Smaller firms have more reliable systems.

Fazel is amazing. He is compassionate, empathetic, and offered creative and helpful solutions by…read moretailoring his services to fit within our needs. Being a dentist, I have a very busy schedule. Fazel worked around my schedule and had our meetings via phone, email and in person. He is relatable, very knowledgeable and very ethical. So easy to speak to him about complex financial matters. Before meeting Fazel, I did not know what a fee only financial adviser does and what the differences are. I am happy I found someone working with the highest professional standards serving his clients best interests only. I highly recommend everyone to simply google and find out about fee only, fiduciary Financial Advisers. He offered no judgment, just understanding, and put our minds at ease. We created plans and solutions that we will follow long term to achieve our financial goals. I can't say enough good things about Fazel. I'd go to him again and would highly recommend him. This review is overdue. I am happy he finally started a Yelp page so I can share.

In the past two years, I have consulted Mr. Fazel Mostashari, dental CPA regarding my dental…read morepractice. It has been my impression that he is not only a great dental CPA, he is also a very knowledgeable, helpful, and kind individual. I would highly recommend him to any dental colleagues for accounting, consulting regarding buying and sale of a dental practice. -Dr. Alex Farnoosh, Periodontist, Beverly Hills, CA

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

Went on Friday 06/26 to roll over my 401k from Walmart. Topanga Blvd. location…read more Paul and associate was so professional and polite. He took care of my transaction and I do appreciatiate his help. Good luck with your golf game. Thanks JCM

Actual branch: Hit or miss the knowledge level of who helps you. What I have found disturbing is…read morethe lax security on my account. I have had to ask a representative to close out of my account prior to leaving they left it on the big screen. What the hell? They just got sued for a data breach. My last in person visit. The representative couldn't open a roth for me so i could have pretty much saved myself a trip and done it on my own with a representative over the phone which is what i did while in the branch. The rep was in the room with me and we had to call the fidelity customer service line. I guess he was good as far as answering questions while in the room. Again not comfortable how lax everyone seemed to be with my account. What really bothered me was i caught the guy looking at my chest. Made me really uncomfortable and doubt i will go back to that branch due to that. Now I will review the service over the phone and their preditory marketing practices. I have received numerous calls from their reps saying they have looked into my account and want to discuss my investment options. This is insane. So anyone can look into my account from fidelity with sensitive info. My privacy is being violated. I have asked to be put on the do not call list and i'm still getting calls followed up by emails that I haven't responded. The poor judgement makes me not trust them with my money. I'm very disappointed with them. They don't take privacy seriously and feel like they can borderline stalk clients which is what i feel like. Like i'm dodging telemarketers i don't want to deal with. It's harassment!

One of the best CPAs in town. I've been with Bernie for over 20 years now and I can tell you he's…read morethorough on point and always cuts to the chase. In a time where your taxes can stress you the hell out Bernie will always keep a smile on your face and keep you hopeful. If you want your taxes done correctly you need to go to Bernie Turk.

I had a call with Zac Gunderson a couple of months ago. He was professional, kind and humble. You…read moredon't find that often in this sector. I recommend going in their website and scheduling a call if they handle the financial advisement needed. They have the experience and the team.

Providence financial located in the San Fernando Valley is the first class financial investment…read morecompany with customer service as a superlative. The owner of the company takes the time to sit down with the client and explain the details of the program info which is so rare these days for a financial institution. if you're interested in protecting your retirement savings, this company is well worth the time to sit down and discuss your future. They are first class.

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.

Shonty at Pacific Oak Wealth Management really is very knowledgeable in financial planning and…read moreinvestments. I was very impressed at his professional manner, his vast experience, and how qualified he was to help me plan my future. There's nothing I can think that is more important than having a secure financial future and meeting with Shonty has proven to help me sleep better at night.

From the owner: Financial Planning without Product Salesread more

I was with Dan Rosen for about 20 years. His office staff is…read moreFANTASTIC! For the most part I was happy with the performance in my accounts. Unfortunately, he got very NASTY the one time I had a question in regards to my fee base account and ended up telling me to find a new broker. Thankfully, I found someone that we are very happy with.

Ben Franklin once said "Be sure to pay yourself first". While it's something that makes sense,…read moresometimes it's a hard trick to follow when it comes to retirement plans. I've been with Edward Jones, Dan Rosen and company for about 25 years now. During that time we have all seen fluctuations in the market. His explanations have given me the right direction that has helped keep me on track (I hope) of one day soon to financially say I can retire. He has listened to my concerns, sold at times I got nervous when he told me to stay put. No one can predict when a market has reached it's bottom or it's top. He always reminds me not to miss the best days by sitting on the side lines. Overall, as I look back, his advice has allowed me to pay myself first. You see all kinds of advertisements out there trying to get your money. I don't feel he's out trying to get my money. He's earning me a good return based on my risk tolerance, age, occupation, etc. I get attention to detail from Dan, Sue and Sandy with multiple accounts. I've played a little money with another associate to make a comparison of claims. After four years of that seed money, Dan and Edward Jones doubled those returns. While this might not always be the case, I will always consider Dan as more than just an agent. He's a friend who I highly recommend if at all possible for your investment opportunities to pay yourself first.