My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

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.

Opened an investment account so that I could get their checking account. No fees or minimum…read morebalance!!! If you are traveling overseas and do not want to pay any ATM fees or transaction fees, open a Charles Schwab account. They refund you back all the fees so you can basically use your debit card anywhere!!! So awesome! They do not take cash deposits when you open the account so bring a check book. It was quick to open the account, parked and was in and out within 15 minutes.

Charles Schwab has a hit and miss reputation as far as locations and services offered goes. None of…read morethe location in vegas was willing to sit down and help you form a financial plan for an existing account. This location however, went above and beyond to help and Kevin was amazing in his explanation and dumbing it down for the normal person. Appt went very smoothly and I was able to do what I wanted. This location is amazing and extremely helpful.

We are so grateful we found Annie and to have her as a resource for our future health insurance…read moreadventures. Navigating the labyrinth of insurance options as a family seeking coverage outside of a traditional employer path is a reliable headache, and we had never before felt like we were making a fully informed decision about what path and plan would actually be best for us -- because it's virtually impossible to do that with the way insurance info is essentially presented in a different language. Annie is the translator we've always wished we had. We will be relying on her knowledge and thoughtful guidance for every future insurance decision, and if you're in a similar scenario and finding yourself overwhelmed by the mess of insurance info in front of you, I'd strongly suggest reaching out to her to do the same, too.

Annie is phenomenal! She is knowledgeable and above all, an excellent communicator. I have been…read moreusing her brokerage services for my law firm group health insurance for two years now and I could not be happier. I highly recommend her. She is always so patient, quick to reply, and very organized. She's exactly what stellar customer service should be. 10/10 Annie!

Koa was super nice and professional. He helped us do a deposit to our Roth IRA. New location is…read moresuper nice.

This is a small office, and even though there was a line on today's busy day, they were pretty…read morequick and very friendly. I live nearby, so it's great to have this location here.

I wanted to get a Fidelity Visa card because of the no foreign transaction fees. You would think…read morethey would have something decent associated with them. They use this crappy "Elan Financial Services" for their Fidelity Visa cards. An hour plus wait on the Elan customer server line to set up my card. And then they needed additional documentation. Seriously? I canceled and got a card/account with Wells Fargo in 6 minutes. Perhaps I should also move my brokerage account to Wells Fargo

Update: 3.5 Stars. Diana greeted me and asked me if I had any questions. I remember her suggesting…read moreI talk to a certified trader for questions about calls/puts and that I had the option of speaking with one if I made an appointment. She said I would need to speak with a financial advisor and said the office is service based. Received another business card. I have three now! 2 Stars for Fidelity Solicitation. I will gladly take good care of myself and I am definitely not interested at this time, V. -- Swung by Fidelity to inquire about Planning. Their knowledge base is minimal as they are legally restricted on what they can disclose. My questions on calls and puts can be only answered by a certified Trader. Save yourself a trip and call the Customer Service and Trading phone number. No water in the fridge, but the Nespresso was nice.

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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

I have been extremely impressed with my experience with First Financial. From the professionalism…read moreof the consultants, the timeliness & promptness of creating reports and setting up accounts, to the care & attention our consultant gives us at each meeting, phone call, and follow-up email. It reassures my husband and I that our investments and future are in the right hands.

I was introduced to First Financial by my parents. They have trusted Greg Welborn with their…read moreportfolio for many years. And I trust him with mine and my daughters as well. First Financial provides excellent customer service, professionalism, and mostly, they are ethical. You will be in good hands with any of the advisors. Thank you First Financial for being a quality company that people can trust for their financial needs.

I have worked with Chris for over a year now and he is fabulous. Chris will not only help with…read moreyour financial planning but he educates you on why he suggests an investment. Chris is very honest and is a man of integrity. I truly believe that anyone who utilizes Chris' services will be happy and feel confident that he has taken their interests to heart. Customer service, honesty and integrity based financial planning is what you will receive with Chris!!! He is the BEST!

Chris Motte is a very knowledgeable, caring, competent and patient financial advisor. He educates…read morefirst and comes highly recommended. I've known him for years.

We have worked with Gamble Jones for 40+ years, and their conservative philosophy has stood us well…read moreover time. No fireworks here, just steady growth over the years. There's always a helpful, prompt answer to any financial question, and we do feel part of a "family". We are happy to be dealing with a second generation of financial advisors at GJ.

Always very attentive and prompt with superior attention to detail. Gamble Jones has handled our…read morefamilies finances for ever and we wouldn't have it any other way. No matter what the question they seem to find the time and patience to give me the answers I can understand. I love the conservative approach they take truly thinking long term with my finances.