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 have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

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!

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

I was invited by a friend to attend a financial planning dinner as their guest. Everything seemed…read morefine at first. Yasmin, who handled communications, confirmed my name, phone number, and email, and even texted the day before to confirm that the event started at 6:00 PM. Great, or so I thought. That's where things went downhill. The event was supposed to take place at a well-known restaurant, which sounded straightforward enough. I got stuck in westside traffic and arrived at 6:05 PM, only to find that the restaurant host had no idea who Yasmin was. He searched through all their reservations while I double-checked my texts to make sure I was at the right place. That's when I noticed a new message from Yasmin, sent three hours before the event, saying that guests should arrive by 5:45 PM because "doors close at 6:00." There was still no check-in instructions or company name provided, which made it all the more confusing. When the host finally figured out where the event was happening, he escorted me to Yasmin at 6:09. I explained the situation, but instead of understanding, she was incredibly rude and dismissive. She told me that the doors closed and I couldn't come in. When I tried to explain that I had been at the host stand asking for her and that the staff didn't know who she was, she cut me off and said, "You're just the guest" and your friend who was invited is already here, "you'll have to leave". That comment was uncalled for. I had driven an hour in traffic to attend, and, ironically, I wasn't "just the guest." I was actually the lead, ready to move my financial portfolio to a new advisor. Yasmin's unprofessionalism and lack of communication cost them a real opportunity. To make matters worse, when my friend tried to explain I was the lead, Yasmin lied and said being "20 minutes late was unacceptable", which is completely false. I was five minutes late, and the restaurant confusion was entirely due to her poor organization. In short, this was a colossal waste of time. If this company treats potential clients this poorly, I can only imagine how they handle actual client relationships. Communication, professionalism, and integrity are everything in financial planning, and Yasmin demonstrated none of those qualities. If you're invited to one of these dinners, save yourself the trouble.

This company solicited us for their business. After driving for over two hours during rush hour, we…read morewere told they invited double the number of seats they have and for us to feel free to reschedule this nightmare of a company again. Please note if this is how they treated us before getting our $$$, imagine how they will treat you after they get your money??? What a nightmare by PHD and Byron Narrod II. Update, not only was the staff extremely rude, but they take very little to no accountability for any of their mistakes or the mistakes done by people who represent their company. Be careful who you invest your future or retirement in. I have not noticed any level of accountability by this financial institution. The overall response is that it's not their responsibility what their representatives say, or do on their behalf.

We came in contact with Top Financial thanks to a suggestion from a friend…read more Kent and Peggy were priceless all the way for our condo refinance. The whole process it's been extremely fast and easy. We had all documents emailed to us with the e-sign option, making the whole process super quick. We will definitely use Top Financial again in the future. Kent and Peggy, Thank You very much guys for everything, you are a truly great team !!!

I was so happy to have discovered and met Kent as a professional loan agent. Unlike numerous other…read moreloan agents who were rarely available and did not give me any of their time to discuss loan options, Kent took the time to explain the details and options available to me to finance a home I really hoped to own and urgently needed funding to close the deal. Kent helped me overcome some hurdles and complications with loan funding and diligently worked with me so I was able to obtain a loan promptly and complete my financing with the best interest rate possible. I greatly appreciate Kent's professional help and will seek him out for any of my future lending needs!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

Karen Kline is exceptionally diligent, effective and helpful. After lackluster previous…read morerepresentatives at the branch which didn't encourage us to change our plans, Karen really went above and beyond in patiently learning our circumstances and needs, providing help and solutions to best suit our needs whether or not to Fidelity's advantage and slowly over the period of a year or more helping us to also understand and avail ourselves of financial products and services that Fidelity could offer to help us. Thank you!

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