LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly,…read morehelpful, and available when we need her.

Laurie Allen is such a pleasure to work with. We have watched our portfolio grow consistently…read moreupward under her management. I would confidently recommend her services to anyone. I trust and value our working relationship. She is respectful, very experienced and type A ( super organized and thorough) which is what you want when someone is managing your money. Best of all she is kind, genuine and excellent at what she does. She has found her calling!

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.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

Chang Tax and Accounting is an exceptional CPA firm. Our small food distribution business,…read moreestablished between 2017 and 2019, unknowingly accumulated a $50,000 debt to the IRS and FTB due to negligence by our previous accounting company. In a challenging situation, Tina patiently helped us clarify the complex issues and diligently drafted documents over the course of two years. Her efforts significantly minimized the legal and financial complications arising from our improperly filed prior tax returns. Thanks to her support, we are now making 35% more profit while comfortably clearing our debts with the IRS and FTB. In addition, Tina has greatly increased our business profits from 2024 to the present by implementing effective strategies to minimize losses from poor merchandise management and maximize customer service excellence. Tina's expertise extends far beyond traditional CPA services. She has also helped us with social media presence, financial advisory, long-term wealth creation, online marketing, and e-commerce. Although her specialty is accounting, her dedication to improving her clients' businesses and overall financial well-being is evident in the consistent results she delivers.

Tina was efficient and amazing to work with thru a complex tax prep with a new short term rental. I…read moreso appreciate her work and will be back again!

Great service! Came…read morein here regarding transferring my 401k balance from previous employer to my 401k balance with fidelity. They told me that branch does investments like stocks and not retirement but the employee Lazaro helped me out regardless. I had questions on the procedure on how to transfer, I did not transfer the funds today. He provided me phone number of fidelity retirement support where I called several times. This location has plenty of parking and interior looks pretty clean. It feels pretty empty inside, like not a lot of furniture, no art work on wall, no plants, etc.

As a small business owner, if I treated my customers like they have no value, I would be out of…read morebusiness. The Torrance branch needs an accountable adult. The whole culture there is in need of a cleansing. 1. Very poor customer service 2. Appointments canceled when it suits them. 3. Shame people who aren't tech wizards 4. Rude to the elderly

HWM has been my fiduciary for many years, and I couldn't be happier with the level of service, the…read moreconsistent growth and the overall success of my portfolio. Highly recommend!

We've been working with Ken and his team for about a year now and couldn't be happier with the…read moreservices provided for a very reasonable rate. Ken is thoughtful, caring, and really takes the time to explain financial decisions to us. He provides frequent updates to our accounts and the market in general unprompted and it is a pleasure to work with him. We are excited to have found Ken early in our careers and look forward to working with HWM for the long haul!

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.

Navigoe took us by the hand and led us out of the Financial dark ages into today's world.read more

Excellent Advice and Service. A full service wealth advisor from tax strategy to investments…read moremanagement to guidance in developing Trusts. Been with them for over 10 years. Always responsive and professional. Would highly recommend Navigoe.

I've been a client for over 20 years. John and the team have been amazing. The support and advice…read morehas really helped my business grow over the years. Keep up the great service.

I had been using a "basic" cpa for many years who only charged a few hundred bucks for my tax…read morereturns. As my income has increased the past couple years, I decided to use a better CPA who can provide me with the proper advice to save on taxes. In early 2022, John filed my 2021 tax return. Basically, his office staff plug in the numbers in the computer off of the docs you provide. Then John and you will have a zoom meeting to go over the numbers to make sure they're all correct. During the meeting, I asked John what I can do to save on taxes. He said "the more taxes I pay the better, that means I am making more money." He also said that I could buy a business and if the business has a loss then I can deduct taxes. I thought to myself why would I go through the trouble to buy a business and lose money. At least that was my understanding of it. The tax filing fee was about $2000 which was fine. Now fast forward to 2023, after looking into more advanced tax strategies and paying another high level CPA $10,000 one year consultation fee ( not including filing) I realized that John failed to mention or explain to me how to take advantage of cost segregation and bonus depreciation to save me tons of money. I don't want to explain how to do it to you. But because of John, I lost $100K of tax savings and $200k opportunity cost. Now I am doing it this year, but we are in a much worse overall investment environment. We cannot get that opportunity back. Disclosure: there was nothing John could've done my 2021 tax return because it was 2022 when I met him. But if he gave me proper advice during the meeting, I could have done certain things in 2022 to save hundreds of thousands on taxes. Now I just need to find a corner to cry. John is not a bad CPA. By all means, you should try him. But I didn't like his mentality that the more taxes I pay the better. The wealthiest Americans pay 0 taxes. I pay hundreds of thousands of dollars a year. My conclusion is that John might be an amazing tax filer. But I need tax planning. And I don't feel that he specializes in real estate , I do real estate. Now I am with a CPA specialized in real estate. My advice is pay someone 10k or 20k tax advisory fee, you have saved hundreds of thousands of dollars. P.S.: , My rich friend who sold real estate this year has a $1 million dollar tax liability. Thank God he talked to me and I referred him to the proper people. He's going to save $1 million this year. Just to tell you, if you have a large tax burden, please find someone for tax planning not to just tax filing.

I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.