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 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.

I really wanted to support this bank seeing that it had low review ratings. Unfortunately there is…read morea reason as to why this bank is rated so poorly. Apparently this is the flagship branch of the area so with that said, there are higher expectations to be had. Service is poor, the staff doesn't know that there are certain accounts that can only be opened on week days and therefore will schedule your appointment on a weekend without second thought.

Vanessa is the worst banker teller ever. I have a hearing problem recently, so I couldn't hear what…read moreshe said, then she seemed like she got annoyed and gave me a rude attitude. Not professional at all. No wonder why this branch doesn't have great reviews.

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.

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.

Rachel is a rockstar. Not your typical accounting service here - she's empathetic, funny, easy to…read morework with. Yeah empathy, she feels your pain and helps you through it. Plus she really knows her stuff. You should hire her. But if you steal too much of her time I'll be so pissed that I wrote this review.

The team of Rachel and Will were really pleasant to work with. I loved their support and even…read morethough we had tons of things to clean up, they were always very patient and walked things through step by step. I would highly recommend them.

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.

They were extremely responsive to my request for help. My husband is critically ill and I am…read moreresponsible for taxes this year. I needed help in acquiring documents and the response was professional, compassionate and immediate. They helped lessen my anxiety.

Philip and his staff are very knowledgeable and trustworthy. He will combine his tax knowledge…read morewith investment knowledge to arrive at the best option for your current and future needs.

Philip has been handling our taxes and investments for years. He is smart, friendly, and…read moreknowledgeable. He's not super pushy, which means no product dumps. But, he does gently advise.

I'm thankful for all the services that Pam and Kathy provide. Steve's financial advice makes me…read morefeel like a millionaire! They host periodic seminars for their clients with financial professionals and serve up some fine charcuterie, appetizers, and wine choices.

From the owner: We honor our relationship with you and believe that establishing a long-term client relationship…read moretakes time, consistent communication and only prospers with mutual respect and a commitment to one another. Our firm provides high touch advisory services, designed for high-net worth individuals and families who are committed to their future, respect our tenure and value our expertise. Working with our team you can expect a relationship that is built to last through any event that life may bring you.

Matt and his staff have been more then helpful and are always at our disposal. We highly recommend…read morethem to all of our family and friends . They treat us as family and care about our situation.

I have nothing but good things to say about this office. Bryan and his office manager Diane have…read moretreated me like family. They are willing to answer all of your questions and are truly there to help you. I'm dealing with managing my parents' trust and its assets, and they have helped me understand and make informed decisions wisely. If you are looking for honesty and people who are easy to work with, I'd recommend Bryan Hori's office to you.