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    Fidelity Investments

    3.3 (14 reviews)
    Closed 8:30 am - 5:00 pm

    Services - Fidelity Investments

    Investment management

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    9 years ago

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    8 years ago

    Easy process. Approachable and well-informed. Convenielty located in Burbank area. Very good experience.

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    9 years ago

    Useless...Worst customer experience I've ever had. Fidelity is a horrible choice overall. Go elsewhere.

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    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (35 reviews)

    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.

    Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

    Michelle Tascoe Financial Coaching

    (67 reviews)

    Koreatown

    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.

    Logix - Burbank Branch

    Logix - Burbank Branch

    (688 reviews)

    This is a long time waiting but I have nothing but amazing things to say about Logix Federal Credit…read moreUnion! I became a member in 2014 not knowing what a credit union was but was always interested by the little robot and the color scheme of the original corporate office. I remember getting all the information that helped persuade to open a membership. They assisted me with a credit card and then a personal loan to help me be debt free from past credit card uses! As of now, I'm close to paying off my debt and feel that Logix FCU gave me the chance to make that a reality! It's also great to say that every logix location I have had the pleasure of going to have all been great service all around! I know I will have a life long relationship with logix as I will also open an UTMA account for my nephew to help save for his future! I know Logix FCU will help the next generation just like they assisted me all these years! Heck! Their great service and chill atmosphere also got me interested in completing my banking and finance degree which now I work for a Credit Union! lol Your biggest fan! -Grigor

    I wanted to update a mortgage loan pre- approval, but it…read moretook too long. Although the loan officer (Jonathan Cabrera) was very nice and professional, I was blocked from speaking to the Sr. Underwriter, Annette Aivazian, who clearly did not understand my documents and took way too long. It took 4 days! I would want a different Underwriter to handle this loan.

    Fidelity Investments - investing - Updated May 2026

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