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Hall Hodges & Associates

3.7 (3 reviews)

Services - Hall Hodges & Associates

Investment management

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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.

Fidelity  Investments

Fidelity Investments

(14 reviews)

I had to bring in some checks that were sent to me. Actual checks from a 401(k) with a job. Once I…read morefound them, it was great. Very professional staff. When I walked in, there was a customer that was being very rude to the staff. Insisting that the paperwork the government told him to bring in was correct. The staff remain calm and work with him. I don't know what the end was because I went into an office with one of the employees. But I was very impressed by his calm Professional manner and the face of a very irate man.

My review relates to Chris Stellar at the Burbank branch. Chris has been helping me for a few…read moreyears and I cannot speak highly enough concerning how much he has assisted me with valuable and insightful information. Chris is excellent at looking at one's "whole picture" in terms of one's current financial situation and giving solid guidance to achieve short, medium and long term goals. In addition, he is great about taking account of tax implications/considerations (which I am not savvy about) and making clear choices that will have the most favorable tax implications. Beyond all of this, I have never felt any pressure from Chris to have Fidelity actively manage my assets in order to gain fees. Because of the plan we agreed upon for my 401(k), I did eventually decide to have Fidelity actively manage it and have been pleased with the result. Chris was very clear about the fees that would entail and made sure I was comfortable with them. But Chris carefully reviews and gives me solid guidance concerning the wide range of assets that I continue to manage on my own. Beyond Chris' smarts and insights, he is a friendly, down-to-earth and kind guy with whom it is easy to discuss wide-ranging subjects. If I could give Chris a 10 star rating, I would do so and I highly recommend his services.

Hall Hodges & Associates - investing - Updated May 2026

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