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 called over two weeks ago to set up an appointment and have yet to receive a call back.read more

The food and prices are excellent. We don't have a lot of choices for good Chinease in this area…read morebut this is probably the best

They call me at least twice every day and I am unable to get the calls stopped. Also I can't find a…read morephone number to call them.

This is wonderful information, I learned and now I can help my family. The workshops are simple…read moreand very informative. I love the workbook we follow through the class. Especially about estate planning. my financial future is important.

Patty Contreras is an answer to my prayers. I had been…read moredissatisfied with Kaiser for 3 years but did not know how to navigate out of their system to United Health Care. Patty walked me through the process. I am so happy with new Hoag provider. Patty has been available for questions and gave me excellent direction to join a gym. She deserves 5 stars and much more. Thank you Patty

Patty Contreras helped us recently to select the best Medicare health care plans for my husband and…read moreme. She is so smart, very knowledgeable and so good at what she does. She was able to help us understand the various plans and take away the confusion that we had initially. She answered all of our questions and was very prompt with any follow up questions or info that we needed. She is also very caring and personable. We are so thankful for Patty and her expertise! Vicky L.

I found Patty on yelp and was looking for assistance /support with my covered California…read moreAccount/application. Patty is extremely generous and replied almost immediately. She is kind, thorough and professional. She told me what info I needed to be prepared for our phone appt w/ Coverd CA and took the initiative to call them to set that up. Patty made it easy to understand how to apply and explained what the best options I had. Thank you Patty for your time, this review is overdue and well deserved, I'm sorry it took me a while to submit.

I have had Patty as my insurance broker for 3 years now (since I was kicked off my parents'…read moreinsurance before Obama-care). I had a hard time figuring out what insurance would get me the coverage I needed for the best price. I also had a hard time filing out all the paperwork to apply for insurance. Patty helped me and my husband through all the steps and set us up with everything we needed at a price we could afford (which is saying something for newlyweds who were still in college). She's helped me anytime I needed a bill sorted out and she's warned me about changes to my plan and premium before the insurance company did. I would recommend (and have recommended) Patty to everyone.

Working with YourBlueprint was incredible, Luz and Claudia were always attentive and kept me in the…read moreloop with every step of the process. They were able to bring my monthly student loan payment from over $500 down to $50

Luz and her staff had drastically improved my financial situation in the past 3 months. It takes…read morepatience but results are real. Luz helped me when I needed assistance buying a new car and got me approved quick! I look forward to what the next 3-6 months bring as my goal is to buy my first home. I appreciate Luz and the blueprint staff for always being communicative and helping me understand how to fix my credit and financial standing! Thank you Luz for all of your knowledge, help, and advice.

I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

I've been banking here for years! The customer service is great! Everyone is helpful and friendly!…read more The employees are fast and efficient! I love Vicki she is great with helping me out with questions & banking needs! My daughter now banks there. I would recommend this branch and bank to everybody!

For the best possible banking experience one could have, I whole heartily recommend this Upland…read morebranch of the Banc of California! From the managers to the tellers to the loan officers, everyone there is knowledgeable; friendly; courteous; and professional! A place that feels almost like home as soon as you walk in the door and a great place to do business

As a degreed Accountant, MBA, and working in Fortune 500 Corporate Finance for over 30 years I have…read morebeen seriously investing since my late '20s. Before working with professional advisement, watched my wife's and my portfolio grow from five, to six and to finally seven figures. Would consider myself an experienced personal investor. However, portfolio grew stagnant (stayed in prior winners, now losers too long), leveled offed, and was not achieving desired returns, and was often radically up or down pertaining to market whims. Found myself even being experienced, being emotional in making needed financial decisions. Thus decided to finally pursue and rely on professional financial investment advisement for better consistent long term returns. Went thru a most thorough rigorous search and review process to choose the right Financial Advisor to entrust my entire now seven figure portfolio. This was a four step process that entailed screening firms for the right kind of (1) financial advisor formal university education, (2) investment training & licensing (CFP, CFA or CPA etc.), (3) firm reputation, especially local reputation, not just based on a national name recognition and (4) firm Investment style and practices. Basically wanted a firm that primarily were not just a bunch of financial salespersons (who got into the business a few years ago and primarily earn their income generating financial product sales) and genuinely care about the long term growth of their clientele. It would not make sense to invest my hard earn money with advisors who knew less (often far less) about Finance, and even less about the real Stock Market than me! I would sincerely say that 80% to even 90% of the firms out there do not meet or even close to my set standards (which should apply to you if you are a serious investor). Thus took almost two years to find the right firm to meet my set standards and long term goals. Personal care was of course considered, but all said $ results matter! After initial on-line screens in the dozens, went thru nearly a dozen actual person to person firm interviews. That said, I chose Gould Asset Management in Claremont, now going on four years, and have not looked back. They have the highest credentialed, formal finance educationally trained, market tested experienced, personnel with a better than Gold reputation in the community. They developed a medium and long term plan which I have entrusted my entire family's portfolio (with highly protective safeguards that they incorporated at the broker house level, i.e. Fidelity, Schwab, etc.) I have now been getting better consistent steady returns with softened market fluctuations. Guarantee you will only find this level of firm competence, financial investment knowledge, and true customer care and financial planning to meet your needs and goals only with Gould Asset Management and a few firms perhaps in the LA highest rent districts, think Bel-Air or Beverly Hills. Young or older as myself, if you are serious about developing a well planned diversified portfolio, look into Gould Asset Management. Ten, twenty years from now, you will be glad you did. CJ Wong, Experienced Investor

From the owner: We help our clients manage their unique financial situations as they traverse a variety of…read moreimportant life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals. Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.

Chad and the team provide great service. You can trust them with all of your insurance needs. Give…read morethem a call.

I have had my home and auto insurance policies with Chad for over five years now. Every year they…read moremake sure that I have the best possible rates and coverage. Chad and his staff provide awesome service and great rates. Thank you! PS I can't believe I waited this long to provide a review!