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    Kaplan Financial

    5.0 (1 review)
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    10 years ago

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    Charles Schwab

    Charles Schwab

    (9 reviews)

    Encino

    I was interested in moving over from Chase to Schwab at their Encino Branch. Filled out and…read moreregistered for an account online and requested a follow up appointment. One of their advisors (Brandon Floyd) responded back saying how interested he was in working with me. Just requested all the usuals. income, worth, expenses and said he'd get right back to me. A week later I followed up asking for at least a response if no longer interested. Nada, nope, nothing. Just ghosted me. So 9 days later I messaged them through their main site for a call back. I explained that I talked to Brandon but he disappeared but was still interested in setting up an appointment. Was still thinking it must have just been a one off. Maybe Brandon had an accident or something. Again no response. So unprofessional but glad I dodged that bullet. I can only imagine trying to get their attention if this is their M.O. for new clients.

    While bunch of unlicensed clueless kid working and gambling with your money.Went there to open a CD…read moreaccount they got my cashier check and deposited into the account and they told me go online and call customer service and they will walk you through to open the CD today.I went on line and called they say you have to wait 15 days without interest for the cashiers check to settle!Go figure!I told them I want my money back I don't want to wait 15 days and not earning interest.They had me call my bank where i got the cashiers check several times and bring Schwab on line at the same time to get different info from my bank .I have waisted several hours today and still not done my money is in the air.They said tomorrow Schwab supervisor will reach out to let me know when I can get my money back.Do your self a favor and go somewhere else where agents know what they are doing. Never will go to them .Stay away .Don't risk your money and sanity.

    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.

    Credit Law Solutions - Thanks CREDIT COWBOY

    Credit Law Solutions

    (89 reviews)

    Encino

    I can't believe that I became a victim of identity theft. I didn't think that this could happen to…read moreme. I was hopeless with no direction about this until I found out about Credit Law Solutions. Everything was on hold until I could find someone to help me erase these stains on my credit that I didn't even do! My friend referred me to them because they had just helped him fix his credit so he could get his loan. So I made the call and got really good advice in general about credit building, and they assured me that my credit would be back up shortly. Wow, it's hard to believe that this happens really fast. This company moves fast and started knocking off negative items on my credit report within weeks. With the credit knowledge and tips they gave me I was also able to bump my score up a bit . Now keep in mind four years ago my score was over 720 and I was able to get my way with car rates, credits cards, and even buying my house at a super low interest rate. I can tell you it's not the same with a 615 score. When my lease was up, I tried going back to the dealership to purchase my new car and they tried getting me with a higher interest loan. After my consultation with the guys over at Credit Law Solutions, I spoke with a credit specialist, who then assigned me to my personal case manager. Everyone I spoke with was really helpful and polite. Then a month in, I started receiving good responses and my score started climbing back. My score in November was 615. Today my score has jumped a full 100+ points up! Yes, that means today my score is right back to where I was at prior to this whole ordeal and get this, my credit is still going up! Overall I want to thank the whole company for getting my credit back to normal plus a big improvement in my spending habits/payment allocation education. Now grateful too that all the banks are now willing to lend me money at a low rate! Thanks to Steve, Andy, Ben, and everyone else that helped on my case!

    Credit law solutions helped me purchase my home and get my score to where it needed. I highly…read morerecommend them. I will be contacting them soon for some more help.

    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.

    Kaplan Financial - financialadvising - Updated May 2026

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