Fazel is amazing. He is compassionate, empathetic, and offered creative and helpful solutions by…read moretailoring his services to fit within our needs. Being a dentist, I have a very busy schedule. Fazel worked around my schedule and had our meetings via phone, email and in person. He is relatable, very knowledgeable and very ethical. So easy to speak to him about complex financial matters. Before meeting Fazel, I did not know what a fee only financial adviser does and what the differences are. I am happy I found someone working with the highest professional standards serving his clients best interests only. I highly recommend everyone to simply google and find out about fee only, fiduciary Financial Advisers. He offered no judgment, just understanding, and put our minds at ease. We created plans and solutions that we will follow long term to achieve our financial goals. I can't say enough good things about Fazel. I'd go to him again and would highly recommend him. This review is overdue. I am happy he finally started a Yelp page so I can share.

In the past two years, I have consulted Mr. Fazel Mostashari, dental CPA regarding my dental…read morepractice. It has been my impression that he is not only a great dental CPA, he is also a very knowledgeable, helpful, and kind individual. I would highly recommend him to any dental colleagues for accounting, consulting regarding buying and sale of a dental practice. -Dr. Alex Farnoosh, Periodontist, Beverly Hills, CA

Todd Burton was a huge help today at the Woodland Hills location. Very patient and understanding…read more He went above and beyond to help me when I was struggling to get the information, I needed from the Iphone app. He was quick and efficient. Even when other customers came in and a line formed because of me, he showed great customer service and while I was looking up information, he asked the people in line how he can help them. That showed awareness and ability to multitask to take care of customers properly. Thank you, Todd!

This branch has gone down hill. The best people left. Also, their online systems crash way more…read morethan they should. Smaller firms have more reliable systems.

I was with Dan Rosen for about 20 years. His office staff is…read moreFANTASTIC! For the most part I was happy with the performance in my accounts. Unfortunately, he got very NASTY the one time I had a question in regards to my fee base account and ended up telling me to find a new broker. Thankfully, I found someone that we are very happy with.

Ben Franklin once said "Be sure to pay yourself first". While it's something that makes sense,…read moresometimes it's a hard trick to follow when it comes to retirement plans. I've been with Edward Jones, Dan Rosen and company for about 25 years now. During that time we have all seen fluctuations in the market. His explanations have given me the right direction that has helped keep me on track (I hope) of one day soon to financially say I can retire. He has listened to my concerns, sold at times I got nervous when he told me to stay put. No one can predict when a market has reached it's bottom or it's top. He always reminds me not to miss the best days by sitting on the side lines. Overall, as I look back, his advice has allowed me to pay myself first. You see all kinds of advertisements out there trying to get your money. I don't feel he's out trying to get my money. He's earning me a good return based on my risk tolerance, age, occupation, etc. I get attention to detail from Dan, Sue and Sandy with multiple accounts. I've played a little money with another associate to make a comparison of claims. After four years of that seed money, Dan and Edward Jones doubled those returns. While this might not always be the case, I will always consider Dan as more than just an agent. He's a friend who I highly recommend if at all possible for your investment opportunities to pay yourself first.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

I had a call with Zac Gunderson a couple of months ago. He was professional, kind and humble. You…read moredon't find that often in this sector. I recommend going in their website and scheduling a call if they handle the financial advisement needed. They have the experience and the team.

Providence financial located in the San Fernando Valley is the first class financial investment…read morecompany with customer service as a superlative. The owner of the company takes the time to sit down with the client and explain the details of the program info which is so rare these days for a financial institution. if you're interested in protecting your retirement savings, this company is well worth the time to sit down and discuss your future. They are first class.

Great place to start learning about managing money the smart way. Everyone is very friendly,…read moreknowledgeable, and compassionate about helping people. You can either work as a referral partner or become a client or both. They also handle student loan debt and a myriad of other financial services such as investments, savings, insurance, and retirement. AFP provides the stepping stones to financial literacy and independence.It is sad to say that I began my financial literacy at age 30, but better late than never. Many other competitors approached me before, but I was never comfortable with them. Not so with AFP! They meet you where you are at in terms of finances.

Be careful! Kiki Kaveevittayakul is a dishonest person and will disclose your financial…read moreinformation! My wife asked me to sit through a virtual consultation with alleged Co-Founder Kiki Kaveevittayakul. From the beginning, I sensed a scam but chose to respect my wife's wishes and sit through the conversation. This was an introductory call so another couple (my wife's close friend) joined the meeting with us. During the meeting, I disclosed that I had a few different retirement accounts. I shared how I was not sure what type of account one of them was. Kiki offered to help me figure out what type of retirement account I had and asked that I send her a statement. I sent her one of my statements and Kiki immediately disclosed the information from my statement to my wife's friend and her husband in an attempt to embarrass us! Kiki, if you are reading this, I hope the brief moment of satisfaction you obtained by illegally disclosing my financial information and attempting to embarrass us was worth it for you as I am just getting started here with this review. Kiki Kaveevittayakul is nothing but a judgemental snake of a person! I hope you will sense the dishonesty and insincerity that I did upon meeting her virtually and run in the opposite direction. Shame on me for sending her my information - lesson learned! I am so glad I convinced my wife that these insurance pyramid schemes are giant scams and that I didn't give this person the opportunity to sabotage our lives as I assume she intended to. If anyone can suggest legal action I can take from here, please contact me directly jeremymelito95@gmail.com You've been warned! Invest in the S&P 500

Went on Friday 06/26 to roll over my 401k from Walmart. Topanga Blvd. location…read more Paul and associate was so professional and polite. He took care of my transaction and I do appreciatiate his help. Good luck with your golf game. Thanks JCM

Actual branch: Hit or miss the knowledge level of who helps you. What I have found disturbing is…read morethe lax security on my account. I have had to ask a representative to close out of my account prior to leaving they left it on the big screen. What the hell? They just got sued for a data breach. My last in person visit. The representative couldn't open a roth for me so i could have pretty much saved myself a trip and done it on my own with a representative over the phone which is what i did while in the branch. The rep was in the room with me and we had to call the fidelity customer service line. I guess he was good as far as answering questions while in the room. Again not comfortable how lax everyone seemed to be with my account. What really bothered me was i caught the guy looking at my chest. Made me really uncomfortable and doubt i will go back to that branch due to that. Now I will review the service over the phone and their preditory marketing practices. I have received numerous calls from their reps saying they have looked into my account and want to discuss my investment options. This is insane. So anyone can look into my account from fidelity with sensitive info. My privacy is being violated. I have asked to be put on the do not call list and i'm still getting calls followed up by emails that I haven't responded. The poor judgement makes me not trust them with my money. I'm very disappointed with them. They don't take privacy seriously and feel like they can borderline stalk clients which is what i feel like. Like i'm dodging telemarketers i don't want to deal with. It's harassment!

I've been involved with the precious metals markets for most of my 57 years on earth, and in doing…read moremy due diligence, in these days where metals are a necessary hedge against inflation, I've never seen a firm with a better range of options or a more impressive reputation. In my book, Monetary Gold is solid gold.

Had a great experience with Anna. She was very nice and really took the time to help. The company…read morefeels very trustworthy and well-organized. Overall I had a phenomenal experience with monetary gold.

I've done my taxes the last two years with David! What I like about David is he knows what he's…read moredoing and is super personable at the same time. He takes time with his clients and goes through all of your expenses to make sure you get the best return possible. As a performer in the entertainment industry, having someone like David do my taxes gives me such peace of mind! Good guy!

First off the two comments that are below are spam artists and not clients of Dave's. Luxury car?…read moreOut for himself and pricey? I'm 6 years sober and after reading those fake reviews I thought I was accidentally drunk or drugged and needed a recovery meeting. Dave is excellent in his accounting method and can work a call with the irs when need be. Whether you're a candidate for money back or self employees he's got answers and dollars coming your way. Always a pleasure Dave and I hope to see the fine folks at yelp remove false listed reviews. Thanks for your yearly service! JJ :)

Morgan Stanley has been a blessing to our family thanks to our wonderful financial advisor, Jeffrey…read morePrince. I was so thankful to have found him, and have been delighted with his support and guidance when trying to manage our family estate. When feeling overwhelmed with the sudden passing of my parent, and looking after my Mom, who has Alzheimer's, and putting my son through college, I didn't know where to begin. I call Jeff my "younger, big brother" because of the way he looks after our family. He's a very skilled advisor, with kindness, compassion, and a big heart. You don't see those words associated with many a financial advisor. Jeff is exceptional in his field. He has helped find the support we needed to sell our family home, take care of my Mom's specialized care, increase my son's college fund, and find an equally amazing tax consultant, Frank Miraglia, who is skillfully managing our family's taxes . Jeff always checks in to see how we are all doing! We have been so very blessed to have found Jeff Prince. We have entrusted our family finances with him and have peace of mind and joyful hearts with his care and support. I recommend Jeffrey Prince without reservation as a financial advisor. He's very holistic in his way, looking at the entire situation and breaking it down into manageable parts that he magically fixes one by one! Jeff is someone you can count on and trust with your family's finances and watch them grow, he certainly has been a blessing to our family!

This firm, originally known by a different name, provided financial investment services to me from…read more2000 to 2015. I received an offer to retire early at age 55, and knew that the company pension would not suffice. I contacted this firm to obtain a plan that would offer good investment returns and sufficient income to allow me to retire early. At first, this firm was highly responsive to me, contacting me monthly with updated information. After several years I found myself having to contact them to get needed information and documents for tax purposes. By 2015, this firm had increased its fees and lowered its level of service to the point that I was forced to move my portfolio. My income was declining monthly and my investment advisor had been reassigned! I found myself working with a part timer who hadn't a clue as to how to advise me! In early 2016 I ended my relationship with Morgan Stanley and am now being well served by a different brokerage firm.