1. Knapp Financial Advisors

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Calabasas, CA

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Knapp Financial Advisors

4.0 (4 reviews)
Open • 8:00 am - 5:00 pm

Services - Knapp Financial Advisors

Investment management

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7 years ago

This office is in a beautiful setting. Provoking confidence. Refreshing to meet with Mr. Kapp. He realy listens, confidentially A+. Thanks

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4 years ago

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7 years ago

William & staff are the best very professional. Know my kids go see William. I recommend Knapp

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9 years ago

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Kennedy Wealth Management - Mark Kennedy on Fox Business News

Kennedy Wealth Management

(22 reviews)

The personal experience, planning on my income., giving me opportunities and options. Not turning…read moreme down due to my value of investments. Helping me live a good life. Wanting to help with my investments no matter what I have available to invest. Caring to help others, the staff is very helpful. I can't be blessed enough.

I found this company online and enrolled in a webinar to find out more about their services. I…read moremissed the original webinar due to Covid. They kept after me saying we noticed you missed the webinar and there is a recording but it's only good until tomorrow night. I did manage to watch it before the expiration and Mark Kennedy presented a compelling conversation about needing to not just save but to make sure your money wouldn't run out no matter how long you live after retirement. They empasized that the stock market was not a good place to have your money due to the ups and downs of the economy. So I signed up for an informational call and they were adamant to put the phone numberin your phone so you wouldn't miss the call to confirm the appointment. I did this and when I received the call, the caller was super rude and dismissive. He first asked if I had time to talk and I said that it was not a good time but that I had the appointment on my calendar. He proceeded to question me about how much $$ I had to invest and where that was invested. I told him I was in a public place and this was not a good time to talk. But when I told him that I was already managing some of my own retirement savings through a self directed IRA that is invested in sydicated Real Estate and that I had other parts of it in the stock market and asked him what kindn of investments they would recommend he said annuities and long term care insurance (which I do already have) it became clear that this firm is trying to sell us their own insurance products that will only benefit them, not us as investors. The very rude person on the phone also said I don't have enough investments for them to bother with although I had more than the required amount they originally stated. The guy was supor rude and said he was cancelling my appointment and hung up on me without so much as a goodby. I say good riddance to these hacks who are trying to prey on unsuspecting investors. No thanks. I'll keep my money where it is rather than give it to these crooks.

Denise Marks - Equity Union - Fire pit in the new backyard

Denise Marks - Equity Union

(18 reviews)

What a seamless, easy and enjoyable experience it was working with Denise!…read more We chose Denise to sell our home because she made a real effort getting to know some of the residents in our area after selling a house across the street from us and knew a lot about the style of house we were selling. She was memorable and we liked her tenacious attitude. Denise did not disappoint. She has a "can do" approach to life and went above and beyond to make sure all was in order to put on a really bustling, successful open house for us. Denise then helped us navigate the selling process and made sure we filled in our paperwork and hit those all important deadlines. She knew when to let us make decisions for ourselves but also wasn't afraid to guide us when it was needed. Throughout the process, Denise was charming and so sweet to my kids. She knows the area having grown up here and raised her own family, and keeps abreast of housing market trends. All in all, a really excellent experience!!

Just sold another home with Denise!…read more I cannot say enough great things about Denise Marks. She is truly spectacular to work with and I wouldn't trust anyone else with either the sale of my home or the purchase of a new one. Throughout the entire process, she demonstrated incredible patience, always taking the time to answer questions and explain options without ever making me feel rushed or pressured. At the same time, she is a shrewd and highly effective negotiator. She knew exactly when to push and when to hold firm, and her strategy made a real difference in both selling and buying. I always felt confident knowing she was advocating for my best interests. The combination of experience, calm guidance, deep market knowledge, and strong negotiation skills is rare. If you're looking for an agent who encompasses all these skills , look no further. Denise is professional, trustworthy, and genuinely exceptional at what she does.

Fidelity Investments

Fidelity Investments

(20 reviews)

Woodland Hills

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!

Knapp Financial Advisors - investing - Updated October 2026

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