When I first started with the company three years ago it was fantastic!!! I had l no issues with…read morethem managing the budget however in year 2025 I've had the worst experience ever. They struggled with keeping track of my daughter's budget and paying invoices in a timely manner. I really love their customer service especially the worker Hyman,, Bianca and Christina. They are knowledgeable and always available to assist. I would give this company two stars

Beware of this fms my daughter has had a gap in services, for 4 months.. I requested records for…read morethis sdp year .. David ellis management of cfms has assisted very little.. come to find out he has a close relationship with the regional center and has received grant money from ACRC. for training, onboarding and a FLYER

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.

I was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!

TEN 's! The service Trish & her teams provides is just wonderful. Many people become stressed ,…read moreafraid, and experience all different types of emotions linked to the topic of "taxes." The "get in and out" strategy this company implement has eliminated any feelings of anxiety/stress when it comes to filing taxes. Why? because of their knowledge and more importantly -their results. They provide just superb service unlike any other tax service I've located. They make it seem simple for the lay person yet Trish seems to have more knowlede than some tax attorneys-who charge more than 800 per hour. This business is just flat out A+++++ And anyone who feels otherwise would need the entire team of a large hospital to examine their brain. THANK YOU for doing such a FINE job on my taxes for the past 7-8+ years.

horrible service. Joe doesn't take his time with clients. His employee lost my W2's and my file…read morewith all of my information. Nothing has been done. Joe is protecting his employe and now I've been given the run around. Joe is full of shit. Don't trust Joe.

Amar provided me with information to help with my retirement plans. He was knowledgeable and gave…read moreme some good strategies to help me make some key decisions that helped me from getting over taxed. He was also very good at making information easily understood by someone who is not in the financial world.

Just finished my first year working with Amar, and was very happy with his services! He is patient…read moreand knowledgeable. He seeks to provide value or ideas instead of just processing your taxes as quickly as possible. I appreciated the ability to consult on the next year's taxes after the current year was done. Will be using his services again in the future!

Marco is super nice and helpful and patient and a heck of a sweet guy…read more And he knows his stuff inside and out. Easy Peasy. Take a load off of your mind and do yourself a favor.

I requested a virtual session and got an immediate message from Marco asking me to call for him to…read morebetter understand our situation. Although I didn't have enough saving to qualify for his services, he was very professional and still asked questions to help direct me in the right direction. He seemed very honest.

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!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Norm has been amazing! He really takes the time to explain everything to me and my wife. He gave…read moregiven us all the information, projections, reports and updates to keep us on track to meet our financial goals. He does regular investing, retirement planning, watches our tax consequences and even has made it possible to set aside money for college for my 5 yr old. I feel confidence in him. I refer him to everyone i know. Next is life insurance. I will be completely set after this! I know i thank you every time i see you, thanks norm! Oh, and he is super accessible. I can call him about anything. Soo glad i met him.

My wife and I have a growing family, a small business and wouldn't think twice about recommending…read moreNorm to others in our same position. He always keeps you informed and is available almost anytime to answer any question we have. He's been integral in not only advising us on our personal finances but also has great insight all things business. He's is also closely tied to our community and local charities. Highly recommended.

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

Breitman Capital is scam. I was paid for 2 tradelines in the beginning of February of this year…read more One of the Tradelines specialist (Ashton Sanders) would call me daily to see if I was still interested in still purchasing tradelines with his company. Told me his company "Breitman Capital" was really good on what they do... And so forth. Two months later...Now that we are on April. Tradelines I paid for never posted. Even after numerous attempts to contact Ashton which never answers my calls. Since he got what he wanted. Which is money. I have multiple text messages from me and him communicating from his personal cellphone number. Saying I had to fill out a refund form. Which I did the same day he sent it. I was told I would get a email from the accountant department. Which I still haven't gotten, going two weeks now from the time I sent it off. Was told by (Ashton Sanders) when he called me that he will reach out to me the next day. With a answer from "Breitman Capital" accountant. Letting me know when the refund will hit. Still haven't heard back. Stay away from this company if you value your money. Ashton Sanders will call you every day faithfully and make you feel like the process is 2 weeks. Which he should have said 2 months with no update. And again, I have weeks of proof on my phone of text messages between me and (Ashton Sanders) when all the promises he made.

Deserves Minus 5 Stars! I paid for the credit repair and enhancement package back in December, they…read moresaid it would take 30-45 days for everything to update and post, so I tried to reach Jake & Ashton in late January and could not get a response by phone, text or email. Continued to text, email and phone weekly all through February and March, no response. Most importantly, NO RESULTS! Nothing changed on my credit reports at all, it's as if they took my money and walked away. Now I see why--I got this email from Breitman on Friday April 17th, they had already shut down the company 3 days earlier! Will be contacting the District Attorney in Long Beach where Breitman was headquartered, and filing a complaint. I welcome other victims of their scam to join me! https://s3-media0.fl.yelpcdn.com/bphoto/H9OUqkZtTy5qQXMFItaqXA/168s.jpg