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

If you can find ANY other FMS, do it. The reviews are bad for a reason. They have been rejecting…read morevendor invoices almost every month for my kids for 2 years straight. They're rude, they constantly change their process and their staff. Truly horrible customer service and service in general. The one good review on here has to be someone who works there.

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.

Mariela is relatable and patient. I love that she meets you where you are on your financial…read morejourney. She's uplifting and very knowledgeable on how to set actionable steps to improve your financial situation.

Karen Codman's as good as it gets. Since switching my portfolio to her, I have felt in control of…read moremy finances & that I know what's going on. She works with me on the little stuff, like my personal budget, but has the big picture as well. She explains my portfolio to me at our meetings & then I go home & don't have to think about it because she & her staff manage it. I feel they manage at least as well as anyone could & I know they pay very close attention to details. If I hear the market's down, I don't lose any sleep because I know they're on it. She focuses on her clients' goals & works with you to help you achieve them. She also has special events, which are always wonderful. I come away from our meetings feeling empowered with knowledge & more financially secure than I would if I were trying to do this myself.

Yes, 5 *s. Karen Codman's as good as it gets. Since switching my portfolio to her, I have felt in…read morecontrol of my finances & that I know what's going on. She works with me on the little stuff, like my personal budget, but has the big picture as well. She explains my portfolio to me at our meetings & then I go home & don't have to think about it because she & her staff manage it. I feel they manage at least as well as anyone could & I know they pay very close attention to details. If I hear the market's down, I don't lose any sleep because I know they're on it. She focuses on her clients' goals & works with you to help you achieve them. She also has special events, which are always wonderful. I come away from our meetings feeling empowered with knowledge & more financially secure than I would if I were trying to do this myself.

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!

Pros -Open 24/7…read more-Outstanding Travel Fee Price -Provides multiple different services -Good customer service Cons -Slow quote response time -currently no immediate available booking It's July 2nd, and business Owner Maria V was so kind to inform me that she was all booked until September and reached out to clients to accommodate appointments to help people as needed. It's very thoughtful. She was kind to still respond to my quote request. So I would understand why there was a delay in the response time.

Not a service you give much thought to till you need it. I can not recommend this business enough!…read moreShe was so helpful and accommodating..... will definitely use her services again and recommend with reservation !!!!

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!

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

My financial advisor recommended Sandra and Jeff to me so I can fix my credit profile. Credit is so…read moreessential to our everyday life. Within one month, my credit score has gone up 10-15 pts. In the consultation, Sandra will looked at your credit profile to tell you if she can help you or not. Fun fact: they also guide you into helping you build your business credit! Thank you, Sandra & Jeff.

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.

Great company!!!! Knowledgeable and they make it real easy!! Serenity answers all your questions…read moreand is very responsive!! She is so kind and there was no pressure to invest!! Thanks Serenity!!!!

INFINITE INSURANCE & FINANCIAL SERVICES IS THE BEST! Worked with Founder & VP, SERENITY & she is…read morepersonable, professional, kind, honest and the real deal. She explained everything very clearly in simple terms. With the stock marketing tanking, this is a great opportunity to make up lost funds. Give Serenity a call