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!

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.

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.

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.

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.

I wish I could give him more stars. He is the best financial advisor that I've ever seen. He is…read morereally analytical and he is one of the top when it comes to services. I am so positive that you can get a best solution regarding your financial situation with him.

From the owner: My business specialize in "Personal Care"…read more There are too many companies and products out in the market, that my clients are flooded with too much information. As an independent broker/advisor, I am always on my client's side, guiding them to the right direction

Karl and Jamie helped us navigate the maze of qualifying my mother for Medi-cal coverage for her…read morelong term care. They were thorough, professional and respectful and successfully qualified her for coverage, saving us thousands. Every case is different but I would trust them to to do the work again in a second.

My 94 year old Mother lived alone and was very active until she fell in the shower and broke her…read morehip. That day was the end of her ability to live alone. My four siblings and I were an emotional wreck when this unexpected life change was thrust upon us. We didn't know anything about elder care or what services were available. We began calling everyone we could think of for advise and help. We were drowning in sorrow and confusion. There were so many decisions that had to be made immediately and we didn't have a clue what to do. Everything felt urgent and it was so important to my Mother's wellbeing that we didn't make a mistake. By an absolute stroke of luck, Karl Kim was mentioned to us by a friend as someone who might be able to help. He and his staff have been wonderful in guiding us through the past 8 months of care facilities, Medi-cal applications, banking advise and hospice care information. I appreciate that I get a reply to my emails and phone calls almost always the same day. One meeting with Karl and the dark mysterious cloud of elder care was lifted from our lives. Thank you Karl and staff for all you have done for my family these past 8 months. You have truly been a Godsend. I know all these five star ratings might seem a bit over the top and I am adding yet one more, but I sincerely believe he is deserving. He absolutely has all the elder care answers and goes above and beyond to share them with you. If you are struggling with elder care issues - reach out. You won't be sorry.

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!

I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

Delia gives brilliant advice. She's been helping us with our mother's finances and been very…read moresupportive with good ideas to maximise her investments.

Closest Fidelity office in Seal Beach, this location has plenty of parking and a decent variety of…read morestores to shop or eat at. It has a very similar set-up as other Fidelity offices: once you walk in, you notice at least 2 associates standing behind a counter ready to help. We had an appointment with our advisor, so we mentioned that, and they let us know he would be notified and we should have a seat. We were early so waited a bit. The folks behind the counter are young, and since not overly busy, were carrying on conversations with each other. Since we were here last, the office put in a new beverage machine: the Flavia Creation 600...completely self-serve. Created a really good cup of mocha with two custom packs of hot chocolate and coffee. And the disposable packets are automatically 'injested' so nothing to remove/dispose. Coming here gives us an excuse to explore the Seal Beach/Huntington Beach area for the afternoon, which is what we did.

I went into the Seal Beach office to set up accounts for my 3 grandchildren. I was welcomed by…read moreArya and ask what I needed. This young man then proceeded to help me set up the accounts. He explained what needed to be done and then helped me do all three (I never would have been able to do it on my own). He was a very friendly and professional representative for Fidelity! Thank you Arya for all that you did!