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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

I have worked with Schwab for many years and had a wonderful experience today. I am away from home…read moreand happened to be next door to a Schwab office in Cincinnati, Ohio. I walked in, without an appointment, and asked if an investment advisor might be available to assist with a specific question. I waited five minutes. The advisor was outstanding. He was knowledgeable and thorough and answered almost all of my questions. But even more importantly, he told me that there were others at Schwab who were even more knowledgeable about the most detailed and nuanced elements of my question. He set up a call for me from one expert, which I received soon after. That advisor was even more helpful. I feel totally prepared.

started a new account and wanted to buy some space x stock before the IPO. I was told the minimum…read moreis 100k so I deposited almost double 180k thinking they would at least give me haft of what I asked for. Stupid me, they gave me 46 shares, 7495.00 worth. lol. Crazy. That's how u treat a new customer who doesn't have million?? Ridiculous. Gonna be closing my account soon. Don't bother joining. They don't care unless u got millions. RW

I had an in depth meeting with Sam Rad yesterday and I feel compelled to write a review to reflect…read moremy experience. With regards to seeking advice from a financial advisor, the most important aspect to me is trust. I have found that Sam is someone that has a very high level of trust and truly cares about helping other people. I had been scheduling meetings and doing research; Sam was the first to respond and he always held himself to a very high level of professionalism. I, myself, am a CPA, and I found that Sam was very knowledgeable. I look forward to working with Sam because I truly believe that Sam puts his clients' needs first, giving honest, insightful, advice in a manner that is easy understood by someone that does not have a degree in finance. Thank you, Sam.

Not sure if Sam is still practicing- he seemed to know his business, but after losing a significant…read moresum of money for us on a bad investment (ended up being a real estate ponzi scheme) he left the country and went to Mexico- Not making any part of this up- and we could not get ahold of him. We have a new advisor now- finally someone from his "office" called us but it was a really bad experience overall.

Very frustrating experience. They caused a financial loss by forcing to sell stocks, which happened…read moreon the downside. Justification was...you know, Sir.... we just changed our internal policies and overseas customers cannot trade with us anymore.

I appreciate your helpful customer service department. Thank you for picking up the phone. The…read moreservice is great. The cost is fair. I love the personal touch.

Marcus is a top-notch professional who I trust with all my finances. He actually takes the time to…read moreexplain your options and thoroughly reviews your investment goals. He offers advice, but truly listens to what you want and need. He is patient with people, like me, who are pretty helpless when it comes to understanding stocks, mutual funds, longterm vs. shorterm investment benefits, ect. He is able to explain the market to you in a way that is not condesending. I recommend Manor Ridge Wealth for anyone who wants to place their money in the hands of people who truly care about your investment goals and who you can trust to always have your best interests at heart. At this point, I wouldn't trust my money with anyone else.

Marcus and his partners helped me with my retirement plan. These guys are top notch and I entrust…read morethem with my hard earned money. I am not very savvy when it comes to finances, investments and mutual funds but I was able to have a better understanding once the group demystified the entire process for me.

I've been living in a Pacific Investments building for the last 3 years. The owner is the nicest…read moreand best landlord I've ever had. Repairs are done within hours and the building is well-maintained. Too bad there aren't more landlords like him!!

The best landlord & property managers ever! The company…read moreclearly demonstrates a 5-star customer service, and sets a good example of how a property management company should be. Pacific Investments is truly the best of the best; Way to go! Keep up the good work!

I first met Sam at an Estate Planning workshop. My uncle passed away a few years ago and my aunt…read moreis having a time with her finances. I've been helping her as I can and thought this workshop would help me better understand the process. The workshop was amazing - straight forward answers to all my questions, provided in terms we all could understand. Sam's calming presence took a lot of the anxiety of these matters completely out of the equation. Then I met with Sam for my own personal finances. He actually advised me!!! No sales pitch, no invalidation, just straight forward and to the point. Honest if even a little harsh, but I needed to heard it, being a single mom and wanting to leave something for the kids but still enjoy life... I highly recommend making an appointment with Sam. Your future should be in your hands and he'll help you learn how to take back your own finances. Sam is like a coach! Tough but dedicated to you knowing all the plays needed for your goals!

I'm only 41 years old. Have less than 200k in savings. And won't be retiring for a long, long time…read more In another words, I am not the type of client that Sam or his team would take on. He deals with older folks closer to retirement. But that didn't stop Sam from spending over an hour of his time, thoughtfully and caringly dispensing financial advise on any question or worry I might have had. And when I ran out of questions, he raised a few of his own. Things I had never even thought about (but should have). He helped me figure out if it was worth it to buy a property in LA. If we should sell my condo in Chicago. And most importantly, he helped me create a financial plan for the near future. Sam made sure I understood the need for a CPA, encouraged me to get my estate in order, and offered to look at my current life insurance policy to make sure I was getting the right plan. He had nothing to gain by spending this much time with me, but he gave it his all. And after we parted ways, he followed up with me to see if i had anoy other questions and let me know i could email him in the future. I never expected a financial planner to care about anything buy finances, but Sam clearly did. So while i may have left the office without a financial planner, I definitely left with a financial plan and a little more faith in humanity. Thanks Sam.

Wow, I just opened up an online brokerage & savings acct here a week ago. There have already been…read morenumerous issues with just a single transfer in from another account. There is a 4 day delay on getting access to my own money. There were numerous hiccups with just OPENING THESE ACCOUNTS. This is an absolute nightmare do not open up ANY ACCOUNT HERE!!

The Kenney group was a horrendous experience. Chris Kenney managed my family's portfolio. My wife…read morewas planning a divorce, and Chris worked with her to move all our joint funds into her name in the months leading up to this. As I tried to gain access to my finances he would assist her in obstructing me in every way possible, resulting in damaged credit, account closures and more. He then used the legal team at Morgan Stanley to protect himself from the breach of fiduciary responsibility. I deeply regret trusting the Kenney Group and Morgan Stanley.

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!