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!

This business has a RATING of D from the Better Business Bureau, which should have been a red flag…read moreto stay away and not waste my time. Against my better judgement I had a licensed Real Estate Agent and business broker contact this company to obtain information about a business that Willard Michlin of Kismet Real Estate Investments listed at www.bizben.com. To say that this effort has be fruitless would almost, but not quite, be a lie... The staff and "certified business broker" cannot seem to provide any real information (i.e. previous gross or net sales for a company that is at least 5 years old) about the business that they have offered for sale and the follow-up is almost non-existent. At this point I wonder if there is a business for sale or if the broker is just completely inept. The bottom line is that they are not professional and certainly don't seem to represent sellers favorably.

Definitely agree with some of the points regarding Customer Service. Not sure why there aren't more…read moreseason individuals with the skills needed to deal with a variety of people. I don't like when people give "you didn't ask those more questions and I'm not going to suggest research or give advice" vibes. How would I know what to ask them? I don't work at an investment firm, but you do!

Horrible customer service. Had a problem, tried to work it out. They are completely inflexible…read more In the end there was a $30 fee at issue. It went on and on and in the end they were willing to lose my business (multiple accounts) over $30. Pulling everything. Recommend going with someone else if you have the choice, these folks are weirdo amateurs at the end of the day in my opinion. $30...geez.

Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her…read morebecause I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.

Kailey works hard to understand your needs and wants and will work diligently with you to formulate…read morea plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! :-)

Great place for tax preparation services. Kevin has been doing my taxes for years and it's been…read moregreat

Best move I made with my money and to start investing for my children's future college funds. My…read morewhole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends

Moller Investment group is the property owner of Vivere Flats Apartments. I don't feel they even…read morecare about what's going on at this building. Vivere has been open for less than a year, and is already going through new management. Instead of taking care of its residents, all that has been done is new snobby interior decorators are being brought in. Why isn't Moller actually seeing how residents have to live? It would be nice if they made sure management took care of the residents before overspending once again on interior decorator that is completely rude.

Leap payments is best company, they have the best rate and the best customer service.read more

Was overcharged at a restaurant that uses Leap Payment as a merchant. Called Raymond from Leap…read morePayment to check the status of the refund of the overcharge. He said he had sent it back but I never received it. Raymond said "can't do anything I'm not going to repeat myself" and hung up on me. Unreliable merchant and horrible customer support.

Opened a trust account here today with Allison. My father passed away recently, and my two credit…read moreunions wouldn't open one for me. Made an appointment over the phone then Allison came and got me right on time. She was super friendly and made suggestions on how to open the accounts. Everything was done in 45 minutes. I don't trust the big banks anymore, and only use credit unions. Now I have three different ones. The greeter as you walk in was very nice as well. Moving out of state at the beginning of the year, so I am glad I will have no issues writing checks etc. Thanks again Allison.

A member of 10+ years with a solid lending/consumer relationship with this bank was offered no help…read morewhen it really mattered. I asked that a check be cleared same day to cover an unexpected bill and was brushed off with little attempt at resolution-- management couldn't even be bothered. If I knew this was the kind of "personal" service I was going to receive at this location, I would have used the ATM outside and save myself the 15 minutes this teller wasted me.

Great service. Charles is amazing. Very professional. Very polite. Would recommend to all my…read morefriends.

First, we've been with Gayle Flores for over ten years. She has been a rock star since day one:…read morepatient and organized as she prepared our taxes each year. Thank you, Gale! Next, we are simply impressed with the care and attention to detail Al and Charles have with our personal and business planning. They have been incredibly patient and generous with their time as we make financial decisions for our future. Their guidance and expertise is invaluable. Thank you, Al and team!