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

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!

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.

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

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!

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

Kim is professional, reliable, and efficient. From start to finish, the process was seamless and…read morehandled with exceptional attention to detail. Kim was well‑prepared, responsive, and made everything straightforward and stress‑free. It's clear she takes pride in her work and delivers a high level of service. Highly recommended.

Kim was fantastic in helping me with an important legal document I had to notarize! She came to my…read moredoor and the whole process only took a few minutes. She was very friendly and professional and I would certainly use her again! Give her a ring if you need a reliable Notary who will come right to you!