Very helpful and fast to give responses. Very willing to meet in person than an anonymous persons…read moreon a call in number.

I was interested in moving over from Chase to Schwab at their Encino Branch. Filled out and…read moreregistered for an account online and requested a follow up appointment. One of their advisors (Brandon Floyd) responded back saying how interested he was in working with me. Just requested all the usuals. income, worth, expenses and said he'd get right back to me. A week later I followed up asking for at least a response if no longer interested. Nada, nope, nothing. Just ghosted me. So 9 days later I messaged them through their main site for a call back. I explained that I talked to Brandon but he disappeared but was still interested in setting up an appointment. Was still thinking it must have just been a one off. Maybe Brandon had an accident or something. Again no response. So unprofessional but glad I dodged that bullet. I can only imagine trying to get their attention if this is their M.O. for new clients.

Jeff Munjack runs JDM Financial Group, and is a certified financial advisor/planner. In 2007 he…read morewas listed in Forbes magazine as one of the most dependable wealth advisors in Los Angeles County. I have been invested with Jeff for several years and have found him to be honest, professional and competent. The market has been going up and down, but I feel my investment with Jeff is as safe as can be expected in today's market. Jeff handles all types of investments, business and personal, and has a good staff of friendly and competent people. Whether you want stocks, bonds, annuities or just planning, Jeff will have lots of ideas, some you never thought of. Many people think they are intelligent enough to figure out their own financial planning, but I have found (as with any business) that it takes a professional to do it right.

From the owner: JDM Financial Group was founded to provide financial guidance to successful professionals and…read morebusiness owners who prefer advice from outside the corporate culture of Wall Street. At JDM, we believe firmly that client interests are served ethically only when financial advice is unbiased by sales agendas, investment commissions, or the promotion of proprietary products. JDM specializes in fee-based wealth management and financial planning. Our services include strategies for wealth accumulation, family financial planning, business succession, retirement, and legacy planning -- with each service specifically tailored to a client's particular priorities, stage of life, and goals. JDM's approach has evolved over many years of advising clients who represent different cultures, life stages, and occupations. We understand that a good financial decision is necessarily a good life decision.

Alec P. Tuckman was very knowledgeable with the information. He was able to talk me out of…read morepotentially unwise financial decisions but and giving me great advice for my situation and my goals. He was also very flexible at rescheduling when I became ill during the time of our first appointment. Will definitely recommmend!

Alec was very quick to respond and willing to answer my questions, no matter how basic they were!…read moreHe gave great applicable advice during a brief phone call. He is very quick and seems to be knowledgable, I would definitely recommend reaching out for his perspective and advice!

I'm so grateful to have found Pointwealth. From the start, I've felt a genuine sense of trust and…read moreease knowing my money is in good hands. In less than two years, I've already seen growth, which has been incredibly reassuring. Business aside, Sandra and her team have been an absolute joy to work with. Matthew handles our portfolio and has removed any intimidating aspects of financial planning -- he is knowledgeable, patient, and always willing to answer our questions (especially since finances aren't exactly our area of expertise!). They take the time to explain things clearly without ever making us feel overwhelmed. What really stands out is the communication and genuine care. I never feel like just another client -- I truly feel supported. I'm so glad we chose this firm!

Pointwealth Capital Management has been an excellent partner for portfolio management and long-term…read morefinancial planning. Their approach is disciplined, thoughtful, and clearly tailored to each client's individual goals, risk tolerance, and time horizon. Rather than offering one-size-fits-all solutions, Pointwealth builds strategies that reflect our specific needs and evolves them as circumstances and market conditions change. Our portfolio has performed very well under their management, and we've consistently appreciated the clarity and transparency around investment decisions. The firm provides outstanding service -- proactive communication, responsiveness, and a steady, long-term perspective. Under Sandra Cho's leadership, Pointwealth maintains a high standard of professionalism and client care that comes through in every interaction. We have complete confidence in Pointwealth Capital Management and would strongly recommend them to anyone looking for a customized, well-managed investment approach paired with exceptional service.

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.

Tim truly listened to what was most important to me and what my financial goals were. He was easy…read moreto talk to and I felt comfortable sharing my financial information with him right off the bat. He took this informations and created a financial plan for me. Once we felt the financial was inclusive of all my needs, we were then able to build an appropriate risk framework for my investment strategy. I feel like a huge weight has been lifted off my shoulders as I now have a clear path to follow towards financial freedom! I would recommend anyone who could use some expert assistance in creating and implementing a financial planning and investment strategy, to give Tim a call. As my wealth grows, I look forward to looking to Tim to also assist in some of my estate planning needs and philanthropic goals.

This is Liora from the cardiovascular institute I have been…read morewith Citibank for 26 years in the first Encino office on Ventura and since this office opened I want to say that the branch manager Ana Gonzalez goes above and beyond to help her customers she is fantastic and very knowledgeable. Eric Guevara is really amazing always helping everyone, he is very pleasant and nice to everyone. He is fast and always goes the extra mile. I also made some deposits I think her name is Verdue and she is extremely nice. They also have a new girl don't know her much but she seems very very sweet. I highly recommend this branch. I was waiting to get the questioner from the bank but never got one. I make the deposits for the Drs

ERIC and ANA! The two best people in the branch. Ana is an amazing manager. Eric is a great head…read moreteller as well. I've had issues at other citibank branches but none have ever handled them with utmost care, but here has. Eric helped me with my citibank online issue and redirected me to Ana same day, same time. They really care about clients and don't redirect. I recommend coming here. It's a superior branch compared to others. And it looks nice inside.

This bank is terrible. The staff is no help at all you go in there and it's really sketchy. They…read morewouldn't even cash one of their own checks. That's how you know it's sketchy and then when I have trouble none of the branches answer the phone. I think this is just a money laundering bank and not a real bank

I have been extremely happy with my experience at this branch. While most of my interaction has…read morebeen with Bryan Baca as my dedicated Relationship Manager, I have had a very positive experience with everyone that I've engaged with at the bank. I have multiple business accounts with them, and I feel that each one gets a personal touch that I was not getting at my previous banks.

I don't leave reviews but I have to in this case. I was referred to ACap by a true friend. After…read morespeaking with Ara, I cannot begin to describe the hybrid feelings of safety, gratitude and confidence. Safety as in ACap is a place where you will be safe financially. Gratitude in that I feel treated like a family member. And confidence that my ongoing financial literacy and growth as an investor is headed in the right direction. You need to be prepared and don't waste time. If you are, then ACap will provide you with a true partner that will help you grow financially.

Marina saved me this tax season. I had the same tax guy for 20 years and he retired unexpectedly so…read moreI had to find someone fast. I reached out to ACap a few days before my taxes were due and she helped me in a matter of hours. I'm very grateful to ACap and will continue to use and refer them.

This is my fourth year working with Actuaries Unlimited. I've been very satisfied with the work…read morethey have done for my company. Aaron has been great, responsive to all questions or concerns that I have had. All paperwork is always processed on time and I have found them to be very reliable.I was referred to them by my very close friend who works in the life insurance business and I told me they are the best Actuary company in the San Fernando Valley and he was right.

We have been with Actuaries unlimited for over six years now…read more During this time Mark Fishman and his knowledgeable staff have always been available to us in a timely manner. They have provided us with professional advice and excellent service. If you are looking for Actuaries services you cannot find any better. We recommend them very highly.