Charges your card and then doesn't provide answers beyond what I had done myself already. Waste of…read moretime and money.

I would give zero stars if I could. This site is a total scam. A $5 answer charge turns into a $65…read moresubscription fee. Thankfully my bank caught this and alerted me. Stay well away, a total scam and ripoff.

Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

I would highly recommend them. I reached out seeking high level guidance on a variety of tax,…read moreretirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

Can't speak of the business, but someone who works here was not honest about his fee, and changed…read morehis agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles.

INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina,…read moreCA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations.

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.

My boyfriend has been coming here for a long time now , he said he wouldn't go anywhere else , he…read moregot $100 for referring 2 of his friends, today and he also got like $300 for referring his moms business here they love their services and have been loyal clients for a while , I will probably give it a shot next year when I do my taxes :) because the staff was nice and pricing was not bad at all, you pay for doing your taxes with someone that does it all year long not like those little offices that only open on tax season and that's it , so I would totally recommend this place for your taxes and or business needs !

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

Working with Suzanne was such a great experience. She carefully reviewed all of my finances,…read moreexplained everything in a way that was easy to understand, and helped me create a clear plan moving forward. She's professional, knowledgeable, and genuinely cares about her clients. I highly recommend her.

I truly love working with Suzanne. She's one of the most dedicated, detail-oriented agents I've…read moreever met. Her commitment to finding the right coverage for her clients--coverage that fits both their needs and their budget--is unmatched. What stands out most about Suzanne is how deeply she cares. Life can be unpredictable, and she understands that. She's helped countless families prepare for the unexpected, and in some cases, her foresight has made all the difference. Some of those families faced tragedy--but thanks to Suzanne, they had the protection they needed. Suzanne is more than just a great agent--she's a blessing to the people she serves. Truly, she's doing the work of and for the people. Let her guide you, it will be the best check mark on your adult to-do list. You will sleep better knowing you are protected.

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

Been going here for 5 yrs or so, I don't have any complaints and I'm Happy with the service. Dario…read moreis very friendly and so is the mother. I'll keep coming here until otherwise.

I have sent two emails and left a phone message and can't even get a callback from Dario. His…read moreassistant promised me I would hear back from him on Friday, after I explained he wasn't returning emails but still waiting multiple days later. I guess he has all the business he needs since he is uninterested in new customers however, it would be best practice to return an email and phone to call to let a potential client know he does not need their business.