Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

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!

Jen Mulder has a great attitude about how I could manage money without so much worry and stress. I…read morehad my questions about what to do about my various retirement accounts from different jobs, and Jen was very practical in her advice. Her empathy and kindness makes it possible for me to trust her with what might seem like a "dumb question" in my head, or something very personal. Jen is clear about what options are available and really has my best interest in mind. I also asked Jen to help an elderly neighbor sort out her retirement money so we could plan out how to best support her ongoing assisted living expenses. We also had to deal with a past period of a difficult medical situation. This neighbor was very anxious about everything and had trust issues, and Jen had the incredible patience to help us streamline her finances that were scattered everywhere. This was a time that was so stressful and overwhelming, and Jen's voice of reason made it possible for us to put most things together and now, my neighbor's money situation is on cruise control. My anxious elderly neighbor can now trust that her retirement money has excellent oversight and we can keep her in a comfortable living situation. Thank you Jen for creating Pathway Financial Services so you can help with untraditional clients like my neighbor!

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

The online application process requires a home residential address for the applicant, which I found…read morediscriminatory to those who have non-traditional living arrangements reliant upon Postal Service boxes. Think of homelessness in terms of those people who travel and navigate. Design your business in a way that respectfully acknowledges and supports the individual client who may be perceived as having less traditional goals, but whose choices might nevertheless bring insights and ingenuity to your client base. Encourage this significant part of the community to organize both their savings and their investments to achieve that. It was communicated that they are only opening accounts online, and that a only soft credit check is done. I also learned that a self-directed account without margin is free without any minimum $ to open, with the robo algorithm available at a minimum of 5k, with a Certified Financial Planner option for $300 to join, and then $30 monthly thereafter. I chose to stop my submission of my application to Charles Schwab only because of the use of the odd phrases "Transparency" and "Sweep Banks."

Good luck getting an appointment with these people. I went online to request one, but that email…read moresent has gone unanswered. The phone call to this Santa Monica office went to someone out of state that I had to practically beg to help me. They claim a voicemail was left, but so far that hasn't been returned either.

He really cares about his customers and is genuinely in the business of helping people. Would…read morerecommend him to anyone. Trustworthy and extremely knowledgeable glad to I came to him to help with my finances!!

I'm pretty new to the idea of professionally managing my money, I called around plenty of places,…read morehowever, none of them were as helpful as Daniel has been. He is a natural at what he does. He is honest and straight to the point, but also friendly, which is really important for me. I think it's really important to work with someone who has your best interest and is considerate as much as he is relatable, especially when it comes to dealing with my money. His advice really helped me to kickstart my financial journey.

Never had a hassle here, partly because I do my homework before I've gone inside. Know what you…read morewant and stick to your plan. Others have complained about fees. They're not a charity, so be prepared to pay for your "change of mind". Fees decrease the more you have invested, so if you're a day-trader churning through stocks, expect fees, fees, fees. If you've got an active MF with high management costs, you're gonna pay more. Difficult people are everywhere. Either learn to navigate the Fidelity landscape or maybe use another company. No problems here.

OMG. Went in here with my girlfriend to transfer her mother's account to her name as she was the…read morebeneficiary. So the incompetent person who was helping us, put me as the beneficiary to the closed account and not my girlfriends. I could understand why they have a low rating.

Retired at 62. Moved my money to Abacus and Barrett Porter…read more My money has sustained it value even through turbulent political and social times. I used to check my retirement funds daily, but learned that I could trust Abacus to manage it responsibly and still make it grow.

I spoke with a financial advisor from Abacus for initial consult to match me with one who would be…read morebest suited for my financial situation and goals. I thought that the conversation went well. I was told that a financial advisor would be in contact at the beginning of the following week. I never got a follow-up call or email. I had high hopes for Abacus. I met Brent Kessel, its founder, at a workshop years ago. I was impressed with what seemed to be Abacus' philosophy on money management. To me, wealth management is not just about the money. And Brent did write a book called "It's Not About the Money." I am not sure if my net worth was below the threshold for what Abacus required of its clientele and I would have understood it they could not take me as a client for that reason. It is a business after all and parameters needed to be set for it to be profitable. But I was never informed of that during the screening call. In the end, the courtesy of a call informing me that I did not qualify would have been appreciated. It would be unfortunate if Abacus only caters to the financially affluent (I could be wrong), espousing socially responsible investing and wealth as not just about the money, but not having a division in its company for people who are not as affluent in the material sense. I have since found a certified financial planner who does not only walk the talk but actually applies the principle that financial planning is not just about the money - that it is a part of a broader perspective of life planning as George Kinder, who wrote "The Seven Stages of Money Maturity," believes. He actually showed me that I have more to invest than I thought I did which was a pleasant surprise. And I am grateful to be life planning with him and not just financial planning. In the end, I believe that Abacus did not work for me as it may not have been the best avenue for me to grow my money and my life. It all works out in the end.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

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.

Very happy and I didn't think the company will get my score up this high. From 529 to 801. Took 4…read moremonths but that was unreal. The debts he did for me were pretty big and I didn't even ask them to do it. Great credit repair company will recommend for sure I think they are honest and a fair price.

Very happy here. Didn't trust it at first but they gave me the right moves to make and paperwork to…read morehelp my situation. My score jumped so unexpectedly high to 803. I have major respect for the owner and the way they treat the customer service. - following up every two months or less - attorney consultation for free - cheap prices(surprisingly) - helpful employees as well.