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

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.

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.

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!

I am working with RSC group from last around 1.5 years especially with Robert and because of him…read moreonly, we have grown so much. In every meeting, he gives at least one such idea which solves big business problem in a very simple way. I highly recommend coaching from Robert. Thanks! - Ajay | D

Robert has an incredible ability to get straight to the heart of the matter…read more When we first met, I was facing major challenges and I remember being asked this one (of many) powerful questions: "Does your life work?" My answer was no! With his guidance, I transitioned from a broken business built on sweat equity and no pay to a life and business focused on what truly matters--creating real results, wealth, and success. Attending his group workshops and one-on-one sessions was a game-changer. The workshops provided fresh perspectives and personalized feedback for all participants, while the one-on-one sessions gave me clear, actionable steps. If you're ready to do the work and create a life that works, Robert Chun at RSC Business Group is the coach for you.

Los Angeles is filled with professionals who brand themselves as being the best. In a city of this…read moresize and constitution, it is difficult to differentiate the good guys from the rest, especially within finance. Usually I reserve my Yelp energy for local restaurants or shops, but Miracle Mile deserves a shout out. I have been working with Miracle Mile Advisors, specifically Duncan Rolph & Sara Rajo-Miller, for quite some time now. As a banker, I am careful as to who I do and do not introduce my own clients to. However, now that I have gotten to know the team, I know my clients will be in good hands and I have made several referrals to Miracle Mile. The team operates with professionalism and transparency, things that I place a high value on in my own practice. If you are looking for an a new advisor, I highly recommend giving them a call.

Miracle Mile is the real deal. They have a cohesive team of financial advisors that are both…read morecommitted and honest. One of the most important qualities in a wealth manager is their ability to tell the truth, without any sugar coating. I have worked with my fair share of advisors and can bluntly say that Miracle Mile takes the cake. They will lay out your finances in a way that makes sense and take the time to create a plan that will get you where you need to go. Give them a call.

Free gold and silver! I called in, and got a FREE gram of…read moresilver (worth maybe sixty whole cents!) and 1/20th of a gram of "gold" stamped into a fake dollar bill. Score! After seeing the alarming commercial on television, I called Lear Capital to request an investor's packet. These guys give semi-outdated information about precious metals on their commercials, with misleading charts and alarmist info about how the Chinese are coming for your retirement portfolio. Precious metals have always been extremely volatile as an investment vehicle, with tremendous risks. However, metals can be used to diversify, as they are seen as a hedge against a weakening dollar. I called Lear, and spoke with a nice guy who was able to explain how the program works. Basically, you buy gold, and can take possession of it, or have them hold it in their vaults. The representative assured me that they do not rehypothicate your gold held in their possession. The commissions seem to be very high, especially when compared to other investment vehicles. But at least you can hold your investment, unlike a stock or a bond, which are just numbers on a spreadsheet somewhere. The coins look nice! Gold is a refuge for flighty investors who are freaked out about the world order. People that invest all their money in gold should probably have their heads examined. When you own gold, you're just betting on fluctuations in value. Gold can't improve, or pay dividends. It just sits there looking pretty. Sure, it'll always have value, as it always has, unlike stocks. But stocks in corporations can pay dividends and grow. If you sell gold at a profit, of course you're going to pay capital gains taxes (and commissions) on your profit, when you haven't actually gained any gold. Ugh. The investor packet was over nighted to me in a Fed Ex package, and looked all kinds of professional.

Today is the third time i bought gold coins from Lear Capital. My sale person was Dmitri Koonce…read morewith excellent customer service , knowledgeable and helpful. He explained all the details clearly. I highly recommend Lear Capital. I choose them because they are number 2 on the top ten companies. Happy and satisfied 100%.

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.