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!

Went to sales presentation at a fine restaurant. Was truly interested in handing over…read moreresponsibility for most of my retirement fund in the next few years. Have been managing my portfolio for over 35 years and have done fairly well but as I reach retirement ,ready to relax and not stress over daily trading. Was not overly impressed with their presentation or knowledge. Think they would rather have clients who have no trading experience. Guess that's ok. Heard a lot of word salad with a lot of annuity phrases thrown in. They lost me right a way at annuity. I'm sure they are good at selling annuities. Thanks for the dinner, the search continues.

Great service and expert advise! Cathy and her staff are easy to work with…read more Highly recommend their business.

Opened an investment account so that I could get their checking account. No fees or minimum…read morebalance!!! If you are traveling overseas and do not want to pay any ATM fees or transaction fees, open a Charles Schwab account. They refund you back all the fees so you can basically use your debit card anywhere!!! So awesome! They do not take cash deposits when you open the account so bring a check book. It was quick to open the account, parked and was in and out within 15 minutes.

Charles Schwab has a hit and miss reputation as far as locations and services offered goes. None of…read morethe location in vegas was willing to sit down and help you form a financial plan for an existing account. This location however, went above and beyond to help and Kevin was amazing in his explanation and dumbing it down for the normal person. Appt went very smoothly and I was able to do what I wanted. This location is amazing and extremely helpful.

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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

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.

Wayne is very knowledgeable and responsive. He managed and cleaned up our FICO as if they were…read morehis. He improved our scores beyond what we need to refinance and save money. Thank you, Wayne,

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

My financial advisor recommended Sandra and Jeff to me so I can fix my credit profile. Credit is so…read moreessential to our everyday life. Within one month, my credit score has gone up 10-15 pts. In the consultation, Sandra will looked at your credit profile to tell you if she can help you or not. Fun fact: they also guide you into helping you build your business credit! Thank you, Sandra & Jeff.

Good values Good people…read moreAloha spirit Mahalo appreciation Ohana family inclusiveness Pono integrity Imua moving forward with strength Supporting the community Supporting veterans Generous hearts

From the owner: The Pacific Bridge Companies is an international financial planning firm with offices in the United…read moreStates, Japan, and Hong Kong, embarking on a change of significance in how the world receives its financial planning expertise. We provide financial advisors and their clients with decades of experience and expertise working on both sides of the Pacific Ocean. Simply stated, TPBC's vision is to help financial advisors help their clients wherever in the world their lives may lead.

Excellent advisor. He assisted me with moving a stagnant 401k to a safer IRA when I changed…read moreEmployers. When my current employer stopped matching due to COVID, he helped me start a new account that has better earnings. Friendly and caring. Highly recommend!

Prepare your kids for their financial future!!! Received the…read morebest advice from Conrad on setting up my 9yr old twins and 1yr old Granddaughter with their own Indexed universal life insurance or IUL Policy. This policy also acts as a savings plan that can help then out in the future for extra college money, buying their first home, or their own retirement. They will have money to use that I never had! Wish my parents had this advice....THANK YOU Conrad!