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    Sigma Financial Solutions

    5.0 (14 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Sigma Financial Solutions

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    11 years ago

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    11 years ago

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    7 years ago

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    Sergio E.

    Thank you. Dr. B, I appreciate your kind words.

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    12 years ago

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    9 years ago

    Professional, attentive and patient. You rarely get this level of customer service. Sergio is a pleasure to work with. Thanks again Sergio!

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    12 years ago

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    Review Highlights - Sigma Financial Solutions

    Sergio is patient when teaching me new concepts and strategies even when I have asked him numerous questions.

    Mentioned in 14 reviews

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    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    4.8
    (226 reviews)

    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.

    Alpha Innovation Partners

    Alpha Innovation Partners

    4.2
    (5 reviews)

    Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

    Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

    Ray Reynolds Financial Services

    Ray Reynolds Financial Services

    2.3
    (6 reviews)

    I have seen and heard a lot of things about credit repair services and I can only go by my…read moreexperience. In all my years as an adult, I have never really learned anything from the multiple credit services that I connected with, it was always about money and even still after I paid, I didnt learn anything of value. But since I have been working with Ray and his team, I have learned soooooooo much. Been with him for a couple years now, and my credit is now close to 750. I had 2 little secured credit cards when I started and now those cards are gone and I now have 8 personal credit cards and one Amex Business Gold. Honestly, it's not just what Ray can do for us, it's how we manage our credit, discipline our selves, pay by due dates, knowing when each card reports to the bureaus, etc, etc, etc......and its really not easy!!!! and Ray spends hours and hours teaching us the basic fundamentals of good credit along with building corporate credit as well if we want. I see people writing stuff that's not nice about Ray but we honestly have to do our part and so what if we have to pay (is he supposed to hand wisdom over for free? NO!) .....learning how to be patient.....listen to his LIVE workshops over and over is what we are SUPPOSED TO DO if we want to learn!!!!!! This world is so microwave and wants things immediately when thats not what he is trying to teach us!! Im learning that this is not an overnight process. Ray says the mind needs to hear something over and over to change. And that's so true because im a Therapist and in order to change a behavior, we have to recondition our mind which takes time. We have bad credit because we don't have the discipline to keep our credit in good standing!! So changing my behavior concerning my credit has been a job within itself. I also have a Corporation now and a Non-profit that's growing as well. I especially want to thank Ray for the FREE entry to his 3 day summit AND working with me with other classes as well as being a part of his Express Credit program. I look forward to learning more and partnering with him for Auto Income and I plan on supporting his company because I truly see how he supports us!! I'm Grateful! Thank you Ray!! Thank you Santos!! And thank you Brandy!!! And Nicholas!! The teamwork is Dynamic!!!! I truly understand that im a part of something big that will definitely change the world!!! From TiTwan.

    Ray Reynolds Financial Solutions made a lot of promises but delivered very little. Every concern or…read morequestion was met with another excuse, misleading explanation, or questionable "solution" that didn't feel legal or ethical. I felt pressured, misled, and completely disappointed with the results after spending my money. One thing that really bothered me was how often they referenced God and faith to make themselves appear trustworthy and honest, while their actions showed the opposite. Using religion to gain people's trust while failing to deliver real results is wrong. I would strongly caution anyone considering doing business with this company. Do your research carefully before giving them your money or personal information.

    Sigma Financial Solutions - accountants - Updated August 2026

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