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    The Millionaire Keys

    5.0 (2 reviews)
    Open Open 24 hours

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    Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

    Michelle Tascoe Financial Coaching

    (67 reviews)

    Koreatown

    Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

    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.

    Wells Fargo Advisors

    Wells Fargo Advisors

    (4 reviews)

    They would not communicate anything to to me. My 401k money was just seating and not being…read moreinvested. When I requested for them to invest it, they were going to charge a very high fee (about 5%). What I did I took my money to Vanguard where there are no fees and the customer service is excellent! Thank you Vanguard!

    I'm cheating this review a little because my experience is actually with the Wells Fargo Advisors…read morein Santa Barbara. My review, however, I believe is based as much on general policy as it is with really excellent service. I inherited a fairly large chunk of money and split it between the Wells Fargo Advisors and Fidelity. I have previously had a fair amount of experience with Merrill Lynch and Dean Witter. Of that group of four, Wells Fargo Advisors (with a relatively small investment) treated me like I was their only customer. A lot of personal attention from one person assigned to my account, numerous email and telephone contacts, and a successful concern with my risk tolerance and that my investments were making money. The other three would not assign one person to my account (I had to speak to whoever was available), paid no attention to my account, and Fidelity even refused any one-on-one email contact with an account adviser. Those three told me not to expect any personal attention until my account exceeded $250,00 to $300,000. Wells Fargo Advisors, with an investment of far less, was happy to give me excellent advice and one-on-one personal service with the same person who knew me. All four of those firms charge the same 1% to manage the account. The expertise I feel my Wells Fargo Advisor guy has seems considerably better than what I got from the pool of advisers from any of the other three firms. Truth be told, I have no love for Wells Fargo but Wells Fargo Advisors seems to be separate. The service and attention I have received from Wells Fargo Advisors is a world of difference from those other four mega huge financial investment groups. I strongly recommend them.

    The Millionaire Keys - educationservices - Updated May 2026

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