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    Top Financial

    4.8 (25 reviews)
    Closed 9:00 am - 4:30 pm

    Services - Top Financial

    Debt management

    Investment management

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    4 years ago

    Called number listed and number not in service. Now I have to type more because this review was too short to post, check your phone number

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    Peggy C.

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    11 years ago

    This transaction is easy and fast! Everyone is so helpful and knowledgeable. I will recommend this company to all of my friends !

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    Review Highlights - Top Financial

    Kent and Peggy were very helpful in processing our loan finance and helped me closed escrow in 25 days.

    Mentioned in 5 reviews

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    Logix - Pasadena Branch - Great services!  Love Logix!

    Logix - Pasadena Branch

    (228 reviews)

    5 star BUT do your homework/ shop around . But for the most part these guys are pretty ok. I…read morepersonally don't love all their staff members. They speak professionally in a "back handed compliment kinda of way". I read someone indicating this place has "terrible customer services" - well, its that persons own fault - they sould have done their homework and knew EXACTLY what they wanted before coming in. (the people who work here are not paid enuf to give a damn. ) And be ready for EVERYTHING TO TAKE FOREVER. No one working here has a sense of time or ugency. But I do like the little robot dude

    This response is exactly the kind of vague corporate non-answer I expected…read more This is not about me "feeling" that the dispute was not resolved to my satisfaction. Dino's charged me $114.70 for a $14.70 order. I gave Logix the itemized receipt showing the correct amount. Dino's never provided an itemized receipt showing that I bought anything worth $114.70, and Logix never explained why the extra $100 was considered valid. I reported the charge immediately after the purchase in December 2025. Months later, Logix still had not made any real effort to resolve it. Instead, they sent me the same irrelevant paperwork twice and encouraged me to handle the problem myself by confronting the owner of Dino's, even though I had already explained that the merchant refused to take responsibility. I was then warned that I could be charged up to $500 if I continued disputing the charge. I eventually closed the claim because the time and effort I had already spent trying to recover $100 had far exceeded the value of the money itself. That does not mean the dispute was properly resolved. It means Logix made continuing it no longer worth my time. Your response takes no responsibility for any of this. It simply says you are sorry I feel disappointed. That is not accountability. It is public-relations language designed to make Logix look responsive without addressing the actual complaint. I have now closed my Logix account and am happily banking elsewhere.

    Loan Girl - GET PRE-APPROVED BEFORE SHOPPING FOR A HOUSE!

    Loan Girl

    (5 reviews)

    Very much, the person described in all the prior testimonials. Magaly has done 2 loans for me…read more Both times she has shown what a relentless advocate for you is supposed to do. She is beyond thorough. She kept me and the loan on task. Both times, my loan ended up closing early and on target without any issues. She is relentless and very clear throughout the process so you will feel informed and in control of your process. That is the exceptional type of service I hoped to get. In the future, I will be working with Magaly again. She is definitely someone who has my respect and trust because of her ethics, skill level in getting loans completed, and commitment to her clients. And I'll add, she goes above and beyond what is expected of a lender. She is patient, kind, and willing to explain EVERY aspect of the loan to calm your concerns. She made the lending process transparent. I have done numerous finances and refinances of loans and never had a consistent experience like this. Highly recommended.

    Magaly and her team at Mortgage Heaven helped me to lock in a great interest rate for my first…read morehouse! She's super sweet loan girl who went out of her ways during her vacation days to help me with my loan application. Escrow is no joke, but she made it a very transparent process and explained well along the way until the closing. Ask her any type of loan questions and she will give you an answer right away. We closed earlier than scheduled and everyone was so happy!

    Equity Smart Home Loans - San Bernardino Property Sold

    Equity Smart Home Loans

    (2 reviews)

    Katia is the most knowledgeable, hardworking, honest, and personable agent. She's never too busy to…read moreanswer questions, and she's kind and patient. She went above and beyond to get my home sold quickly. If you want an agent with a great work ethic and morals, then Katia is the lady for you. I recommend her to anyone looking to buy or sell their home with an honest agent.

    I can definitely say that dealing with this company has been a positive experience for us. In…read moreparticular, the one who made it so was one of their people, Steve Kim. When we needed to refinance our home loan, Steve was the one we turned to and he certainly did not disappoint. He was very informative, helpful, and patient. He walked us through the necessary steps of the process and took the time to make sure we understood everything. He even informed us that we could back out if we ever felt unsure or uncomfortable about the process. With so many people using high pressure tactics nowadays, it's really refreshing to deal with someone who's honest and professional. Over the phone or in person, Steve was very approachable and patiently answered every question we asked. In the end, he got us the new loan that we needed at the rate and figures that we were comfortable with. The process started in July and was completed in less than one month. Steve really proved that the positive reviews he got from others were truly deserved. So, if anyone needs help with getting a home loan or having an existing one refinanced, Steve Kim is definitely the man to go to. Thanks a million, Steve. Theny O. and Mel

    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (36 reviews)

    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!

    Top Financial - financialadvising - Updated August 2026

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