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.

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.

Excellent customer service. Henry Wong is a true gem, professional and caring in a very humanistic…read moremanner.

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.

I will admit I don't know Mr. Birdwell but my Plan member agent, Troy duecker, has been awful in…read moregetting back to me about transferring my account to another financial planner.

I would avoid PlanMember like the plague. They have excessive fees and then make it extremely hard…read moreto roll over your money to another plan.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

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.

Cathy Downs and her team are the BEST! Always very helpful…read moreand knowledgeable about investing your money, creating a living trust, and so much more!

Office staff was always attentive, polite, and professional when interacting with their clients…read more Cathy Downs, and Nancy Martinez in particular have always provided me with sound advice and good counsel. I'd recommend this firm to others for financial advice.

Sandra was extremely insightful- she does not try to upsell her services and will keep you honest…read moreon the best approach forward. She procures solutions based on your specific needs it's not a bundle and buy one size fits all type of service. Highly recommend and she knows her stuff.

Let me start my review by saying - if in doubt, don't be! Fix your credit is hands down a life line…read moreof a new life. In this economy we all are struggling to find our way. While struggle? Fix you credit can make your world a bit more simpler by rebuilding your credit to gain a lot more dollar of your hard earn money. Everyone struggles, we all make mistakes. Hardship is real, but fix your credit gives you back a chance of a new beginning. Don't stress the mess of your credit - let fix your credit get you back to YOU! Sandra and her team are beyond knowledgeable. Let their expertise help you gain what you already work so hard for. I highly recommend - you have nothing to lose but GAIN!!!!

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!

Can't speak of the business, but someone who works here was not honest about his fee, and changed…read morehis agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles.

INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina,…read moreCA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations.

This is our 2nd time working with Tracy. She was our buying agent years ago when we purchased our…read morefirst home back in 2013. She was very knowledgeable, professional and patient through out our year long home buying process. so when we knew that she's a loan officer now, we didn't hesitate to contact her to help us with our loan for our new home. With her background and experience in the real estate and home loan industry, the whole process was just smooth and effortless. We didn't even need to meet with her in person. everything was through minimum email/text and phone calls. She is very responsive and patient with all the questions we have(whether it's loan related or home-purchasing related. yes, she will answer them all because she pretty much knows them all, and she will explain to you very well), she understood exactly where we are at and guided us step by step throughout the process. one thing i like the most is that she's always on top of the communication and prepares us for the next step. she would email and text/call us just to make sure that we are updated through the process. she let you know what she needs ahead of time so you can have plenty of time to prepare the documents. and most importantly, the rate we got is awesomely low! beats all the major banks or credit unions out there. she first let us know the recent market rate and gave us idea about where and when is the best to lock the rate. and They are DIRECT LENDER. loan app was approved very fast. We really want to thank Tracy for saving us a lot of money and time. We highly recommend her.

Tracy is an excellent lender. I highly recommend her if you're looking for a mortgage. She was very…read moreresponsive to all questions and concerns. Tracy listened to my client and came up with solutions that fit their needs. I am very appreciative for Tracy and her team! We enjoyed working with her because of her kindness, professionalism, knowledgeable advice, personable demeanor and availability throughout the entire process.