My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

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.

An overdue review... My family and I have been working with Mary to file taxes for 20+ years! My…read morehusband and I drive an hour + every year to see her and it's well worth our time!! Mary and her team do an excellent job with our tax filing. She is very knowledgeable about the tax system and help us save $. Also, Mary is very helpful with our tax questions throughout the year and she responds via email promptly. Her staff are very friendly in the front too!! I recommend Exact Tax to anyone who is looking for a reputable and trustworthy accountant!

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new…read morebusiness. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer

Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several…read morefriends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.

I had never had a financial planner before, and after researching/interviewing a few firms, I am…read moreglad I chose Ryan. He is a "fee only" advisor -- which means he doesn't get a commission for selling you financial products that are advantageous to him. He put together a simple, doable plan for achieving my financial goals. He clearly explained my different options, and the pros and cons of each. The way he spelled things out makes it very easy for me to focus.

I've worked with Michael for the last 15 years. He is very knowledgeable, efficient, and a pleasure…read moreto work with. I will continue to utilize his services until he retires.

I did not give him five stars as he has an apparent issue with communication, where a customer…read morefeels left in the lurch. Having said that, he knows what he is doing and has decades of experience. As we all do, he has some work to do in terms of improving his work. But bottom line, he knows what he is doing.

I was referred to Michael from a work friend at city of hope . A previous lender kept in contact…read morewith me past three years with no commitments on my part and full transparency I'm looking for the best fit for me and how I go about decisions . From initial introduction it was a pleasant professional educational experience with great communication, support and unbeatable value for the quality ! His rates with service plus unbeatable fee I was impressed and that is not often . I had a third and fourth lender all interested in doing business . I'm so thankful for my work friend for her referral . Michael also connected me with home insurance that I compared with wawanesa, AAA, State Farm , as advised and I saved over 1k with some agencies quotes . From finding my home to getting my home it was all within one month and I'm a first time home buyer . Cardinal escrow I do not recommend if you have a choice ...honest review . I highly recommend Michael's services , he can communicate effectively, gives you support on decisions you make , accessible, email savvy , and can answer or assist you with any inquiries. Him and his team are worth writing a review .

Best agent in services that I have work with. Michael is absolutely amazing. Michael is detail…read moreoriented and always make the best recommendations.

It is a great experience to work with Steve. He is professional, fast, and patient. Before…read moreofficially starting our loan application, he asked detailed information and helped us figure out the numbers and possible situations. While during the process, Steve took his time to answer our questions and helped us prepare all documents step by step. He is very organized and reliable. I really appreciate his professional service that makes the complicated loan process becomes smooth. Thank you, Steve!

I just bought my first home with the help of Steve. Steve is really on top of things and…read moreunderstands what he is doing. He is also very responsive and replies to all of my questions either via text, phone calls, or email. I didn't know what I was getting myself into, but with his help, and him laying out things as simple as one, two, three, he made everything about the mortgage process seem like a breeze. Also, without his constant persistency in making sure my loans get through, I probably would not have been able to get my loans within the restricted loan contingency time I was given by the seller. Props to steve in helping me so much in making everything happen, so thankful and happy :)

They really go over your investments and explain everything pretty much thoroughly…read moreI've been with them for almost 10 years now.

Investing could be a daunting task and knowing who, what, where and how can be extremely confusing…read more Then, there's Fidelity Investments and the expertise of professionals that can direct you in what fits your needs. From the moment of walking in and then being assisted by Mark, we were so confident that we were in great hands. We had an amazing experience with the staff and would highly recommend you trusting them with guiding you through investing your hard earned money!

I was going to give them 2 stars but after reading many reviews I felt that 1 star was more than…read moreadequate. After struggling online and on the phone about a fraudulent account for 2 weeks I was told to go to the nearest branch. I went to the Pasadena branch and spoke to Andrew Yip at the front desk, told him the whole story and showed him 8 documents I received in the mail from Charles Schwab. He was polite but seemed rather unmoved, perhaps because I was not there to open an actual account. I shared a LOT of personal information with him and he said they would look into it. I called him the next day for status and left a detailed message with a live person, but Andrew never called me back. Now I know I will NEVER open an account with this company. I just hope my review doesn't jeopardize their so-called "investigation" into my fraud issue!

Koa was super nice and professional. He helped us do a deposit to our Roth IRA. New location is…read moresuper nice.