I feel confident having my money (I'm retired) invested with this firm. I receive yearly…read morecommunication, I can access my accounts easily and any questions I have are answered promptly. Laurie is amazing, my investments have seen a substantial increase! I plan to enjoy spending every penny. Thanks!! Tracy

LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly,…read morehelpful, and available when we need her.

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.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

I got a call from Alec by looking through Dave Ramsey's website and putting my info…read more He called me about only a few minutes after signing up and made an appointment to talk. He asked me some questions regarding my current situations and asked me about my goals and what I would like to take away from speaking to him. Let me tell you, I took a lot of new information and an actual idea of what is the next step I need to take to reach my goals. He was very clear and informative about explaining certain things that I'm not familiar with and made sure I understood the steps I would need to take to be successful in reaching my goals. I know the call was only suppose to be like 5 minutes but I know for sure he had put more time talking to me than that just to make sure I understood everything. He's very helpful, very professional and very knowledgeable. Talking to him was definitely a great push for me to head to the right path.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Chang Tax and Accounting is an exceptional CPA firm. Our small food distribution business,…read moreestablished between 2017 and 2019, unknowingly accumulated a $50,000 debt to the IRS and FTB due to negligence by our previous accounting company. In a challenging situation, Tina patiently helped us clarify the complex issues and diligently drafted documents over the course of two years. Her efforts significantly minimized the legal and financial complications arising from our improperly filed prior tax returns. Thanks to her support, we are now making 35% more profit while comfortably clearing our debts with the IRS and FTB. In addition, Tina has greatly increased our business profits from 2024 to the present by implementing effective strategies to minimize losses from poor merchandise management and maximize customer service excellence. Tina's expertise extends far beyond traditional CPA services. She has also helped us with social media presence, financial advisory, long-term wealth creation, online marketing, and e-commerce. Although her specialty is accounting, her dedication to improving her clients' businesses and overall financial well-being is evident in the consistent results she delivers.

If you're looking for a CPA that's knows business and accounting laws then look no further. I came…read moreto Tina Chang with a goal for starting my own business, creating a LLC and starting a S Corp, and of course what everyone needs/wants at year end...maximum return from Uncle Sam. Tina's attention to details and meticulous approach on handling my financial records especially with her ability to explain complex financial matters that's easy to understand made me safe. Thus if you value your time and want to focus on your business, Tina is a one stop shop from monthly book keeping, payroll management, and doing taxes.

Great service! Came…read morein here regarding transferring my 401k balance from previous employer to my 401k balance with fidelity. They told me that branch does investments like stocks and not retirement but the employee Lazaro helped me out regardless. I had questions on the procedure on how to transfer, I did not transfer the funds today. He provided me phone number of fidelity retirement support where I called several times. This location has plenty of parking and interior looks pretty clean. It feels pretty empty inside, like not a lot of furniture, no art work on wall, no plants, etc.

I was with Fidelity for a decade or more. At first, it was good. I was conservative to start but…read morebecame more of a risk taken as time went on. My adviser had me sell some Apple stock a decade ago, which at the time seemed right. The stock dipped (all stocks dip), then came roaring back like a lion!! Fortunately, I bought Nvidia in 2015, and despite urging by all of my reps, I held it, and still do. I ignored them and left Fidelity. The bottom line is to think for yourself and not let an "educated expert" run your finances. Fidelity fired 2 of my reps and hired younger people (cut in pay?). Beware of this company's hirings!!

HWM has been my fiduciary for many years, and I couldn't be happier with the level of service, the…read moreconsistent growth and the overall success of my portfolio. Highly recommend!

We've been working with Ken and his team for about a year now and couldn't be happier with the…read moreservices provided for a very reasonable rate. Ken is thoughtful, caring, and really takes the time to explain financial decisions to us. He provides frequent updates to our accounts and the market in general unprompted and it is a pleasure to work with him. We are excited to have found Ken early in our careers and look forward to working with HWM for the long haul!

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.

Great company...great staff. Scott and his employees are tentative to your needs. I do not have a…read morefinancial brain, but everything is explained and shown to me where I get an understanding of what our money is doing.

Excellent Advice and Service. A full service wealth advisor from tax strategy to investments…read moremanagement to guidance in developing Trusts. Been with them for over 10 years. Always responsive and professional. Would highly recommend Navigoe.

Highly recommend JWM CPA & Company. My portfolio was a mess when they took over from my previous…read moreaccountant in 2019. While reviewing my paperwork, John discovered that I had paid way too much in taxes that I never knew about. I am talking over $20K. Since then, John, Tiel and Lucas at JWM have made my life so stress-free. John and Tiel also walked me through and showed me how I can handle my finances better. I am so grateful to have this company in my corner!

I've been a client for over 20 years. John and the team have been amazing. The support and advice…read morehas really helped my business grow over the years. Keep up the great service.

I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.