I went here for at least a couple years, then the pandemic happened and this tax firm became a…read moreno-reply, did not answer phones, operated remotely with Covid protocols way past what was necessary. Plus, they raised their rates to an unreasonable price.

Amazing!!! Diego helped us out with some long over due taxes. He is the man to go to for any tax…read morerelated problem or a simple file. Diego was extremely knowledgeable, extremely helpful. The Jimenez tax group will be the only place we will go to in the future 10 out of 10.

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.

All the staff are professional and friendly, and I am satisfied with my tax reporting.read more

After reading lot of positive Yelp reviews, my husband and I booked an initial consultation for our…read moreyearly taxes. My husband is a musician who does lots of gig/freelance work and we wanted to get professional eyes on our taxes as our situation has become more complex. We had an intro call with Sandy who assured us she could help with our situation. We then decided to take the next step and provided all of our documents within their portal on March 3rd. After submitting we heard nothing back from them for weeks and so we called towards the end of the month to check in. When we did this they only then started asking us for additional documents and wanted us to reformat all profits and losses within their specific document formats despite us already providing these 4 weeks prior in our own format. We asked them if they could just use our existing documents and they said that would be an additional bookkeeper service of $300. At this point we were very frustrated that they took an entire month to tell us all of this after we submitted initial documents. We ended up filing with an alternative.

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!

Before working with Chris, I wasn't sure whether a secure financial future was something I could…read morerealistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

My financial advisor recommended Sandra and Jeff to me so I can fix my credit profile. Credit is so…read moreessential to our everyday life. Within one month, my credit score has gone up 10-15 pts. In the consultation, Sandra will looked at your credit profile to tell you if she can help you or not. Fun fact: they also guide you into helping you build your business credit! Thank you, Sandra & Jeff.

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!

Through these uncertain and difficult times it's a breath of non infectious air to know one is safe…read moreand in good hands when it comes to finances of our hard earned dollars. Luckily for me I found a lifelong partner that will see me through the good and bad times. I'm not a numbers person but with Shirley W I have found financial representative to have confidence in and know she's looking out in my best interest. With all the mumbo Jumbo with the 401k and A,B C and EFG it's refreshing that it's all explained to me in simpler terms. My rep and I went through all the crossroads with my finances and came up with a plan that would fill my needs down the road. She laid out a plan for my present and future and after explaining it to me in a way I could comprehend I felt confident my future was going in the right path. Not only was I going to a retirement plan but also looking out for all my loved ones. Times are tough but with someone like Shirley W, you'll be okay with her at the helm.

This year has had its ups and downs. Ok if we're being real here, it's mostly been downs. We can…read morelock the door and throw away the key to most of 2020 already. I don't think anyone would be sad if we didn't have to hear phrases like "contact tracing" or "herd immunity" anymore. But one good thing that we can bring with us to 2021 is Shirley at Northwestern Mutual. What I like about Shirley is that she is honest and straightforward and doesn't beat around the bush. If she can help you, she'll let you know; and if she can't then she will be direct about that too. I think she can probably help most people. You should find out for yourself and schedule a consultation to see how.

With a few years before retirement, I needed a plan and someone by my side to guide me with my…read moreinvestments. I'm so happy to have chosen Empress during this critical time. Friends and co-workers offered lots of conflicting advice. Although I tried a managed investment service with a well known firm, I felt they followed the same template for all their clients without paying attention to my resources, needs and goals. Empress did a thorough assessment of what was important to me, my comfort with risk and came up with a plan that meets my vision of a successful retirement. Christine DiRuscio, my financial advisor, is knowledgeable, explains every step of the way and ensures I am comfortable without any pressure. Just wish I had found Empress sooner.

We've worked with Meagan Phelps with Empress Investment Group for over 20 years. She has helped…read moreguide our family through every stage of financial planning, including planning for our children's future and long-term goals. She is incredibly knowledgeable, professional, and truly an expert in her field. We value her guidance and leadership and highly recommend her to anyone looking for a trusted financial planner.