Todd Burton was a huge help today at the Woodland Hills location. Very patient and understanding…read more He went above and beyond to help me when I was struggling to get the information, I needed from the Iphone app. He was quick and efficient. Even when other customers came in and a line formed because of me, he showed great customer service and while I was looking up information, he asked the people in line how he can help them. That showed awareness and ability to multitask to take care of customers properly. Thank you, Todd!

As a new investor, I could not have been treated with more respect than Daniel Beringer there. I…read moreknew nothing about investing when I walked in, and he spoke in a way that I could understand. I made my initial investments and I will continue to do so. Now here is a picture of my dog.

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!

Actual branch: Hit or miss the knowledge level of who helps you. What I have found disturbing is…read morethe lax security on my account. I have had to ask a representative to close out of my account prior to leaving they left it on the big screen. What the hell? They just got sued for a data breach. My last in person visit. The representative couldn't open a roth for me so i could have pretty much saved myself a trip and done it on my own with a representative over the phone which is what i did while in the branch. The rep was in the room with me and we had to call the fidelity customer service line. I guess he was good as far as answering questions while in the room. Again not comfortable how lax everyone seemed to be with my account. What really bothered me was i caught the guy looking at my chest. Made me really uncomfortable and doubt i will go back to that branch due to that. Now I will review the service over the phone and their preditory marketing practices. I have received numerous calls from their reps saying they have looked into my account and want to discuss my investment options. This is insane. So anyone can look into my account from fidelity with sensitive info. My privacy is being violated. I have asked to be put on the do not call list and i'm still getting calls followed up by emails that I haven't responded. The poor judgement makes me not trust them with my money. I'm very disappointed with them. They don't take privacy seriously and feel like they can borderline stalk clients which is what i feel like. Like i'm dodging telemarketers i don't want to deal with. It's harassment!

Calls go to a dead unmonitored line. You cannot leave a message. You cannot contact this…read moreinstitution. Brick and mortar locations are supposed to facilitate a working customer service relationship and differentiate from the poor customer support of online only institutions. Unfortunately this has the worst of both worlds.

Crook! Do not invest with this guy, Ron Freeman. He will find a way to keep your money and take…read moreland back. All my money went to waste.......he's unprofessional, creates new contracts and lies on statement, payments made do not reflect and he talks like a narcist, he is never wrong and will get unprofessional. No real estate license! This guy is a scammer!!!! I'm filing complaints with all 3 states, CA, NV, AZ

Ron is a very trustworthy person to work with. He helps you in everything he can. He even goes out…read moreof the way to help you. As he wants you to be happy.

We have been banking with Logix for several years, and our past experiences have generally been…read morepositive. Unfortunately, a recent interaction at the Woodland Hills branch was deeply disappointing. In December, my husband visited the branch to deposit the second of two large checks of very similar amounts. After looking up our account, an attendant took the check away to consult with a manager (initials G.B.) without providing any explanation. When the manager came over, he did not introduce himself or explain the situation. Instead, he abruptly asked, "What's up with these checks?" His tone was condescending and inappropriate. The interaction was upsetting enough that my husband later chose to address it directly with G.B., giving him the opportunity to apologize. G.B. claimed he did not recall saying this and stated that they use "certain standard verbiage." He offered an apology only in the form of being sorry that my husband felt offended, without taking responsibility for his conduct. We strongly disagree that "what's up with these checks" is acceptable or standard language to use with customers. At a minimum, the manager should have introduced himself, explained the concern, and allowed my husband the opportunity to respond. A few days later, my husband contacted Member Services to report the incident. The representative agreed that the treatment was unacceptable. However, it has now been two months, and we have received no follow-up from the bank. We expected, at the very least, a letter of apology and some indication that the issue had been addressed. This experience has significantly diminished our confidence in the level of professionalism and customer care at this branch and with Logix.

I would like to express my sincere gratitude to Zina and Hannah for the incredible work they do…read more They are not only outstanding in their roles as customer service representatives and employees of the bank, but they are truly exceptional human beings. During one of the hardest moments I've faced, they supported me with genuine kindness, patience, and compassion. Their positive energy and the way they treat every client who walks through the door is something truly special. It goes far beyond regular customer service -- it comes from the heart. Because of them, this bank has become more than just a place I go for financial needs. It has become a family to me. I appreciate everything they do, and I am deeply grateful for the care and respect they show every single day.

Leap payments is best company, they have the best rate and the best customer service.read more

Was overcharged at a restaurant that uses Leap Payment as a merchant. Called Raymond from Leap…read morePayment to check the status of the refund of the overcharge. He said he had sent it back but I never received it. Raymond said "can't do anything I'm not going to repeat myself" and hung up on me. Unreliable merchant and horrible customer support.

In the past two years, I have consulted Mr. Fazel Mostashari, dental CPA regarding my dental…read morepractice. It has been my impression that he is not only a great dental CPA, he is also a very knowledgeable, helpful, and kind individual. I would highly recommend him to any dental colleagues for accounting, consulting regarding buying and sale of a dental practice. -Dr. Alex Farnoosh, Periodontist, Beverly Hills, CA

Fazel is truly a gem in his profession. He is…read moreknowledgeable, resourceful and professional with a kind spirit. I highly recommend Fazel to any dental professional or practice owner looking for financial consulting and other financial services.

GoldenCrest Metals made investing $40,000 in precious metals for my IRA simple and stress-free…read more Their representative, Charles, was attentive and provided top-notch service. Charles took the time to explain the investment process and helped me select the right metals for my portfolio. He was patient with my questions and ensured I felt confident in my investment decisions. Thanks to Charles and GoldenCrest Metals, I now have a portfolio that includes precious metals. I highly recommend GoldenCrest Metals for their exceptional service and expertise in precious metal investments

From the owner: Founded by industry veterans with over 20 years of combined experience, GoldenCrest is built on…read moreintegrity, transparency, and competitive pricing to empower investors of all skill levels to reach their financial goals with precious metals. Start building your financial legacy today. Contact GoldenCrest and discover the advantages of investing in precious metals.

One of the best CPAs in town. I've been with Bernie for over 20 years now and I can tell you he's…read morethorough on point and always cuts to the chase. In a time where your taxes can stress you the hell out Bernie will always keep a smile on your face and keep you hopeful. If you want your taxes done correctly you need to go to Bernie Turk.