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    Wealthy Dollar

    5.0 (2 reviews)
    Open 9:00 am - 5:00 pm

    By appointment only

    Services - Wealthy Dollar

    Debt management

    Insurance planning

    Investment management

    2 More Services

    Retirement planning

    Tax planning

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    Recommended Reviews - Wealthy Dollar

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    4 years ago

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    4 years ago

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    The Agency - Leading with purpose and passion.

    The Agency

    (128 reviews)

    Had the pleasure of Alfred doing our business taxes and he was quick, efficient and trustworthy. We…read morefound our CPA! Ps The coffee was delish!

    I worked with The Agency, LLC for tax preparation services over the past two years and communicated…read moredirectly with, the owner. I paid funds that were intended to be remitted to the California Franchise Tax Board (FTB), and I received written confirmation from Alfred acknowledging receipt of that payment (which I documented via screenshot). Weeks later, I began receiving past-due notices from the FTB stating that no payment had been applied. After contacting the FTB directly, they confirmed they had no record of payment. Despite my documented proof that the funds were received, I was given repeated assurances from Alfred and team over several months that the issue was being handled, yet I was never provided a claim reference number or documentation confirming that payment had been made despot me asking multiple times. As the FTB deadline approached, Alfred told me my funds would be sent "Thursday or Friday," even though the deadline was that Saturday, leaving virtually no margin for error. When that deadline arrived, Alfred sent an email citing a family emergency along with an unsolicited photo showing a bleeding head injury as reason he couldn't send my requested funds back. I found this inappropriate and unrelated to resolving a business matter involving tax funds and a state deadline. Ultimately, it was only after I clearly stated I would proceed with legal action and formal reporting that the funds were finally returned, allowing me to pay the FTB directly and avoid further penalties. It should not require this level of escalation to resolve a tax payment issue. Alfred is very charismatic, which initially builds trust. However, based on my experience, I strongly encourage anyone considering this firm to reconsider. Note: I was repeatedly referred to as a "VIP client," which created an expectation of professionalism and priority handling that was not reflected in how this matter was ultimately addressed This situation was prolonged, unnecessarily stressful, and avoidable.

    Second Chance Financial

    Second Chance Financial

    (194 reviews)

    would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

    Wayne is very knowledgeable and responsive. He managed and cleaned up our FICO as if they were…read morehis. He improved our scores beyond what we need to refinance and save money. Thank you, Wayne,

    Borowitz & Clark - Erik Clark, Partner

    Borowitz & Clark

    (75 reviews)

    Extremely frustrating experience. I paid this firm in full for a Chapter 7 bankruptcy, remained a…read moreclient for several months, and my case was never filed. Despite no filing, I was later told that the firm had "earned" more than my retainer through internal billing. After cancelling services, I received only a partial refund described as a "courtesy," which is difficult to justify given that the primary service I hired them for was never completed. A significant portion of the billed work appeared to be administrative tasks (emails, portal updates, routine follow-ups) charged at high hourly rates. The process felt unnecessarily drawn out, with little progress toward actually filing the case. When I raised concerns, the response was dismissive and lacked transparency. I strongly recommend that anyone considering this firm ask very detailed questions about how time is billed, what work is actually being done, and how long the process should realistically take. Based on my experience, the cost did not match the outcome.

    I requested through Yelp a quote for a different attorney on filing for Chapter 13 - they sent my…read moreinformation to several different law groups. Long story short, I got a call from Borowitz & Clark - the receptionist was very nice and friendly and transferred me to the lawyer. Not sure if it was Borowitz or Clark - but they answered the phone very rudely - basically made me feel like "what the hell you want" - I explained my situation and he proceeded to tell me I do not qualify for Chapter 13 - even though 5 other law firms all said I can file it without an issue - he proceeds to be narcissistic and say "I don't care what other attorneys have told you I have over 30 years of experience and I won bankruptcy attorney of the year..." and went on a rant - I cut him off by saying "so you can't help me?" - he proceeded to bash me further so I hung up.... This guy is full of himself and someone who is going through bankruptcy should not have to deal with narcissistic cold soul-less individuals who make them feel terrible, no one wants to go through bankruptcy and trying to bash me for it and say you're the best attorney out there and that I'm out of "options" - is insane. I called another attorney who was very friendly and willing to look into my case and understood my situation with a warm heart. Thank God for Yelp - this individuals need to get a reality check, sorry if you're having a bad day but don't take it out on me.

    Speedy Credit Repair - Speedy Credit Repair Inc.

    Speedy Credit Repair

    (100 reviews)

    Chris is Awesome. His personality and knowledge are excellent. He is patient and always available…read moreto answer questions. I would recommend to communicate with him more than you think is reasonable just to get updates, discuss strategy and to figure out what will happen. Often times, when we are low on money is when we need a service like what Chris provides. And that's also when emotions will run high. So please communicate with him often to not only manage your emotions but also to chime into logic. Definitely would recommend Chris and Speedy Credit Repair. Just communicate and everything will be good. He and I are talking still to this day and plan on working together on different projects moving forward. Thank you Chris for your continued support, knowledge and patience. Much love and respect!

    I urge everyone to please do NOT go through with Speedy Credit Repair…read more They are scammers. Do not believe the fake reviews. We enrolled with them for 6 months. We understand coming into this it's a possibly our credit issue may not be fixed. We know this will take time. But one thing this company lacks is integrity. They are not true to their word. If you say something such as "I will call you back", please carry out your promise. All I asked for was communication. During this entire process, I only spoke with Chris 2 times. I called, no one answered I texted, no one answered You email Chris, no response He has an assistant Laurie who will respond to emails. She mentioned in my last email " Yes, Chris knows you are expecting a call" guess what? He never called me back!!! Chris said he will contact his lawyer associate and stated " I will call you back and give you an update" guess what? He never called back. They have you enrolled in a credit monitoring program which you have an additional fee. They probably get some sort of incentive. I can go on and on... there's has been so many occasions. Honestly, don't waste your time and money!!!!!!

    Trilogy Financial Service - Reception area.

    Trilogy Financial Service

    (7 reviews)

    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.

    Wealthy Dollar - financialadvising - Updated May 2026

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