Impact Financial Planners - Palm Springs (CA)

amy kirkman Stuck on side of road. I have progressive through trinity. You think with my phone cutting in and out the agent would handle all necessary calls to get me the help i need. Road side assistance is a wonderful thought but with nobody willing to assist is useless. 3 calls later on hold and still not able to verify to truck driver that bill is covered.

Adam Dost This review is specifically for Sandra Arias. She is exceptionally professional, understanding and amazingly patient with my complicated insurance policies. She communicates very clearly, has tremendous knowledge in her field, attentive and follows through on all action items. I am very happy with Sandra and will continue with this companys services simply because of her great customer service. Thank you Sandra and please keep up the great work.

Elevate Wellness Tawni is a true dream maker. She provides the guidance, analysis and framework to take your vision and make it into a reality. Being an entrepreneur of a small business can feel scary but Tawni provides the deep level of confidence by creating attainable goals and the steps to get you there. I owe much of my success to the work we have done together. - Melinda Choy, LAc, CEO Elevate Wellness Center

Bryan Great advice!! Highly recommend them!

Onyx the bird Neil listened to my concerns & developed a financial plan that was right for me. I was impressed with the print out and now I know what I need to do to be on track to retire.