Sylvia L.
He explained everything well
He explained everything well, and was very patient with me and my questions
Our Company has over 10 years of focusing on individual successes, which range from customer technical experiences to finances. We pride ourselves in providing a premium experience to assist customers in finding personal freedom, while planning for a comfortable future. We're excited to change the financial industry by truly focusing on the individual, instead of just their finances.After getting to know you, we customize each program to meet your individual needs. The traditional financial industry thinks of you as a number and just focuses on how to monetize your decisions. We want to know you, then we can better serve your needs. No longer are you just a number, you're a person who needs a partner to understand you and work for you.Our qualified staff of certified National Financial Educators Council Coaching Professionals work with you no matter the situation to help understand and navigate your way through the financial landscape. We assist you through your challenges and partner with you to uncover and explore new opportunities. Our certified Coaches utilize educational resources and financial partners to elevate your financial situation.
Money Ladder (moneyladder.com) has 249 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

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249 approved reviews, newest moderated first
Sylvia L.
He explained everything well, and was very patient with me and my questions
RP
Heather was extremly helpful in explaining all the details and answering my questions. I was very hesitant, she made me feel very comfortable.
Eddie B.
Joel was very straightforward with the whole process. He helped me understand what the program IS and ISN'T about. He was very knowledgeable and patient when it came to questions that I needed clarification on. Great service overall!
Leslie P.
I would get calls about my debt a lot, and I normally never talk to anyone. The one time I did I was greeted by a wonderful woman, Donna, who was very nice, walked me through everything, and went above and beyond to help me save so much and get things resolved so much faster! Also, there was Mike who also walked me through everything and made this experience better than I could have expected. Best duo ever!
CG
I had just enrolled in a program here, my coach that was assigned to me said a cancellation representative would reach out to me two days ago to officially cancel as this ended up not being the program for me being that I was given a ton of false and misleading information initially. However, no one reached out to me at all, he wouldn’t even respond to my emails any longer. I finally got a hold of him and spoke to him, he was EXTREMELY and extraordinarily disrespectful to me and rude, just because I am a woman? He raised his voice at me, said “what do I expect” that “he can’t help me” “nothing he could do” “not his fault” and then hung up on me. That is no way to treat any human being, and it’s unfortunate that he acted discriminatory at that. One of the main reasons I will not partake in the program any longer is because of his horrible treatment as he made me feel very uncomfortable and disrespected, I almost couldn’t believe how hostile and agressive he was being as a customer service agent and coach. I will never trust this company due to this experience, very unprofessional and highly inappropriate.
Guy
Donna Woods Five star customer service AAA plus a true accent to your company
Bill
Heather did a great job of asking and answering questions to better understand my situation. She did an awesome job of offering different options before we came to a resolution that best suited my needs. Thank you Heather!
Mike K.
Heather's knowledge and experience put me right at ease during a stressful situation with my finances. She went above and beyond my expectations and has a very kind personality that makes her a delight to deal with. She answered my questions and concerns clearly, leaving me with no questions just solid answers. Thank you for having the smarts to have employees like her working for you.