Financial Advising near Montebello, CA

17 locations found near Montebello

“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”

5 Superb23 Reviews

“He worked hard to complete my return in a timely manner. I did end up owing money ( quite a bit) that I have never owed in the past . Being retired & on a limited amount this was tough. However, he was very pleasant, & explained the return. Really, can government figure something out for not paying taxes on taxed income? Please that is just rhetorical.”

4.7 Superb63 Reviews

“I’ve been with Cynthia for years doing my taxes. Cynthia, Victoria and her staff work fast and diligently and their communication during filing made me sure I was being taken care of. She gives great advice and also seems to know all of today’s rules and regulations. I strongly recommend her going here for your tax services and needs. Thank you Cynthia and Co.”

5 Superb21 Reviews

“Excellent Tax and Accounting, Inc. is a company with great capacity to help its clients and provide the best service that helps our families. I have been doing my taxes for 17 years and have always received the best refund. Thank you Excellent Tax and Accounting, Inc. for being part of my family.”

4.6 Superb49 Reviews

“I highly recommend Luz as a loan officer and community leader. She goes beyond her role as a loan officer to help build businesses and connect with all facets of the community. I had the pleasure of working closely with her when expanding to a new office, and her support was invaluable.Luz is knowledgeable and adaptable, always staying up-to-date with the latest market trends and technologies. Her vast knowledge and connections make her a valuable asset for any business. I was impressed by how she and her team utilized all available resources to ensure smooth lending processes for our clients.As a former loan officer myself, I can attest to the importance of having an experienced and knowledgeable loan officer. Luz's expertise surpassed my expectations, and I was glad to see her willingness to share her knowledge and effective practices.In short, Luz is one of a kind, and her dedication to her clients and community is commendable. All my buyers' clients were taken care of exceptionally well, and the lending process was smooth and beyond my expectations. If you're looking for a community leader and effective loan officer, look no further than Luz.”

5 Superb22 Reviews

“If you haven't been here, give them a try. We have been coming with this service for over 25 years, and have been very happy with the service that they provide. Today, we drove from the Fresno area...yea, fought with the friggin traffic and finally made it. So, we got our taxes, and now we are relieved. Another year for Tio Samuel....until next year. Give them a try. You won't be disappointed.”

4.4 Superb23 Reviews

“Leticia is the only tax prepare that I've gone to for the last 5 years . If I had knew of her before , I would of came here before . She's very knowledgeable with taxes and all the of the questions I have for her . She's very reasonable with her prices as well. If you don't have a to go to tax person, Leticia is the person to go to!”

4.2 Good24 Reviews

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

4.5 Superb24 Reviews

“BFK has prepared my taxes for years. This a family operated tax business that prides themselves on serving the community. Karen and Cynthia provide a high level of expertise in taxes as well as other areas in the financial industry.”

5 Superb10 Reviews

“I called Maria in the search for some last minute help with my business taxes, and while she could not help with my specific situation she graciously provided me with some immediate advice on how to proceed on my own. This was a clear reflection of both her personal values and business acumen and I would recommend her to anyone in search of a tax professional.”

4.7 Superb19 Reviews

“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”

5 Superb3 Reviews

“I WAS HONORED TO MEET THE STAFF AT THIS LOCATION. FIVE STAR RATING FOR THE HEAD MAMAGER. JOSE. HE SHINES BRIGHT. THERE SHOULD BE MORE STAFF WITH HIS PROFESSIONALISM . I MET SELIA PRIOR TO MEETING JOSE.HOWEVER, SELIA CALMED THE PROBLEM. SHE WAS PLEASANT AND KIND AS SHE EXPLAINED THE POLICY FOR CASHING CHECKS... SHE WAS INFORMATIVE AND CONFIDENT IN KNOWING THE BANKS POLICIES AND PROTOCALL. SHE TOO WAS PEOPLE FRIENDLY AND WARM . THE ATMOSPHERE WAS HEART FELT AND INVITING.
I WAS SENT TO THIS LOCATION BY GARY THE BANK MANAGER AT THE 2029 CENTURY PARK LOCATION. I HAD A VERY BAD EXPERIENCE THERE. HOWEVER, MEETING THE STAFF AT PASSADENA LOCATION MADE ALL THE DIFFERENCE FOR ME. IF I EVER NEED TO VISIT CITY NATIONAL BANK, I WILL COME TO THIS BANK. THE BANK MANAGER EXAMPLES NOTHING BUT A NICE REPRESENTATION FOR CITY NATIONAL. THIS BANK SHINES.”

4.1 Good21 Reviews

“I can't say enough good words about Schwab. Their banking and investing products are smart and easy to use and their customer service is impeccable. This office has challenging parking, so give yourself a few extra minutes when you visit.”

3.8 Good26 Reviews

“Only 5 stars because Dixie topchan was so nice. She didn't discriminate against me. She smiles and laughed at me and I was already having a bad day but she made it better”

3.7 Good9 Reviews

“I'd been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my company's 401(k) plan.When I attended Ali Hashemian's presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial.Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. I'm absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do!Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. It's a huge relief to know that Ali always has my current and future financial security in mind!I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.”

3.4 Good10 Reviews

“As a business owner I appreciate the thorough work, time, and effort out into my complicated taxes. Thank you again! I will definitely be coming for the foreseeable future.”

3.3 Good12 Reviews

“Every accountant here is the most enthusiastic and sincere person. They helped me solve many problems that I couldn’t figure out. In the future, my taxes will be settled every year.”

3 Average11 Reviews