Financial Advising near Arcadia, CA

“This particular facility of Charles Schwab in Arcadia, has the most amazing people that work there. I attended a beginning, think or swim Tutorial today with a gentleman name Alex as the instructor. This entire tutorial is free, by the way, you just have to call and set an appointment for it, when they are available. While I was there, it was mentioned that we can set a 45 minute personal one-on-one meeting with one of the instructors. whether it is that we meet together, or if it's a virtual or phone call is yet to be determined. But nonetheless, it is a 1 on 1 where you can ask any question that you want, and or they will guide you through the entire process from the very first trade that you do. I personally am doing swing option trading. It is very technical. There's a lot to it. I'm trying to just get the basics. And so far, I have never met amost unique group of people who only want you to succeed. No money involved other than the money you have invested in Charles Schwab. They wanna see you succeed? It's amazing. I cannot speak highly enough about this institution. I look forward to my next consultation meeting to help me a little bit more and I will soon be off and running. Thank you with all my heart Charles Schwab and all of the employees at the Arcadia branch. I appreciate the respect and kindness that you have shown me. Ask the universe the right things and now lets make some money!!! James 1 5-8 = Wisdom”

“I've been working with Armando for about 7 years and he is awesome!! I have a hobby business so my taxes can be a bit complicated, but he always does an amazing job and charges a fair price. I just got a letter from the IRS asking that I pay a ridiculous amount of money because I didn't include some stock sales (my fault, not Armando's) and he helped me respond to them in a way that should reduce the amount tremendously. I am a forever customer!”

“Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs.

He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. He's not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine.

I've always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right.

It's also important that someone has skin in the game and Earl's own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust.

All in all, I've been very happy and impressed.”

“Tamar is an absolutely exceptional accountant! She has helped me with every aspect of my practice as a licensed clinical psychologist from incorporating to bookkeeping and taxes. For someone like myself with very little knowledge or understanding of these processes it has been such a huge help! She is also incredibly responsive and has been able to address all of my many questions.”

“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.”

“Great place to get your taxes, book keeping, and accounting done. Personal or business. Friendly, professional, and affordable. Great staff and customer service.”

“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”

“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.”

“We were referred to Jonathan by friends and are pleased that we were. He’s trustworthy, professional and responsive. We like how he checks in and listens to your questions…even if you asked it before but don’t quite understand. He has us on a great path for retirement. Thanks, Jonathan!”

“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”

“Armendariz Tax is trusted, tried and true. Yes, it is true that sometimes you will need to wait--but excellent and knowledgeable tax preparation services are worth the wait. Raul and his staff are kind, family oriented and experienced. Ive been a customer for twenty years, and I couldn't be more pleased.”

“Keith at West Tax has been doing my taxes for 20 years. I have heard so many bad reviews that were alarming but, realized those were few compared to hundreds of satisfied customers. Let's face it taxes are stressful but, Keith has always taken the stress out of doing taxes. The one or two times he couldn't accomplish that were not his fault. I highly recommend Keith, Joseph and Robin.”