Financial Advising near Bonita, CA
30 locations found near Bonita
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Financial Advising
Financial Advising
“i wanna thank Rodrigo from credit corner for helping me out from fixing my credit I really appreciate it u did professiona job 100% thumbs I really recomended it he does professional job”
10 AM - 8 PM
402 W Broadway Suite 400, San Diego
Financial Advising
“I called baby boomer credit repair and immediately was welcomed by Mel , he was thorough with plenty of direction .it took a matter of weeks & my credit was restored . Highly recommended BABY BOOMERS CREDIT REPAIR”
Financial Advising
“Words can't express the pleasure of working with Dave Magee. For several years he has made it his mission to keep me informed and educated on the market. Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.”
Financial Advising
“Highly recommend! They make tax season a breeze! I have used Beach Cities Financial Group to file my tax returns since 2015 and I am so pleased with their services. Every person working there are extremely helpful, professional, and friendly. They always respond swiftly to any questions or concerns I have - both personal and business related. They do electronic tax filings, so you can file fully electronically if desired. Or you can schedule an in-person tax filing appointment and go to their child friendly office in El Cajon. This year (2023), I chose to schedule an in-person appointment and was pleasantly surprised over their warm and caring business approach. They really put my mind to ease and now my taxes has been filed, yay! I will definitely to this again next year!”
Financial Advising
“Great service. Loved the way they were patient explaining everything about credit repair prior to getting my issues cleared up. Bought a house 2 weeks later! Thank you to the whole team!”
Financial Advising
“Used them for years, always on top of things and very professional. I see Michelle M., but have no doubt that they are all good there. Great at what they do. They also do an annual food drive, a plus for sure.”
8:30AM - 5:30PM
2840 Adams Ave #100, San Diego
Financial Advising
“Great service and very knowledgeable. Jennifer was able to a years worth of transactions and get everything in order. I was impressed with the extent she went to get everything perfect.”
Financial Advising
“Johnson Andrews is our planner/advisor, and he is very bright, knowledgeable and responsive. He has created an excellent plan for us and has quickly begun to execute. I highly recommend him and Pure Financial.”
Financial Advising
“I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw solutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.”
Financial Advising
“Brian and Teresa are very knowledgeable and helpful when it comes to income taxes. I waited until the last minute this year to do my taxes and they got me an appointment right away and took time to help me very quickly. They maintain good communication with you through the whole process and even helped me lower my tax bill this season. Will be using them from now on. They are a real blessing to deal with.”
Financial Advising
“Our business has had a great experience with Endeavor Bank. We get personalized service and have a direct contact (Sabrina) who is always available if we need anything. I highly recommend for businesses with ACH and dual authorization needs.”
Financial Advising
“We have been getting our taxes done by Don for a few years now, my sister has been going there for (she's gonna kill me for saying this) over 40 yrs. Don is friendly and thorough and knows what he is doing. For any Charger fans you will appreciate a nostalgic look at photos and news articles from the 1960's. Yes, Don was a Charger way back then. His wife handles the front of the office, they make a great team.”
8:30AM - 4:30PM
2020 Camino Del Rio N Suite 215, San Diego
Financial Advising
“I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.”
8:30 AM - 7:00 PM
7227 Broadway #402, Lemon Grove
Financial Advising
“Ms.Mae did my taxes last year and got me a fantastic refund. With her knowledge of the tax code she was able to find deductions that I couldn't have done on my own. Do yourself a favor and let her my your taxes. Life should be trouble free.”
8:30AM - 4:30PM
2221 Camino del Rio S STE 307, San Diego
Financial Advising
“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.”
Financial Advising
“I would like to personally thank a Vice President at this financial institution name Ruth Benrimoj. I am an African-American male CEO and I went to this financial institution about a month ago inquiring about secure credit card to boost my Phico score to get a lower interest rate on one of my homes this lady is very professional attentive to my knees and quite frankly I'm considering opening up an account at this financial institution thank you very much for all your help ma'am and I hope to see you before year end with a secured credit card in the amount of five to $10,000 if you have any questions please contact me at 619-536-7575 thank you take care bye-bye”
Financial Advising
“Wealth management services in San Diego are a dime a dozen. I had no idea what to look for in a financial advisor but luckily I was already using Brian Grigg for my personal and corporate taxes. Brian is a licensed CPA and PFS, so he manages my 401k, life insurance, personal taxes and corporate taxes. 3 years ago, I had no financial planning in motion. Now, because of Brian's knowledge and guidance, I do and it feels great. He took the time to actually explain and educate me about the importance of controlling my finances right now. I couldn't be happier with his services. If you need a wealth advisor, I highly recommend Brian and his team.”
Financial Advising
“A lifetime of unhappiness with banks led me to seek shelter at SDMCC (now Wheelhouse), where I am entering my third decade of peace and serenity. Great personalized service (including help with an embarrassing little problem), no fees, and an amazingly vigilant fraud detection AI leave me happy as a fat rat in a cheese factory. I'll never leave -- unless they close the Chula Vista branch!”
Financial Advising
“I’ve been privileged to work with Bryant at Launch CPA for some time now, and to say that he has been a game-changer for both my business and personal financial affairs would be an understatement. Bryant’s approach to accounting is unparalleled; he dives deep into the intricacies of the books, ensuring that every penny is accounted for and that my business remains compliant with all tax regulations.When it comes to business taxes, Bryant exhibits an exemplary knowledge and understanding of the complex tax laws. He proactively looks for tax-saving opportunities, ensuring that my business benefits in every way possible. His expertise has not only saved me a substantial amount in potential tax liabilities but has also streamlined my financial processes, making them efficient and stress-free.But what truly sets Bryant apart is his holistic approach. Beyond just business, he has been instrumental in managing my personal taxes. He offers tailored advice, keeping in mind my individual financial goals and needs. His recommendations have been spot-on, maximizing my returns and positioning me favorably for future financial growth.Moreover, Bryant’s responsiveness and patience in addressing my myriad of questions have made my journey with Launch CPA an educational one. I’ve gained a deeper understanding of financial strategies and tax implications, all thanks to his detailed explanations and willingness to educate.In a world filled with accountants, Bryant shines bright with his genuine dedication to his clients’ success. I feel incredibly fortunate to have found such a reliable, knowledgeable, and dedicated accountant. I highly recommend Bryant and Launch CPA to anyone seeking top-notch accounting services; they truly are the best in the business!”
Financial Advising
Financial Advising
“Pat R.I've been a client of Tonys for many years and all during that time he is giving me solid advice with my money, and my financial situation.My investments have grown, and I have been able to use those investments during my retirement to help me maintain a good lifestyle.Tony also has help me secure life and health insurance. He take careful review with you of my overall health and family situation has devised the correct insurances that benefit my family and me the best.In our life, we want to be associated with people who care about us personally but at the same time have knowledge and tools which can help us. Tony Ricci, is that person!I truly recommend that Tony be anyone's financial advisor and planner”
“Hassan has been my go to guy for all my tax questions for very long time. He is always prompt to return calls. And his integrity is beyond question. If you are looking for a good honest tax guy you found him.”
Financial Advising
“Management rewards hard work and has a great management team. I enjoy working with my co-workers to provide solutions to our clients. Industry changes all the time but ICM always looks ways to provide continuing education, and training!”
Financial Advising
“We have recently opened a new account with First Republic in San Diego and they made the remote process so easy and seamless! They even sent us an amazing welcome gift! Highly recommend and excited to expand our business with such a professional bank.”
Financial Advising
“I do both my personal and business banking at this location in Von's. First, the location is closest to my house and the hours they are open help me so much because of my busy schedule. They are even open on Sunday! All of the tellers in there know me by name and are so friendly and helpful. Great staff!”
9AM - 1PM 2 - 6PM
330 Oxford St UNIT 100, Chula Vista
Financial Advising
“Hector and the team at Bonilla Accounting have always been helpful and provided great honest service especially with Hector's expertise and knowledge. The reason I keep coming back is more than just the business, it's the interaction and relationship. They genuinely care and treat you like family. These types of experiences are very few and far between.”
Financial Advising
“First Republic bank has been the best banking experience I've ever had. Ang banking issues and you get a direct line to your banker, not a 1-800 number. Customer service seems to be their top priority. Any questions or issues are handled promptly. The employees are fast, efficient, and friendly and always have a positive attitude. I'm disappointed I spent so much time with chase and other globo banks and didn't come to First Republic sooner.”
Financial Advising
“It's such a pleasure to be able to walk into a physical location and speak with a real live company representative. Schwab has done a great job maintaining that feel where many other financial institutions have fallen behind or abandoned it altogether. Big shout out to Schwab front desk manager Tanner!!! Every time I have come in, I've been met with a friendly face and a helpful demeanor in Tanner. He is not just a part of the admin staff. I've asked him to complete a variety of activities and he's proficient in basically everything. When other customers have come in with even more off the wall tasks, Tanner seems to get it all done flawlessly. He even called my cell number and left a voicemail reminding me of a tidbit I'd forgotten to help smooth out the task ahead. Which was very helpful. This is the kind of customer-facing person you want building the culture of your workplace. He's the kind of employee that makes Schwab so successful while other's are falling behind. Thanks for the help Tanner. I will be using Schwab for decades to come!”
“Wanted to say a few things about this auto finance lender in San Diego. Lincoln Financial has been around since 1952 and unlike many other lenders in business now they have very little history and relationships like Lincoln does. This company is here serving independent auto dealers and their customers to bridge the want and need of owning a vehicle into reality. If you are a dealer in the area call Allan or Cesar today @ 619-497-5220 for more information.Lincoln your financial partner since 1952.”
“Juan is an excellent tax professional. He has been doing my family's taxes for years. He is very knowledgeable of all the tax breaks small businesses can benefit from. I highly recommend JRG Tax Service.”