Financial Advising near Calabasas, CA
30 locations found near Calabasas
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Financial Advising
Financial Advising
Financial Advising
“Every tax year have always been a real headache for me and my wife. This year we decided to go with Mr. Augustus Sutherland Tax/Accounting services and we don't regret it. Our experience this year with Mr. Sutherland have been great! He answered all of our questions and we didn't feel like we were on the clock. He was real personable and down to earth as if we were family. Every time we called he was always there to answer our calls with No Voicemails! He actually picked up the phone. Which gave us a piece of mind we haven't had in years! After all the work was done, he called us to make sure we didn't have anymore questions, and if we were satisfied with his work. And he didn't just vanish! His working system was fantastic and we felt like we were his only customers! Thank You Mr. Sutherland for making this year go smoother than I ever thought. See you next year!!!”
Financial Advising
“Thuan has been very helpful in educating me and offering me insight on how to properly invest and allocate my assets. He has been patient in my educational process and truly wants to see me succeed. I am happy to be working with him and will continue to do so.”
Financial Advising
“We used Henry last year for he first time and he was accommodating and took his time to explain things to my husband and I. We just made our tax appointment for this year and could not recommend Henry enough!”
Financial Advising
“I lost my job there was no hope for me I suffered looking for job luckily I came across Donald Maureen on Facebook review about forex and binary trade/ crypto currency exchange I borrowed $1000 to invest with Donald Maureen and I have a profit of $13800 in 6 working days now I pay my debt and I'm very grateful to you, I will advise all of you who want to invest for the future and the better of tomorrow should start with Donald Maureen please and please you should not invest with all this scammer here you can reach Donald Maureen via Email”
Financial Advising
“Reg handles my personal and corporate returns. Working in the entertainment industry, we have complicated returns and Reg provides excellent guidance every step of the way. He is a wealth of information as well as being incredibly professional and a delight to work with. I HIGHLY recommend Reg!”
Financial Advising
“Velocity Mortgage is a great private money lender to go to for subprime lending. My AE is Steven Haig and his "Top Notch" Account Manager Agnes Dinh...Steven always keeps my abreast as to whats going on with the loan and Agnes has a no-nonesense take on getting the loan to the final stages...They are both on top of the loan and will get the loan to the finish line ahead of scheduled closing date..Great private money lender to work with!! I would highly recommend this lender to other brokers to fund your upcomiing deals...”
Financial Advising
“This branch goes above and beyond for customer service. They are very courteous and polite, especially the Manager and Humberto. I will go back to this bank and use them again. Very kind, polite and patient employees. 5 star service.”
Financial Advising
“CNB were recommended to us in 2017 when we were looking to open a new operation in Los Angeles, Ramon Estrada Manzur and his Team came out to meet as we looked for a prefer banking partner. It was clear after this meeting that they are a hands on, customer service driven operation. The fact that came to meet us, was a clear indication to us that they go the extra mile for their customers. Since then, we have had nothing but outstanding service, they are always contactable and responsive. I would recommend CNB to anyone looking for Banking partner.”
Financial Advising
Financial Advising
“ATTENTION READ THIS PLEASEMr. Horowitz has passed away unfortunately. His clients were bought by Foumberg in Encino. DO NOT USE THEM they are an awful awful firm. Over charge and under deliver. It takes them an entire year to finish your tax returns and they bill you by hour. It was an extremely unreasonable amount to complete a tax return. Nearly $5,000 for A TAX RETURN. Avoid them at all costs. Find someone else.”
Financial Advising
Financial Advising
“Mr. Warren and his company have been extraordinary to work with over the last few years. We have been able to go above and beyond initial projections. It has been a true blessing!”
Financial Advising
“Working with Shonty has been a breath of fresh air! I have had some terrible experiences with previous accountants but Shonty is not like the rest. He is kind and patient and is on-top of communication. I am grateful for him and his team!”
Financial Advising
“I definitely would recommend Anthem Tax Services. They saved me thousands in past due taxes and helped process my new tax returns when I acquired a number of new investments. In particular Sam Burzynski consistently assisted me in a professional, respectful and effective manner. He knows what he's doing :) Thanks Anthem, I'll be utilizing your services every year now !!”
Financial Advising
“I very much appreciate Artists Business Management Group (ABMG), Larry Lerner and his office for always being there for me and offering solid business advice. Larry is very hands-on and I have never had this kind of service before and I have worked with many CPAs.His staff is extremely knowledgeable and helpful and they always go the extra mile for which I am grateful. Allie is always there for me every step of the way providing any back up and support whenever I needed it. Great staff!Larry is a pleasure to deal with and he is an exceptional CPA and business manager and I give him my highest recommendation.”
Financial Advising
“I wanted to take the time to thank the tax team at Farid Kanji and Associates for providing a tremendous service to the community, with integrity and character. Farid and his family have assisted our family with our taxes for over 15 years. You will always have confidence that your taxes will be done correctly and efficiently with no surprises. He will discuss everything with you upfront to determine the best plan for you and your family. If you don't have confidence in your Tax person then call Farid! Thank you Farid! We appreciate you and your family very much!”
Financial Advising
“The Woodland Hills staff is very knledgable and professional. They assisted our family with Estate needs. I would recommend getting an appointment. Very good staff to work with.”
Financial Advising
“I have to give a 5 star to Lanier and Irving - tellers at the Palisades branch. Our accounts are located at the Brentwood Branch and yet they still treat us like family. Both these guys are outstanding representations for their company.”
Financial Advising
“Best move I made with my money and to start investing for my children's future college funds. My whole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends”
Financial Advising
“Pure Financial Advisors has made answering my financial management questions easy and crafted a custom strategy tailored to my needs and goals. Jeff Brecht has been knowlegeable, personable, and highly professional. Looking forward to continuing to work together”
Open 24 hours
31365 Oak Crest Dr, Westlake Village
Financial Advising
“Before Clear Coast, I considered myself somewhat naive regarding investment strategy and financial products that would suit my goals and budget. My financial advisor Ryan was extremely helpful with my learning curve. He walked me through a number of options, giving me a greater understanding of products and overall investment strategy, ultimately setting up a portfolio that has provided me with tremendous growth. Since opening my account, I have also taken advantage of their insurance options which have also proved to be a great fit for me. I HIGHLY recommend Clear Clear to anyone looking for a great wealth management firm. Great financial advisors, great company!”
Financial Advising
Financial Advising
“My father spoke to Ms.Heather Jo and she gave us some good information. Her work ethic is amazing! She then had us speak to a gentleman (forgot his name) and we definitely are looking forward in doing business with this company. Thanks again!!”
Financial Advising
“I wanted to write this review when I had my first appointment with National Credit law center but have not had the time to get on here and do so. This company is truly a life saver! When COVID-19 first hit in March 2020, I lost my job and was only getting EDD benefits. This money did not cover my living expenses AND credit cards. My credit cards only allowed me to miss 3 months of paying but still occurring interest. I was literally in a hole. I got a call from National Credit law center and scheduled a meeting. I enjoyed the presentation and services that would be provided to me. I signed up and have been saving about $326 per month. Thank you so much for helping me get out of debt”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
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Wells Fargo Bank
23701 Calabasas Rd, Calabasas Locations
“Allan Rosenthal has been excellent and super knowledgeable when it comes to preparing taxes for small businesses. He takes away so many headaches when it comes to doing my taxes. I would recommend him to anyone who needs a good accountant-tax preparer. If you are looking to have the best then look no further! He does not do the cheap $50 tax return but he does do the great savings in taxes which in the end is the best type of accountant.”