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8AM - 12PM 1 - 4PM
15302 Central Ave, Chino
Financial Advising
8:30AM - 5:30PM
3281 E Guasti Rd Suite 330, Ontario
Financial Advising
“Thomas and his team are fantastic! From knowing their products, to educating their clients, to making a very difficult transaction feel very comfortable! Very trustworthy, and good vibes! This team rocks!??☺️”
“Jim and his staff are amazing! As a real estate agent and loan officer in Glendora, Second Chance Financial will always be my go to for credit repair services. They've done miracles for my clients, the pricing is great and they work fast!”
“I was recommended Michael last yr but for my 2021 filing but i still went somewhere else. I was told he is very professional and that he knows his trade. This yr for my 2022 filing i scheduled an appointment with Michael, i truly regret not going with him sooner. My post wont be enough justice to his assistance. Thank You Michael”
“I’ve been going here since 1985 (!). Rashid is honest, trustworthy, knowledgeable, personable and prepares your return quickly & at the best price. Why go anywhere else?”
“We have been entrusting our finances to Olympus for about 6 years. I couldn't imagine going anywhere else, especially being the kind of customer we are. We need someone who will be honest with us ( even when the truth hurts ). At Olympus you feel like part of the family.”
“Andy Carlson is an absolutely phenomenal advisor. He takes the extra time to stay resilient on my portfolio. When the market drops he’s looking to balance my account in offering the best returns on my investments. Andy is diligent with sending reports and comments from Edward Jones, with points of view regarding market conditions.His Friday networking meeting is a great way in helping me to network my business.Andy’s support team member Jennifer Clifton is fabulous, very helpful and delightful personality.This team is the real deal the whole package. I am so pleased to have my investments with Andy Carlson and Edward Jones you will be also. I highly encourage you to make an appointment right away you will be pleased you did.”
“Referred by my family and they do an amazing job every time, even if I put off my taxes to the last hour they get it done and wrapped up immediately. Matthew and his team are professional and a pleasure to work with every year.”
8:00 AM - 6:00 PM
9375 Archibald Ave, Rancho Cucamonga
Financial Advising
“I ran into this office this morning after I went and paid my insurance company my last payment and I saw that their sign said Credit Academy I have good credit, but I know you can always learn more. Spoke with Heidy for 40mins and she totally taught me so much in those 40mins then I've learned in my 21yrs of life. Super game changer and I signed up for the FREE Credit Classes they're offering for the month of November. The office is so neat and everyone speaks to you when you walk in and they're so polite. The office smells great and I love their art work. Looking forward to sending them my family and friends and can't wait to tell you guys more after my classes. Thank you Heidy for being so informative and an amazing Teacher!”
“I have had a Charles Schwab Checking and Brokerage accounts for several years.. The reason I have their accounts is for International travel. Do all my business online and have never had a problem, I didn't even know they had in person service. So my 4 stars is for Online. It is apparent( from Reviews) that the Branch service is Systemically Broken. That is not acceptable.”
“Our Financial Advisor, Joven Arella, started working at Morgan Stanley in 2020, so we are now clients of Morgan Stanley too. The office is very nice and located in Claremont. We really like the on line resources that Morgan Stanley offers. We also like the fact that we are now clients with such a reputable investment firm. Joven is an excellent Financial Advisor . We have been working with Joven for several years now and highly recommend him for any wealth management needs.”
10:00 AM - 7:00 PM
11358 Kenyon Way, Rancho Cucamonga
Financial Advising
9 AM - 5:30 PM
650 E Parkridge Ave #107, Corona
Financial Advising
“I've been going to her for the past 5 years, she's amazing and really helped me out a lot. I was in a lot of debt with the IRS and she took care of it. I now have her doing my tax returns. I highly recommend her.....”
8AM - 4:30PM
530 W Bonita Ave, San Dimas
Financial Advising
8AM - 4:30PM
250 E Rincon St #107, Corona
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“I have been going to the Kalter Financial Group for over 35 years. And I have never once had a problem, been in any way disappointed, or walked out less than satisfied with my tax results. John McAleese is the best tax manager i have ever had. I have also referred several friends and associates to The Kalter Company . They too have all been very happy, and continue doing buisness to this day. Always Five Stars in my book. ⭐⭐⭐⭐⭐”