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8:30AM - 5:30PM
3281 E Guasti Rd Suite 330, Ontario
Financial Advising
“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”
8AM - 12PM 1 - 4PM
15302 Central Ave, Chino
Financial Advising
“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. ⭐⭐⭐⭐⭐”
“For the past several years, Andy has made our financial future secure and prosperous! His work ethic is unprecedented and always caring for us and our well being. I am excited to keep having our expert, Andy Carlson, take our wealth to new heights every day. Thank you Andy Carlson and Edward Jones! You are the absolute best!”
“I visited the Charles Schwab in Roland Heights today and was extremely satisfied with the front desk staff's service! She was very patient, thoroughly explaining and resolving my issues. Despite many customers coming in at once, she attentively assisted everyone. Most impressively, she communicated fluently in Chinese, making the experience smooth and comfortable. Highly recommend their excellent service!”
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I couldn’t have asked for a better experience! My lender made the entire mortgage process seamless and stress-free. Their communication was excellent, keeping me updated every step of the way. They were knowledgeable, professional, and simply amazing. I would highly recommend them to anyone looking for a home loan. I’ll definitely be using them again for any future refinancing or loan needs.”