8:30AM - 5PM
1181 California Avenue Ste 160, Corona
Financial Advising
“Hello! You done a great job! With my sister and I like to thank you . But I’ll be getting in contact with on another matter . Thanks so much for your help! Once again great work”
“Went there without an appt, 2 minutes later... making 5.0% in money market with no risk while figuring out where best to invest w Schwab... John and his staff are stellar... Bill Brooks”
8AM - 4:30PM
2275 South Main Street Ste 103, Corona
Financial Advising
“John was very professional, informative and extremely helpful with my situation. Every time I had a question or an issue he responded very quickly and helped me through it. I feel blessed to know and work with him. He was with me to the very end and even went past the end. If you are looking for a HONEST and upfront Financial Manager and Debt Negotiator he is your go to person.”
“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.....”
“I have been doing my taxes with them now for I think three years. And it’s always great. Not going anywhere else. Martha is always kind and welcoming and Teresa is very knowledgeable and took time to hear out my concerns especially for this years tax situation. 10/10 I do recommend.”