{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Bob Messina is a great Financial advisor. He also plans fun events for clients at the movies or dinners at the best restaurants to go over and update us on the financial market and annuities. On Thanksgiving he ordered pies for his clients and we picked them up before Thanksgiving. Such a generous person. ❤️??”
“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”
“My family has worked with Garrett for close to or over 10 years. Being a business owner is stressful juggling with your services offered, inventory, payroll, compliance, marketing, and the list goes on. The last thing we want is to have complications come tax season. Even if you are not a business owner, the team at Crossroads is so knowledgeable that they are able to provide insightful consultations and planning for all of your tax needs - saving you thousands year after year. Their fees are very reasonable and you can tell that team members such as Garrett care equally if not more about your success than anything else. I found great great ways to boost significantly my business efficiency and quality as a result of consulting with great minds like Garrett's.”
“We have been Cooke Wealth Management clients since 2002 and can say with certainty that we have been truly blessed to have John and Juliette manage our investments.
They have taken time to get to know us personally and have helped us determine our long-term goals and risk tolerance level.
With all this in mind, they meet with us regularly, and are always quick to respond to questions and concerns.
Their involvement in our lives and finances has helped lift the burden of making investment choices on our own. We can enjoy life without financial concerns, knowing our investments are being managed by those who uphold our Christian values.”
“I have worked with Sandy and his team for 20+ years. They do what they say and always meet the timeframe. Everyone I deal with is very professional. I highly recommend Mortgage Vintage.”
“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”
“During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.”
“This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.”
“It has been one year since my initial review of this group and my positive feeling has been justified. Scott Sutcliffe is my professional advisor and his team has been very helpful in moving my account from UBS to WF. My annual fees have fallen. Access online is easy. All team members are easy to reach. Any questions I've had concerning investment issues are well resolved and responded to. The old UBS team was good, but my new team seems even better. I'm not yet ready to give 5 stars at the one year mark, but will follow up within the coming year as required.A larger team is not always a responsive one. When I had my account at Morgan Stanley Smith Barney I had a huge team with nobody really able to answer questions except one low placed clerk. Needless to say, glad I'm not with them any more.”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“Val Chris is highly professional and super easy to work with. They always get the job done and make sure everything is a painless process. Would highly recommend. 5 stars for sure.”