Financial Advising near Cypress, CA

25 locations found near Cypress

“I did not think I could retire at my age, but Travis and Paul Ivanoff have helped me plan a pathway to retirement which included Long Term care.
Retiring without Long Term care insurance is placing a burden on your children.
They have built a team that is responsive and comprehensive. They plan events that resemble a family get together. And are actually a learning environment for retirees.”

4.5 Superb17 Reviews

“Cynthia and the whole staff were amazing and helped me so much with my taxes. Also diamond club membership is worth it if you want to learn more about your personal taxes . 5 stars ⭐️”

5 Superb74 Reviews

“I’ve been going to Top Tax Pros since 2013. 13 years!!! Brian, Rodney and team are absolutely amazing! Rodney handles my taxes and he’s always very thorough and helpful when it comes to my many questions. He’s the absolute best! I’ve referred my mother and other family members and they’re all happy with their services as well. I wouldn’t look anywhere else when it comes to my tax preparations or anything related to my taxes! Keep up the great work, Top Tax Pros!

Signed, a loyal and returning client!”

4.9 Superb90 Reviews

“RCD Capital LLC, specifically Mr. Steven Lee, is not just a broker out there to make money for them, but truly amazing how he does not waste time to help others like me, in the past 3 months he did get me approved for a DSCR Cash-Out Refinance Loans because due to Covid-19, I got 2 properties endangered to be foreclosed with foreclosure sale dates, it was breathtaking, but prayerfully, GOD moved miraculously and RCD Capital's strategies worked. I will recommend RCD Capital with 5 stars on the smooth, shortened process to a Cash Out Refinance.

1) RCD Capital has helped me SAVE from FORECLOSURE our 2nd Home

2) RCD Capital has helped me SAVE from FORECLOSURE our rental

I cannot thank RCD Capital enough for their efforts to help me even though these are not million dollar deals.

However, I will pray for you business to help more people like me.

See the rental scheduled to be foreclosed on August 26, 2024 I was able to wire $70K yesterday to reinstate it - and I am current now!

May God bless you RCD Capital LLC!”

4.9 Superb45 Reviews

“Stan did a great job for us. At the last minute, we needed some paperwork filled-out and he did it without hesitation. All in space on an hour and half. He saw us ASAP...Really appreciate the time he spent with us. I definitely would recommend Stan.”

4.9 Superb63 Reviews

“Irene was incredibly helpful and knowledgeable. The entire staff is incredible. It was a smooth experience and I’ll definitely be returning every year!”

4.7 Superb52 Reviews

“She did a great job, you so much deserve an accolades on this MRS TAISHA CARSON. I can't explain myself right now what I received on my wallet was so great and surprising, an amazing huge amount was sent to me by trading with an expert like MRS TAISHA CARSON. Always do your best, what you plant now you harvest later, I made $9,900 with just little amount of $1000, thanks to MRS TAISHA CARSON. for making that come through. Please all you have to do is to contact her and be a part of this online investment, Her info....”

5 Superb18 Reviews

“I worked with Luz to get my Pre-Approval Letter for the Dream For All application. Luz and her team provided fast responses! I previously was trying to go through a lender in my area but they wre not responsive and the deadline for the program is coming up. I then messaged Luz because of her consistent communication through the newsletters to apply for the program.

I submitted my loan application and required documents and her team was able to provide me the pre-approval letter the same day! I was then able to use that and apply for the Dream For All application before the deadline. I'm happy with Luz and her team's prompt service and attention to families.”

5 Superb25 Reviews

“This is a great place to get your taxes done. Honest, expert service and they stand behind their work.The owner, Trish, has helped me out well beyond just doing both my corporate and personal taxes. She’s given me some really great investment and business advice that has paid off tremendously.I can not recommend them highly enough!!”

4.8 Superb93 Reviews

“I have been going to Williams Tax & Financial for many years. Each year when it’s tax time, I phone the office to make an appointment where they are friendly and professional, and any time I have had to leave a message they have been quick to respond. First, having had Steve prepare my taxes and then transitioning over to Jobel; I’ve always felt confident that they are honest, extremely knowledgeable and thorough in completing my taxes. They take their time to explain the process and encourage any questions I might have regarding my current taxes and while making suggestions on the following years returns. My taxes have always been completed in a timely manner, which I truly appreciate. I have been exceptionally satisfied with the service at Williams Tax & Financial and plan on using them for years to come.”

4.7 Superb25 Reviews

“If you haven't been here, give them a try. We have been coming with this service for over 25 years, and have been very happy with the service that they provide. Today, we drove from the Fresno area...yea, fought with the friggin traffic and finally made it. So, we got our taxes, and now we are relieved. Another year for Tio Samuel....until next year. Give them a try. You won't be disappointed.”

4.7 Superb19 Reviews

“I have been with NCH Tax and Wealth Advisors for 20 years now. I am a teacher and have had many life changes from divorce to teaching stateside and now living internationally as an educator. Through all my life changes I have felt very supported and listened to as their client. I have always felt I have a partner and a coach when considering the risks and gains of my vision of living a balanced financial life. What I appreciate most is that even though I am an average person of wealth, I continue to feel that my goals and aspirations are very much taken into account no matter what is happening in the world's economic environment.”

4.7 Superb16 Reviews

“I have been a client of Tushar Shah since 2008. I trust him completely to take care of my taxes. He is very knowledgeable, professional and extremely helpful. He helped me a few years ago with an offer of compromise after my divorce. It was a long but smooth and less stressful for me, as he took care of it all for me. I’m extremely context with his services and highly recommend him. His new location is easy to get to and very nice! Thank you tax profesionales!”

4.5 Superb26 Reviews

“The Downed branch is always so friendly And willing to help with anything I need. From Joe to the tellers Maria, Kimberly, and Elisa and Danny; I would recommend any one to come here.”

4.5 Superb14 Reviews

“Michael Shafer is a skilled and attentive financial advisor. His expertise and dedication are evident in every interaction. He will take the time to understand your financial goals and craft a personalized plan that addresses your needs.

Michael’s strategic insights and clear communication will make complex financial concepts easy to grasp. His professional integrity and proactive approach will give you confidence.

The support from Michael and his team are exceptional, with prompt responses and regular updates that keep clients informed. Michael Shafer is a great choice for anyone seeking knowledgeable, reliable, trustworthy, and effective financial guidance.”

5 Superb10 Reviews

“Would give 7 stars out of 5 if I could!!!
Drove by and noticed the sign and dropped in. Had answers to my questions by the office staff immediately. Left my information, and they followed up with me the following day to make sure I was going to bring in the rest of my paperwork.

I was impressed with the diligence and communication.

I'm no spring chicken ?. But this has to be the least painful tax experience in my adult life. I will definitely recommend it to local friends and family.

Not only was my work expeditious, but also very affordable. Let's just say. About half the price of the franchise tax agencies.

Thank you Team! Much appreciated”

4.5 Superb21 Reviews

“In 2010 I transferred my 401(k) into Titan Financial Ken Earwood is very knowledgeable on where to invest my money where it will grow at a steady percent his staff is very friendly and trustworthy”

5 Superb5 Reviews

“If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.”

5 Superb4 Reviews

“We really appreciate Mr. Mckenzies help on dealing with my grandparents requests. They are elders already and needed the support of experts for their finances. The process went very smooth. would like to give them a 5 star!”

5 Superb10 Reviews

“Looking for someone to file your taxes? Look no further. I have been filling my taxes with Urrutia & co for the last couple years. Filling with them means transparency and a maximum refund. They go above and beyond to ensure you get the best refund possible. Lázaro and Sonia are very knowledgeable and they are able to answer any questions you may have. They are kind, welcoming and extremely professional. I recommend them to my family and friends.”

3.6 Good17 Reviews

“Appreciation for Excellent Service from Lendmark

Dear Lendmark Team,

I am writing to express my sincere appreciation for the consistently professional and helpful service I have received from Lendmark. Your team's support in helping me secure credit for my stereo systems was invaluable, and each time I have called, I have been met with kindness and assistance that exceeded my expectations.

While I understand that the interest rates may be on the higher side, I truly appreciate the opportunity to manage my payments over time, which has made a significant difference for me. The flexibility and willingness to work with customers like myself do not go unnoticed, and it reflects the exceptional customer service that sets Lendmark apart.

When the need arises for another loan, I will certainly be reaching out to Lendmark again, confident that I will receive the same level of excellent service. Thank you once more for your dedication and support.

Best regards,
Patrick M.”

3.5 Good15 Reviews

“Outstanding staff with prompt services for our small business accounting, payroll, and taxes. I truly will miss everyone in the office. The services were excellent. I recommend to others.”

3.9 Good17 Reviews

“Hello fellow investors, I'm not a big dollar investor , but I am passionate about my trades. I want to comment on some of these negative posts about my branch. The people at the front desk are more knowledgeable than most of the people that are leaving negative posts. I am a positive person and I will Not break a person down,that being said, I have conducted many experiments with a plethora of companies and I am most impressed with the people, at the front desk of Charles Schwab, Seal Beach, California. Thank you for Great service and guidance!”

3.1 Average23 Reviews

“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”

3 Average26 Reviews

“I visited a couple of income tax offices, but they were busy and caused a delay in processing my file. At the recommendation of a friend, I decided to seek the services of Mrs. Mai and Mr. Liem. They are highly professional and assisted me in establishing my second corporation, managing bookkeeping, handling payroll, and filing income tax for my corporation. I am very pleased with their services and have recommended them to my employees. Additionally, three dentists from my office have had their corporations established and income tax filed by Mrs. Mai and Mr. Liem last year. Thanks to their expertise, I have saved a significant amount of money compared to the other two places I had used previously. I highly recommend their services to anyone in need of accurate and reliable corporation tax assistance.”

2 Poor23 Reviews