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“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!”
“Everyone was incredibly helpful and informative. Getting the loan and buying the house was one of the easiest things we’ve ever done. If you are an organized person and have your paperwork ready, it will be one of the least stressful things you do. If you aren’t, the team will help walk you though the steps. Call or email them and get the process started. It’s the best decision you can make!”
“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.”
“After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat”
“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”
“Having many sleepless nights and worrisome days, upon recommendation from my CPA, I contacted Vosberg Wealth Management and spoke with Brian. Brian was knowledgeable and took the time to understand my situation and clearly explain and guide me through my different options. For anyone looking for financial advice I would highly recommend you reach out to Brian. Thank you, Brian, my future looks so much brighter.”
“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?”
“Great Service! I have been doing my taxes with Mr. Lee for a while now and he is very diligent with his work and very caring. if you're looking for someone to do your taxes don't hesitate and reach out i can guarantee that he'll excellent care and service!”
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. ⭐⭐⭐⭐⭐”
“I have had Mike and his team complete my tax filings for years now. Every staff member on the team with whom I have interacted with has been wonderful. Everyone is so friendly and responsive. Each year they mail me a tax preparation packet that helps me get organized and maximize my deductions, and I have a full time job and well as side jobs as a professor and consultant, so my taxes get more complicated. The staff ask great questions to help me along the way. They have been great to work with and I highly recommend them for all your tax needs.”
“Logan is very knowledgeable and helped me open an account.It's good to see financial advisors and services that you can actually trust.Thanks again Logan and keep up the good work!”
8:30AM - 5PM
3421 E Imperial Hwy Suite #E-1, Brea
Financial Advising
“A+ customer service at this branch. My mom and I walked in without an appointment with a complicated request, and Jocelyn Gray at the front desk was so respectful and competent in handling everything. She had to juggle between us and the stream and customers walking in, and did so with great grace. Two other agents checked in on us and helped us with small things, too. Very impressed!”
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“Thank you Timmas Wang for a wonderful experience at Charles Schwab. Despite being really busy with multiple clients at one time, you seamlessly handled multiple situations with confidence and ease. You promptly deescalated a stressful situation and we were pleased with your professionalism and customer service. Thank you again Timmas!”