Financial Advising in Escondido, CA
4 locations found near Escondido
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Financial Advising
Financial Advising
“Honest, client focused, quick, efficient, able to answer any questions that come up and always worth it! I have used them for several years now. Charles is the man and has a great depth of knowledge when it comes to the IRS and tax system. He will find every dime for you. Ulanda is beyond helpful and has she is very in-tune with the clients and their needs. I no longer live in CA and they still do my taxes remotely from AZ. I refer and will continue to refer all my friends and family to them. Don't bother going to anyone but them for your tax and financial needs.”
8:30AM - 5:30PM
306 W El Norte Pkwy Suite A, Escondido
Financial Advising
“Very helpful and Sherri the Manager didn't want you paying extra fees if you didn't have to. She made changing my last name on my vehicle title much easier than having to go to the DMV or having to do it online. My loan officer Frank Cedano was fantastic. He made the whole loan process so easy. Yes the interest is very high but if you make big payments you can pay it off in no time...”
Financial Advising
“Worked with Eric the last few years, he's accessible, knowledgeable, and responsive. Best ever. I'll keep working with him as long as he'll have me.”
“My experience with First Republic bank in Escondido has been fantastic. Dolly, Miriam and the others have provided nothing less than stellar service. Their professionalism is top-notch. This is what banking should be.”