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8:30AM - 5:30PM
8840 Warner Ave STE 204, Fountain Valley
Financial Advising
“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!”
“It has been a pleasure working with Higher Level Processing. They have taken the hassle out of staying abreast with the requirements and changes in the management of your school loan. Well done and thank you.”
“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. ❤️??”
“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.”
“I highly recommend Ronalee Williamson for your financial success and ease. She makes tax season so easy and streamlined. The Kington Group has taken care of my family for years and I haven’t had to look anywhere else!”
“Marc and his team analyzed, answered questions and concerns we had throughout the process… faster than the mortgage company we’d been working with; adding cash back into the deal.”
“I was so touched by the owners willingness to talk to me in depth about ways in which I could improve my credit. She was honest and open about what her business could do, and even provided steps for me to take action into my own hands. She spent so much time and was so kind. I truly appreciate it and would love to work with her company in the future if need be.”
“Jose is an absolute professional and is very knowledgeable in his field. He is generous with his time and explains things in a way that makes even the most complicated ideas understandable. Great guy!”
8:30AM - 5PM
2020 Main St Suite 1200, Irvine
Financial Advising
“I'm very grateful for New York Life and my agent Leo Salas for helping me understand the value and importantance of planning for my financial future for myself and my loved ones. I highly reccomend him if u want quality service.”
8:30AM - 5PM
151 Yorba St #200b, Tustin
Financial Advising
“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.”
“I was referred here by my real estate agent by the name of Jonathan. He told me to go to his accountant named Tony. My husband and I have been coming to Tony for the past 2 years! He was great! This year, he is booked, and we could only get remote appointments. I'm disappointed.... they said his partner Garett Jones is available for a meet. I've done a whole research on him... including yelp reviews... so far, my investigation is complete, and we have decided to go for it! He seems legit and has nothing but good 5 star reviews amongst the people. I'm hoping that he is as great as Tony, if not BETTER... I'll be updating here after our appointment.”
8:30AM - 5PM
2400 E Katella Ave Suite 410, Anaheim
Financial Advising
“I have been a client of Edelman Financial for several years now. Brad Mauer manages my portfolio along with Mo Basit. The level of customer service and professionalism that Brad and Mo provide is unsurpassed. Discussions regarding money and retirement matters can be quite stressful, but Brad and Mo always make my experience stress free while providing the advice that I need to plan for a secure future. I always feel welcome to call with questions or concerns, and always receive prompt feedback to any inquiry that I have. I am very pleased with my experiences with Edelman, and would highly recommend them for your financial needs. Great team! Many thanks to Brad and Mo for their guidance and support.”
“Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.”
“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.”
“Before using Winter Lozano CPAs to do my personal taxes, I was using one of those online DIY tax preparation solutions. Five years later, I don't know why I didn't make the switch soon. They ask the right questions and show me the best options on how to file my taxes. Even with having multiple W2s, 1099 forms, and so on, they got me covered.”
“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.”
“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.”
“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!”
“We are fairly new clients with Mike and we couldn't be happier. Mike is knowledgeable, highly responsive, and made a complicated tax process feel simple and stress-free. From the first consultation through filing, he was professional, thorough, and clearly explained every step. We highly recommend Mr. Smart Tax for individuals or businesses seeking top-notch CPA and tax services.”
“I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends to. Awesome company.”
“Ken's is always on the turning point of financial advisement in keeping us up to date! And his team working here are very friendly and knowledgeable. Always get my questions answered and feel safe with them.”
9:30AM - 6:30PM
9741 Bolsa Ave #201, Westminster
Financial Advising
“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.”
8:30AM - 5PM
2825 Main St, Irvine
Financial Advising
“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.”
“I just want to give a huge thank you to Pacific Ocean Life and their whole team. Anytime I needed help, they were there for me with patience and kindness. Every time I called, they made things so easy to understand and never once were they rude or rushed—just pure goodness all around.
I especially appreciate the help I got over the phone when I had to take care of things like updating my address, phone number, and even my SSN. They walked me through signing everything, getting it faxed, and made the whole process simple and stress-free. When I had questions about checks or anything else, they always took the time to explain and make sure I understood.
One person I’ll never forget is Blake. He went above and beyond helping me find the right websites, answering all my questions, and breaking everything down step by step. Even if I didn’t remember the exact problem I had, he always made sure I left the call with everything figured out.
I can honestly say I’ve never met a nicer group of people. They treated me with patience, respect, and kindness every single time. I’m truly grateful for all their help. I hope their team and leadership see this so they know how much their support is appreciated.”
“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.”
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