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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!”
“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 have worked with many in the financial industry over the years and this firm really stands out. My options were explained well and I never felt rushed or pressured to make a decision. The team were patient and thorough, helping me look at a larger picture. I can now feel comfortable about my financial future and that means everything at this stage in my life. I have no hesitation in recommending Financial Resources Group.”
“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!”
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.”
“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!”
“My husband and I worked with Donte Green! It was a pleasure working with him. He was very knowledge, listened to all our concerns, and helped guide us in the right direction to financial debt freedom. Can not thank him enough for making this experience smooth and possible.”
“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.”
“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.”
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.”
“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.”
“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.”
“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.”
“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”
“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!”
8:30AM - 5PM
2825 Main St, Irvine
Financial Advising
“Sydney Andersen was fantastic to work with. She was knowledgeable, professional, and took the time to help with my financial goals. She explained everything clearly and made the meeting both informative and comfortable. I left feeling more confident about my financial plan and next steps. Highly recommend!”
“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 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.”
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.”
“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.”
“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.”
“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!”
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“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....”