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“O.C.FINANCIAL SERVICES IN FULLERTON..Very good experience..make my appointment arrive on time..they greedme..and did my taxes..they're were very helpful and explained my best way to file my taxes..very professional..definitely I recommend this place to friends and family..also convenient location by Valencia/brookurs av..closed to my home!!..the owner..Irene..beautiful person..!!..thank you..!!”
“Informative time spent catching up on the economic climate past, present and future. Reinforces confidence level and trust in management of my financial funds with Lighthouse.”
“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.”
“I’ve been with Cynthia for years doing my taxes. Cynthia, Victoria and her staff work fast and diligently and their communication during filing made me sure I was being taken care of. She gives great advice and also seems to know all of today’s rules and regulations. I strongly recommend her going here for your tax services and needs. Thank you Cynthia and Co.”
“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!”
“I have been going to Kington group for our taxes for over 20 years. And my parents for over 30 years. I started with Ron & now with Ronalee. Both have always been great to my husband and I. My Sister and Brother in Law also go to Kington for their taxes.”
“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.”
“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 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.”
“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”
“I called Maria in the search for some last minute help with my business taxes, and while she could not help with my specific situation she graciously provided me with some immediate advice on how to proceed on my own. This was a clear reflection of both her personal values and business acumen and I would recommend her to anyone in search of a tax professional.”
“I've never written a review about a bank before - I suppose I should have as I've been with some really crappy banks in the past (and I'm talking about the big guys).We came to City National because the bank we were using at the time apparently didn't want our business (it's a long story and I won't bore anyone with it). I did a huge amount of research and happened upon City National as they are a bank that deals with and understands the entertainment industry. This industry has its quirks and oddities that most banks just don't understand. After a phone conference, we decided to open our new business and personal accounts with City. Let me say, it was definitely the right choice.Jessie, Josie, Kassandra and Pedro have all been absolutely a joy to work with. They go above and beyond when we need their help. They always greet everyone with a smile. Here is a brief little story about why this team is amazing:Several years ago I needed to send a wire but I was out of the country. Jessie was also out of the country but when he found out that I was inquiring about sending a wire while I was out of the country, he literally called me directly to make sure that I was well. He was afraid that I might have been kidnapped! Mind you, he was on holiday himself and took the time to call me. He even had Josie try to reach me as well. I don't know about you, but to me, that is the very definition of amazing service and an amount of caring that one doesn't find with any other financial institution. As a business owner, it is so important to have a team of banking professionals that are responsive to one's needs and this is definitely the team!!Thank you Team Anaheim - you are the best!!!!”
“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.”
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“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.”