Financial Advising near Lake Forest, CA
23 locations found near Lake Forest
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Financial Advising
Financial Advising
“I have been coming to Jaime for years! Countless members of my family & friends see him now as well. We can not stress enough how thankful we are to have Jaime in our corner! He goes the extra mile, & has a level of integrity about him that is so comforting. We know we’re in good hands, the best in my opinion!!”
Financial Advising
“I have had the pleasure of working with A2Z Tax Company for several years , and I am beyond impressed with the quality of service provided by Ashkan, the owner. His professionalism, attention to detail, and unwavering support throughout the process truly set this company apart.Ashkan's expertise was evident in the meticulous handling of my tax affairs. Not only did he demonstrate a deep understanding of tax regulations, but he also took the time to explain complex matters in a way that was clear and accessible.One standout aspect of A2Z Tax Company is their commitment to reasonable and affordable pricing. In an industry where costs can quickly escalate, Ashkan ensures that clients receive top-notch service without breaking the bank. This transparent and fair approach to pricing is truly commendable.I appreciate the seamless experience I had with A2Z Tax Company, and I extend my sincere gratitude to Ashkan for his dedication to providing quality work and exceptional support. If you're seeking a reliable and trustworthy tax service with a personal touch, look no further than A2Z Tax Company.”
Financial Advising
“It’s simply impossible to explain the incredible care and professionalism exhibited by Ms Dodin’s accounting firm; I was in a panic to complete my 2022 Tax Year and was guided through out the process by Monica who was my Sherpa. She was with me ensuring that understood the required documents that were needed - Monica would alert me to additional information - allowing me to gather the data without any judgment. Monica would answer my texts and emails whether it was day or night.Ms. Dodin and Monica provide a service that few accounting firms can offer - these people care!!!It was a pleasure to work with Ms Dodin; and when coupled with Monica’s ability to get your taxes done in a non- stressful manner……heaven on Earth.”
10:30AM - 5:30PM
13844 Alton Pkwy #134, Irvine
Financial Advising
“I'm an electrician and went to this company to help with an audit. Their front office staff Brooke and Michelle are extremely friendly. Bree was very communicative and Ann is a pleasure to work with. Daniel Steven's runs a very tight ship and I look forward to referring them out to a lot of my colleagues in the industry.”
Financial Advising
“Applying for a loan with Liberty1 Financial was quick. I recieved multiple offers to choose from. I spoke to an Alex to discuss the offers and answer my questions etc. He helped facilitate the closing of the loan. The overall time from applying to receiving the money was 3 days.”
Financial Advising
“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.”
Financial Advising
“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.”
7:30AM - 4:30PM
22431 Antonio Pkwy, Rancho Santa Margarita
Financial Advising
“I have worked with Lucas in the past for our tanning company and he always provides great service. We have recently talked about getting additional capital to help our company expand into more locations. I am more than happy to recommend is STRADA!”
Financial Advising
“My spouse and I have been working with Chad and his team for over 5 years now and could not be more satisfied with the service and advice we received throughout this time. After our tax situation became more complex (working in multiple states, property ownership, etc.), we needed assistance with our annual returns and overall guidance on where we could improve. Chad, Emily and the rest of the team have been very responsive whenever we reached out and have always taken the time to break down complex concepts into digestible recommendations (including the reasoning/impact for a recommendation).We look forward to working with Chad and his team for many years to come!”
8:30AM - 5:30PM
100 Pacifica #400, Irvine
Financial Advising
“Having been associated with "Bill" and his group now for over 30 years, I can attest as a client, friend, and business associate that Applied Financial Planning has weathered all the storms and given expert financial advise along with personal tax planning over the years that has saved me and my family thousands of dollars.”
Financial Advising
“I have looked into Hetzel CPA for my personal and small business tax preps, tax planning, and bookkeeping and I’ve been a satisfied and happy client for the last 4 years. Needless to say that I will continue to use their services. Allan in particular is a great person to work with! He’s extremely knowledgable in his field of work and is responsive.It’s been a headache going through several CPAs before we found what we were looking for here. I also appreciate their competitive pricing.”
8:30AM - 5PM
151 Yorba St #200b, Tustin
Financial Advising
9AM - 6PM
26050 Acero, Mission Viejo
Financial Advising
“Cliff was extremely helpful through the transition of my 401(k) to an IRA. I was a bit cautious about trying someone new to trust with my hard-earned $$, yet he has invested my funds well and delivered an impressive return. He's very knowledgeable and responds in a timely manner whether it's a phone call, email, text, and makes time to visit you at your home, if you prefer. I would recommend him for anyone looking for financial advice or investing for their future.”
Financial Advising
“Sean and his team are professional, innovative, and care about my small business. We have learned and grown from Plushstone's insights and wisdom. Definitely highly recommend!!!”
Financial Advising
“Jimmy is a stellar Real Estate Agent and a man of integrity. He puts his clients needs first and is very professional. I would recommend anyone that's looking to sell or purchase real estate to contact Jimmy and his team. You won't regret it!”
Financial Advising
“Our go-to for doing our personal taxes each year. They did two sets of taxes and we were in and out in less than hour - can't get any easier than that! They are also always happy to answer any questions we have.”
Financial Advising
“My husband and I moved to Laguna Hills area last year and found Ms Nagel on the search. We are pleased with her service from the live answering of the phone to prompt scheduling of an appointment. Her knowledge and use of most up to date technology, as well as her knowledge of tax return preparation and policies makes us feel confident the job will be done efficiently and accurately.”
9AM - 5PM
9870 Research Dr, Irvine
Financial Advising
“We’ve been happy clients with Annette since moving here many years ago. She’s always available to answer questions or concerns. She takes the time to offer suggestions and advice and has been very helpful over the years.Accurate and thorough, we couldn’t be more pleased with the services provided.”
Financial Advising
“I began a relationship with Scott Sutclffe of UBS in 2016. I have been most pleased with his and their work on my behalf. I had used Smith Barney for years, but when they were absorbed by Morgan Stanley, their fees doubled and their service plummeted. UBS saved me. With my former banker, I was $100,000 in the hole with nowhere to go but down. UBS stopped that slide, safeguarded my income, and is growing my investments. Be involved with your brokerage. With UBS I am. I can sleep soundly now! Do your homework. Watch those fees, follow your investments.”
Financial Advising
“They were helpful for getting a 529 plan check wired to a university. They don't try to control your asset allocation like some of the investment advisors I have had.”
Financial Advising
“My wife and I first met Dan Ohlwiler and his family run Sterling Financial business in Mission Viejo by responding to a dinner seminar. We have been to a variety of different seminars and followed up with an in office meeting with some. Dan never told us what we needed, he asked us what our goals were. He was by far the most honest, freindly and forthcoming representative we have met. He didn't promise wild wealth plans or risky business. Dan exposed us to several safe and steady plans and he carefully explained them for us. We took our time to ask questions. No pressure, no today only deals. We took the documents home and chose the best option for us and signed up. Now almost 5 years later and we are even more confident about our decision to trust Dan and his family. We have made more investments through Sterling and recommended several friends. That proved to be a valuable dinner for us, our family and our friends! S&D, Laguna Beach, CA”
Financial Advising
“did mortgage refinance thru Charles Schwab. They got us 0.25% lower rate than normal. Quicken actually does the refiance.. Quicken closed in 3 weeks at 4.0% fixed. We fired prior brokers who tried to hit us with additional $2k in fees at closing and had us at higher rate.”
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