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“The evaluation of my credit report was very thorough.
I appreciated the time and professionalism provided by Mr Marvin in explaining the report to me.
I have been hesitant for years to pursue having my credit report evaluated because of the scam artist out there, however I am glad I chose
Jenn Financial.”
8:30AM - 5:30PM
2840 Adams Ave #100, San Diego
Financial Advising
“Jennifer is my CPA and did a wonderful job preparing our taxes. She saved us much more money on our refund than previous CPAs we have worked with. She educated my husband and I on various ways we can mitigate taxes, and save money. I appreciated her thoroughness and all her follow up questions to ensure that our taxes were completed correctly and thoroughly. Thank you for all of your hard work, Jennifer!”
“Highly recommend! They make tax season a breeze! I have used Beach Cities Financial Group to file my tax returns since 2015 and I am so pleased with their services. Every person working there are extremely helpful, professional, and friendly. They always respond swiftly to any questions or concerns I have - both personal and business related. They do electronic tax filings, so you can file fully electronically if desired. Or you can schedule an in-person tax filing appointment and go to their child friendly office in El Cajon. This year (2023), I chose to schedule an in-person appointment and was pleasantly surprised over their warm and caring business approach. They really put my mind to ease and now my taxes has been filed, yay! I will definitely to this again next year!”
“I totally recommend Jason and Open Door's services. Working with him was clear and straightforward, tailoring our meetings around our family's needs. It was so great to have a guide on how to get our affairs in order!”
“Joe Sanchez is our advisor. I'm not sure why I haven't written a review before, because we love working with Joe, and have been a client for close to 3 years now. We have managed our own finances for decades but decided as we got close to retirement that we needed a financial advisor. We researched many companies and landed on Pure Financial. I'm so glad we did and that Joe was assigned to be our advisor. Not only is he someone who is very likeable, someone you could see as a good friend, he knows what he is doing and is honest about the pros and cons of different options. We have done well working with him, especially during the volatile market and he takes as much time answering questions and discussing the options. We have learned a lot from him and feel very taken care of. It's hard to consider turning over your financial well fair to a company but through Joe we have great trust and feel secure knowing we have someone who genuinely seems to care and can intelligently navigate the financial markets to keep our money continuing to see solid returns.”
“This group is amazing to work with! Philip is so knowledgeable and patient as we made our decision to switch groups. Really appreciate the entire team and looking forward to many years of wise financial assistance :)”
“Juan is an excellent tax professional. He has been doing my family's taxes for years. He is very knowledgeable of all the tax breaks small businesses can benefit from. I highly recommend JRG Tax Service.”
“We have been getting our taxes done by Don for a few years now, my sister has been going there for (she's gonna kill me for saying this) over 40 yrs. Don is friendly and thorough and knows what he is doing. For any Charger fans you will appreciate a nostalgic look at photos and news articles from the 1960's. Yes, Don was a Charger way back then. His wife handles the front of the office, they make a great team.”
8:30AM - 3:30PM
2221 Camino del Rio S STE 307, San Diego
Financial Advising
“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.”
“Kimberly Kurek has been my personal tax advisor for the past 3 years. I made the mistake of going to TurboTax last year and made a lot of mistakes. Kimberly was extremely honest and diligent. Very professional. She provided services and let me know about financial services I didn’t even know existed!
Kimberly has YOUR best interest in mind, she’s insanely intelligent and thorough.
I would definitely recommend her services to my friends and family (already have). Great business. Great team. I also worked there three years ago. Business is great, full of structure and the instruction is beyond any training I’ve received at any other job. ( I’ve worked over 26 different jobs in the last 14 years.) Trust me when I say that Summit Financial Group is where you want to go get your taxes done right!
Also a massive plus is it’s right next to the Birgantine! You can hop in and get some fish tacos and a drink to celebrate!
Thank you guys!”
8:30AM - 4:30PM
1455 Frazee Rd Suite 543, San Diego
Financial Advising
“Wife and I worked with Steven and Josue for the past 5 years.
They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions.
Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.”
“I lost my job recently due to layoffs and GreenPath was incredibly helpful and kind. We reviewed all available options for assistance and they helped me get a plan together to keep my home.”
“. Wealth and Wisdom Partners is a great company. We have been with Traci since we retired 20 years ago. They have always been there for us. They are prompt, responsive and always give the best advice. They have helped make us financially secure.”
“Our business has had a great experience with Endeavor Bank. We get personalized service and have a direct contact (Sabrina) who is always available if we need anything. I highly recommend for businesses with ACH and dual authorization needs.”
“I called baby boomer credit repair and immediately was welcomed by Mel , he was thorough with plenty of direction .it took a matter of weeks & my credit was restored . Highly recommended BABY BOOMERS CREDIT REPAIR”
“I’ve been privileged to work with Bryant at Launch CPA for some time now, and to say that he has been a game-changer for both my business and personal financial affairs would be an understatement. Bryant’s approach to accounting is unparalleled; he dives deep into the intricacies of the books, ensuring that every penny is accounted for and that my business remains compliant with all tax regulations.When it comes to business taxes, Bryant exhibits an exemplary knowledge and understanding of the complex tax laws. He proactively looks for tax-saving opportunities, ensuring that my business benefits in every way possible. His expertise has not only saved me a substantial amount in potential tax liabilities but has also streamlined my financial processes, making them efficient and stress-free.But what truly sets Bryant apart is his holistic approach. Beyond just business, he has been instrumental in managing my personal taxes. He offers tailored advice, keeping in mind my individual financial goals and needs. His recommendations have been spot-on, maximizing my returns and positioning me favorably for future financial growth.Moreover, Bryant’s responsiveness and patience in addressing my myriad of questions have made my journey with Launch CPA an educational one. I’ve gained a deeper understanding of financial strategies and tax implications, all thanks to his detailed explanations and willingness to educate.In a world filled with accountants, Bryant shines bright with his genuine dedication to his clients’ success. I feel incredibly fortunate to have found such a reliable, knowledgeable, and dedicated accountant. I highly recommend Bryant and Launch CPA to anyone seeking top-notch accounting services; they truly are the best in the business!”
“Great service. Loved the way they were patient explaining everything about credit repair prior to getting my issues cleared up. Bought a house 2 weeks later! Thank you to the whole team!”
“I've worked with Brian Grigg for over 10 years, and during that time, he has consistently managed my financial needs with professionalism, precision, and responsiveness. I've come to deeply value his strong analytical and problem-solving skills, effective communication and interpersonal abilities, and unwavering integrity.
Most recently, a close friend suddenly lost her husband and urgently needed guidance on complex tax and investment matters. Even in the middle of tax season, Brian stepped in without hesitation. His calm, knowledgeable support made a meaningful difference during an incredibly difficult time.
Brian is a skilled, dependable, and ethical professional—someone I trust completely.”
8AM - 1PM 2 - 5PM
330 Oxford St UNIT 100, Chula Vista
Financial Advising
“This is our first year doing our taxes at Bonilla Accounting Firm. All I can say is that they were amazing! I was very impressed with their professionalism, excellent customer service, and kind staff. Mr. Bonilla has done an excellent job selecting these team members to represent his firm . Mr. Bonilla is a specialist in his field . His expertise in doing taxes does not go unnoticed. My husband and I were very pleased with the quality of service we received. I highly recommend them . We definitely will continue to do our taxes with Bonilla Accounting Firm hands down!”
“Patrick and associates have been doing mine and my family taxes for many years now and we are extremely happy with their services and the money that they have saved us over the years. Great honest people you can't find any better.”
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“Excellent service and very professional staff. They guided me through every step with clarity and patience. Highly recommended for anyone looking to improve or build their credit the right way.”