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“I had a great experience working with Rod at Credit Corner. He is very knowledgeable, professional, and takes the time to explain the credit process in a way that is easy to understand.
What I appreciated most was that he was straightforward about what needed to be done and gave clear recommendations instead of making unrealistic promises. Rod is very responsive, easy to work with, and genuinely cares about helping his clients improve their credit situation.
I would definitely recommend Credit Corner to anyone looking for knowledgeable and trustworthy help with their credit.”
“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
3130 Fifth Ave Suites 5-6, San Diego
Financial Advising
“Tax filing can be such an overwhelming task. Jennifer and her team take care of everything. It’s easy to upload documents and there’s an organizer/checklist to guide in collecting all the details. They reach out when clarification is needed and get confirmation before going forward. Reviewing and signing the returns is done inside the app. From easy to complicated returns, they have you covered. So glad to have them working for me and highly recommend this group of professionals.”
“My wife and I have been clients of BCF for almost 40 years and cannot find enough words of gratitude to describe the respect I have for the care, consideration and patience BCF has showered both me and the many friends I have sent to BCF.”
“My family and I are so grateful for Open Door Financial. Jason is experienced, thorough, diligent, and extremely thoughtful. He commits himself wholeheartedly to the financial wellbeing of you and your loved ones. He has been instrumental in setting our young family up for success, and he has helped us gain a better understanding of how to be good stewards of what the Lord has provided. We have had several friends utilize Jason’s services too, and we all agree that we are better off because of him!”
“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.”
“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.”
“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.”
8:30AM - 5PM
9340 Fuerte Drive Suite 207, La Mesa
Financial Advising
“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!”
“. 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.”
8:30AM - 4:30PM
1455 Frazee Road Ste 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.”
“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 :)”
“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.”
“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!”
9AM - 1PM 2 - 5PM
3450 Bonita Road Suite 110, 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!”
9:00 AM - 5:00 PM
591 Camino De La Reina Suite 1120, San Diego
Financial Advising
“I have been very happy with my services so far. The staff is friendly and knowledgeable. Amanda has helped me switch my business entity from sole proprietor to s-corp. As an entrepreneur, it feels great to have someone I can trust and help teach me new things.”
“From Mrs. Graylin Booker. I am very happy to be a Wheelhouse Credit Union Member. My husband and I are in the Chula Vista Branch for all of our services that we need to walk, in through out the month. Everyone is always so helpful and kind to us. Some times I have a problem, and before I leave the branch, they have completely settled the matter for me, with a smile 🙂. If you are a senior citizen, I can recommend that this is the place to become a new member, they will be able to assist you with all of your banking needs. God bless you, my Wheelhouse Credit Union, family. From Mrs. Graylin Booker.”
“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.”
“The service and personal attention we received from Diane Giannelli was exceptional and first-class! Her knowledge of the local market is extraordinary. She went above and beyond to ensure that all of our needs were met and that everything was handled thoroughly and efficiently. There is simply no possible way this outcome would have been reached if she were not gently steering all parties - via countless calls, messages, updates and most critically, her very sound advice! Diane is a first-class professional whose trust she carefully earned and will keep for many years to come! After the experience we just came through together, we would not consider working with anyone else for a mortgage. Period. Diane is amazing!!!”
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“We absolutely believe he has our best interests at heart and have actually recommended Robert to family members who are working with him. He's always completely prepared and able to let us know his best assessment on how the next months and years will shake out, which keeps us in our comfort zone.”