Financial Advising in Long Beach, CA

“I cannot recommend Marco Scalco highly enough. His support during one of the most challenging periods of my life—the passing of my mother and dealing with the subsequent inheritance—was invaluable. Beyond his impressive expertise, he demonstrated incredible empathy and patience, which made a world of difference.
Marco's communication is outstanding; he is always quick to respond and explains complex financial matters in a clear and approachable way. This has been a huge relief, especially during an emotional time. I feel completely confident and informed with Marco handling my ongoing financial and tax needs.”

“This is a great place to get your taxes done. Honest, expert service and they stand behind their work.The owner, Trish, has helped me out well beyond just doing both my corporate and personal taxes. She’s given me some really great investment and business advice that has paid off tremendously.I can not recommend them highly enough!!”

“I have been a client of Tushar Shah since 2008. I trust him completely to take care of my taxes. He is very knowledgeable, professional and extremely helpful. He helped me a few years ago with an offer of compromise after my divorce. It was a long but smooth and less stressful for me, as he took care of it all for me. I’m extremely context with his services and highly recommend him. His new location is easy to get to and very nice! Thank you tax profesionales!”

“I have the pleasure of working with Mike over at Breitman Capital, and MY experience has been remarkable considering its only been a month. I'm looking forward to a long satisfying relationship with them.”

“Halbert Hargrove is an excellent partner helping me reach my financial goals. My mind is at ease knowing the investment team with which I work is making all the correct decisions regarding the management of my portfolio. In addition, I appreciate how well they communicate what they are doing with my funds via phone, email and my personal login on their secure portal. And if I have ANY questions, they provide quick, clear, accurate answers professionally, politely and with the utmost of respect. I so highly value my relationship with them, I've been happy to recommend their services to family, friends and colleagues.”

“If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.”

“Appreciation for Excellent Service from Lendmark

Dear Lendmark Team,

I am writing to express my sincere appreciation for the consistently professional and helpful service I have received from Lendmark. Your team's support in helping me secure credit for my stereo systems was invaluable, and each time I have called, I have been met with kindness and assistance that exceeded my expectations.

While I understand that the interest rates may be on the higher side, I truly appreciate the opportunity to manage my payments over time, which has made a significant difference for me. The flexibility and willingness to work with customers like myself do not go unnoticed, and it reflects the exceptional customer service that sets Lendmark apart.

When the need arises for another loan, I will certainly be reaching out to Lendmark again, confident that I will receive the same level of excellent service. Thank you once more for your dedication and support.

Best regards,
Patrick M.”