Financial Advising in Los Alamitos, CA
3 locations found near Los Alamitos
View Map
Financial Advising
Financial Advising
“I was referred to Daniel by another accountant and I couldn't be happier with the referral. Daniel was pleasant and easy to deal with and had my return back to me within 24 hours. Unrequested, Daniel provided me information about what I should do for the upcoming tax year to minimize my financial exposure. I'll be back next year.”
Financial Advising
“We really appreciate Mr. Mckenzies help on dealing with my grandparents requests. They are elders already and needed the support of experts for their finances. The process went very smooth. would like to give them a 5 star!”
“Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.”