Investing near Los Alamitos, CA

“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.”

“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.”

“Hello fellow investors, I'm not a big dollar investor , but I am passionate about my trades. I want to comment on some of these negative posts about my branch. The people at the front desk are more knowledgeable than most of the people that are leaving negative posts. I am a positive person and I will Not break a person down,that being said, I have conducted many experiments with a plethora of companies and I am most impressed with the people, at the front desk of Charles Schwab, Seal Beach, California. Thank you for Great service and guidance!”

“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”

“Almost didn't go to this branch because of the low reviews, but I think these were older ones. Don't know if there was a change of management or anything, but my visit went smoothly. Needed to deposit a larger check. There were no lines, so there was only one teller open. 5 mins later, the line suddenly got very long so they opened up more tellers.

Hector was the one that helped me. He was quick, smooth, and helpful. No complaints on my end.”