Financial Advising in Los Angeles, CA

“I guess the letters worked at first it was odd paying 4500 for the private letters but my score jumped to 804 after 6 months so I’m very happy with this credit situation and credit score. Edward thank you !”

“RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer service is truly remarkable. I consistently receive personalized attention and feel valued as a client.

RVW also provides insightful investment analysis and educational materials in the form of emails, webinars, and in person presentations. This helps me to make informed decisions about my financial future and navigate market volatility with greater confidence.

I highly recommend RVW to anyone seeking a trusted and knowledgeable wealth management firm.”

“Rose worked with our law firm as an outsourced Controller and made a real difference. She helped us improve our accounting processes, reporting, billing, trust account oversight, and internal controls while making everything easier to understand.

She is sharp, dependable, easy to work with, and genuinely cares about helping the business run better. Rose knows her stuff, gets results, and is worth every penny. We would highly recommend her.”

“As a prospective customer, I interviewed about four attorneys. Sanaz was hands-down the best choice! Other attorneys spoke as if their approach might not necessarily yield my desired result. While there there are almost no guarantees in life, I can say that Sanaz is the right choice. Seemed like other attorneys weren't sure who they were working for, while Sanaz not only provided reassurance in consultation, but delivered a great result.

She has a dedicated team of staff who are terrific. Her process crosses every t and dots every i. I encourage you to give Sanaz a call before you make a decision.”

“Raven has helped me the past couple of years and has been very professional. Her knowledge as well as her coworkers on taxes have left me with knowing more than previously. Thank you”

“I've been working with Jerry for 16 years. I moved to LA, began working in Production as a PA at 24 and now I'm 40 years old. He's advised me in opening up a business and now does my personal and business yearly taxes. Gerry is so wonderful. I've learned a lot and never met anyone who's so tentative as he is. I highly recommend anyone who's a freelancer to Gerry. He does my partners regular taxes and if you move away he can do your taxes via zoom. I can't say enough good things about Gerry, I've always considered him like a Dad who gives me good advice. The staff is very kind and friendly. The space is always clean, nice restroom and good vibe. Lots of parking out front and side as well. There are local shops to eat and drink. Keep up the good work friends. I look forward to doing my taxes every year and spend some time with you.”

“Michelle thinks differently. From the first session, she offered ideas and suggestions that were so simple, yet helpful, that she changed my point of view. Small changes started big shifts into motion and I've enjoyed each step of the process. Beyond the initial 6 session coaching phase, I intend to keep her by my side as I walk forward.”

“SR Financial Services has been a game-changer for my finances! Their team is professional, knowledgeable, and always willing to go the extra mile to make sure I understand my options. They helped me with tax planning, bookkeeping, and long-term financial strategies — and I couldn’t be more confident in my future.

What I appreciate most is their personalized approach: they take the time to understand my business and personal goals, and then create solutions that actually work for me. Communication is always clear and timely, and I never feel left in the dark.

If you’re looking for a firm that combines expertise with genuine care, SR Financial Services is the right choice. Highly recommended!”

“Leticia is the only tax prepare that I've gone to for the last 5 years . If I had knew of her before , I would of came here before . She's very knowledgeable with taxes and all the of the questions I have for her . She's very reasonable with her prices as well. If you don't have a to go to tax person, Leticia is the person to go to!”

“I’m so thankful for Taxplus! Tony and his team not only handle my business and personal taxes with care, but they even saved me from malpractice by a previous tax professional. Super knowledgeable, trustworthy, and easy to work with — highly recommend!”

“Tony is a godsend, pure and simple. He is an expert in his field, but he's also very busy, so make the most of your time with him. He helped me successfully resolve an ongoing dispute with the FTB, which seemed an impossible mission until he stepped in to help. He's a bona-fide professional, and I felt confident with him on my side, even against such a lawless, unethical entity like FTB. If I could give more than five stars, I wouldn't hesitate for a second. Many thanks!”

“Me and my wife had unintentionally neglected our taxes for years due to marital strife. Once we realized we hadn't taken care of them we sought expert advice. EZX Co was recommended to us through a co-worker who had previously used them. Needless to say, you see the "5 Stars!!!!!" The gentleman told us what to gather, talked us through the process over the phone, precisely and correctly calculated our refund and took the weight of the world off of our shoulders. We are sending our 2017 tax paperwork to them today and expect nothing less than the outstanding results they've already shown us. Its refreshing to deal with companies who still believe in honesty and customer service.”

“I worked with Frank for my taxes this year and couldn't be happier with the experience. He was incredibly helpful throughout the entire process and had an impressively fast turnaround; exactly what you want during tax season. What really stood out was his patience in answering all of my questions, no matter how basic. He never made me feel rushed or like I was bothering him. Highly recommend Frank to anyone looking for a knowledgeable and approachable tax professional!”

“I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.”

“I’ve been a client for over 15 years and have seen this company grow a lot during that time. When I first started, I used to go into the office and work directly with Samuel. He was always very kind and took the time to explain everything clearly. He and his team helped me set up my S Corp and made the process easy to understand.

In recent years, I’ve been working mostly with Nicole, who is very detailed, knowledgeable, and always quick to respond. Joshua handles my payroll — and is super organized — and Jina and Luan are always responsive by email whenever I need help with anything.

I really like their online system for uploading tax documents. It’s simple, well-organized, and saves a lot of time. Even though the company has grown and probably has many more clients now, they still provide personal attention and quick responses, which I really appreciate.

Jose at the front desk is always friendly and helpful whenever I call. I’m not sure if Samuel is still working or has retired, but he built a wonderful team that continues to deliver excellent service. After all these years, I still feel confident knowing my business accounting is in great hands.”

“4.7 rating is WRONG. Two competitors ‘entities’ disguised as clients rating this company 1 stars is simply wrong. My experience with them is that they are diligent ethical professionals in their field who will have your back but you have to provide them proper paperwork to help your own case to achieve goal of minimizing tax liability which was what they did exactly with mine. Great service great people top notch!”

“Miller Kaplan Sonadhauri Public High School is excellent! The teachers are dedicated, the campus is modern and clean, and there are plenty of sports, clubs, and arts activities. My child has improved academically, gained confidence, and made great friends. It's a supportive community focused on both studies and personal growth. Highly recommend – definitely 5 stars!”

“If you have not invested with MRS MELISSA CRYPTO , then you should not give up on trading yet because you have not invested with the best forex and trading expert. This is my third time trading with the wrong person on a wrong platform until I found out about MRS MELISSA CRYPTO . she did a marvelous job with my $1000 and I earned $7850 in 7days. his's an expert to trust ?? legit and fast payout of profit. his's trading for me on the 5th time. You have proven to me MRS MELISSA CRYPTO that trading pays and i will forever be grateful. God bless you ma.”

“I am a psychiatrist with my own private practice. I have struggled to find a tax service to handle my financial needs for man years. In fact I even had my taxes incorrectly filed by an accountant at one point that resulted in me owing a large sum to the IRS a year later with a bunch of fines and interest attached. Pinnacle Tax Services has therefore been a breath of fresh air. From the beginning they were highly professional and competent. Plus they approached my financial situation with empathy and warmth. Following the initial consultation, things moved along smoothly. They are quick to respond to emails and phone calls and handle paperwork electronically, which makes everything very efficient and easy. Their prices are reasonable for the level of expertise they offer and you get a whole team that collaboratively works for you. I would recommend them to anyone without blinking an eye. The financial world can be scary, particularly to a doctor like me who's spent most of his life focusing on medical skills instead of business skills so I sleep better at night knowing they have my back. I have been with Pinnacle Tax since 2019 and constantly refer my colleagues to them, many of whom are now their clients as well.”

“I don't usually take time to write reviews but the exceptional service that Maristel Vasco, the Relationship Manager VP Long Beach branch has definitely went above and beyond her job description, she had closely followed up on my application, answers phone calls, emails and any client inquiry efficiently and speedily. She take time to answer questions and able to multi task to be able to deliver results not just in time but even ahead of due dates. The process of my refinance was not smooth sailing but Ms. Vasco's service recovery has really made me relax during the process. Ms. Maristel Vasco is a true gem in your company. Kudos to CNB for having a highly competent relationship manager.”

“Had the privilege to avail their services twice in a year already. Super dependable, trust-worthy and fast response. They process my documents with ease. I have recommended this over and over to my friends as well!”

“I am with UCLA Health Axuiliary. Vicky Zekiyan is our bank representative for our account with CNB. She has gone above and beyond to support us throughout the entire PPP application process and is there for us anytime we have questions or issues regarding anything related to general banking as well. I truly appreciate her and the way she represents CNB. She is informative, professional and very personable. She makes banking with CNB a personal experience for her clients. She is gold!”

“Thank you for your excellent service and helpful suggestions regarding the products offered by Charles Schwab Bank. I will recommend your services to my friends. Thank you.”

“The negative reviews here are all focusing on the free meal event that they use to get in new customers, not their core services if you actually retain them. So as a customer, I'll say that I've been very happy with the work they've done. They've gotten me a consistent rate of return on tax sheltered and inflation protected investments, so I've definitely made money securing them. I had no idea about these in the past, and thought 5% in a CD is the same as a tax sheltered Muni. If you know what these sorts of things generally are, then an investment advisor isn't for you to begin with. I did not.

Overall, I can recommend their services. Yes, I was suckered in with a good dinner. But I lent some trust to them and they've earned my business after it was over. Been with them 3 years now and still kicking.”

“This might not be the flashiest branch, but it’s easily the best experience I’ve had at any bank in LA. The team here is incredibly warm, welcoming, and actually remembers you. It feels human in a way most places don’t anymore. Grateful this spot exists. I wish my local coffee shop had this good of a vibe.”

“This was a great experience for me. I went in person to open my first account and the front desk people set me up with an investment consultant, Zachary, right on the spot. It was a great fit for a newbie like myself because Zach was able to dumb it down for me and pinpoint the best approach to the profile I wanted to set up. He continues to help me and I'm in awe of not just his knowledge but also his ability to articulate my options in a very comprehensive way.”

“Nice office with a friendly staff. I was initially concerned about parking but was happy to learn that Fidelity validated my parking so there was no charge. It is a convenient location, easy to get to and from.”

“There is a branch closer to where I live, but some of the employees from that branch moved to this one years ago, and whenever I used this branch they all greeted me in such a friendly way, which was definitely appreciated. When the other local branch where we had our safety deposit box closed and relocated here, there was an even greater incentive to bank at this location when we need something 'in person' vs. online. Every past encounter with tellers, security or customer service agents has been stellar -- extremely friendly, courteous, professional and so helpful. Drive up hours are also a plus. I have to agree with Jay about the slippery floors when it rains, but that is a minor complaint, easily remedied!”