Financial Advising in Los Angeles, CA
30 locations found near Los Angeles
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Financial Advising
Financial Advising
“Balyan Financial Services is simply fantastic! ? They handled my bookkeeping and tax stuff, and I couldn't be happier. Super friendly, mega efficient, and made everything easy peasy. If you need financial help, these guys are the real deal! Thanks a bunch, Balyan Financial Services! ??”
Financial Advising
“Everyone at the firm was so helpful in getting me through this tough time. They were patient with questions and concerns. Kept in touch all along the process. I highly recommend anyone that needs to make the tough decision to file bankruptcy to call Sanaz and her team.”
Financial Advising
“I've been coming to Leo Jimenez and Associates for a couple of yeasts now and I've got to admit that Edna and the rest of the staff have provided my family and I with outstanding customer service.”
Financial Advising
“RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!”
Financial Advising
“Michelle is AMAZING!!! I've accomplished so much with her guidance. I didn't think I would be able to buy a house and with her analysis of my finances I made it work. She also has given me so much clarity on my business with growth and how much I would be able to accomplish with my team. My business has grown year over year and I'm so happy with the result. Michelle is the best :)”
Financial Advising
“Before tax legend, I would file at different places every year. Now I've been filing a tax legend for years! Raven and her staff are the best. They go out their way to return your call text or emails. If you have any issues or concerns with IRS they are helpful all year around. 100% recommend tax legend!”
Financial Advising
“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.”
Financial Advising
“Hayk helped me so much with my taxes. He's very professional and precise. I'll be getting my taxes done with him every single year from now on. He took excellent care of me and he will do the same for you!”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“Xochilt Corrales has been my tax pro since 2018. She's the GOAT! Always makes it easy to work with and explains my taxes in a way I can understand. The flexibility to work with me remotely, quick turnaround time and responsiveness are priceless. She earned my respect, trust and loyalty since day one and I'll always follow her wherever she goes. Xochilt, thanks for being OG and keeping it real. See you next year!”
Financial Advising
“From the initial consultation to ongoing support, Samuel B Choi Accountancy has always exhibited the utmost professionalism and diligence in all their work. They have a deep understanding of the complexities of taxation and accounting and always ensure that their clients are well informed and prepared to meet all their financial obligations.One of the things that impressed me the most about their services is their attention to detail. Nicole Choi is fantastic! Ty so much!”
Financial Advising
“Ok so I just realized that this is my tenth year of CGC preparing my taxes. Mr. Gil and now Chris have taken care of me, friends, family and business partners as if we were family. Their attention to detail is exactly what you want/need when filing. I can't say enough about the good folks here at CGC. Here's to another couple decades!!!!”
Financial Advising
“* Aplomb* Professionalism* Classiness* Reliability * CompetenceThese words are synonymous with First Republic Bank; and this branch in particular. The faceless directors at the top involved with the financial imbroglio are people I'll never see.The people coming face to face with depositors, on the other hand ....that's what's important to me.A refreshing branch experience, and a world class online user interface for personal AND business banking make me glad this is where I do business.”
Financial Advising
“I'd been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my company's 401(k) plan.When I attended Ali Hashemian's presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial.Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. I'm absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do!Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. It's a huge relief to know that Ali always has my current and future financial security in mind!I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.”
Financial Advising
“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.”
Financial Advising
Financial Advising
“I did my taxes last week. Friend of mine recommend this cpa office, only charged me $50 fee. This year I got around $400 more compare to year before I used hr block ($75 fee) from now on my go tax office right here!!!”
Financial Advising
“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!”
Financial Advising
“What an amazing agency. I’m so grateful that I was able to get introduced to this firm by my fiancé and her family. Together, we were able to get every single aspect of our personal finances in order. I am fully confident that we fully secured our financial status for our retirement years to come! Planning to buy our first home in the near future and there was so much we didn’t even THINK to consider in the process. Also... highly recommend taking their Financial Education workshops!!!”
Financial Advising
Financial Advising
“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!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I love First Republic! The customer service is amazing. Jhon-Michael and Lyndsey at the CC branch are great. Responses are always timely and friendly. I have 3 accounts with FR and have great experiences with each. I also appreciate all the amazing and generous swag!”
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