Financial Advising near Montebello, CA

“(Translated by Google) I've been here for several years doing my taxes and everything is normal.(Original)Ya tengo varios años aquí haciendo mis impuestos y todo normal.”

“Cynthia and the whole staff were amazing and helped me so much with my taxes. Also diamond club membership is worth it if you want to learn more about your personal taxes . 5 stars ⭐️”

“Excellent Tax and Accounting, Inc. is a company with great capacity to help its clients and provide the best service that helps our families. I have been doing my taxes for 17 years and have always received the best refund. Thank you Excellent Tax and Accounting, Inc. for being part of my family.”

“Luz is amazing! As a realtor, it’s important for me to work with a lender who will go above and beyond the call of duty in order for us to contribute the highest level possible for the good of our clients. Thank you, Luz! You and your team are amazing!”

“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!”

“Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs.

He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. He's not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine.

I've always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right.

It's also important that someone has skin in the game and Earl's own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust.

All in all, I've been very happy and impressed.”

“If you haven't been here, give them a try. We have been coming with this service for over 25 years, and have been very happy with the service that they provide. Today, we drove from the Fresno area...yea, fought with the friggin traffic and finally made it. So, we got our taxes, and now we are relieved. Another year for Tio Samuel....until next year. Give them a try. You won't be disappointed.”

“I've been working with Armando for about 7 years and he is awesome!! I have a hobby business so my taxes can be a bit complicated, but he always does an amazing job and charges a fair price. I just got a letter from the IRS asking that I pay a ridiculous amount of money because I didn't include some stock sales (my fault, not Armando's) and he helped me respond to them in a way that should reduce the amount tremendously. I am a forever customer!”

“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.”

“BFK has prepared my taxes for years. This a family operated tax business that prides themselves on serving the community. Karen and Cynthia provide a high level of expertise in taxes as well as other areas in the financial industry.”

“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”

“I had a very good experience at this branch! From everyone being very friendly to getting everything I needed done. Banc of California in Downey was able to help me out and get me going swiftly. Daniel Ramirez was very helpful and hard working when it came to locating some old documents I needed from pre existing accounts. I definitely recommmend this bank and this branch.”

“Would give 7 stars out of 5 if I could!!!
Drove by and noticed the sign and dropped in. Had answers to my questions by the office staff immediately. Left my information, and they followed up with me the following day to make sure I was going to bring in the rest of my paperwork.

I was impressed with the diligence and communication.

I'm no spring chicken ?. But this has to be the least painful tax experience in my adult life. I will definitely recommend it to local friends and family.

Not only was my work expeditious, but also very affordable. Let's just say. About half the price of the franchise tax agencies.

Thank you Team! Much appreciated”

“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”

“I WAS HONORED TO MEET THE STAFF AT THIS LOCATION. FIVE STAR RATING FOR THE HEAD MAMAGER. JOSE. HE SHINES BRIGHT. THERE SHOULD BE MORE STAFF WITH HIS PROFESSIONALISM . I MET SELIA PRIOR TO MEETING JOSE.HOWEVER, SELIA CALMED THE PROBLEM. SHE WAS PLEASANT AND KIND AS SHE EXPLAINED THE POLICY FOR CASHING CHECKS... SHE WAS INFORMATIVE AND CONFIDENT IN KNOWING THE BANKS POLICIES AND PROTOCALL. SHE TOO WAS PEOPLE FRIENDLY AND WARM . THE ATMOSPHERE WAS HEART FELT AND INVITING.
I WAS SENT TO THIS LOCATION BY GARY THE BANK MANAGER AT THE 2029 CENTURY PARK LOCATION. I HAD A VERY BAD EXPERIENCE THERE. HOWEVER, MEETING THE STAFF AT PASSADENA LOCATION MADE ALL THE DIFFERENCE FOR ME. IF I EVER NEED TO VISIT CITY NATIONAL BANK, I WILL COME TO THIS BANK. THE BANK MANAGER EXAMPLES NOTHING BUT A NICE REPRESENTATION FOR CITY NATIONAL. THIS BANK SHINES.”

“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.”

“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 service that I received was excellent, the ladies at the front desk were very attentive and patient. I would come back again & again, my mission was accomplished every time!”

“As a business owner I appreciate the thorough work, time, and effort out into my complicated taxes. Thank you again! I will definitely be coming for the foreseeable future.”

“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”

“Every accountant here is the most enthusiastic and sincere person. They helped me solve many problems that I couldn’t figure out. In the future, my taxes will be settled every year.”

“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.”