Financial Advising near Montebello, CA

23 locations found near Montebello

“Armendariz Tax is trusted, tried and true. Yes, it is true that sometimes you will need to wait--but excellent and knowledgeable tax preparation services are worth the wait. Raul and his staff are kind, family oriented and experienced. Ive been a customer for twenty years, and I couldn't be more pleased.”

2.6 Average23 Reviews

“Cynthia and her staff at Accurate Taxes, LLC provided a highly professional and knowledgeable service. Throughout my interactions with them, they were consistently courteous and helpful, addressing all of my questions and easing any concerns I had. Their expertise and dedication made the entire process smooth and enjoyable. Their commitment to client satisfaction and their professionalism set them apart. If you are dissatisfied with your current tax advisor or preparer, or if you are searching for a team that understands your needs, I strongly recommend reaching out to Accurate Taxes, LLC. They are effective and client-focused.”

5 Superb73 Reviews

“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.”

4.8 Superb46 Reviews

“I worked with Luz to get my Pre-Approval Letter for the Dream For All application. Luz and her team provided fast responses! I previously was trying to go through a lender in my area but they wre not responsive and the deadline for the program is coming up. I then messaged Luz because of her consistent communication through the newsletters to apply for the program.

I submitted my loan application and required documents and her team was able to provide me the pre-approval letter the same day! I was then able to use that and apply for the Dream For All application before the deadline. I'm happy with Luz and her team's prompt service and attention to families.”

5 Superb25 Reviews

“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!”

4.8 Superb24 Reviews

“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.”

5 Superb32 Reviews

“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.”

4.7 Superb19 Reviews

“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!”

5 Superb69 Reviews

“The Downed branch is always so friendly And willing to help with anything I need. From Joe to the tellers Maria, Kimberly, and Elisa and Danny; I would recommend any one to come here.”

4.5 Superb14 Reviews

“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.”

5 Superb11 Reviews

“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.”

4.4 Superb24 Reviews

“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”

4.5 Superb21 Reviews

“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.”

5 Superb20 Reviews

“Looking for someone to file your taxes? Look no further. I have been filling my taxes with Urrutia & co for the last couple years. Filling with them means transparency and a maximum refund. They go above and beyond to ensure you get the best refund possible. Lázaro and Sonia are very knowledgeable and they are able to answer any questions you may have. They are kind, welcoming and extremely professional. I recommend them to my family and friends.”

3.6 Good17 Reviews

“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.”

4 Good21 Reviews

“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.”

4 Good45 Reviews

“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.”

3.8 Good6 Reviews

“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!”

3.1 Average33 Reviews

“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.”

3.2 Average29 Reviews

“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.”

2.9 Average23 Reviews

“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.”

3 Average13 Reviews

“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.”

2.5 Average13 Reviews