Financial Advising in Palm Springs, CA
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3 locations found near Palm Springs
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777 East Tahquitz Canyon Way Suite 323, Palm Springs CA 92262
“I’ve had an excellent experience working with Sean Heslin as my financial advisor. Sean has done a tremendous job managing my portfolio, and I’ve been extremely happy with the performance and overall strategy he’s put in place. He takes the time to explain everything clearly, stays proactive with communication, and always makes me feel confident about my financial future. What truly sets Sean apart is the level of service he and his staff provide. Every interaction is professional, responsive, and genuinely client-focused. His team is organized, attentive, and always willing to help with anything I need. It’s rare to find this combination of strong financial expertise and exceptional customer service. I highly recommend Sean and his team to anyone looking for a knowledgeable and trustworthy financial advisor.”
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777 E Tahquitz Canyon Way Suite 200-89, Palm Springs CA 92262
“Raul has been outstanding ! Everything is case by case but let me assure you he keeps you informed updates you every month on status but most importantly he shows results working towards a home right now but the sense of security knowing you have this kind of partner tackling your credit is biggest piece of mind you can have. I called other placed but they only monitor your credit. Raul comes and makes sure he fights what’s on your credit at very affordable price. Thank you again for everything you have done for me and my future !”
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787 North Palm Canyon Drive, Palm Springs CA 92262
“I’m an individual business owner, and I had a great experience with Barton CPA. Danya was very helpful throughout the process, answered all of my questions, and made everything easy to understand. She was professional, friendly, and always willing to help. I really appreciate the great service and would definitely recommend Barton CPA to anyone looking for reliable accounting and tax help.”
