Financial Advising near Panorama City, CA
30 locations found near Panorama City
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Financial Advising
Financial Advising
“Alec has been a wonderful financial advisor to me. I found Alec in 2021 and have been quite happy with him ever since. He is always available to answer any questions you may have and is always willing to help. I highly recommend Alec.”
Financial Advising
“I went to Rod as I was unhappy with whom I was using, and I could not be happier!! They really know what they are doing and are wonderful!! Can't refer enough friends and family!! Everyone in the office is GREAT!!”
Financial Advising
“Thuan has been very helpful in educating me and offering me insight on how to properly invest and allocate my assets. He has been patient in my educational process and truly wants to see me succeed. I am happy to be working with him and will continue to do so.”
8AM - 3:03AM
4222 Gentry Ave #1/2, Studio City
Financial Advising
“I can't believe I have been working with Shane and Keith for all these years and still haven't left a review! These guys know what they're doing, they saved my taxes from someone else who was causing havoc, they saved me during COVID-19 when I could have, and probably should have, gone bankrupt. They have gone above and beyond for me to make sure that I can TRUST them with my finances and have always been led in the right direction. I am so blessed to still be working with them and to have seen such huge growth in my years with them. These guys are the real deal. They have my business for life (or as long as they allow me).”
Financial Advising
“I appreciate Elizabeth at IMAX Credit Repair for her invaluable assistance. She addressed all my credit repair queries, provided honest advice, and guided me in the right direction. Her expertise and guidance have been immensely beneficial to my credit journey.”
Financial Advising
“Marco Ortega, went above and beyond providing his legal services. He is a person you can count on to get the job done. He was able to deliver results in a very timely manner. His instructions were clear and the process was smooth. Please don't hesitate. He puts his clients first! Thank you Marco!”
Financial Advising
“Atlas Accounting helps businesses such as mine save money with many decades of experience in accounting and tax services. If you need to hire a professional for your tax or bookkeeping needs, contact Atlas Accounting in Los Angeles.”
Financial Advising
“I almost don't want to write this review because I would love to keep Ara and his team a secret, but alas, a referral is the best compliment one can give!Ara and the ACap Advisors & Accountants team are AMAZING. They have not only been so efficient with our tax process but they are SO quick to respond to all of our questions and incredibly proactive. Ara even helped us out with a recent headache financially and helped cover it with such grace!We ABSOLUTELY LOVE THEM and are excited to continue working with them. Don't even hesitate - reach out to this amazing team today as you're not going to find such a personable, kind, and slaying team!”
Financial Advising
“Alec helped me with all my financial questions, I'm just starting to learn how to fix my financial problems and how to build and work with my finances and he was very patient with all my questions and explaining to me each and every question i had. He was also very generous with the knowledge he has to help me with this. Definitely a great person to work with. Will definitely recommend.”
Financial Advising
“****** I gave this place a 6-Star service. The tax preparer knows what she's doing. She is very helpful, courteous, and can answer all your tax questions and concerns.”
Financial Advising
“We have really liked this branch. It has always felt friendly, personal, and safe. Ana Quzian has been great, she is our point person there. She is so efficient and pleasurable to deal with. We are sad to hear the branch is closing. We aren't fans of another local branch. We hope the other branch, close by, gets better. But it feels like an attitude problem. The people are also nice at the Lankershirm office, but it's farther for us. But I'd rather drive farther than feel uncomfortable. Anyway, Ana, thank you for your help, always.”
Financial Advising
“We have worked with Elisha for years and he has been great at helping us navigate our taxes as we've grown our business. He is genuinely a great human and I can't say enough good things.”
Financial Advising
“AMAZING!! My husband found Lysa of Laurel Terrace Finance though Yelp. We'd spoken with other financial advisors, but all were only offering advice on specific financial areas and charging exorbitant fees. We wanted someone who would be able to look at our entire financial picture and tell us what to do. And that is exactly what Lysa did!! At an incredibly reasonable price!! We both grew up in working class households where we were basically taught how to balance a checkbook and that's it. Lysa helped us do EVERYTHING - pay off all - YES ALL - of our debt, including car loans. She helped us set a household budget, she helped us cut out unessesary expenses - not even fun stuff, we still get to go out to dinner - but things like lowering insurance payments and cutting out unused subscriptions. She helped us set up/bolster existing retirement accounts and establish an emergency fund, which has been INVALUABLE, since I'm a TV writer and there's a strike on right now. I had a lot of fear and shame around money - I've always felt like I was doing it wrong, but Lysa helped my husband and I feel good about our choices and was so positive and helpful with the areas where improvement was needed. And thanks to Lysa, we might actually be able to retire someday! The word hero gets thrown around a lot these days, but in this case, it's well deserved. Lysa is our hero.”
Financial Advising
“I've been coming to Cruz Financial Services (CFiS - not to be confused with the long standing tradition of Chinese For Sunday (CFS)) for nearly a decade. In my near decade of visits, CFiS has been a steady ship helmed by a very capable Admiral. There has been (financial) storms and rough waters and the Admiral has always kept the ship steady. As always, I will be returning to CFiS in 2023!”
Financial Advising
“There are closer CNB locations to me, but I choose to drive to this one since they have a drive-up teller. So convenient, and not so difficult to navigate through the parking lot as I read here. There's usually only one car in front of me (if any) and the teller is very pleasant.”
Financial Advising
“December 2023 Van Nuys Branch. Five stars highest rating out of five stars no problem. Jessica and her Branch Manager and co-workers always treat me kindly and are always super helpful and courteous as well as being super efficient. The employees at this branch create good will for your company which is a tangible asset. Happy Holidays to all and Thank you for the great service. From long time customer Walter Tribe in Sylmar CA USA .”
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
“I usually don't write reviews but with the service I was given it is impossible not to write one. I really want to thank you for doing a fantastic job in my tax return, usually in other tax offices nobody explained everything that was done for me. I will recommend all my friends and family about this tax place.”
Financial Advising
“My wife and I own a law firm in the Santa Clarita Valley. Global has handled our accounting,business management,tax preparation and planning as well as our investments. As you can see we are all in with Global. David and Debbie Garelick own the firm and manage it personally at least 10 hours a day at least 6 days a week. It is a little known fact that David manages some of the biggest stars,writers and producers in Hollywood. In this day and age it is not often that a specialist like David who handles elite clients would give the average person as much attention. David's father Lou taught him from a very young age that no single client is more important than the client who sat in that chair across your desk before him or after him.”
Financial Advising
“I used this company three years ago to buy a house. My score was just barely below bank acceptance and in a very short timeframe I had a double a digit boost to get me qualified and into my property. After I the conclusion of the purchase I canceled them to only realize I should have listened and stayed on, my score might have been much better by now.”
Financial Advising
“I this is a client portal for covid-19 slush fund made by Clinton e Breckenridge Juniors personal email colvin 19 [email protected] you can contact me at Sea Breckenridge Junior 30 you know 325 @gmail.com or you can contact me at 626-267-4760 thank you have a blessed day I'm looking forward to hearing from you”
Financial Advising
“Been going to Schwab for years and they finally moved to the lobby floor with Ameritrade. So the unit number is no longer 1105. Enter the building from the main entrance and turn left, the office is right next to the elevators ?”
Financial Advising
Financial Advising
Financial Advising
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Financial Advising
“I have been extremely happy with my experience at this branch. While most of my interaction has been with Bryan Baca as my dedicated Relationship Manager, I have had a very positive experience with everyone that I've engaged with at the bank.I have multiple business accounts with them, and I feel that each one gets a personal touch that I was not getting at my previous banks.”
Financial Advising
Financial Advising
“Customer service was excellent, and i have no complain, they are all professional. Just bring all the documents they needed, then your ok, they did my transaction gor 3 hous???”