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“I have enjoyed working with Drew, Cameron, and the rest of the team. I feel that my concerns are addressed adequately and carefully, and I also feel that I am not treated as "just a number".”
“We started working with CCMI in 2021 after realizing that we did not have a clear picture of our finances and how they looked 20 years from now. Creating a financial plan with Kim Benson was one of the best things we have ever done. It gave us a clear picture of exactly what we needed to do in order to set ourselves up for success in retirement. The financial plan was such an eye opening experience and there was not any hesitation in moving our portfolio to CCMI. There is no one that I would trust more than Kim Benson to manage our money going forward. Thank you to Kim and her entire team at CCMI.”
“Sal Cafiero is efficient! He makes your tax appointment less stressful by his calm demeanor. He is honest and trustworthy. He handles my personal taxes as well as for my corporation. He is professional along with his front office staff. His office is organized and clean.”
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“Susan has been my financial planner for over 20 years. We review my investments at least once a year, and we figure out what is best for my family together. Susan is always available when I have a question. She is a pleasure to work with!”
“They did it again. Mike & Ryan Always Get a Great Service From them. The reason why I come here always is because they great customer service. These people really care about customers and this is the reason why they busy but no matter when they alway take care people. Thank you guys again ! Eddie G”
“My experience with Ed has been nothing but extraordinary. He is very organized focused and consistent. He keeps me informed with regard to the latest in tax code changes and he is meticulous in every aspect of my return. I endorse him wholeheartedly. He's also an SDSU Aztecs fan!”
“I would highly recommend WAM to anyone looking for a financial advisor. Chase and the entire team is very professional, helpful and take the time to get to know you and your individual financial situations and also provide fast and efficient answers to any questions or requests. Highly recommend!”
“Schwab held a great event today, a free client Shredding Event. They got me off my butt & I got rid of old documents that should have been shredded years ago. The agents were very hospitable & served sandwiches & snacks. Thank you Schwab”
“If you are looking for a professional CPA who will provide your with an honest appraisal and excellent service at a fair price look no further than Cynthia Brizard, CPA.”
“Patrick and associates have been doing mine and my family taxes for many years now and we are extremely happy with their services and the money that they have saved us over the years. Great honest people you can't find any better.”
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“What a relief! They took the burden off of my shoulders to figure out my Social Security Disability taxes, this was my first year receivibg benefits. Sherrill and Mitchell answered all of my questions with kindness and patience, even during crunch time! I highly recommend this firm for your tax needs, simple or complex. They gave me peace of mind and that is priceless!!!”