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“I met Deana of Carter Financial while walking past her office in Rancho Santa Fe. I was in need of a Notary, so when I saw her office Carter Financial, I figured she would know of one in town.I found Deana to not only be a fascinating and intelligent woman but one of many talents.Lucky for me she actually is a Notary! I was so relieved since time was of the essence on needing my documents notarized. Deana was so professional, efficient and so helpful.If anyone is looking for an amazing Notary, do what I did, have Deana of Carter Financial take care of you. Once I established a business relationship with Deana, I now use her as my financial advisor. Best idea I've ever had walking into her office that day. My financials better than ever, and I get the best service on Notaries.Deana Carter is one to be trusted for sure.”
“We have used Troy as our tax account for several years now and are completely satisfied with his service. He’s very knowledgeable, efficient, and personable. He completed our tax return very quickly this year as always.Highly recommend him.”
“Paul and the rest of the PracticeCFO Team put my mind at ease with purchasing my first practice. They have offered advice and counseling above and beyond expectations, which shows they truly care about the success of my practice…and not just financially. This has been the greatest addition to my Team. So glad I came across Wes’ podcast and made the call (which by the way I had a within hours of making my first inquiry). Top notch service to say the least. You won’t be sorry to have them as an integral part of your Team.”
“Darryl was great, this was our first year having our taxes done through him and it was a great experience. He was professional, organized and speedy. Gave helpful advice and we had very clear communication over the phone, email and the secure document portal was easy to use. I would highly recommend Top Hat to all my friends and family.”
“With over 20 years in business and dealing with 3 different CPA's, I commend ABMG for being our final and best Accounting and Tax Preparation team for last 8 years.”
“I’ve worked with David and Hengameh exclusively for the past 10 years. Without exception, they have been exceptional on all level of customer support. As communicators, investment strategists and partners in reaching my financial goals, their performance has been beyond reproach. Simply stated, David pays attention. He knows the market and moves quickly to take advantage of opportunities. Every year, even during unexpected market depressions, his advice and guidance has been invaluable.”
“We have been working with Mark Orlando for many years and have always been very happy with his personal communication and of course his tax preparation knowledge. We recommend him highly!”
“Truly wonderful! The representative called and talked me through the process. She didn't pressure me to make a decision or work with them. Very knowledgeable!”
“My experience with First Republic bank in Escondido has been fantastic. Dolly, Miriam and the others have provided nothing less than stellar service. Their professionalism is top-notch. This is what banking should be.”
1 - 5PM 8AM - 12PM
1015 Chestnut Ave, Carlsbad
Financial Advising
“Wow I am so grateful I found Ms. Cardin, she is a wealth of knowledge and so sharp. I only wish I had met her sooner, prior to signing my divorce MSA. I highly recommend meeting with her if you’re going through a divorce to help protect yourself.”
“This is a professional group that is good at what they do! I appreciate them for always keeping up on new tax laws and changes. I have been a part of their clientele for over 10 years and I highly recommend them!”
“Just want to share my experience with First Republic Bank. I love this bank. Me and my wife both bank with First Republic Bank. After moving form Solana Beach to Downtown San Diego all my banking needs were met. Me and my family are so grateful for everything. I highly recommend First Republic Bank.”
“Having relocated to SD I needed to secure a new banking relationship who can handle my very unique banking needs. After meeting with several people/banks it was clear I was fortunate to have the honor of working with Cilette Mitchell -- the bank manager for decades(?!) at CNB. Cilette assured me their bank is a similar to a small town bank and that she would ensure what we discussed would always be honored. In the end I feel blessed having met Cilette (and Yanina who's been my WONDERFUL personal account manager) and look fwd to working with them for years to come!On a side note, CNB is fortunate having such terrific people like Cilette and Yanina on their team. They exemplify customer service!”
“City national is already a great bank but this branch is always above and beyond. I have been in twice a month for a year and I just appreciate tHeir kindness, knowledge and timely speed.”
“We are very happy with the services, advice and management of our funds. Our financial advisor has been attentive and quick to answer all our questions and requests.”
“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 was so lucky meeting an expert account manager like mrs victoria crypto She is so reliable, trustworthy and very honest. I was so scared of investing on bitcoin because I have heard a lot about scammers but I just had to try with mrs victoria crypto because I wasn't stable financially and today I have realize how interesting it is to be stable financially with the help of bitcon who is always there for the traders and I want to thank you for your help and love you showed me, now you have made my life so beautiful you're the best manager I can recommend everyone to work with, thank you mrs victoria crypto???”
9:30AM - 6PM
420 S Juniper St, Escondido
Financial Advising
“Honest, client focused, quick, efficient, able to answer any questions that come up and always worth it! I have used them for several years now. Charles is the man and has a great depth of knowledge when it comes to the IRS and tax system. He will find every dime for you. Ulanda is beyond helpful and has she is very in-tune with the clients and their needs. I no longer live in CA and they still do my taxes remotely from AZ. I refer and will continue to refer all my friends and family to them. Don't bother going to anyone but them for your tax and financial needs.”
“We've worked with robert and his firm for the past several years and have been immensely impressed with his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!”
“I was extremely confused about investing financially, and when I went into Charles Schwab, on high Bluff, everybody was so patient and Helped me with my financial needs??? thank you Franc”
“Fidelity investments has been helping my family plan for our future for 30 years. They are an order of magnitude better than other services such as Vanguard, Wells Fargo, Ameritrade etc.And Fidelity is less expensive.”
9:30AM - 5PM
761 Garden View Ct STE 202, Encinitas
Financial Advising
“Craig Workinger is an incredible CPA! He is very personable, professional, knowledgeable, and overall an amazing person! He is trustworthy and you can rely on him to get the job done. If you are looking for a CPA, I highly recommend Craig!!”
8:30 AM - 5:30 PM
2033 San Elijo AveSuite 148, Encinitas
Financial Advising
“Mike Madden with Dark Horse CPAs is amazing. He is so knowledgeable. He takes the confusion out of tax season and gets you your best return possible. He has been our CPA for the last five years. I will never go anywhere else.”
“Rachel Currington and her team have gone above and beyond to help my husband and me untangle my MIL's estate, consolidate assets, and put together a long-term investment strategy tailored to our goals and needs. She's brilliant and caring---a genuinely nice person---and has a great network of professionals should you need referrals.”
“I have known Sandeep, Nisha, Steve and the ATS staff for many years and am very impressed by their services, professionalism, knowledge of the market, and the friendliness of all of them. I feel safe and confident with them handling my financial future.”
“If you are in need of a financial advisor, give Spencer a call at Edward Jones. He will listen to and help establish your goals. He is extremely thoughtful and knowledgeable in retirement planning.”
“City national is already a great bank but this branch is always above and beyond. I have been in twice a month for a year and I just appreciate tHeir kindness, knowledge and timely speed.”
8:30AM - 5:30PM
306 W El Norte Pkwy Suite A, Escondido
Financial Advising
“Very helpful and Sherri the Manager didn't want you paying extra fees if you didn't have to. She made changing my last name on my vehicle title much easier than having to go to the DMV or having to do it online. My loan officer Frank Cedano was fantastic. He made the whole loan process so easy. Yes the interest is very high but if you make big payments you can pay it off in no time...”
“I wanted to recognize Ian Brezina, relationship manager with TD iInstitutional. I needed to get fund transfers expedited in order to make an investment and without his help I would have missed the window needed to make the investment. He not only took ownership of helping me but followed up after the funds were transferred with a call informing me of their transfer. Job well done and a valuable teammate for the TD Ameritrade Institutional group, thanks again, Jim”
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“I have been working with Mr. Witkin and his group for many years. They have helped me organize my finances and kept me out of trouble. In more than one instance they went to bat for me in disputes with various vendors. I give them the highest rating!”