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“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business. She was professional, kind, and easy to communicate with. I'm very grateful for her help and look forward to working with her more in the future!”
“Our daughter was referred to Cynthia from a friend two tax seasons ago. The CPA we have used for the past 30 plus years recently retired so we decided to go with Accurate for our tax preparation. We don't have a simple filing with a business and two rentals but Cynthia made the transition a breeze. I was able to forward everything via email including the final filing with the tax agencies. On top of her accuracy and professionalism, we saved over $400 on our return from our former CPA. It was a pleasure doing business with her. We will be back next year.”
“Jim and his staff are amazing! As a real estate agent and loan officer in Glendora, Second Chance Financial will always be my go to for credit repair services. They've done miracles for my clients, the pricing is great and they work fast!”
“I have been with NCH Tax and Wealth Advisors for 20 years now. I am a teacher and have had many life changes from divorce to teaching stateside and now living internationally as an educator. Through all my life changes I have felt very supported and listened to as their client. I have always felt I have a partner and a coach when considering the risks and gains of my vision of living a balanced financial life. What I appreciate most is that even though I am an average person of wealth, I continue to feel that my goals and aspirations are very much taken into account no matter what is happening in the world's economic environment.”
“I was recommended Michael last yr but for my 2021 filing but i still went somewhere else. I was told he is very professional and that he knows his trade. This yr for my 2022 filing i scheduled an appointment with Michael, i truly regret not going with him sooner. My post wont be enough justice to his assistance. Thank You Michael”
“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.”
“Best experience I’ve ever had with taxes. Maria is absolutely great and very knowledgeable about what I needed as far as documents for my career and the guy at the front desk, I think his name was Daniel, entered all my information and processed it fast. I will definitely go back next year!”
“After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat”
“I have had Mike and his team complete my tax filings for years now. Every staff member on the team with whom I have interacted with has been wonderful. Everyone is so friendly and responsive. Each year they mail me a tax preparation packet that helps me get organized and maximize my deductions, and I have a full time job and well as side jobs as a professor and consultant, so my taxes get more complicated. The staff ask great questions to help me along the way. They have been great to work with and I highly recommend them for all your tax needs.”
8:30AM - 5PM
15111 Whittier Blvd # 380, Whittier
Financial Advising
“My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.”
8:30AM - 5PM
3421 E Imperial Hwy Suite #E-1, Brea
Financial Advising
“I had a wonderful experience at this Charles Schwab office. I had a big packet of paperwork I wanted help filling out. I was greeted by Ariel. She was extremely helpful and friendly. She was able to auto fill the paperwork in a couple of minutes saving me so much time. I really appreciate the wonderful customer service. I am new to this company but I know I'm in good hands.”
Open 24 hours
1 Centerpointe Dr, La Palma
Financial Advising
“I've been part of City National Bank for over 30 years and have always had great experiences with their staff. My contact recently retired and my new rep is even better! Highly recommend working with Polly Laberge at this branch. She's very helpful and responsive to any and all my concerns.”
“I met with Robert for the first time today and I must say he really shed some light on things that were just at the surface for me and helped me realize what I've been doing wrong fairly quickly. He listened to my businesses story and made an assessment right there on the spot that opened my eyes and help me understand that I shouldn't be afraid to grow and work with other people. Thank you Robert and I look forward to working with your team.”
“I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind.”
“Logan is very knowledgeable and helped me open an account.It's good to see financial advisors and services that you can actually trust.Thanks again Logan and keep up the good work!”
“Leon is great! I set up a few appts with him before for some financial advising advice and he was really helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!”
“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”
8AM - 4:30PM
530 W Bonita Ave, San Dimas
Financial Advising
6:30AM - 4PM
1 Pointe Dr #140, Brea
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“Great Service! I have been doing my taxes with Mr. Lee for a while now and he is very diligent with his work and very caring. if you're looking for someone to do your taxes don't hesitate and reach out i can guarantee that he'll excellent care and service!”