Financial Advising near San Gabriel, CA

15 locations found near San Gabriel

“Every accountant here is the most enthusiastic and sincere person. They helped me solve many problems that I couldn’t figure out. In the future, my taxes will be settled every year.”

3 Average11 Reviews

“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.”

5 Superb33 Reviews

“He worked hard to complete my return in a timely manner. I did end up owing money ( quite a bit) that I have never owed in the past . Being retired & on a limited amount this was tough. However, he was very pleasant, & explained the return. Really, can government figure something out for not paying taxes on taxed income? Please that is just rhetorical.”

4.7 Superb63 Reviews

“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”

5 Superb23 Reviews

“My family and I, all do our taxes here and we have never had a bad experience. Always very knowledgeable and helpful. Quick and easy process every time. Clean and positive environment.”

4.4 Superb30 Reviews

“Leticia is the only tax prepare that I've gone to for the last 5 years . If I had knew of her before , I would of came here before . She's very knowledgeable with taxes and all the of the questions I have for her . She's very reasonable with her prices as well. If you don't have a to go to tax person, Leticia is the person to go to!”

4 Good32 Reviews

“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.”

4.5 Superb24 Reviews

“Tamar at TnS was a pleasure to work with. She was very responsive and answered all my questions. She's very organized and got all my current books in order. Her professionalism made me get organized and have all my statements in line. She is hired to do my 2021 books! Highly recommended.”

5 Superb3 Reviews

“I WAS HONORED TO MEET THE STAFF AT THIS LOCATION. FIVE STAR RATING FOR THE HEAD MAMAGER. JOSE. HE SHINES BRIGHT. THERE SHOULD BE MORE STAFF WITH HIS PROFESSIONALISM . I MET SELIA PRIOR TO MEETING JOSE.HOWEVER, SELIA CALMED THE PROBLEM. SHE WAS PLEASANT AND KIND AS SHE EXPLAINED THE POLICY FOR CASHING CHECKS... SHE WAS INFORMATIVE AND CONFIDENT IN KNOWING THE BANKS POLICIES AND PROTOCALL. SHE TOO WAS PEOPLE FRIENDLY AND WARM . THE ATMOSPHERE WAS HEART FELT AND INVITING.
I WAS SENT TO THIS LOCATION BY GARY THE BANK MANAGER AT THE 2029 CENTURY PARK LOCATION. I HAD A VERY BAD EXPERIENCE THERE. HOWEVER, MEETING THE STAFF AT PASSADENA LOCATION MADE ALL THE DIFFERENCE FOR ME. IF I EVER NEED TO VISIT CITY NATIONAL BANK, I WILL COME TO THIS BANK. THE BANK MANAGER EXAMPLES NOTHING BUT A NICE REPRESENTATION FOR CITY NATIONAL. THIS BANK SHINES.”

4.1 Good21 Reviews

“I can't say enough good words about Schwab. Their banking and investing products are smart and easy to use and their customer service is impeccable. This office has challenging parking, so give yourself a few extra minutes when you visit.”

3.8 Good26 Reviews

“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”

2.6 Average28 Reviews

“Rita Rodriguez the nicest MD in PHP you will ever meet . The most real person I have met. The Downey office visit was a huge success impressed and in love more with PHP than before.”

1.6 Poor13 Reviews

“(Translated by Google) I've been here for several years doing my taxes and everything is normal.(Original)Ya tengo varios años aquí haciendo mis impuestos y todo normal.”

1.8 Poor22 Reviews

“Keith at West Tax has been doing my taxes for 20 years. I have heard so many bad reviews that were alarming but, realized those were few compared to hundreds of satisfied customers. Let's face it taxes are stressful but, Keith has always taken the stress out of doing taxes. The one or two times he couldn't accomplish that were not his fault. I highly recommend Keith, Joseph and Robin.”

1.4 Poor10 Reviews