Financial Advising near San Marino, CA
30 locations found near San Marino
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Financial Advising
Financial Advising
Financial Advising
“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.”
Financial Advising
“Tamar is an absolutely exceptional accountant! She has helped me with every aspect of my practice as a licensed clinical psychologist from incorporating to bookkeeping and taxes. For someone like myself with very little knowledge or understanding of these processes it has been such a huge help! She is also incredibly responsive and has been able to address all of my many questions.”
Financial Advising
“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“Excellent service, my mom has used them for years. After my mom suffered 3 strokes in 4 months she did not get to file taxes. Ann and Andrew did the job quickly for her. They are reasonably priced.”
Financial Advising
“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”
8:00 AM - 7:00 PM
1611 E Glenoaks Blvd unit a, Glendale
Financial Advising
“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.”
Financial Advising
Financial Advising
“This is the only is us bank branch that you will see people smiling and welcoming you from the minute you walk in all the way to the tellers. And they always go the extra mile to help you.”
Financial Advising
“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Website is lacking. It's like so outdated and not user-friendly. Their services are whatever. Even during coronavirus times, they suggest I should leave my money in the market. It's a head-scratcher, but I'll leave my money in the market and see where this takes me. Wish me luck.”
Financial Advising
“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.”
Financial Advising
Financial Advising
Financial Advising
“(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.”
Financial Advising
“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.”
Financial Advising
Financial Advising
Financial Advising
2:00 PM - 7:00 PM
155 N Lake Ave, Pasadena
Financial Advising
“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.”