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“Highly recommend! They make tax season a breeze! I have used Beach Cities Financial Group to file my tax returns since 2015 and I am so pleased with their services. Every person working there are extremely helpful, professional, and friendly. They always respond swiftly to any questions or concerns I have - both personal and business related. They do electronic tax filings, so you can file fully electronically if desired. Or you can schedule an in-person tax filing appointment and go to their child friendly office in El Cajon. This year (2023), I chose to schedule an in-person appointment and was pleasantly surprised over their warm and caring business approach. They really put my mind to ease and now my taxes has been filed, yay! I will definitely to this again next year!”
“Joe Sanchez is our advisor. I'm not sure why I haven't written a review before, because we love working with Joe, and have been a client for close to 3 years now. We have managed our own finances for decades but decided as we got close to retirement that we needed a financial advisor. We researched many companies and landed on Pure Financial. I'm so glad we did and that Joe was assigned to be our advisor. Not only is he someone who is very likeable, someone you could see as a good friend, he knows what he is doing and is honest about the pros and cons of different options. We have done well working with him, especially during the volatile market and he takes as much time answering questions and discussing the options. We have learned a lot from him and feel very taken care of. It's hard to consider turning over your financial well fair to a company but through Joe we have great trust and feel secure knowing we have someone who genuinely seems to care and can intelligently navigate the financial markets to keep our money continuing to see solid returns.”
“I totally recommend Jason and Open Door's services. Working with him was clear and straightforward, tailoring our meetings around our family's needs. It was so great to have a guide on how to get our affairs in order!”
“Kimberly Kurek has been my personal tax advisor for the past 3 years. I made the mistake of going to TurboTax last year and made a lot of mistakes. Kimberly was extremely honest and diligent. Very professional. She provided services and let me know about financial services I didn’t even know existed!
Kimberly has YOUR best interest in mind, she’s insanely intelligent and thorough.
I would definitely recommend her services to my friends and family (already have). Great business. Great team. I also worked there three years ago. Business is great, full of structure and the instruction is beyond any training I’ve received at any other job. ( I’ve worked over 26 different jobs in the last 14 years.) Trust me when I say that Summit Financial Group is where you want to go get your taxes done right!
Also a massive plus is it’s right next to the Birgantine! You can hop in and get some fish tacos and a drink to celebrate!
Thank you guys!”
“. Wealth and Wisdom Partners is a great company. We have been with Traci since we retired 20 years ago. They have always been there for us. They are prompt, responsive and always give the best advice. They have helped make us financially secure.”
“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!”
“Sherrill at Family Tax Office provides professional and reliable services. Whether you're an individual or a business, their expertise in audits, estate & trust tax preparation, IRS representation, tax preparation & planning makes them a great choice for anyone looking to stay organized and financially on track. Highly recommended!”
“Great service. Loved the way they were patient explaining everything about credit repair prior to getting my issues cleared up. Bought a house 2 weeks later! Thank you to the whole team!”
“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.”
“Wanted to say a few things about this auto finance lender in San Diego. Lincoln Financial has been around since 1952 and unlike many other lenders in business now they have very little history and relationships like Lincoln does. This company is here serving independent auto dealers and their customers to bridge the want and need of owning a vehicle into reality. If you are a dealer in the area call Allan or Cesar today @ 619-497-5220 for more information.Lincoln your financial partner since 1952.”
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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".”