Financial Advising near Valley Glen, CA

“I usually don't write reviews but with the service I was given it is impossible not to write one. I really want to thank you for doing a fantastic job in my tax return, usually in other tax offices nobody explained everything that was done for me. I will recommend all my friends and family about this tax place.”

“I’ve been trusting Edward for many years and my firm loves him as well with his transparency in helping my credit and my cousin as well. My score is where it needs to be and my debt is gone ! But I paid a hefty price and saved 19500 dollars.”

“RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer service is truly remarkable. I consistently receive personalized attention and feel valued as a client.

RVW also provides insightful investment analysis and educational materials in the form of emails, webinars, and in person presentations. This helps me to make informed decisions about my financial future and navigate market volatility with greater confidence.

I highly recommend RVW to anyone seeking a trusted and knowledgeable wealth management firm.”

“BFS (Balyan Financial Services) is the best accountant I’ve found for influencers and content creators — seriously. As a creator, my income comes from brand deals, 1099s, affiliate stuff, and random payouts, and I needed someone who actually understands how creator businesses work (not just a generic “small business” approach).

Rose helped me get my bookkeeping organized, cleaned up my QuickBooks Online, and made tax prep + tax planning way less stressful. She also broke down creator-specific deductions the right way (travel shoots, mileage, gear, software/subscriptions) and made sure everything is compliant and properly documented — not sketchy, not guessy.

If you’re an influencer, content creator, or UGC creator searching for a tax accountant or bookkeeper who gets the creator world and keeps you on track, I highly recommend BFS.”

“I had a great experience working with Alec Tuckman. He offered clear, practical advice on how to better manage my finances and gave me helpful strategies that actually made sense for my situation. You can tell he really knows his stuff and takes the time to explain things in a way that’s easy to understand. I appreciated his professionalism and would definitely recommend him to anyone looking for a solid financial advisor.”

“Marco helped us every step of the way with the long and difficult process of permanent residency for my husband. He was always open and available, and put our minds at ease with the thousands of questions we had. We couldn’t be happier with the service we received. Thank you so much Marco!”

“I was honestly a nervous wreck when I started this process, but Sanaz and her team (Chris and Andrea) took very good care of me and my case from start to finish. They were extremely patient, answering every single question I threw at them. Every step of the process was met with honesty and empathy. I highly recommend this firm to anyone considering filing for bankruptcy!”

“*Invaluable Accounting Partner for Over 7 Years* It's high time I shared our incredible journey with Wiesenberg & Company, who've been so much more than just accountants to our small entertainment business for the past seven years. From day one, Elisha and his amazing team have felt like part of our own team. They've been our go-to for everything finance-related – whether it's getting our books in order, demystifying QuickBooks, planning, or tackling the dreaded tax season.

Elisha and his team embody professionalism and proficiency. Their approach is not just about numbers; it's about education, empowerment, and partnership. They have consistently demonstrated a deep understanding of our industry's nuances, ensuring our financial strategies are both robust and innovative.

I remember in the past feeling overwhelmed by accounting & tax time, but Elisha's team never failed to guide us with patience and understanding. They're always there, ready to lend a hand or an ear, and it's because of them that I now face tax time with ease and confidence – a statement I never thought I'd make!

I wholeheartedly recommend Wiesenberg & Company to anyone in need of top-notch accounting services. They're not just about the numbers; they're about nurturing relationships, providing peace of mind, and being by your side every step of the way. They've truly been our financial saviors, and we can't thank them enough!”

“I went to Rod as I was unhappy with whom I was using, and I could not be happier!! They really know what they are doing and are wonderful!! Can't refer enough friends and family!! Everyone in the office is GREAT!!”

“These guys are outstanding! I feel remiss in having never left a review for this awesome team. Keith and Shane have represented me for years and they took on a really thorny problem with a six figure tax bill that was wrongly assessed in my opinion, but I'd let it linger for years and it was a real mess. They picked up the ball and handled it and saved me over $80,000 in excesses, fines, penalties and the rest. I cannot express how grateful I am for their professional, courteous and timely service. If you need an accountant you'd be foolish not to give these guys a call.”

“SR Financial Services has been a game-changer for my finances! Their team is professional, knowledgeable, and always willing to go the extra mile to make sure I understand my options. They helped me with tax planning, bookkeeping, and long-term financial strategies — and I couldn’t be more confident in my future.

What I appreciate most is their personalized approach: they take the time to understand my business and personal goals, and then create solutions that actually work for me. Communication is always clear and timely, and I never feel left in the dark.

If you’re looking for a firm that combines expertise with genuine care, SR Financial Services is the right choice. Highly recommended!”

“Merchant Chimp is by far the best credit card processing company I have worked with. Their response time and customer services skills are amazing. They take the time to help as much as they can and work on a professional level.”

“When we first talked to Michelle I was convinced that her method, or really anyone's advice, simply wouldn't work for us. We had a unique situation that was unsolvable. Boy was I wrong. Michelle is kind, thoughtful and very knowledgable. She didn't make us feel minimized or ashamed of our mistakes, only reassured us that we would somehow get out of it. We had been victims of ID theft, had IRS issues, credit card debt and personal loan payments adding up. On top of a shaky employment situation, it didn't look good and we were afraid of losing our home. She turned it around in 3 sessions and had us learning about options that took away all our stress and got us out of the hole within 1 month. Not a cookie cutter solution but one designed to maximize value and minimize future expenses for our situation. She gave us tools, introduced us to the right people and we were on our way. Recently we had a check in session and she assured us that we were still on track and we feel able to match that confidence. We are very grateful to Michelle, the mindset change is a huge thing for our family, our relationship and our future. Thank you Michelle!”

“I appreciate Elizabeth at IMAX Credit Repair for her invaluable assistance. She addressed all my credit repair queries, provided honest advice, and guided me in the right direction. Her expertise and guidance have been immensely beneficial to my credit journey.”

“Carina was amazing from the moment she called me. She was straightforward, honest, and open throughout the entire process. I brought her the necessary documentation, and she handled everything quickly and efficiently. I truly appreciated her professionalism and transparency. I would definitely recommend getting a loan here!”

“I’ve been a client for over 15 years and have seen this company grow a lot during that time. When I first started, I used to go into the office and work directly with Samuel. He was always very kind and took the time to explain everything clearly. He and his team helped me set up my S Corp and made the process easy to understand.

In recent years, I’ve been working mostly with Nicole, who is very detailed, knowledgeable, and always quick to respond. Joshua handles my payroll — and is super organized — and Jina and Luan are always responsive by email whenever I need help with anything.

I really like their online system for uploading tax documents. It’s simple, well-organized, and saves a lot of time. Even though the company has grown and probably has many more clients now, they still provide personal attention and quick responses, which I really appreciate.

Jose at the front desk is always friendly and helpful whenever I call. I’m not sure if Samuel is still working or has retired, but he built a wonderful team that continues to deliver excellent service. After all these years, I still feel confident knowing my business accounting is in great hands.”

“Always a good experience. Kuya Ernest always ask and help. Very thorough and quick here. I recommend this place eapecially Kuya Ernest, very nice and helpful.
Thank you.”

“Acap has been managing my accounts for over 10 years. As stewards of my accounts, I trust that Ara and his team always have my best interests in mind, especially during uncertain times. Having experienced the crash of 2009 I learned the importance and benefits of staying invested over the long haul. I remain confident in their actions as I now approach my retirement years.”

“Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!”

“I don't usually take time to write reviews but the exceptional service that Maristel Vasco, the Relationship Manager VP Long Beach branch has definitely went above and beyond her job description, she had closely followed up on my application, answers phone calls, emails and any client inquiry efficiently and speedily. She take time to answer questions and able to multi task to be able to deliver results not just in time but even ahead of due dates. The process of my refinance was not smooth sailing but Ms. Vasco's service recovery has really made me relax during the process. Ms. Maristel Vasco is a true gem in your company. Kudos to CNB for having a highly competent relationship manager.”

“Had the privilege to avail their services twice in a year already. Super dependable, trust-worthy and fast response. They process my documents with ease. I have recommended this over and over to my friends as well!”

“I am with UCLA Health Axuiliary. Vicky Zekiyan is our bank representative for our account with CNB. She has gone above and beyond to support us throughout the entire PPP application process and is there for us anytime we have questions or issues regarding anything related to general banking as well. I truly appreciate her and the way she represents CNB. She is informative, professional and very personable. She makes banking with CNB a personal experience for her clients. She is gold!”