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“The team at IRS direct is very professional knowledgeable and it’s a pleasure to spend some time with them at the office and do the work that needs to be done for our corporation. Highly recommend them.”
“Agende Ana Beatriz, the best, helped me until the end, her customer service definitely exceeded my expectations, thank you Ana for helping me as much as possible”
“I am so thankful for my financial advisor. She has always had my best interests at heart. She has for many years allowed me to live a lifestyle that I have been use too based on her decision making by creating a financial plan and offering advice on investments, retirement. She has advised me on a regular basis making adjustments as needed. She is such a great fiduciary. She is open and listens to your needs and advises accordingly.
THANKYOU Janet Burke”
“this was my 1st time not using h&r block for 25 years.our taxes were a basket case and presented last minute. we had over 60 documents to share. AZS Accounting worked wonders for my wife and I. They made it stress free as well. you are in great hands if you chose AZS Accounting!”
“We made an appointment at Schwab to set up an account. Out Schwab representative listened carefully to what our risk appetite was and our goals for that account. He listened carefully and chose the perfect product for our needs. The meeting was very informative, never rushed and we walked away feeling our money was safe in their care. I highly recommend this company and this office.”
“Due to my profession, I have the opportunity to meet and work with many advisors, brokers and financial planners. They are certainly not all the same. I can confidently recommend George Stefanou with Stefanou Wealth Management.
Simply put, George truly cares! He truly cares about his clients- he takes the time to ensure they are informed and supported. He truly cares about his industry- his knowledge, leadership, and commitment to excellence make him stand out. And he truly cares about giving back so that others around him also have an opportunity to succeed.
I admire George and his whole team, including Kevin, Ashley and Rosa. They are professional and efficient. Clients are fortunate to have them representing their financial goals!”
“Trevor was extremely helpful in helping us access an older account. He was able to get us new log in and password, account balance and account number without be transferred to a bunch of different people! Even wished me a happy early Birthday! Companies need to hire more people like Trevor! It’s the little details that always stand out!”
“I remember when it was a small little bank across the street from the Bank of America. They gutted out the inside and redid the bank which used to be Bank of America and made it look 10 times better than what it was before...”
“I came here to schedule an appointment and seen these reviews and decided to write one myself. Kimberly Stewart is smart, innovative and motivating. If you are coming with the mind of doing what you want to yields results, and being scared with your money, stay away. But if you open minded, not afraid to take the advice of an expert and apply it yourself and want to grow you money, call. I have been a client since 2016 and with her guidance, I was able to take a small car accident settlement and create stock portfolio that helped me start a business and purchase my first home. I hope to continue this relationship into the next 4 years in better position financially and leaving behind something for my children.”
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“Simply the best! I highly recommend Pauline Ho for all levels of accounting needs. She has helped our family tremendously when we thought all hope was lost. We want to thank you so much Pauline for your commitment to service and outstanding professionalism. The Soto Family!”