Financial Advising near Agoura Hills, CA

12 locations found near Agoura Hills

“We used Henry last year for he first time and he was accommodating and took his time to explain things to my husband and I. We just made our tax appointment for this year and could not recommend Henry enough!”

5 Superb18 Reviews

“As a long time associate of Steven at Velocity Mortgage, I am thrilled to share my incredible experience. Through the years the VM team has assisted my group in closing some of the most difficult deals that ever could possibly exist in the most challenging markets. All at Velocity performed with extreme professionalism and efficiency. I highly recommend working with Steve and his team at Velocity for all of your commercial mortgage needs!”

4.6 Superb63 Reviews

“I lost my job there was no hope for me I suffered looking for job luckily I came across Donald Maureen on Facebook review about forex and binary trade/ crypto currency exchange I borrowed $1000 to invest with Donald Maureen and I have a profit of $13800 in 6 working days now I pay my debt and I'm very grateful to you, I will advise all of you who want to invest for the future and the better of tomorrow should start with Donald Maureen please and please you should not invest with all this scammer here you can reach Donald Maureen via Email”

5 Superb10 Reviews

“Mr. Warren and his company have been extraordinary to work with over the last few years. We have been able to go above and beyond initial projections. It has been a true blessing!”

5 Superb3 Reviews

“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”

4 Good4 Reviews

“I wanted to take the time to thank the tax team at Farid Kanji and Associates for providing a tremendous service to the community, with integrity and character. Farid and his family have assisted our family with our taxes for over 15 years. You will always have confidence that your taxes will be done correctly and efficiently with no surprises. He will discuss everything with you upfront to determine the best plan for you and your family. If you don't have confidence in your Tax person then call Farid! Thank you Farid! We appreciate you and your family very much!”

3 Average11 Reviews

“Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.”

3 Average14 Reviews

“I was helped by a staff member named, Allyse. She was extremely thoughtful and thorough in helping me with a deposit I needed to make. Very happy with the level of service I received.One thing to know, while it seems the available staff to help is limited as you walk into the door, they did make a huge effort at accommodating others in line as it built up so as not to let people feel they were going to wait a long time, such as bringing additional staff out from the back to help.”

2.3 Poor13 Reviews