Financial Advising near Altadena, CA

17 locations found near Altadena

“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.”

4.7 Superb63 Reviews

“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.”

5 Superb23 Reviews

“Rose Balyan exemplifies expertise in accounting and tax preparation. She doesn't just handle tasks; she meticulously crafts solutions tailored to your business needs. For instance, when I had questions about deductions, Rose took the time to explain the intricacies and even provided personalized examples to ensure clarity. Her dedication to her craft and genuine care for her clients truly set her apart. Rose is more than just an accountant; she's a trusted advisor who goes above and beyond to ensure your financial success. Highly recommended!”

5 Superb61 Reviews

“Hayk helped me so much with my taxes. He's very professional and precise. I'll be getting my taxes done with him every single year from now on. He took excellent care of me and he will do the same for you!”

4.2 Good58 Reviews

“Extremely satisfied by the service Credit Revu has provided. George was extremely safe and reliable to work with. I’ve worked with multiple other companies in the past but no one has gone above and beyond like George did. They gave me a step by step plan on how to improve my credit score and future usage. I highly recommend Credit Revu to anyone who is in need.”

5 Superb11 Reviews

“As usual, Tony Watson and his staff have gone above and beyond our expectations. The level of trust and professionalism flowing from his office is incredible, making every interaction not just a transaction but a truly valuable experience.His attention to detail, prompt responses, and willingness to explain complex tax concepts in understandable terms have greatly eased our financial management burdens.Tony's expertise and dedicated customer service have not only ensured our compliance with tax regulations but have also optimized our financial health, demonstrating his commitment to our well-being beyond mere numbers.”

4.1 Good269 Reviews

“If you have not invested with MRS MELISSA CRYPTO , then you should not give up on trading yet because you have not invested with the best forex and trading expert. This is my third time trading with the wrong person on a wrong platform until I found out about MRS MELISSA CRYPTO . she did a marvelous job with my $1000 and I earned $7850 in 7days. his's an expert to trust ?? legit and fast payout of profit. his's trading for me on the 5th time. You have proven to me MRS MELISSA CRYPTO that trading pays and i will forever be grateful. God bless you ma.”

5 Superb10 Reviews

“I've been coming to Leo Jimenez and Associates for a couple of yeasts now and I've got to admit that Edna and the rest of the staff have provided my family and I with outstanding customer service.”

4.9 Superb37 Reviews

“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!”

4.2 Good24 Reviews

“I WAS HONORED TO MEET THE STAFF AT THIS LOCATION. FIVE STAR RATING FOR THE HEAD MAMAGER. JOSE. HE SHINES BRIGHT. THERE SHOULD BE MORE STAFF WITH HIS PROFESSIONALISM . I MET SELIA PRIOR TO MEETING JOSE.HOWEVER, SELIA CALMED THE PROBLEM. SHE WAS PLEASANT AND KIND AS SHE EXPLAINED THE POLICY FOR CASHING CHECKS... SHE WAS INFORMATIVE AND CONFIDENT IN KNOWING THE BANKS POLICIES AND PROTOCALL. SHE TOO WAS PEOPLE FRIENDLY AND WARM . THE ATMOSPHERE WAS HEART FELT AND INVITING.
I WAS SENT TO THIS LOCATION BY GARY THE BANK MANAGER AT THE 2029 CENTURY PARK LOCATION. I HAD A VERY BAD EXPERIENCE THERE. HOWEVER, MEETING THE STAFF AT PASSADENA LOCATION MADE ALL THE DIFFERENCE FOR ME. IF I EVER NEED TO VISIT CITY NATIONAL BANK, I WILL COME TO THIS BANK. THE BANK MANAGER EXAMPLES NOTHING BUT A NICE REPRESENTATION FOR CITY NATIONAL. THIS BANK SHINES.”

4.1 Good21 Reviews

“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.”

3.8 Good26 Reviews

“I'd been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my company's 401(k) plan.When I attended Ali Hashemian's presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial.Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. I'm absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do!Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. It's a huge relief to know that Ali always has my current and future financial security in mind!I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.”

3.4 Good10 Reviews

“Only 5 stars because Dixie topchan was so nice. She didn't discriminate against me. She smiles and laughed at me and I was already having a bad day but she made it better”

3.4 Good8 Reviews

“Every accountant here is the most enthusiastic and sincere person. They helped me solve many problems that I couldn’t figure out. In the future, my taxes will be settled every year.”

3 Average11 Reviews

“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.”

2.6 Average28 Reviews

“Excellent bank. Great location, in a very nice building . Cristina was a very nice and personable banker. She made me feel right at home. Charles Schwab doesn't use every opportunity to discredit other banking systems - although they have plenty of room to. The only reason why I did not rate them a perfect 5 star score, is because the male receptionist was very rude. Customer service is not his strength. His comments were short, snappy and trite. He should not be the face of Charles Schwab at 3rd & Grand. Hopefully it was just a bad day, or his time of the month. Otherwise, bank away! :)”

2.3 Poor18 Reviews