Financial Advising near Altadena, CA

30 locations found near Altadena
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“Keith at West Tax has been doing my taxes for 20 years. I have heard so many bad reviews that were alarming but, realized those were few compared to hundreds of satisfied customers. Let's face it taxes are stressful but, Keith has always taken the stress out of doing taxes. The one or two times he couldn't accomplish that were not his fault. I highly recommend Keith, Joseph and Robin.”

1.4 Poor10 Reviews

“Balyan Financial Services is simply fantastic! ? They handled my bookkeeping and tax stuff, and I couldn't be happier. Super friendly, mega efficient, and made everything easy peasy. If you need financial help, these guys are the real deal! Thanks a bunch, Balyan Financial Services! ??”

5 Superb54 Reviews

“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.”

4.8 Superb63 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.”

5 Superb36 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 Good284 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

“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!”

4.3 Superb58 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

“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 Good32 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

4.2 Good22 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 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 Good29 Reviews

“* Aplomb* Professionalism* Classiness* Reliability * CompetenceThese words are synonymous with First Republic Bank; and this branch in particular. The faceless directors at the top involved with the financial imbroglio are people I'll never see.The people coming face to face with depositors, on the other hand ....that's what's important to me.A refreshing branch experience, and a world class online user interface for personal AND business banking make me glad this is where I do business.”

3.7 Good32 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”

3.8 Good11 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.”

4 Good8 Reviews

“Excellent service, my mom has used them for years. After my mom suffered 3 strokes in 4 months she did not get to file taxes. Ann and Andrew did the job quickly for her. They are reasonably priced.”

4.3 Superb6 Reviews

“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”

4.2 Good6 Reviews

“Tamar at TnS was a pleasure to work with. She was very responsive and answered all my questions. She's very organized and got all my current books in order. Her professionalism made me get organized and have all my statements in line. She is hired to do my 2021 books! Highly recommended.”

5 Superb3 Reviews

“This company helped me when no one else would. I have big love and much respect for these wonderful people. Thank You Lightning FInance!! You will always be a special place for me”

3.5 Good10 Reviews

“This is the only is us bank branch that you will see people smiling and welcoming you from the minute you walk in all the way to the tellers. And they always go the extra mile to help you.”

4 Good4 Reviews

“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”

5 Superb2 Reviews

“Website is lacking. It's like so outdated and not user-friendly. Their services are whatever. Even during coronavirus times, they suggest I should leave my money in the market. It's a head-scratcher, but I'll leave my money in the market and see where this takes me. Wish me luck.”

2.5 Average2 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.”

2.5 Average30 Reviews