Financial Advising near Artesia, CA
30 locations found near Artesia
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Financial Advising
Financial Advising
“This is a great place to get your taxes done. Honest, expert service and they stand behind their work.The owner, Trish, has helped me out well beyond just doing both my corporate and personal taxes. She’s given me some really great investment and business advice that has paid off tremendously.I can not recommend them highly enough!!”
Financial Advising
“Our daughter was referred to Cynthia from a friend two tax seasons ago. The CPA we have used for the past 30 plus years recently retired so we decided to go with Accurate for our tax preparation. We don't have a simple filing with a business and two rentals but Cynthia made the transition a breeze. I was able to forward everything via email including the final filing with the tax agencies. On top of her accuracy and professionalism, we saved over $400 on our return from our former CPA. It was a pleasure doing business with her. We will be back next year.”
Financial Advising
“I have been having Stan do my taxes for 15 years now. He is knowledgeable, professional and helpful. He is a nice guy who cares about his clients/customers. Highly recommend!”
Financial Advising
“Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.”
Financial Advising
“Marco is super nice and helpful and patient and a heck of a sweet guy.And he knows his stuff inside and out. Easy Peasy. Take a load off of your mind and do yourself a favor.”
Financial Advising
“We trust Ronalee Williamson doing our taxes for so many many years.. Shes very knowledgeable and friendly. We will continue to use this company for doing such a great job!”
Financial Advising
“My family and I, all do our taxes here and we have never had a bad experience. Always very knowledgeable and helpful. Quick and easy process every time. Clean and positive environment.”
Financial Advising
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business. She was professional, kind, and easy to communicate with. I'm very grateful for her help and look forward to working with her more in the future!”
8:30AM - 5PM
8020 2nd St, Downey
Financial Advising
“Great service! It was my first time filing my taxes and didn’t really know what to expect and one of the accountants (Gabby) guided me along the way and made it super easy! 10/10 service and I would 100% recommend this place.”
Financial Advising
“I was referred to Daniel by another accountant and I couldn't be happier with the referral. Daniel was pleasant and easy to deal with and had my return back to me within 24 hours. Unrequested, Daniel provided me information about what I should do for the upcoming tax year to minimize my financial exposure. I'll be back next year.”
Financial Advising
“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”
Financial Advising
“I highly recommend Luz as a loan officer and community leader. She goes beyond her role as a loan officer to help build businesses and connect with all facets of the community. I had the pleasure of working closely with her when expanding to a new office, and her support was invaluable.Luz is knowledgeable and adaptable, always staying up-to-date with the latest market trends and technologies. Her vast knowledge and connections make her a valuable asset for any business. I was impressed by how she and her team utilized all available resources to ensure smooth lending processes for our clients.As a former loan officer myself, I can attest to the importance of having an experienced and knowledgeable loan officer. Luz's expertise surpassed my expectations, and I was glad to see her willingness to share her knowledge and effective practices.In short, Luz is one of a kind, and her dedication to her clients and community is commendable. All my buyers' clients were taken care of exceptionally well, and the lending process was smooth and beyond my expectations. If you're looking for a community leader and effective loan officer, look no further than Luz.”
Financial Advising
“I have been a client of Tushar Shah since 2008. I trust him completely to take care of my taxes. He is very knowledgeable, professional and extremely helpful. He helped me a few years ago with an offer of compromise after my divorce. It was a long but smooth and less stressful for me, as he took care of it all for me. I’m extremely context with his services and highly recommend him. His new location is easy to get to and very nice! Thank you tax profesionales!”
Financial Advising
“Best experience I’ve ever had with taxes. Maria is absolutely great and very knowledgeable about what I needed as far as documents for my career and the guy at the front desk, I think his name was Daniel, entered all my information and processed it fast. I will definitely go back next year!”
10AM - 5PM
1615 E Compton Blvd, Compton
Financial Advising
“BFK has prepared my taxes for years. This a family operated tax business that prides themselves on serving the community. Karen and Cynthia provide a high level of expertise in taxes as well as other areas in the financial industry.”
10:30AM - 4:30PM
12007 Paramount Blvd #1, Downey
Financial Advising
“If you haven't been here, give them a try. We have been coming with this service for over 25 years, and have been very happy with the service that they provide. Today, we drove from the Fresno area...yea, fought with the friggin traffic and finally made it. So, we got our taxes, and now we are relieved. Another year for Tio Samuel....until next year. Give them a try. You won't be disappointed.”
9:30AM - 6:30PM
9741 Bolsa Ave #201, Westminster
Financial Advising
“One of the best, if not the best, CPA firms in Orange County. I had a smooth digital and in-person consultation with Mr. Andy Lam, CPA. He did an exceptional job informing me of my tax returns, W2s and future endeavors.If you’re looking for any accounting or tax related information, then please do your best to get in touch with Andy and Tony Lam CPAs.Positives:Attitude.Information.Facility was well-maintained.Honest.Trustworthy.Worth it!!!”
9:30AM - 6:30PM
11778 Firestone Blvd, Norwalk
Financial Advising
“I want to let Apoyo Financiero know that Alejandro goes ABOVE AND BEYOND on his customer service skills. Alejandro makes you feel like family. Thank you so much for your OUTSTANDING SERVICE Alejandro.”
Financial Advising
“We came to transfer another account to Schwab. The lady who greeted us was friendly and helpful and knowledgeable . Lots of parking next to the building. Comfortable chairs in the lobby. No wait.”
Financial Advising
“If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.”
Financial Advising
“I visited a couple of income tax offices, but they were busy and caused a delay in processing my file. At the recommendation of a friend, I decided to seek the services of Mrs. Mai and Mr. Liem. They are highly professional and assisted me in establishing my second corporation, managing bookkeeping, handling payroll, and filing income tax for my corporation. I am very pleased with their services and have recommended them to my employees. Additionally, three dentists from my office have had their corporations established and income tax filed by Mrs. Mai and Mr. Liem last year. Thanks to their expertise, I have saved a significant amount of money compared to the other two places I had used previously. I highly recommend their services to anyone in need of accurate and reliable corporation tax assistance.”
Financial Advising
“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”
Open 24 hours
1 Centerpointe Dr, La Palma
Financial Advising
“I've been part of City National Bank for over 30 years and have always had great experiences with their staff. My contact recently retired and my new rep is even better! Highly recommend working with Polly Laberge at this branch. She's very helpful and responsive to any and all my concerns.”
Financial Advising
“We really appreciate Mr. Mckenzies help on dealing with my grandparents requests. They are elders already and needed the support of experts for their finances. The process went very smooth. would like to give them a 5 star!”
8:30AM - 5:30PM
2296 E Carson St, Long Beach
Financial Advising
“Really fast to let me know if I was approve for a loan, the office is really clean and Rachel really nice person she explain everything clear. I even got a car insurance that covers everything, I even got a bigger loan than what i needed. So happy happy for this loan.”
Financial Advising
“The employees of this bank are amazing to me. Every time I come here they treat me with the utmost respect, always very kind and they asked me how my day is going. I never have problems cashing my checks with this branch. Maria, Hillary and Mina thank you for being so sweet and kind to me.”
Financial Advising
“As a business owner I appreciate the thorough work, time, and effort out into my complicated taxes. Thank you again! I will definitely be coming for the foreseeable future.”
Financial Advising
“I have been working with Paul Ivanhoff for at least 10 years. Talk about integrity! This man takes no fees for his service, which other advisors do. Those fees are hidden in your annual reports. Not with Ivanhoff Advisors! Obviously, I make more money! You won't be sorry! Call for an appointment today!”
Financial Advising
“I have the pleasure of working with Mike over at Breitman Capital, and MY experience has been remarkable considering its only been a month. I'm looking forward to a long satisfying relationship with them.”
“I've used RCD Capital Mortage with Yumi Hong to buy a house and thanks to it I was able to successfully close the contract. The process was very fast and she was so friendly and offered the best rates. I am very happy to have a new home and I would recommend RCD Capital, Yumi Hong to everyone!”