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“Michael’s advice and services have made a huge difference for us. As I was nearing retirement age, I realized I couldn’t put off good financial planning any longer. I needed a professional, and I preferred not to work with someone tied to a big brokerage firm. Michael helped us corral our several 401(k)s and IRAs into a cohesive plan that will carry us through our retirement years. He also helped us reduce debt that had accumulated through an extended period of unemployment. Michael is a pleasure to work with, and I’m so glad we found him.”
“Fidelity has managed my Roth IRAs and Investments since 2014 and have done a wonderful job. With the current down turn in the market, they have managed to still bring in interest.”
“I've been with them for 7 years. Great management of my assets and very responsive to questions and my opinions. Fanny and Elisha are very knowledgeable and fun to work with.”
“As a small business and home owner I dread tax season every year. I do my best to stay on top of collecting everything I think I'll need. Luckily a few years ago by chance I met Mike Patten when his office was in Oakland. Here it is February 23, 2018 and my taxes are done ! Filed electronically and my refund is on its way. I was worried at first when Mike moved his office to Walnut Creek, but it doesn't matter working with Mike ! I got the tax organizer folder he sends out every year, took me less than an hour to fill out as it is very easy to follow . Mailed it back, he spent a few days crunching numbers and sent me a rough draft,which I approved and now I'm just waiting for my return to be deposited into my checking account. This review was long overdue, but working with Mike this season was so painless and easy I just had to sit down and give him the proper review deserves.”
“I initially became acquainted with Pacific Excel while helping Nathan with notarization for one of his clients. After meeting him a few times and listening to him speak and getting to know his front office manager, Michelle, and also David, I quickly decided I wanted their team to manage my savings and retirement accounts. I met with Nathan to review my financial goals, and then closed and transferred all the accounts I held with other institutions. I love how simple the process has been and how well everyone here communicates and makes investment talk a little more understandable. Everything that needed to be done was taken care of on my behalf with very little effort from me, which I really appreciated. They prepare estate planning documents as well, and even updates to an existing trust and related docs. They even make executing your estate planning documents a fun appointment. Nathan has the best sense of humor and Michelle is so friendly, and they've got great snacks in their conference room lol... it's the little things!!I really have to trust the people handling my finances. It's a lot of money and it's what I have saved for retirement one day. I am completely confident in the team here at Pacific Excel, which makes me happy to refer my family and friends also.”
8:30AM - 5:30PM
2001 N Main St STE 360, Walnut Creek
Financial Advising
“I've been looking for a reliable CPA who can do my taxes for at least two years now. I work fulltime for an employer, but I also have a small freelance business on the side. With the regular tax preparers like H&R Block and Jackson Hewitt, you get a tax preparer ( not necessarily a CPA) who enters your info into a ready-made computer tax program. If your situation is out of the norm, they usually go into panic mode and need to consult with their supervisor/manager, etc, before moving forward. What I appreciate with LNB Accounting is that you get an actual CPA who knows all of the CA state and federal tax laws (all of the current and yearly updates). When you have as many deductions as I do, you want to make sure that you are getting every possible tax situation addressed. In addition, the CPA made sure to remind me of every single deduction and possible tax credit available to me, no matter how mundane, to make sure that I got as much money back from the state and the federal government. I found the fees they charged to be fair because at the end of the day we all want peace of mind that our tax returns won't get audited and that we get a nice return as well. After all, you get what you pay for. I highly recommend this accounting firm.”
“Mr. Porta is an outstanding, helpful and very skilled CPA. His services are second to none. I've retained his services for years. He get's a two thumbs up recommendation.Bobby”
“Upon the recommendation from several colleagues who are Pat Vitucci satisfied and "happy with his service" customers, I attended one of his financial seminars. I discovered that Vitucci and Associates have and are performing at the very top of the nation's broker-dealers. So, after meeting the man personally, I decided to utilize his services. Through numerous and significant market fluctuations, I candidly state they "protected me from myself" on more than one occasion and as a customer, I am satisfied. Further, it appeals to me to have an experienced, local go-to person for my financial needs rather than some "order-taker" for one of many large investment firms. So far I am happy with Vitucci and Associates, highly-recommend them, and will continue with them into the foreseeable future.”
8:00 AM - 5:00 PM
2950 Buskirk Ave Suite 195, Walnut Creek
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“Couldn't be happier with the service we received! We came on as new clients and Ken went above and beyond to transition us to Edward Jones. He is extremely knowledge and capable of thinking outside the box to meet the needs of client's circumstances. Our #1 goal was to purchase a home and he made the process so quick and seamless! He worked to find us an amazing rate and helped us though the process by communicating with the lender. We were up against a tight timeline and he was there to take every phone call and squeeze in last minute zoom meetings. We truly appreciate all the dedication and hard work he put into making the purchase of our home happen.”