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“Marvin was wonderful and very professional. He does explain what situation I am in and honest about his opinion regarding my case. I would recommend to other. Because honestly is the most important in business. Thank you Marvin”
“Rodrigo and his team helped me a lot. Always looking for alternatives to help you. The quality of the service is pretty good. I really recommend you to go and visit them. You will not regret it.”
“Brian and Teresa are very knowledgeable and helpful when it comes to income taxes. I waited until the last minute this year to do my taxes and they got me an appointment right away and took time to help me very quickly. They maintain good communication with you through the whole process and even helped me lower my tax bill this season. Will be using them from now on. They are a real blessing to deal with.”
“I highly recommend Dan Goldstein with Pure Financial. I had a free assessment and meeting with Dan. He listened to my financial concerns and needs and offered great advice. He is very knowledgeable and concerned with helping individuals with their finances and future wealth opportunities.”
“Great service. Loved the way they were patient explaining everything about credit repair prior to getting my issues cleared up. Bought a house 2 weeks later! Thank you to the whole team!”
“We have been getting our taxes done by Don for a few years now, my sister has been going there for (she's gonna kill me for saying this) over 40 yrs. Don is friendly and thorough and knows what he is doing. For any Charger fans you will appreciate a nostalgic look at photos and news articles from the 1960's. Yes, Don was a Charger way back then. His wife handles the front of the office, they make a great team.”
8:30AM - 4:30PM
2221 Camino del Rio S STE 307, San Diego
Financial Advising
“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.”
8:30AM - 5:30PM
2840 Adams Ave #100, San Diego
Financial Advising
“Overall tax return experience was exceptional. Knowing we had a very capital gains intensive return as a result of the sale of 2 homes in Northern Ca, Jennifer was able to translate escrow closing papers along with having a good understanding of tax laws and real estate transaction requirements into a completed tax return. Jennifer was very thorough in asking the appropriate questions and requested all the necessary tax documents. Evidently, it was obvious she was well aware of these intensive real estate transactions. She presented all the latest tools, software and security checks for ease of mind.Robert and Gloria Tellez”
“Used them for years, always on top of things and very professional. I see Michelle M., but have no doubt that they are all good there. Great at what they do. They also do an annual food drive, a plus for sure.”
“I've been working with the team over at Copley Financial Group for almost a decade now and they have far exceeded my expectations of what was possible. I'm on track to retire early thanks to them! I can't thank Matt and his team enough! Thank you!”
8:30AM - 4:30PM
2020 Camino Del Rio N Suite 215, San Diego
Financial Advising
“Wife and I worked with Steven and Josue for the past 5 years.
They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions.
Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.”
“Highly recommend! They make tax season a breeze! I have used Beach Cities Financial Group to file my tax returns since 2015 and I am so pleased with their services. Every person working there are extremely helpful, professional, and friendly. They always respond swiftly to any questions or concerns I have - both personal and business related. They do electronic tax filings, so you can file fully electronically if desired. Or you can schedule an in-person tax filing appointment and go to their child friendly office in El Cajon. This year (2023), I chose to schedule an in-person appointment and was pleasantly surprised over their warm and caring business approach. They really put my mind to ease and now my taxes has been filed, yay! I will definitely to this again next year!”
“Open Door Financial is an amazing financial advising company that will help you to achieve financial peace and freedom. They offer specific plans tailored to your financial situation to help you get on a budget, pay off debt and begin investing for the future. We highly recommend them!”
“I’ve been privileged to work with Bryant at Launch CPA for some time now, and to say that he has been a game-changer for both my business and personal financial affairs would be an understatement. Bryant’s approach to accounting is unparalleled; he dives deep into the intricacies of the books, ensuring that every penny is accounted for and that my business remains compliant with all tax regulations.When it comes to business taxes, Bryant exhibits an exemplary knowledge and understanding of the complex tax laws. He proactively looks for tax-saving opportunities, ensuring that my business benefits in every way possible. His expertise has not only saved me a substantial amount in potential tax liabilities but has also streamlined my financial processes, making them efficient and stress-free.But what truly sets Bryant apart is his holistic approach. Beyond just business, he has been instrumental in managing my personal taxes. He offers tailored advice, keeping in mind my individual financial goals and needs. His recommendations have been spot-on, maximizing my returns and positioning me favorably for future financial growth.Moreover, Bryant’s responsiveness and patience in addressing my myriad of questions have made my journey with Launch CPA an educational one. I’ve gained a deeper understanding of financial strategies and tax implications, all thanks to his detailed explanations and willingness to educate.In a world filled with accountants, Bryant shines bright with his genuine dedication to his clients’ success. I feel incredibly fortunate to have found such a reliable, knowledgeable, and dedicated accountant. I highly recommend Bryant and Launch CPA to anyone seeking top-notch accounting services; they truly are the best in the business!”
“The Chula Vista Office Staff Services are Amazing and always Great Service!!! I get more than just Great Service but a Great way to start my day!! Jennifer,Martin,Malisa, and Kenya are all great tellers!”
“We are giving Charles Schwab hazard center location five stars mostly because Michael at the front desk from Indiana helped us out. He was very patient and sweet. He took us to the computer and helped us with our every need. He also made sure we typed in the correct things he showed us shortcuts. He is amazing and that's why we're giving Charles Schwab hazard center five stars.”
“Wanted to say a few things about this auto finance lender in San Diego. Lincoln Financial has been around since 1952 and unlike many other lenders in business now they have very little history and relationships like Lincoln does. This company is here serving independent auto dealers and their customers to bridge the want and need of owning a vehicle into reality. If you are a dealer in the area call Allan or Cesar today @ 619-497-5220 for more information.Lincoln your financial partner since 1952.”
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“Juan is an excellent tax professional. He has been doing my family's taxes for years. He is very knowledgeable of all the tax breaks small businesses can benefit from. I highly recommend JRG Tax Service.”