Financial Advising near Claremont, CA

8 locations found near Claremont
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“Thomas and his team are fantastic! From knowing their products, to educating their clients, to making a very difficult transaction feel very comfortable! Very trustworthy, and good vibes! This team rocks!??☺️”

5 Superb56 Reviews

“Jim and his staff are amazing! As a real estate agent and loan officer in Glendora, Second Chance Financial will always be my go to for credit repair services. They've done miracles for my clients, the pricing is great and they work fast!”

4.7 Superb79 Reviews

“I was recommended Michael last yr but for my 2021 filing but i still went somewhere else. I was told he is very professional and that he knows his trade. This yr for my 2022 filing i scheduled an appointment with Michael, i truly regret not going with him sooner. My post wont be enough justice to his assistance. Thank You Michael”

4.7 Superb25 Reviews

“I’ve been going here since 1985 (!). Rashid is honest, trustworthy, knowledgeable, personable and prepares your return quickly & at the best price. Why go anywhere else?”

4.5 Superb15 Reviews

“I have been going to the Kalter Financial Group for over 35 years. And I have never once had a problem, been in any way disappointed, or walked out less than satisfied with my tax results. John McAleese is the best tax manager i have ever had. I have also referred several friends and associates to The Kalter Company . They too have all been very happy, and continue doing buisness to this day. Always Five Stars in my book. ⭐⭐⭐⭐⭐”

4.4 Superb14 Reviews

“I ran into this office this morning after I went and paid my insurance company my last payment and I saw that their sign said Credit Academy I have good credit, but I know you can always learn more. Spoke with Heidy for 40mins and she totally taught me so much in those 40mins then I've learned in my 21yrs of life. Super game changer and I signed up for the FREE Credit Classes they're offering for the month of November. The office is so neat and everyone speaks to you when you walk in and they're so polite. The office smells great and I love their art work. Looking forward to sending them my family and friends and can't wait to tell you guys more after my classes. Thank you Heidy for being so informative and an amazing Teacher!”

3.8 Good18 Reviews

“Thank you Timmas Wang for a wonderful experience at Charles Schwab. Despite being really busy with multiple clients at one time, you seamlessly handled multiple situations with confidence and ease. You promptly deescalated a stressful situation and we were pleased with your professionalism and customer service. Thank you again Timmas!”

2.9 Average7 Reviews

“I have had a Charles Schwab Checking and Brokerage accounts for several years.. The reason I have their accounts is for International travel. Do all my business online and have never had a problem, I didn't even know they had in person service. So my 4 stars is for Online. It is apparent( from Reviews) that the Branch service is Systemically Broken. That is not acceptable.”

2.1 Poor6 Reviews

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