Financial Advising near Commerce, CA
29 locations found near Commerce
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Financial Advising
Financial Advising
Financial Advising
“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.”
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
“Michelle is AMAZING!!! I've accomplished so much with her guidance. I didn't think I would be able to buy a house and with her analysis of my finances I made it work. She also has given me so much clarity on my business with growth and how much I would be able to accomplish with my team. My business has grown year over year and I'm so happy with the result. Michelle is the best :)”
Financial Advising
“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.”
Financial Advising
“Tamar is an absolutely exceptional accountant! She has helped me with every aspect of my practice as a licensed clinical psychologist from incorporating to bookkeeping and taxes. For someone like myself with very little knowledge or understanding of these processes it has been such a huge help! She is also incredibly responsive and has been able to address all of my many questions.”
Financial Advising
“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!”
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
“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
“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!”
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
“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.”
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.”
Financial Advising
“I was in need of financial advice and Gardena Financial really helped me out. They gave me some info I didn't have, but really needed to hear. Thanks again!”
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.”
Financial Advising
“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!”
Financial Advising
“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!”
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
“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.”
Financial Advising
“* 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.”
Financial Advising
“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.”
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.”
Financial Advising
“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.”
Financial Advising
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
“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
“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! ??”