Financial Advising near Costa Mesa, CA

17 locations found near Costa Mesa

“Shenouda has been taking care of my taxes for the last few years. Very quick and efficient tax services. Very responsive too and answered all my questions in a timely fashion.”

4.9 Superb43 Reviews

“It has been a pleasure working with Higher Level Processing. They have taken the hassle out of staying abreast with the requirements and changes in the management of your school loan. Well done and thank you.”

4.8 Superb48 Reviews

“Applying for a loan with Liberty1 Financial was quick. I recieved multiple offers to choose from. I spoke to an Alex to discuss the offers and answer my questions etc. He helped facilitate the closing of the loan. The overall time from applying to receiving the money was 3 days.”

4.7 Superb48 Reviews

“She did a great job, you so much deserve an accolades on this MRS TAISHA CARSON. I can't explain myself right now what I received on my wallet was so great and surprising, an amazing huge amount was sent to me by trading with an expert like MRS TAISHA CARSON. Always do your best, what you plant now you harvest later, I made $9,900 with just little amount of $1000, thanks to MRS TAISHA CARSON. for making that come through. Please all you have to do is to contact her and be a part of this online investment, Her info....”

5 Superb14 Reviews

“I was referred here by my real estate agent by the name of Jonathan. He told me to go to his accountant named Tony. My husband and I have been coming to Tony for the past 2 years! He was great! This year, he is booked, and we could only get remote appointments. I'm disappointed.... they said his partner Garett Jones is available for a meet. I've done a whole research on him... including yelp reviews... so far, my investigation is complete, and we have decided to go for it! He seems legit and has nothing but good 5 star reviews amongst the people. I'm hoping that he is as great as Tony, if not BETTER... I'll be updating here after our appointment.”

4.9 Superb83 Reviews

“if you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business. they are thorough, experienced, intelligent and up to date on anything tax related , financial or business related. ive used greg and his staff for over a decade and if you want the best in orange county, bar none greg and his staff are the only ones you need to call.”

5 Superb12 Reviews

“Jimmy is a stellar Real Estate Agent and a man of integrity. He puts his clients needs first and is very professional. I would recommend anyone that's looking to sell or purchase real estate to contact Jimmy and his team. You won't regret it!”

5 Superb29 Reviews

“I had the most incredible experience with the representative Imelda Casanova. She was so helpful and kind and especially patient. I probably have called her about six times in the last two days and not once did she get frustrated. I just got a new car and she was able to set up the insurance and in no time. I've been in customer service for 14 years and know how to treat my customer and Imelda was my competition. Thank you for going above and beyond and know your are a asset to your company.”

5 Superb6 Reviews

“Wonderful company to handle your wealth management and great staff. Thanks Bob, Ela, Tricia and Angelique for all you do. We have been with FRG for 12 awesome years and are very pleased with the results.”

4.8 Superb8 Reviews

“My family and I have invested with Jeff and Kurt for many years. Their market knowledge, track record, engagement with clients is second to none. They have been able to understand our financial goals as they've evolved over the years and have acted with a steady hand on our behalf to protect assets in times of uncertainty. We look forward to a continued relationship with them in years to come and recommend them to anyone looking for the sophistication of a larger firm and the client service of a smaller one.”

4.5 Superb8 Reviews

“I have had the pleasure of working with the Cooke Wealth Management team for over a year now and would strongly recommend their services to anyone looking for wholistic wealth management and financial planning help.”

5 Superb3 Reviews

“If you are struggling to repair, fix, rebuild, and reestablish your credit history or even have questions and need help, Manny is the guy you need to hire. I contacted few credit repairing companies, and Manny was the first to contact me via Yelp and we spoke on the phone. Manny is professional, knowledgable, passionate, and kind to guide your concerns and find ways to rebuild your credit wether you have no credit history, bad credit history, and he does not judge on your past mistakes which speaks of himself and his value as an owner. Going forward when I decide to rebuild my credit, I saved Manny's info on Yelp and he will be only contact to reach out for credit rebuilding process. I'm referring all my family and friends who needs help also! Thank you Manny, you are a kind hearted person who cares about each client's situation and I highly value that more than anything else. looking forward to work with you soon! Bryan”

4.6 Superb28 Reviews

“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.”

3.5 Good23 Reviews

“This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.”

3.4 Good18 Reviews

“During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.”

3 Average17 Reviews