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“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.”
“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.”
“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.”
“A second change at building my future!Just when I thought I would never be qualified for a home loan, the team at EZ Choice Financial gave me hope. I have been working with this company since June 2017 and my credit score has improved by nearly 100 points. The team at EZ Choice Financial takes the time to provide useful and adequate information that will be beneficial to maintaining a good credit score. They have given me a second change at life with a good credit score so that I can improve and secure my future! Thank you to the team at EZ Choice Financial!”
“Best company ever to use to manage your financial future and retirement in life. I would not ever trust anyone else what so ever. They always have all there clients best interest and financial future in mind. please talk to them to make sure you can retire comfortably in life.”
9:30AM - 6:30PM
9741 Bolsa Ave #201, Westminster
Financial Advising
“One of the best, if not the best, CPA firms in Orange County. I had a smooth digital and in-person consultation with Mr. Andy Lam, CPA. He did an exceptional job informing me of my tax returns, W2s and future endeavors.If you’re looking for any accounting or tax related information, then please do your best to get in touch with Andy and Tony Lam CPAs.Positives:Attitude.Information.Facility was well-maintained.Honest.Trustworthy.Worth it!!!”
“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.”
“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.”
“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.”
“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.”
“Vince and his team are amazing CPA's. Vince has always graciously assisted us with our tax needs as well as the clients we have referred to his firm. His knowledge of the tax code and the way he meticulously runs his firm is impeccable and first class! You will not find more consummate professionals than Vince Argy and his team!”
“First time at this bank and branch, needed to make a deposit for a client, and I was impressed how clean the place was, and how professional and fast the employee who helped me with the transaction was”
“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....”
“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.”
“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.”
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
“Re: Ruben Gutierrez (Personal Banker) We had a particular problem that was quite complicated for us to attempt to resolve. We went down to the local Wells Fargo branch to see if there was someone who could help us with the problem. Ruben Gutierrez greeted us with a smile and courteous welcome. What was a complication for us was resolved in a brief time because of Ruben. He was able to evaluate the problem, explore the possible scenarios, and before we knew it, he had resolved it. Thank you, Ruben. Pat & Heather Sparkuhl Laguna Beach”
“I'm very grateful for New York Life and my agent Leo Salas for helping me understand the value and importantance of planning for my financial future for myself and my loved ones. I highly reccomend him if u want quality service.”
“Thank you Jasmine for helping me get a new card! She is very professional and kind. I had my wallet stolen a couple of days ago, and had a new card made on site. Plus theres always free cookies and coffee which is always nice.”
“I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his assistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!”
“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.”
Open 24 hours
500 Newport Center Dr, Newport Beach
Financial Advising
“One been banking with them for @30 years and they are excellent. The only downside is that although you can now deposit checks over the phone with photographs of front and back, you cannot deposit checks to the ATM. I also love using Zelle.”
“After working with my previous financial planner for many years, I had only spoken to him a handful of times the last couple years, the members of his team would always mention how he was so so busy. A family member referred Jason to me and I am now very comfortable and confident that I can call Jason anytime whenever I have a question or concern. He's also very attentive, my husband enjoys the stock market and follows it daily and Jason is very knowledgeable on stocks. Jason and his team even meets with me to analyze and see if I am still on track with all my finances including the trust account with my family. So grateful that I found Jason and Janet, his assistant!!”
“Absolutely 100% five stars, if I could give them six stars I would. The two ladies at this particular location are so nice. We stopped in set up a couple 2019 IRA's set up a couple 2020 IRA's and threw some money into a couple different accounts. Today you don't need someone to purchase your stocks, today you don't need someone to handle your investments because the truth is it's very easily done online but there's something nice about calling a professional and getting advice, getting some direction and also making sure everything you want done is done right. If you're looking to be a day trader and this company is not for you but if you're looking for some long-term investments and top of the line professional service then you found the right place.”
“I have had good experiences with this company both online and brick and mortar. I went in to this branch because I was having an issue with the app. I found the staff to be very professional and helpful, and my problem was resolved. The office is very nice and clean too. They do also validate parking. It would be nice if the office was open on weekends as well but it doesn't take away from the quality of the customer service.”
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“I recently had the pleasure of working with Tony Chan at Crossroads Planning. Tony was quick to respond to my inquiries and was always professional in his communications.I was impressed with Tony's level of expertise and his attention to detail, which ensured that everything went smoothly from start to finish. I would not hesitate to work with Tony again in the future and highly recommend Crossroads Planning to anyone looking for a reliable and professional service. Overall, a great experience!”