Financial Advising near Fountain Valley, CA
30 locations found near Fountain Valley
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Financial Advising
Financial Advising
“Hiring Manny to fix my credit was one of the best decisions I've made, I feel like a huge weight has been lifted off my shoulders. I really appreciate his promptness on answering any questions I had and keeping me updated throughout the process! Highly recommend! Thank you so much Manny”
Financial Advising
“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.”
Financial Advising
“I have been having Stan do my taxes for 15 years now. He is knowledgeable, professional and helpful. He is a nice guy who cares about his clients/customers. Highly recommend!”
Financial Advising
“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.”
Financial Advising
“I was so touched by the owners willingness to talk to me in depth about ways in which I could improve my credit. She was honest and open about what her business could do, and even provided steps for me to take action into my own hands. She spent so much time and was so kind. I truly appreciate it and would love to work with her company in the future if need be.”
Financial Advising
“Jobel has been doing my taxes for seventeen years now. I met him at a time my life was a little turbulent, and sorting through taxes after having a child was new to me. A scary process that he simplified for me.Over the years, Jobel has delivered excellent service when I filed my taxes with him. From what I understand, he left H & R Block to go solo for a bit, and I've seen him in more recent years with the Williams Tax & Financial Services group. His growth with them made it an easy decision for me to have him handle a little retirement money I had with my former company.Jobel is communicative, and I never have to wait long for any important information to get through to me from him. Even now that I live in Seattle, Washington, I still I prefer to work with him. He is one hundred percent trust worthy and I highly recommend him for any tax and financial services.”
Financial Advising
“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.”
Financial Advising
“We trust Ronalee Williamson doing our taxes for so many many years.. Shes very knowledgeable and friendly. We will continue to use this company for doing such a great job!”
Financial Advising
“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.”
Financial Advising
“Amazing service! Michael Ray is the best! My husband and I are so glad we were referred to him since last year. He is extremely knowledgeable and helpful. We highly recommend him.”
Financial Advising
“Jose is an absolute professional and is very knowledgeable in his field. He is generous with his time and explains things in a way that makes even the most complicated ideas understandable. Great guy!”
Financial Advising
“I was referred to Daniel by another accountant and I couldn't be happier with the referral. Daniel was pleasant and easy to deal with and had my return back to me within 24 hours. Unrequested, Daniel provided me information about what I should do for the upcoming tax year to minimize my financial exposure. I'll be back next year.”
Financial Advising
“Before using Winter Lozano CPAs to do my personal taxes, I was using one of those online DIY tax preparation solutions. Five years later, I don't know why I didn't make the switch soon. They ask the right questions and show me the best options on how to file my taxes. Even with having multiple W2s, 1099 forms, and so on, they got me covered.”
8AM - 4:30PM
4770 Campus Dr Ste 210, Newport Beach
Financial Advising
“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!!!”
Financial Advising
“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.”
Financial Advising
“I've never written a review about a bank before - I suppose I should have as I've been with some really crappy banks in the past (and I'm talking about the big guys).We came to City National because the bank we were using at the time apparently didn't want our business (it's a long story and I won't bore anyone with it). I did a huge amount of research and happened upon City National as they are a bank that deals with and understands the entertainment industry. This industry has its quirks and oddities that most banks just don't understand. After a phone conference, we decided to open our new business and personal accounts with City. Let me say, it was definitely the right choice.Jessie, Josie, Kassandra and Pedro have all been absolutely a joy to work with. They go above and beyond when we need their help. They always greet everyone with a smile. Here is a brief little story about why this team is amazing:Several years ago I needed to send a wire but I was out of the country. Jessie was also out of the country but when he found out that I was inquiring about sending a wire while I was out of the country, he literally called me directly to make sure that I was well. He was afraid that I might have been kidnapped! Mind you, he was on holiday himself and took the time to call me. He even had Josie try to reach me as well. I don't know about you, but to me, that is the very definition of amazing service and an amount of caring that one doesn't find with any other financial institution. As a business owner, it is so important to have a team of banking professionals that are responsive to one's needs and this is definitely the team!!Thank you Team Anaheim - you are the best!!!!”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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.”
9:00 AM - 5:00 PM
18351 Beach Blvd a, Huntington Beach
Financial Advising
“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!”
Financial Advising
“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”
Financial Advising
“We came to transfer another account to Schwab. The lady who greeted us was friendly and helpful and knowledgeable . Lots of parking next to the building. Comfortable chairs in the lobby. No wait.”
Financial Advising
“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.”
Financial Advising
“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.”
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.”
Financial Advising
“I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind.”
Financial Advising
“We really appreciate Mr. Mckenzies help on dealing with my grandparents requests. They are elders already and needed the support of experts for their finances. The process went very smooth. would like to give them a 5 star!”
8:30AM - 5PM
2020 Main St Suite 1200, Irvine
Financial Advising
“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.”
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