Financial Advising near Garden Grove, CA
30 locations found near Garden Grove
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Financial Advising
Financial Advising
“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!”
Financial Advising
“I found OC Financial Services online and made an appointment with Irene to review my tax return, estimated payments, and ask a few other questions in regards to my small business. She was professional, kind, and easy to communicate with. I'm very grateful for her help and look forward to working with her more in the future!”
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'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
“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
“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
“Mr. Rentino was recommended by a family, and we are so happy that we got to meet him. Everyone in the office was very polite and professional. Mr. Rentino was very efficient, but he took the time to make sure he didn’t miss anything with all the paperworks that we gave him. I highly recommend William Tax and Financial Services weather online or in person, they do an excellent job.”
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
“I have been with NCH Tax and Wealth Advisors for 20 years now. I am a teacher and have had many life changes from divorce to teaching stateside and now living internationally as an educator. Through all my life changes I have felt very supported and listened to as their client. I have always felt I have a partner and a coach when considering the risks and gains of my vision of living a balanced financial life. What I appreciate most is that even though I am an average person of wealth, I continue to feel that my goals and aspirations are very much taken into account no matter what is happening in the world's economic environment.”
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
“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!”
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
“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.”
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.”
Financial Advising
“After handling my investments for more than 20 years, I decided to entrust my portfolios to Lighthouse Financial Services thinking Mike Verity would be better able to manage my financial matters as the ecomomy became unpredictable and I was aging.It's been almost 5 years of a good working relationship with the entire staff at Lighthouse. Phone calls are promptly answered and requests taken care of without holding and being rerouted automatiacally. Everyone is cooperative, helpful to the nth degree, and patiently explain the situation.Emails are answered quickly, no matter how serious or trivial the queston.I've been a happy client and feel LFS shares my many concerns, which is a huge relief to me in my retirement years. I feel I was lucky to have chosen LFS as my financial advisors.pat”
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
“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
“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
“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....”
Financial Advising
“I had a wonderful experience at this Charles Schwab office. I had a big packet of paperwork I wanted help filling out. I was greeted by Ariel. She was extremely helpful and friendly. She was able to auto fill the paperwork in a couple of minutes saving me so much time. I really appreciate the wonderful customer service. I am new to this company but I know I'm in good hands.”
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
“I have had Mike and his team complete my tax filings for years now. Every staff member on the team with whom I have interacted with has been wonderful. Everyone is so friendly and responsive. Each year they mail me a tax preparation packet that helps me get organized and maximize my deductions, and I have a full time job and well as side jobs as a professor and consultant, so my taxes get more complicated. The staff ask great questions to help me along the way. They have been great to work with and I highly recommend them for all your tax needs.”
Financial Advising
“Logan is very knowledgeable and helped me open an account.It's good to see financial advisors and services that you can actually trust.Thanks again Logan and keep up the good work!”
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
“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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“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.”