Financial Advising near Lemon Grove, CA
30 locations found near Lemon Grove
View Map8:30 AM - 7:00 PM
7227 Broadway #402, Lemon Grove
Financial Advising
Financial Advising
“i wanna thank Rodrigo from credit corner for helping me out from fixing my credit I really appreciate it u did professiona job 100% thumbs I really recomended it he does professional job”
10 AM - 8 PM
402 W Broadway Suite 400, San Diego
Financial Advising
“I called baby boomer credit repair and immediately was welcomed by Mel , he was thorough with plenty of direction .it took a matter of weeks & my credit was restored . Highly recommended BABY BOOMERS CREDIT REPAIR”
Financial Advising
“Words can't express the pleasure of working with Dave Magee. For several years he has made it his mission to keep me informed and educated on the market. Dave has provided me great comfort through wise counsel and the easy steps to follow to ensure my financial goals remained on track.”
Financial Advising
“Highly recommend! They make tax season a breeze! I have used Beach Cities Financial Group to file my tax returns since 2015 and I am so pleased with their services. Every person working there are extremely helpful, professional, and friendly. They always respond swiftly to any questions or concerns I have - both personal and business related. They do electronic tax filings, so you can file fully electronically if desired. Or you can schedule an in-person tax filing appointment and go to their child friendly office in El Cajon. This year (2023), I chose to schedule an in-person appointment and was pleasantly surprised over their warm and caring business approach. They really put my mind to ease and now my taxes has been filed, yay! I will definitely to this again next year!”
Financial Advising
“Great service. Loved the way they were patient explaining everything about credit repair prior to getting my issues cleared up. Bought a house 2 weeks later! Thank you to the whole team!”
Financial Advising
“Used them for years, always on top of things and very professional. I see Michelle M., but have no doubt that they are all good there. Great at what they do. They also do an annual food drive, a plus for sure.”
Financial Advising
“Juan is an excellent tax professional. He has been doing my family's taxes for years. He is very knowledgeable of all the tax breaks small businesses can benefit from. I highly recommend JRG Tax Service.”
8:30AM - 5:30PM
2840 Adams Ave #100, San Diego
Financial Advising
“Great service and very knowledgeable. Jennifer was able to a years worth of transactions and get everything in order. I was impressed with the extent she went to get everything perfect.”
Financial Advising
“I had such a great experience here at WMA. The front desk receptionist Jenna was warm and inviting and instantly felt at home. I was even offered coffee or tea. The tax filing was quick and painless, and I felt I was asked the appropriate questions for an easy process. Thank you to Rick for all of your help, I'm so appreciative!”
Financial Advising
“I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw solutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.”
Financial Advising
“Johnson Andrews is our planner/advisor, and he is very bright, knowledgeable and responsive. He has created an excellent plan for us and has quickly begun to execute. I highly recommend him and Pure Financial.”
Financial Advising
“Brian and Teresa are very knowledgeable and helpful when it comes to income taxes. I waited until the last minute this year to do my taxes and they got me an appointment right away and took time to help me very quickly. They maintain good communication with you through the whole process and even helped me lower my tax bill this season. Will be using them from now on. They are a real blessing to deal with.”
Financial Advising
“Our business has had a great experience with Endeavor Bank. We get personalized service and have a direct contact (Sabrina) who is always available if we need anything. I highly recommend for businesses with ACH and dual authorization needs.”
Financial Advising
“Patrick and associates have been doing mine and my family taxes for many years now and we are extremely happy with their services and the money that they have saved us over the years. Great honest people you can't find any better.”
Financial Advising
“We have been getting our taxes done by Don for a few years now, my sister has been going there for (she's gonna kill me for saying this) over 40 yrs. Don is friendly and thorough and knows what he is doing. For any Charger fans you will appreciate a nostalgic look at photos and news articles from the 1960's. Yes, Don was a Charger way back then. His wife handles the front of the office, they make a great team.”
8:30AM - 4:30PM
2020 Camino Del Rio N Suite 215, San Diego
Financial Advising
“I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.”
8:30AM - 3:30PM
2221 Camino del Rio S STE 307, San Diego
Financial Advising
“I've worked with Tom for the last year. He's helped me put a financial plan in place that I feel comfortable with and that I'm looking forward to build on with his guidance. I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well. Thank you Tom for your sound financial guidance. I truly appreciate the knowledge and help you have provided. I strongly recommend Tom to anyone that needs help with their finances.”
Financial Advising
“I would like to personally thank a Vice President at this financial institution name Ruth Benrimoj. I am an African-American male CEO and I went to this financial institution about a month ago inquiring about secure credit card to boost my Phico score to get a lower interest rate on one of my homes this lady is very professional attentive to my knees and quite frankly I'm considering opening up an account at this financial institution thank you very much for all your help ma'am and I hope to see you before year end with a secured credit card in the amount of five to $10,000 if you have any questions please contact me at 619-536-7575 thank you take care bye-bye”
Financial Advising
“Wealth management services in San Diego are a dime a dozen. I had no idea what to look for in a financial advisor but luckily I was already using Brian Grigg for my personal and corporate taxes. Brian is a licensed CPA and PFS, so he manages my 401k, life insurance, personal taxes and corporate taxes. 3 years ago, I had no financial planning in motion. Now, because of Brian's knowledge and guidance, I do and it feels great. He took the time to actually explain and educate me about the importance of controlling my finances right now. I couldn't be happier with his services. If you need a wealth advisor, I highly recommend Brian and his team.”
Financial Advising
“Mr. Mark Schultz is a very kind and best at his job! Bing a first time home owner is every stressful mark takes the time to explain everything step by step so i can understand. Mark is very patient, he doesn't know how much I Appreciate all his hard work. I thank you so much. Helen Cota”
Financial Advising
“I’ve been privileged to work with Bryant at Launch CPA for some time now, and to say that he has been a game-changer for both my business and personal financial affairs would be an understatement. Bryant’s approach to accounting is unparalleled; he dives deep into the intricacies of the books, ensuring that every penny is accounted for and that my business remains compliant with all tax regulations.When it comes to business taxes, Bryant exhibits an exemplary knowledge and understanding of the complex tax laws. He proactively looks for tax-saving opportunities, ensuring that my business benefits in every way possible. His expertise has not only saved me a substantial amount in potential tax liabilities but has also streamlined my financial processes, making them efficient and stress-free.But what truly sets Bryant apart is his holistic approach. Beyond just business, he has been instrumental in managing my personal taxes. He offers tailored advice, keeping in mind my individual financial goals and needs. His recommendations have been spot-on, maximizing my returns and positioning me favorably for future financial growth.Moreover, Bryant’s responsiveness and patience in addressing my myriad of questions have made my journey with Launch CPA an educational one. I’ve gained a deeper understanding of financial strategies and tax implications, all thanks to his detailed explanations and willingness to educate.In a world filled with accountants, Bryant shines bright with his genuine dedication to his clients’ success. I feel incredibly fortunate to have found such a reliable, knowledgeable, and dedicated accountant. I highly recommend Bryant and Launch CPA to anyone seeking top-notch accounting services; they truly are the best in the business!”
Financial Advising
“The Chula Vista Office Staff Services are Amazing and always Great Service!!! I get more than just Great Service but a Great way to start my day!! Jennifer,Martin,Malisa, and Kenya are all great tellers!”
Financial Advising
“Jack Loehr is the best financial advisor at Edward Jones. Why is he the best? 1. Within one year of him taking over my IRA in 2020, he grew my investment by ~ 24.88%+ and 13.99%+ in 2021 (38.87% in a 2 year period). 2. He advised me last year to not take the advance child credit because it may adversely affect my tax liability. Welp, he was right! I owe $3,000, which is the amount of the advance child credit. Luckily for me, I heeded his guidance and saved the money in a high interest bearing account to leverage the money to make money for my kids' college. So now, no stress! Giving the IRS back the money they advanced me, lol. So silly. I believe partnering with Jack is a win-win. I am so blessed to have met you. We all deserve better.”
Financial Advising
“I have been working with Cain Advisory and Brian for many years and find the work on the tax prep and legal consulting to be very helpful and professional for my clients and my business. He is easily available and explains concepts very well for easy understanding and protection!”
“Hassan has been my go to guy for all my tax questions for very long time. He is always prompt to return calls. And his integrity is beyond question. If you are looking for a good honest tax guy you found him.”
Financial Advising
“Pat R.I've been a client of Tonys for many years and all during that time he is giving me solid advice with my money, and my financial situation.My investments have grown, and I have been able to use those investments during my retirement to help me maintain a good lifestyle.Tony also has help me secure life and health insurance. He take careful review with you of my overall health and family situation has devised the correct insurances that benefit my family and me the best.In our life, we want to be associated with people who care about us personally but at the same time have knowledge and tools which can help us. Tony Ricci, is that person!I truly recommend that Tony be anyone's financial advisor and planner”
Financial Advising
Financial Advising
“Management rewards hard work and has a great management team. I enjoy working with my co-workers to provide solutions to our clients. Industry changes all the time but ICM always looks ways to provide continuing education, and training!”
9:00 AM - 5:00 PM
8745 Aero Dr #106, San Diego
Financial Advising
“This review is long overdue.I've been working with Amanda, Cathy, and her team since 2019. Starting my small business, they were there to help me at tax time and complete the whole process of becoming an S-Corp.Ok, first of all - YES I'm beyond excited about what Amanda and her team were able to do for my small business taxes. The pricing is fair and you're getting top-notch attention.I like their new portal for organizing all your files online.Last, I'm amazed that her team was able to help me this 2022 tax year because this family has been through a direct loss in the family, Neil. I'm sorry about the news. However, Amanda and the team have always been there to give me insight and get the job done.Thank you, ladies! You're amazing.”
“Ms.Mae did my taxes last year and got me a fantastic refund. With her knowledge of the tax code she was able to find deductions that I couldn't have done on my own. Do yourself a favor and let her my your taxes. Life should be trouble free.”