“Marco is super nice and helpful and patient and a heck of a sweet guy.And he knows his stuff inside and out. Easy Peasy. Take a load off of your mind and do yourself a favor.”
“I have been a client of Tushar Shah since 2008. I trust him completely to take care of my taxes. He is very knowledgeable, professional and extremely helpful. He helped me a few years ago with an offer of compromise after my divorce. It was a long but smooth and less stressful for me, as he took care of it all for me. I’m extremely context with his services and highly recommend him. His new location is easy to get to and very nice! Thank you tax profesionales!”
9AM - 5PM
3780 Kilroy Airport Way #200, Long Beach“If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual’s unique plans and risk tolerance. I am nearing retirement and I would not trust any other firm to guide my plans.”
“I have the pleasure of working with Mike over at Breitman Capital, and MY experience has been remarkable considering its only been a month. I'm looking forward to a long satisfying relationship with them.”
“Really fast to let me know if I was approve for a loan, the office is really clean and Rachel really nice person she explain everything clear. I even got a car insurance that covers everything, I even got a bigger loan than what i needed. So happy happy for this loan.”
“June is one of the most experienced, knowledgeable tax individuals who I have met! If you want the best tax preparation services and other financial advice, I highly recommend June!”
8AM - 5PM
111 W Ocean Blvd 23rd floor, Long Beach“I’ve been working with Halbert Hargrove for awhile and it has been an incredibly rewarding experience. I've never felt more heard or supported in my financial journey. From the very beginning, it's clear that they are not just providing an advisor but a dedicated team working with me. I feel like they’re helping me achieve my dreams and are always available when I have questions. I would definitely recommend Halbert Hargrove to anyone looking for an advisor.”
8AM - 4PM
949 South Coast DrSuite 250, Costa Mesa9AM - 5PM
5150 Pacific Coast Hwy # 200, Long Beach9AM - 5PM
6700 CA-1 Suite 280, Long Beach9AM - 2:30PM
3900 Kilroy Airport Way # 190, Long Beach8:30AM - 4:30PM
5150 Pacific Coast Hwy UNIT 330, Long Beach
“This is a great place to get your taxes done. Honest, expert service and they stand behind their work.The owner, Trish, has helped me out well beyond just doing both my corporate and personal taxes. She’s given me some really great investment and business advice that has paid off tremendously.I can not recommend them highly enough!!”