Financial Advising near North Hills, CA

“****** I gave this place a 6-Star service. The tax preparer knows what she's doing. She is very helpful, courteous, and can answer all your tax questions and concerns.”

“I've been coming to Cruz Financial Services (CFiS - not to be confused with the long standing tradition of Chinese For Sunday (CFS)) for nearly a decade. In my near decade of visits, CFiS has been a steady ship helmed by a very capable Admiral. There has been (financial) storms and rough waters and the Admiral has always kept the ship steady. As always, I will be returning to CFiS in 2023!”

“Had a quick call with Alec at no cost and received good advice on navigating taxes as a student with international background. Definitely recommend reaching out to these guys if you have money questions and don't know where to start!”

“In early 2019 I was already eight years into an early retirement from my 42 year career in TV and motion pictures. My wife was set to retire from the same industry the following year. We were very fortunate to have a successful equity portfolio that was invested 100% in Berkshire Hathaway, earning between 15% and 20% per year for 20 years. But we realized that the time had come to move to a less risky, well managed retirement income strategy. I happened to hear of a retirement planning seminar at our local library and I signed up, thinking that maybe I would learn a thing or two. The person conducting the presentation was Anthony Saccaro, CEO of Providence Financial. What impressed me the most is that Anthony turned out to be the best, most dedicated teacher I have ever experienced and he never once tried to sell us anything. Shortly thereafter, we contacted Anthony and we signed on with Providence Financial. Anthony took lots of time getting to know us and to assess our goals, risk tolerance, etc. With his expert help, we developed a plan. I have to admit, it wasn't easy having to think more conservatively now that we were retired. I am not a conservative person at all, financially speaking! But it didn't take long to realize the advantages of that less risky mindset! We have now been with Providence Financial for five years and I couldn't be more pleased. Our portfolio is earning a good, consistent income without our having to deal so much with the fluctuations of the market. The management of our portfolio is incredibly proactive and intelligent. Even if I were a financial expert I could never manage my own portfolio this effectively, nor would I want to! I am thrilled to pay a very fair fee for this kind of excellent service and, of course, the better we do the better they do! I also appreciate that I can still make my own financial decisions after seeking the advice of this great team of professionals that are always available. Despite the company's rapid growth, we are still treated as though we are two of their most important clients and I appreciate that very much! It is a great feeling to be able to just relax and enjoy life, knowing that our money is in really good hands! No, they didn't pay me to say that!! And, by the way, they also helped us update our trust!”

“I appreciate Elizabeth at IMAX Credit Repair for her invaluable assistance. She addressed all my credit repair queries, provided honest advice, and guided me in the right direction. Her expertise and guidance have been immensely beneficial to my credit journey.”

“I have gone to Free Financial for two yrs now due to all the great reviews he had. I really enjoy going there, Chris is very knowledgeable and professional always available to answer questions before hand. I have moved to Northern CA and I still will continue to have Chris do my taxes. I highly recommend Free Financial!”

“I went to Rod as I was unhappy with whom I was using, and I could not be happier!! They really know what they are doing and are wonderful!! Can't refer enough friends and family!! Everyone in the office is GREAT!!”

“*Invaluable Accounting Partner for Over 7 Years* It's high time I shared our incredible journey with Wiesenberg & Company, who've been so much more than just accountants to our small entertainment business for the past seven years. From day one, Elisha and his amazing team have felt like part of our own team. They've been our go-to for everything finance-related – whether it's getting our books in order, demystifying QuickBooks, planning, or tackling the dreaded tax season.

Elisha and his team embody professionalism and proficiency. Their approach is not just about numbers; it's about education, empowerment, and partnership. They have consistently demonstrated a deep understanding of our industry's nuances, ensuring our financial strategies are both robust and innovative.

I remember in the past feeling overwhelmed by accounting & tax time, but Elisha's team never failed to guide us with patience and understanding. They're always there, ready to lend a hand or an ear, and it's because of them that I now face tax time with ease and confidence – a statement I never thought I'd make!

I wholeheartedly recommend Wiesenberg & Company to anyone in need of top-notch accounting services. They're not just about the numbers; they're about nurturing relationships, providing peace of mind, and being by your side every step of the way. They've truly been our financial saviors, and we can't thank them enough!”

“Alec helped me with all my financial questions, I'm just starting to learn how to fix my financial problems and how to build and work with my finances and he was very patient with all my questions and explaining to me each and every question i had. He was also very generous with the knowledge he has to help me with this. Definitely a great person to work with. Will definitely recommend.”

“Reg handles my personal and corporate returns. Working in the entertainment industry, we have complicated returns and Reg provides excellent guidance every step of the way. He is a wealth of information as well as being incredibly professional and a delight to work with. I HIGHLY recommend Reg!”

“Roger Ruiz was friendly and professional getting me started on the path to my tax resolution! I think I am in good hands. I look forward to giving a very positive review after my tax issue is resolved.”

“Shonty is the best accountant in Los Angeles, and a great person to boot. He is fantastic for both personal and business accounting as well as financial planning services. Intelligent, calm and professional - exactly what you want in an accounting. His team is great too and they are super responsive.”

“Marco Ortega, went above and beyond providing his legal services. He is a person you can count on to get the job done. He was able to deliver results in a very timely manner. His instructions were clear and the process was smooth. Please don't hesitate. He puts his clients first! Thank you Marco!”

“AMAZING!! My husband found Lysa of Laurel Terrace Finance though Yelp. We'd spoken with other financial advisors, but all were only offering advice on specific financial areas and charging exorbitant fees. We wanted someone who would be able to look at our entire financial picture and tell us what to do. And that is exactly what Lysa did!! At an incredibly reasonable price!! We both grew up in working class households where we were basically taught how to balance a checkbook and that's it. Lysa helped us do EVERYTHING - pay off all - YES ALL - of our debt, including car loans. She helped us set a household budget, she helped us cut out unessesary expenses - not even fun stuff, we still get to go out to dinner - but things like lowering insurance payments and cutting out unused subscriptions. She helped us set up/bolster existing retirement accounts and establish an emergency fund, which has been INVALUABLE, since I'm a TV writer and there's a strike on right now. I had a lot of fear and shame around money - I've always felt like I was doing it wrong, but Lysa helped my husband and I feel good about our choices and was so positive and helpful with the areas where improvement was needed. And thanks to Lysa, we might actually be able to retire someday! The word hero gets thrown around a lot these days, but in this case, it's well deserved. Lysa is our hero.”

“ATTENTION READ THIS PLEASEMr. Horowitz has passed away unfortunately. His clients were bought by Foumberg in Encino. DO NOT USE THEM they are an awful awful firm. Over charge and under deliver. It takes them an entire year to finish your tax returns and they bill you by hour. It was an extremely unreasonable amount to complete a tax return. Nearly $5,000 for A TAX RETURN. Avoid them at all costs. Find someone else.”

“My father spoke to Ms.Heather Jo and she gave us some good information. Her work ethic is amazing! She then had us speak to a gentleman (forgot his name) and we definitely are looking forward in doing business with this company. Thanks again!!”

“I very much appreciate Artists Business Management Group (ABMG), Larry Lerner and his office for always being there for me and offering solid business advice. Larry is very hands-on and I have never had this kind of service before and I have worked with many CPAs.His staff is extremely knowledgeable and helpful and they always go the extra mile for which I am grateful. Allie is always there for me every step of the way providing any back up and support whenever I needed it. Great staff!Larry is a pleasure to deal with and he is an exceptional CPA and business manager and I give him my highest recommendation.”