Financial Advising near Oceanside, CA
19 locations found near Oceanside
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Financial Advising
Financial Advising
“Lisel and her team have been working with me for years. Each time, it has been a wonderful experience. She makes everything so simple and uses the latest tech to get it done quickly and easily. HIGHLY recommended to everyone who needs a tax pro.”
Financial Advising
“We have used Troy as our tax account for several years now and are completely satisfied with his service. He’s very knowledgeable, efficient, and personable. He completed our tax return very quickly this year as always.Highly recommend him.”
Financial Advising
“With over 20 years in business and dealing with 3 different CPA's, I commend ABMG for being our final and best Accounting and Tax Preparation team for last 8 years.”
Financial Advising
“We have been working with Mark Orlando for many years and have always been very happy with his personal communication and of course his tax preparation knowledge. We recommend him highly!”
Financial Advising
“Truly wonderful! The representative called and talked me through the process. She didn't pressure me to make a decision or work with them. Very knowledgeable!”
Financial Advising
“Wow I am so grateful I found Ms. Cardin, she is a wealth of knowledge and so sharp. I only wish I had met her sooner, prior to signing my divorce MSA. I highly recommend meeting with her if you’re going through a divorce to help protect yourself.”
Financial Advising
“Found them on Yelp and was really happy with my consultation. After explaining my situation and goals, they thought I would benefit from working with another company they do business with that would better suit my needs. I appreciated the candor and honesty! If things change in the future, I will definitely be returning.”
Financial Advising
“Having relocated to SD I needed to secure a new banking relationship who can handle my very unique banking needs. After meeting with several people/banks it was clear I was fortunate to have the honor of working with Cilette Mitchell -- the bank manager for decades(?!) at CNB. Cilette assured me their bank is a similar to a small town bank and that she would ensure what we discussed would always be honored. In the end I feel blessed having met Cilette (and Yanina who's been my WONDERFUL personal account manager) and look fwd to working with them for years to come!On a side note, CNB is fortunate having such terrific people like Cilette and Yanina on their team. They exemplify customer service!”
Financial Advising
“Craig Workinger is an incredible CPA! He is very personable, professional, knowledgeable, and overall an amazing person! He is trustworthy and you can rely on him to get the job done. If you are looking for a CPA, I highly recommend Craig!!”
Financial Advising
“I have had the pleasure of working very closely with the Visticas for several years now and not once have I been disappointed. They are incredibly knowledgeable, yet down-to-earth, kind and compassionate. They treat their clients like family, not revenue. There truly is a difference in the way the Visticas do financial planning and investment management. I wouldn't go anywhere else.”
Financial Advising
“I want to say a special Thanks to the great Thrivent team of Tyler Jones and Michael Miller. It has been a wonderful experience getting to know and work with them this last year.They always made me feel like I had their full and complete attention. Their self confidence and guidance has meant so much to me. Every question I asked big or small, was answered efficiently. They directed and guided me to make good financial decisions. Their goal was for me to understand all the facts and information, and what the impact would have on me now and also my future.My time and money was treated as it was their time and money. I am very appreciative of the respect they constantly displayed towards me.I feel comfortable recommending this team to anyone.”
Financial Advising
“Matt is a great person to work with. He is knowledgeable with all types of financial products and services. Matt is not your average stock broker and he can do more than buy and sell stocks. I highly recommend Matt to anyone seeking sound financial advice.”
Financial Advising
“The customer service is great, no complaints from. I've come in a couple of times and everyone has been nothing but amazing with me. I have recommended them to my kids and coworkers.”
Financial Advising
“We have trusted MCM with our finances for several years and appreciate their professionalism and advice. John and Melissa recently helped us refinance our home, and being self-employed, this could have been a challenge. We are grateful for their guidance.”
Financial Advising
Financial Advising
Financial Advising
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“Lisel and her team have been working with me for years. Each time, it has been a wonderful experience. She makes everything so simple and uses the latest tech to get it done quickly and easily. HIGHLY recommended to everyone who needs a tax pro.”