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“Today I went to see Sean Heslin because his office manager Mary called me to let me know it was time for my one year anniversary financial check up. It is so important to have a great financial advisor taking care of your future financial needs. I was very pleased with performance of the investments Sean helped me set up. Sean was so much help combining investments I had in other companies, now we, Diaman and I know exactly where our investments are. I highly recommend Sean if you are in need of these services. Thank you Sean & Mary!”
“It has been a pleasure to work with Barton CPA in Palm Springs and Palm Desert regarding taxes for my brother's Trust. A shout out to Kathy Cintas, Tax Preparer, and Angela Ochoa in Client Services, for going above and beyond!”
Financial Advising
Financial Advising
Financial Advising
“Raul has been outstanding ! Everything is case by case but let me assure you he keeps you informed updates you every month on status but most importantly he shows results working towards a home right now but the sense of security knowing you have this kind of partner tackling your credit is biggest piece of mind you can have. I called other placed but they only monitor your credit. Raul comes and makes sure he fights what’s on your credit at very affordable price. Thank you again for everything you have done for me and my future !”