Financial Advising in San Clemente, CA
3 locations found near San Clemente
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Financial Advising
Financial Advising
“I've been visiting Matt for my tax services almost 8 years and he has been always great. I already recommended him to all my friends for their tax preparation services”
Financial Advising
“Received a letter from Bank of America regarding monies I had left in a inactive account. The letter stated for me to call an 800 number to claim monies owed to me or the State of California would put it in the general fund ! The letter was very official with Bank of America letter head and logos. I've never dealt with BoA so I decided to visit the nearest branch to me in San Clemente on Ave. Pico, where I entered a beautiful branch inside and was greeted by Marcus Guerrero. This branch happens to be a business bank but Mr. Guerrero stated he was happy to assist me with the letter I brought along. After a few minutes searching hIs different systems I was nowhere to be found ! So he called his security department and they claimed it was a scam, which we suspected all along ! Mr. Guerrero spent 20 minutes assisting and providing 5 Star Service ! Special Thank You Bank of America Zirahuen (Marcus) Guerrero Relationship Banker”
“Very professional and honest. Helped me with my fathers estates taxes and did an outstanding job. He explained everything to me and answered all my questions. I highly recommend Ryan and his team of associates.”