Financial Advising near San Pedro, CA
30 locations found near San Pedro
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Financial Advising
Financial Advising
“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!!”
Financial Advising
“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.”
Financial Advising
“We were introduced to Chuck by one of our clients whom has used him for several years now. We are extremely pleased with Chucks professionalism, work, and knowledge. He is very responsive either by phone or email - greatly appreciated!! Would highly recommend his services. Virtual Executive Solutions”
Financial Advising
“My husband and I have been working with Ken for over 20 years. He's always available for our questions and whenever we need consultation. He's a trusted partner!”
Financial Advising
“Due to COVID my tax person closed down and never reopened. Then I went to Cesar and I can’t say enough he is very knowledgeable, works throughly and explains everything in detail. Very professional. I look forward working with Cesar and his staff for many years to come. Thank you!”
Financial Advising
“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!”
Financial Advising
“Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business”
Financial Advising
“Hermosa Wealth has helped my wife and I manage our retirement accounts and analyze our company stock options. We are financial novices and the personal service we receive gives us the confidence that our life savings are in the right hands. They helped us set up a 529 account for our daughters college savings and advised us on acquiring an umbrella policy for insuring our assets. I’ve already recommended them to our closest friends and they couldn’t be happier.”
Financial Advising
“Exceptional customer service and attention to detail. Lovely employees and reliable people. Look for George Johnson! Definitely trust investing my money and saw big returns!”
Financial Advising
“As a small business owner I wear many hats. Accounting is not one of them;/ I got in touch with Scott & To. We set up a meeting, I answered a few questions three weeks later I was all squared away. Five stars does not do my experience justice. Thank you to the team @Accudata :)”
Financial Advising
“Back in June I stopped here at this Wells fargo. I wanted to get some rolls of coins. Now, I unfortunately have lost the paper with the two ladies names on it who helped me (I asked them to write their names down) but when I find out their names I will update this review . However, I want to say that the customer service that I received here was fantastic. The two women went out of their way to take care of me and were very professional and kind. I definitely recommend this Wells Fargo and like I said, once I find the women's names I will update this review. They seriously made my day! Thank you! A+++”
Financial Advising
“I have nothing but good things to say about this office. Bryan and his office manager Diane have treated me like family. They are willing to answer all of your questions and are truly there to help you. I'm dealing with managing my parents' trust and its assets, and they have helped me understand and make informed decisions wisely. If you are looking for honesty and people who are easy to work with, I'd recommend Bryan Hori's office to you.”
Financial Advising
“John and his team have filed our personal and corporate taxes for almost 10 years, and it's been an emotional and financial pleasure working with JWM. During the year John gives me prudent financial and business advice along with strategies for accounting and growth. During tax season JWM prepares our personal and corporate taxes in a timely, thorough and professional manner. I highly recommend John and JWM CPA in Manhattan Beach.”
Financial Advising
“This branch is lovely. Everyone is friendly and attentive. Sam Rogers is an excellent Investment planner and it’s a pleasure to work with him. He’s kind, thorough, patient, and a great communicator. Thanks Sam and everyone!”
Open 24 hours
3424 W Carson St, Torrance
Financial Advising
“Best customer service ever... I think all bankers from all banks should come here and take customer service lessons from Michael Balthazar... Mr. Balthazar went way beyond out his way to help and take care of a banking issue I had... I think the service is Way beyond valuable... Thank you Mr. Balthazar for your outstanding service and helping me out”
Financial Advising
“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.”
Financial Advising
“Best customer service ever... I think all bankers from all banks should come here and take customer service lessons from Michael Balthazar... Mr. Balthazar went way beyond out his way to help and take care of a banking issue I had... I think the service is Way beyond valuable... Thank you Mr. Balthazar for your outstanding service and helping me out”
Financial Advising
“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.”
Financial Advising
“I was very impressed by the swift service I received and the excellent service I was given. Well worth the trip to talk to someone that set me up with a wonderful plan. I am nothing but happy. The first person I spoke to was Cam who directed me to his Manager. What a knowledgeable person she turned out to be.”
Financial Advising
“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.”
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“Philip and his staff are very knowledgeable and trustworthy. He will combine his tax knowledge with investment knowledge to arrive at the best option for your current and future needs.”