Financial Advising near Valley Glen, CA

21 locations found near Valley Glen

“10/10 definitely recommend Infinite Financial. They really took the time to explain everything to me in a way I could understand and were super patient with all my questions. They reply so fast which I really appreciated and are super helpful with getting all of your information together. Every time I called to talk to Edward he was always friendly and helped me feel confident in the process. If you need help, definitely use this company!”

4.9 Superb102 Reviews

“RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!”

5 Superb37 Reviews

“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!”

5 Superb61 Reviews

“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.”

5 Superb21 Reviews

“Bereliani Law Firm went beyond my expectations!
Sanaz has a good team and thorough system to ensure your bankruptcy gets finalized.
I am self employed, my case was more in depth.
I interviewed several attorneys in San Diego and LA area and they were suggesting Chapter 13 and avoiding chapter 7 because of my equity in my home, they said I was limited on exemptions ie and my vehicle and personal property were at risk!
Sanaz is very creative with creating and interpreting exemptions that the other attorneys NEVER mentioned and or understood, interpreting exemptions is very important, ie “Commercial Work Vehicle” (Truck) verses “vehicle”, that changed the game, the trustee wanted more money for my work truck and was also trying me on personal property and Sanaz put them in check!
She got my Chapter 7 discharged, I kept my condo equity, I owed nothing for my commercial work truck and personal items.
The other attorneys I interviewed were ok with having me agree to make an uncomfortable stressful payment plan to make it easy for them to file chapter 13….
Sanaz and her team tolerated all my calls and emails = STRESS and got me through it.
Sanaz and her team are the ones you want to represent you!!! Worth every dollar!!!
Thank you Sanaz!!!”

4.9 Superb55 Reviews

“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!!”

5 Superb77 Reviews

“*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!”

5 Superb15 Reviews

“Rose Balyan exemplifies expertise in accounting and tax preparation. She doesn't just handle tasks; she meticulously crafts solutions tailored to your business needs. For instance, when I had questions about deductions, Rose took the time to explain the intricacies and even provided personalized examples to ensure clarity. Her dedication to her craft and genuine care for her clients truly set her apart. Rose is more than just an accountant; she's a trusted advisor who goes above and beyond to ensure your financial success. Highly recommended!”

5 Superb61 Reviews

“I want to thank Marco for providing me with excellent service for my migration process since it only took 5 weeks for me to receive my work permit and s.s. The truth is, great human quality and excellent service, 100% recommended, thank you very much ?”

4.6 Superb59 Reviews

“I can't believe I have been working with Shane and Keith for all these years and still haven't left a review! These guys know what they're doing, they saved my taxes from someone else who was causing havoc, they saved me during COVID-19 when I could have, and probably should have, gone bankrupt. They have gone above and beyond for me to make sure that I can TRUST them with my finances and have always been led in the right direction. I am so blessed to still be working with them and to have seen such huge growth in my years with them. These guys are the real deal. They have my business for life (or as long as they allow me).”

5 Superb18 Reviews

“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.”

5 Superb11 Reviews

“I was skeptical about hiring a life coach, but when my therapist suggested it for my specific issues, I decided to finally give it a shot. That's how I found Michelle, and I'm so glad I did! Her story really resonated with me, and I felt comfortable talking to her.

From our very first call, Michelle understood exactly what I was going through. She listened to my financial struggles and helped me map out actionable steps to overcome my biggest life challenges. Her insights were spot on, and she provided the guidance I needed to start making real progress.

In just under two months, I experienced a complete shift in my attitude and outlook. My confidence grew, and I started seeing positive changes in all areas of my life! Even my friends and family noticed the difference and kept asking why I was smiling so much.

Michelle's approach is truly transformative. She made me feel understood and supported, and her encouragement pushed me to break through barriers I didn't even realize I had. I can't thank her enough for helping me become a better version of myself :)

If you're considering life coaching, I highly recommend Michelle. Her expertise and empathy make her an incredible coach. Life coaching really works, especially when you're committed to change. I'm happier and more confident than ever, and I owe it all to Michelle!”

4.9 Superb42 Reviews

“****** 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.”

5 Superb12 Reviews

“From the initial consultation to ongoing support, Samuel B Choi Accountancy has always exhibited the utmost professionalism and diligence in all their work. They have a deep understanding of the complexities of taxation and accounting and always ensure that their clients are well informed and prepared to meet all their financial obligations.One of the things that impressed me the most about their services is their attention to detail. Nicole Choi is fantastic! Ty so much!”

4.1 Good29 Reviews

“I this is a client portal for covid-19 slush fund made by Clinton e Breckenridge Juniors personal email colvin 19 [email protected] you can contact me at Sea Breckenridge Junior 30 you know 325 @gmail.com or you can contact me at 626-267-4760 thank you have a blessed day I'm looking forward to hearing from you”

3.9 Good9 Reviews

“Customer service was excellent, and i have no complain, they are all professional. Just bring all the documents they needed, then your ok, they did my transaction gor 3 hous???”

3.2 Average33 Reviews

“I don't usually take time to write reviews but the exceptional service that Maristel Vasco, the Relationship Manager VP Long Beach branch has definitely went above and beyond her job description, she had closely followed up on my application, answers phone calls, emails and any client inquiry efficiently and speedily. She take time to answer questions and able to multi task to be able to deliver results not just in time but even ahead of due dates. The process of my refinance was not smooth sailing but Ms. Vasco's service recovery has really made me relax during the process. Ms. Maristel Vasco is a true gem in your company. Kudos to CNB for having a highly competent relationship manager.”

3.7 Good10 Reviews

“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!”

3 Average79 Reviews

“I have to give a 5 star to Lanier and Irving - tellers at the Palisades branch. Our accounts are located at the Brentwood Branch and yet they still treat us like family. Both these guys are outstanding representations for their company.”

3 Average7 Reviews

“December 2023 Van Nuys Branch. Five stars highest rating out of five stars no problem. Jessica and her Branch Manager and co-workers always treat me kindly and are always super helpful and courteous as well as being super efficient. The employees at this branch create good will for your company which is a tangible asset. Happy Holidays to all and Thank you for the great service. From long time customer Walter Tribe in Sylmar CA USA .”

3.2 Average6 Reviews