Financial Advising in Woodland Hills, CA

13 locations found near Woodland Hills
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“Thuan has been very helpful in educating me and offering me insight on how to properly invest and allocate my assets. He has been patient in my educational process and truly wants to see me succeed. I am happy to be working with him and will continue to do so.”

5 Superb31 Reviews

“Reg handles my personal and corporate returns. Working in the entertainment industry, we have complicated returns and Reg provides excellent guidance every step of the way. He is a wealth of information as well as being incredibly professional and a delight to work with. I HIGHLY recommend Reg!”

4.9 Superb10 Reviews

“Working with Shonty has been a breath of fresh air! I have had some terrible experiences with previous accountants but Shonty is not like the rest. He is kind and patient and is on-top of communication. I am grateful for him and his team!”

5 Superb3 Reviews

“My father spoke to Ms.Heather Jo and she gave us some good information. Her work ethic is amazing! She then had us speak to a gentleman (forgot his name) and we definitely are looking forward in doing business with this company. Thanks again!!”

4.2 Good8 Reviews

“I definitely would recommend Anthem Tax Services. They saved me thousands in past due taxes and helped process my new tax returns when I acquired a number of new investments. In particular Sam Burzynski consistently assisted me in a professional, respectful and effective manner. He knows what he's doing :) Thanks Anthem, I'll be utilizing your services every year now !!”

3.8 Good205 Reviews

“I very much appreciate Artists Business Management Group (ABMG), Larry Lerner and his office for always being there for me and offering solid business advice. Larry is very hands-on and I have never had this kind of service before and I have worked with many CPAs.His staff is extremely knowledgeable and helpful and they always go the extra mile for which I am grateful. Allie is always there for me every step of the way providing any back up and support whenever I needed it. Great staff!Larry is a pleasure to deal with and he is an exceptional CPA and business manager and I give him my highest recommendation.”

3.9 Good14 Reviews

“Pure Financial Advisors has made answering my financial management questions easy and crafted a custom strategy tailored to my needs and goals. Jeff Brecht has been knowlegeable, personable, and highly professional. Looking forward to continuing to work together”

5 Superb1 Reviews

“The Woodland Hills staff is very knledgable and professional. They assisted our family with Estate needs. I would recommend getting an appointment. Very good staff to work with.”

3.8 Good14 Reviews

“I wanted to write this review when I had my first appointment with National Credit law center but have not had the time to get on here and do so. This company is truly a life saver! When COVID-19 first hit in March 2020, I lost my job and was only getting EDD benefits. This money did not cover my living expenses AND credit cards. My credit cards only allowed me to miss 3 months of paying but still occurring interest. I was literally in a hole. I got a call from National Credit law center and scheduled a meeting. I enjoyed the presentation and services that would be provided to me. I signed up and have been saving about $326 per month. Thank you so much for helping me get out of debt”

2.6 Average17 Reviews

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