Kelly has been diligent, precise, and timely in her work. I would highly recommend her for real estate operating company financial statement preparation. She is a pleasure to work with and very professional.
Adam made it easy to get coverage for my family. He's knowledgeable and friendly, which was helpful because we had questions. Adam put our minds at ease by patiently answering the questions we had and we knew we were making the right decision to protect our family. I recommend calling Adam A.S.A.P for your financial needs.
Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!
I worked with Mike Sisk when he was a consultant for MidCountry Financial. Mike's responsibility was to consolidate many companies that all used different accounting systems. This was a daunting task because at the time, it was very manual and spreadsheet heavy. Mike was instrumental in automating this process as a consulting for the implementation of Enterprise Reporting software for the Company. Mike was always professional and easy to work with.
Cintia is very professional and knowledgeable about all things finance related. Her passion to elevate others in financial literacy is shown through her close workings with me. She is so patient and readily available. She is honest and has help me set attainable goals. She is very easy to work with and she breaks things down in a way in which you can understand especially if you’re a novice like me. She makes really good suggestions on how to improve your credit, establish a safety net of funds, and even helped me with my monthly budget. She will give you all the tools and it’s up to you to use them. I would recommend her to anyone in their financial journey on the way to success.
Having Alyssa as my financial planner is like having my own personal tutor in how money works. She keeps it simple and lets me decide on what’s best for my financial goals by giving me the pros and cons to every option.
We had received a quote though Thumbtack for Broder Financial Service and I was a bit apprehensive due to the quote being so low. For the previous two years taxes I had gone with big name companies for more than twice as much and still received adjustments from the IRS for additional taxes due because for First time Buyers repayment information not being filed correctly so I decided to go with Broder. When I called for an appointment I was surprised when he set the appointment up to come to our houseâ¦so convenient. He explained that he has a day job and does taxes in the evenings and week-ends and that he was licensed by the IRS as a Tax Preparer. He also explained that by not having an office for Customers to come to he didnât have the overhead to cover thus allowing the lower fees. We had a change in our taxes this year as we were not able to claim members of our household as dependents due to them enrolling in âCovered Californiaâ. He figured out what out taxes would have been if we claimed them and without claiming them so we could see the difference in our taxes at no extra charge. I will definitely be using Broder Financial Services again next year!
I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again
I enjoy helping individuals and families organize their finances, project the results of their savings and investments so they can see how well prepared they are for retirement, emergencies and wealth building. This helps them make decisions with their money that will help them reach their financial goals as efficiently as possible.
Sid is hands down a professional at his business. He took the time to take care of my insurance needs and offered options and suggestions that I would not have known about. Don't go anywhere else for life insurance!
I've been working with Mr. Bhatt since 2012, and he's the best. His advice and tax preparation have been great, and his keen insights have helped significantly. His knowledge of tax code is second to none. His staff is very nice and courteous. When it comes to tax issues and financial matters, it's great to have someone so skilled and knowledgeable to guide you along the way. Thanks Mr. Bhatt!
I am licensed with the state of CA to provide personal as well as property security. I am also licensed to provide financial services ranging from auto, home, and life insurance to debit reduction and mutual funds.
We offer all types of life insurance to protect your family. We also show our clients how life insurance can be a financial tool that can help manage the risks of everyday life. Give us a call so we can talk about the living benefits of life insurance.
Hale Insurance and Financial services has more than 15 years in the financial services industry.
We specialize in providing safe alternative investments that offer gains without downside risk of the stock market.
Our team is passionate about delivering five star service to our clients. We are committed to exceeding your expectations by delivering a customized financial plan to help you, your family, or your business achieve their financial goals.
We do accounting, consulting and tax preparation. We give business consulting and advice on various investments.
Our specialty is self-employed and C corporations. We also have the advantage of converting your business to a corporation.
Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.
I am a financial advisor with tax and financial Group. I specialize in financial planning, investment planning and retirement planning. I am a former CPA and attorney from Germany, and I live in Newport Beach.