Staff was super friendly and welcoming. When I walked in I was greeted and was approached and asked…read moreif I needed any assistance, they were able to help with all of my needs. This branch will be my go to branch from now on.

Excellent customer service! I adore the staffs here! Manager Luis is the best! I highly recommend…read morethis branch!!

I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

I had a very disappointing experience with this CPA firm. To be fair, I do believe my CPA had good…read moreintentions, and I understand that mistakes and miscommunications can happen. What really matters in those situations is how a company handles it afterward, and that is where this experience completely fell apart. My taxes may have been filed correctly, but the communication was not clear. I did not want 2026 quarterly estimated tax payments set up, and I never understood that this was what was happening. I believed the amounts shown were a payment plan for my 2025 taxes, not separate 2026 estimated payments. Because of the language barrier and the lack of a clear explanation, I did not understand what I was agreeing to. As a result, more money was taken from my account than I expected, which caused me to become overdrafted. When I reached out to get help resolving the issue, I was hoping they would at least acknowledge the misunderstanding and try to make it right in some way. Instead, when I spoke with William at the end, he was very unhelpful and basically made me feel like I was just out of luck. I was told there was nothing they could do, that I needed to deal with my bank myself to block future payments, and that they would not offer even a partial refund. That response is a big part of why I decided to leave this review. If they had simply handled the miscommunication better, shown some understanding, and at least offered a partial refund or some effort to make things right, I honestly think I would have been okay. On top of that, I feel the $700 fee was too high for the level of service and communication I received. Accuracy is important, but so is making sure your client actually understands what is being filed and what payments are being set up. Overall, I left this experience feeling confused, unsupported, and financially stressed. I understand mistakes can happen, but the way this was handled afterward was unacceptable. I would not use this firm again.

Great customer service! I've dealt with HomeStreet in person and on the phone on a number of…read moreoccasions. They are very thorough, very cordial, and attentive. Shall we say this is rare in banking today? I'll answer my own question. Yes. It's very easy to do business with this bank. Always efficient, calm, kind.

I would give this place negative stars if I could as well. When this place was Kaiser Federal Bank…read moreit was okay, but then it just got awful. It was taken over by Homestreet and it's been a disaster. Opened a savings there back in March ...still no debit card and it's two months later. I've requested it three times. And that's only the first mess up. The list goes on. Definitely going to move my accounts out of this institution. Don't bank here unless you want frustration and want to deal with people that could care less of you're their customer.

Been doing business with them over the last 5 or so years. Tom has always gone above and beyond…read more Funding has taken only about 24 hours from application to funding.

worked with this company on 10 different occasion's, always provided great service and quick…read moreturnaround

We came in contact with Top Financial thanks to a suggestion from a friend…read more Kent and Peggy were priceless all the way for our condo refinance. The whole process it's been extremely fast and easy. We had all documents emailed to us with the e-sign option, making the whole process super quick. We will definitely use Top Financial again in the future. Kent and Peggy, Thank You very much guys for everything, you are a truly great team !!!

I was so happy to have discovered and met Kent as a professional loan agent. Unlike numerous other…read moreloan agents who were rarely available and did not give me any of their time to discuss loan options, Kent took the time to explain the details and options available to me to finance a home I really hoped to own and urgently needed funding to close the deal. Kent helped me overcome some hurdles and complications with loan funding and diligently worked with me so I was able to obtain a loan promptly and complete my financing with the best interest rate possible. I greatly appreciate Kent's professional help and will seek him out for any of my future lending needs!

thank you afp. Your knowledge and genuine compassion SAVED my family from certain financial…read moredistress. I would recommend EVERYONE come get a needs analysis from this incredible firm.

We've been working with Ruben for about 2 years now. He has been a consistent source of…read moreprofessional support! Ruben is responsive, empathetic, and extremely efficient. If you have a question, rest assured- he will find the answer! If you are a new entrepreneur trying to navigate the logistics of establishing a business, add Ruben to your contacts! Thank you Ruben!

Ruben had helped me a lot get most of the major paper works done for our new business. He's very…read moreknowledgeable and patiently answered all my questions. He was diligent in following up about the licenses that we applied for. I highly recommend his company, especially if you are a small, new business owner!

Extremely well together person, who is willing to share knowledge and an understanding experience,…read moreChelsea's work speaks for itself.. the other part comes from ourselves, that will make the process all worth the effort.. we met with Chelsea through recommendation an appointment was arranged, doing my part at the moment and thought to share. I believe these are all values that must be taken to make it work until our next meeting.. we thank you Chelsea

I started working with Chelsea just as I made a major change in my real estate career. As I was…read morelaser focused on my business and doing great I was not in the same position financially. Chelsea helped me to realize many of my money spending habits stemmed from my past. I needed to learn a new way of thinking about money and how I related to it. I felt her sincere desire to help me and would recommend her to anyone that is serious about gaining control of your finances. The biggest take away for me...my mind shift in realizing the best reward I can give myself is the security of an emergency fund and savings. The best feeling in the world is financial independence, she will help you get there!

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

Amazingly very Professional-Courteous ! Timely and…read moreefficiently process ! Educated the detail oriented procedures !

We recently refinanced with Victoria Financial and would definitely recommend them. My parents have…read morebeen using them for years and we are now going to them too. The process was efficient, timely, and helped us lower our mortgage rate quickly. The team was great to work with and very detail oriented, helping give us ease. We are planning to go back to them the next time we refinance and looking forward to it. Thanks!