Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

I spoke with Omar, who is actually really easy to talk to. I'm almost 40 so thinking about the…read more"what's next" part of my life is a tough pill to swallow, but the perspective he gives you makes you feel way more comfortable doing it. It helps that he was able to help with rolling over an old 401k but they provide an end to end solution for any financial advice you'd need. There aren't enough stars to give, but highly recommend him and the entire staff (incredibly nice people) for anything you'd need.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

Second Chance has helped me and the clients that I have referred in helping them purchase a home…read more They have helped tremendously with our credit in resolving the issues. I highly recommend Second Chance.

The notary services I received were done swiftly. Standard pricing. I appreciate how kind she was…read moredespite my son was being a little booger in their offices. Thank you again!

I've been coming to Alisa for quite a few years now and have recommended my family and friends to…read moreher. She is quick and makes sure you are getting back what you deserve. She asks all the right questions to make sure of that. Sometimes you think claiming certain things won't make a difference but she always makes sure to check for you, and let me tell you, she has saved me thousands! If you want to sleep well knowing you taxes were prepared correctly and accurately this is the spot to come! Alisa is the real deal! And I am so grateful I found her business!

After searching for so long, I finally found something that really suites my needs…read more Couldn't be happier, if your unsure about your future, and your kids future, then you need to talk to Elvida, I assure you, you won't be disappointed, in fact you'll be at ease.

Vida came to my place of residence with her partner Thaddeus for our meeting which was nice because…read moreI have Two kids of my own and my fiancé has two. So it's kind of hard to get some free time with life, work and 4 kids! They went over some of the basics of financial success and went over some pillars of success. Most of the information I knew from previous work and life experiences which was great because we got to the meat on the bones. We went over the pillars of success which entailed how/ where/ what to invest and store my finances. They pointed out some flaws on where or what I could be doing not only to better my life and future financially, but to put my mind at ease and ensure my kids are set for a successful future. I'm an average guy pulling 6+ figures a year and the tax man takes a majority of it. Vida showed me how to use the resources around me to invest my money gaining max return with no risk. Definitely worth a sit down. Also did you know in a divorce, if your money is invested in a life insurance policy, the other party is NOT entitled to half of it? Good for thought one of many things they cover in their meeting. Give her a ring if you're in the market to make your finances grow and last.

Raul has done my taxes and set me up with a couple investment accounts. He is very quick to respond…read moreif you need something and will spend time explaining things to you. He is very friendly. I would recommend his services!!

Been with KYP Financial since i started my business in 2014. They are very affordable and delivers…read moreon time! Raul, the owner is not only my accountant, he is my mentor and my consultant! He handles all of my finances and investments. He is totally part of my success. And i will definitely recommend KYP! I will be forever grateful to this guy

I came to Denita with questions about getting insurance coverage and she provided me with her…read moreundivided attention until all my questions were answered. She fought to get me better pricing and is a tremendous resource of knowledge for all my financial needs. I recommend anyone to see her if they are looking to make changes to policies

From the owner: Retirement Planning, IRA's, Annuities, General Investing, Life Insurance and Long Term Care.read more

Patty Contreras is an answer to my prayers. I had been…read moredissatisfied with Kaiser for 3 years but did not know how to navigate out of their system to United Health Care. Patty walked me through the process. I am so happy with new Hoag provider. Patty has been available for questions and gave me excellent direction to join a gym. She deserves 5 stars and much more. Thank you Patty

Patty Contreras helped us recently to select the best Medicare health care plans for my husband and…read moreme. She is so smart, very knowledgeable and so good at what she does. She was able to help us understand the various plans and take away the confusion that we had initially. She answered all of our questions and was very prompt with any follow up questions or info that we needed. She is also very caring and personable. We are so thankful for Patty and her expertise! Vicky L.

I met with Walter C. to see where I stand financially and to see when I would be able to retire…read morecomfortably and was very pleased with the picture that he painted for me. He gave me easy to follow options to save for retirement and to get rid of my existing debt. I would highly recommend this company and its associates. They are professional and down to earth and easy to talk to about things that are sometimes uncomfortable to talk about.

From the owner: Cornacopa specializes in Financial Planning, Insurance, & Life Enhancement.read more

I've been working with Kalter Financial ever since I sold my small business in December 2013. It…read morewas a complicated sale, but Eric helped me to have a seamless transition with his extremely well-rounded understanding and knowledge of the varying tax codes. He knew exactly what to do to maximize my tax savings while also making sure that everything was done properly. Eric's jovial attitude, family values and warm business sense have made me a client for life. Miguel has handled my tax returns ever since and he has also been a joy to work with. He is thorough, calm and explains everything in a clear and concise manner. He's a great representative of Kalter Financial! Kalter Financial not only do taxes, but they also do payroll, investment advice, and so much more! They're really great! Professional, timely, reliable, informed and proactive. If I were to offer constructive feedback to the business/business management team, I would say...please don't charge extra for infrequent, quick tax questions. We get what we pay for, and I'm happy to pay top dollar for my tax returns to make sure they are done right, but it is upsetting to get a note on my tax return invoice that says "special project" only to learn later that the charge was added because I emailed a quick question for clarity about eligible deductions, etc. Despite that, I still give Kalter a 5-star review because no business is perfect...but Kalter is pretty darn close to perfection. Thanks for all the years of great service! I'll gladly be your devoted client forever. Warmly, Michelle

I have used Kalter Financial for my taxes for about 4 years and I absolutely love their customer…read moreservice they are phenomenal. They make it easy and hassle free to do taxes. I wouldn't trust anyone else to do my taxes. They also offer great accounting services for company's including payroll. They do it all! Thank you Kalter for your amazing customer service and for actually caring about your customers!