This place use to be amazing. A few years ago new management took over but I decided to continue my…read moreloyalty to them regardless of the hiccups that occurred. I figured it was just an adjustment period and things would get better. However it just continued to declined. Scheduled phone calls were not happening, communication was not there and overall friendliness slipped. Its so unfortunate that Herbie is no longer here. His kindness and dedication really is unmatched and I will have to look elsewhere where for future services.

I have been coming here for 3 years now to do my taxes…read more The staff here is super friendly, and everyone is always there to help. Not to mention there are always cookies and candies there for the taking. :) Veneranda is my CPA, and she always does a smashing job. As long as i am in the area, I will continue to go here to do my taxes.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

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.

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

I needed help filing my taxes and fixing filings from a previous year when I lived overseas. Dana…read moreHopkins was wonderful and made the process a breeze. I highly recommend Trimble & Co.

Tried to call about getting Buisness and personal taxes done. The lady on the phone was very rude…read moreand didn't give me the time of day. I guess I will have to reach out to another company

$300,000.00+ invested thur Joe Pratte. Now I can't locate him. No dividens/payments coming into my…read morebank account. Office & personal phone are "ring no answer" & home phone is out of order. Last contact with Joe was in March of 2025. Joe, if you read this please call me & send my my payments.

I and my family have been associated with Joseph Pratte for over 30 years. Joe is the BEST…read moreFinancial Planner I have ever worked with. We trust and respect him completely. Pratte & Associates give true financial advice and guidance. He takes your "whole" finances into consideration and provides you with the right tools to help you achieve your financial goals. Joe has a plethora of knowledge in investments, retirement and many saving options; he uses this knowledge to help guide you in your financial goals. Most financial planners sell you a product; not Joe, he plans according to the goal YOU want to achieve! Joe is a humble man with a heart of gold! He puts his "whole self" into his work, always going above and beyond! He is a caring man and a wonderful family man who takes joy in helping others. We have been blessed to have Joe Pratte in our lives not only as our financial planner but as our dear Friend!

Hey everybody I just wanted to leave a review for Alan and new for credit they have been absolutely…read moreamazing my credit score was in the 500s when I started with them and now it's almost into the sevens I can't thank Allen and his team enough for the work that they did with me if they can fix my credit they can fix anybody's if you're looking to get your life back together and get your credit back on track I would highly recommend you giving this company a try you won't regret it here's a few of the pics that of the purchases I just recently made in 2024 . A brand new not even out of the crate 2024 Kawasaki ZX6R 40th Edition

Alan and his whole team are top notch! We've worked with them more than once and each time we…read morereceive excellent service from them and couldn't be happier with the outcome of our credit. They're even there afterward to help out with any questions or concerns. Thank you Nufico team!

Dealing with debt can be extremely stressful and scary. Michael and his team made going through a…read moredifficult time so much better. Michael came up with thoughtful, innovative ideas to handle my situation and helped me out immeasurably. His experience and relationships working on 4000 debt cases showed. He came up with an affordable, tailored strategy that helped me out of a very tough spot. Most of all, Michael cares about his clients and it shows. I cannot recommend Michael and the Financial Counseling Center strongly enough. Highest recommendation. Good people you can trust.

Great service, great team. Definitely recommend them for your debt management and or/resolution…read moreissues. The process felt like family helping me in a stressful time.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.