Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her…read morebecause I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.

Kailey works hard to understand your needs and wants and will work diligently with you to formulate…read morea plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! :-)

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I had a call with another financial advisor who made me feel guilty about my financial situation. A…read morelittle distraught, I gave Michelle a call. In just one 15-minute phone call, Michelle made me feel better and more in control of my finances (individual times and results may vary). I feel confident and empowered after getting her advice. I highly recommend giving her a call to see how she can help you.

You start talking taxes, numbers, and forms at me, and all I will do is stare at you blankly until…read moreyou finish. Then I will promptly say, "I have no idea what the heck you just said, but I know Paula at NumberCrunchers speaks your language." Paula and her incredible, more than just an assistant Dee, are thoroughly amazing. Every year they take the time to explain to my husband and myself what we need to be doing in a way that we understand. I love that Paula is no nonsense in a truly loving way. She's only just an email away! Also, Paula inspired me to write a book based on the first conversation we had about doing our taxes. Thank you, Paula and Dee, for always taking care of my crazy family!

You have tax problems? Or you just want the best? Go to…read morePaula. Want to incorporate? Want to do run a business "above board"? Go to Paula. As long as #crunchers is around I will NEVER have another accountant. This firm lives and breathes on tax law. And they treat you like family. Nice to have that kind of professional on your side. I could not run my small business without them!

Great place for tax preparation services. Kevin has been doing my taxes for years and it's been…read moregreat

Best move I made with my money and to start investing for my children's future college funds. My…read morewhole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends

In the past two years, I have consulted Mr. Fazel Mostashari, dental CPA regarding my dental…read morepractice. It has been my impression that he is not only a great dental CPA, he is also a very knowledgeable, helpful, and kind individual. I would highly recommend him to any dental colleagues for accounting, consulting regarding buying and sale of a dental practice. -Dr. Alex Farnoosh, Periodontist, Beverly Hills, CA

Fazel is truly a gem in his profession. He is…read moreknowledgeable, resourceful and professional with a kind spirit. I highly recommend Fazel to any dental professional or practice owner looking for financial consulting and other financial services.

I've been going to Chris for 7-8 years now, and he will always be my go-to. The first time I went…read moreto him, he was so kind helping me untangle 3 years of back filing and made the entire process stress-free instead of an anxiety inducing hassle. This year, when I called to admit my wife and I tried to file via TurboTax but I had a gut feeling we did it wrong and asked him to take a look at what we did, and refile it if needed, Chris again, without judgement, and with the utmost kindness, did the research to re-familiarize himself with how to file as Domestic Partnership in CA, and was able to (again) untangle my taxes (that we definitely did wrong) and refile for us properly and in a very timely manner. The time and effort he put into our taxes saved us $900! THANK YOU, CHRIS!

Chris is simply the best, we've been using him for a few years and would never trust anyone else…read more He's responsive, thorough and nice too! Just go with him, even if you have someone else you've been using , you won't regret it.

Thanks to Dan and his staff for going above and beyond all our expectations. As a personal injury…read morelaw firm, we have referred all of our clients looking for a financial advisor after settlement.

I started working with Dan over 4 years ago and he has been taking care of my accounts like their…read morehis own. Dan is very professional and is always consulting me on changes in the market and what should be my next move in growing my business and personal finances. I recommend The Warren Group to anyone that is looking for a strong company that will provide you the service you deserve and the trust that you need when it comes to your business and family.

Amazing management, proactive and ethical. Always reachable, very responsive. We have done very…read morewell. Enjoying a comfortable, worry-free retirement thanks in no small part to VS Associates.

We have had nothing but regrets in our dealings with VS Associates. We had insurance and some…read more401Ks with them, but moved them elsewhere when we were shown that these products weren't even performing in the top 30% in their category. After my wife's father died, we began to try to sort out his finances, which were managed by VSA. Our financial advisor was astounded by the contents of the portfolio: "My company wouldn't allow me to offer these kinds of products." It was filled with all kinds of high commission, low return REITs and other items which were inappropriate for an aging retiree. My wife set up a meeting with Mr. Scott accompanied by our financial representative, specifically to address our concerns. Upon arrival, it turned out that Mr. Scott refused to meet with our advisor, but came out of his office at the end to take my wife aside and insult her. Our subsequent phone calls to the office for help in attempting to liquify the holdings were either placed on permanent hold or treated with nasty contempt. Working with our current financial advisor, we have spent the last five years trying to wrap up the Estate. Truly, isn't this all your worst fears realized? You set aside money to retire and hopefully pass on to descendants, and you find out that not only did it under-perform for you, but it over-performed for the salesman. But you're smarter than that, so you look into it, and discover the above scenario, and want to discuss it with your agent. Sorry! We won't see you! How dare you question us? Who the hell are you to question me? And good luck trying to straighten this out on your own! Especially since we won't help you anymore! Let's review: * Low performance for investor * High commission for agent * Does not stand behind their work * Doesn't care what you're comfortable with * Happy to insult you when caught red-handed You work too hard for your money to give it to the Monopoly guy. Don't use VS Associates. You can't afford to.