My spouse and I wanted to make sure we were making smart financial choices for our family's future,…read moreand Vidal helped us get on track. He walked us through saving, investing, and planning for the long term in a way that felt simple and stress-free. If you want an advisor who truly listens and puts your family's needs first, Vidal is the one to trust! Okay

I needed help getting my business finances in order, and Vidal made everything clear and…read moremanageable. He walked me through cash flow, retirement planning, and smart financial moves without pressure-just solid guidance. If you're a business owner looking for clarity and direction, I highly recommend him!

I have been using Al Michel for many many years. He seen me through businesses home sales and home…read morepurchases. Very happy with the service. The office is very responsive and they keep great records.

I have used Al Michel for many many years and was sad he retired but happy for him…read more Brook did my taxes this year and was knowledgeable, friendly, and helped me in so many ways. I will continue to use this office for my yearly taxes. I would not hesitate to recommend this office to others.

Kiran is a great personal finance coach. She taught me everything I needed to know to get started…read morewith investing, from understanding my investment style and risk level to the different kinds of assets out there. She helped me set up my first brokerage account and showed me how to start building wealth with small monthly investments. If you're looking to get better with money, whether you're just starting out or have some experience, definitely work with Kiran.

Kiran has done a phenomenal job of educating me on the nuisances of a 401(k) vs a ROTH and all the…read morespecifics that go with it. I was able to make appropriate changes as per my retirement. In addition, she helped my teenage sons set up Roth IRA accounts. She sat with them and helped them understand these investment engines and they are motivated to save and generate well. Thank you, Kiran!

A coworker referred us to Vincent and he was kind enough to fit us into his workload despite not…read moretaking new clients currently. It was our first time going somewhere besides a major chain so we were unsure about the process. It was extremely simple to upload our documents to the online tax portal. From reaching out for a quote to filing our taxes, it was only 3 days! We were so impressed with his efficiency and so happy to find a new go-to person for our taxes. We definitely plan to return to Vincent again next year.

Vincent Ha has been handling our tax needs for a while now, and he's outstanding. He's quick to…read morerespond whenever I have questions or need updates, always gets back promptly, and does excellent work--thorough, accurate, and tailored to our situation. No surprises, just reliable service that saves us time and stress during tax season. If you're looking for a responsive and skilled CPA in the area, Vincent is the one to go with!

As a first time home buyer I knew nothing about who to go to and what to do so I rely on the…read morerealtor for recommendations. The first realtor I used before I let him go referred me to Jon Dobbel and I stuck with him for the second house after the first house didn't go through due to a pest report. I stuck with him because... why?.... I don't know, because I didn't know who else to go to. When I went into contract on a Thursday I received a call from his colleague to congratulate me because he was gone on vacation and didn't go back to work until the following Monday and didn't get to my file until Tuesday. During this time I was shopping around and found a better deal with a lower APR, lower interest rate and a credit of $1500 towards closing costs. Jon didnt offer me a credit of any kind, but assumed that I wanted to pay points for a lower interest rate without asking which choice I would like. I asked if he could give me a credit for something that I didn't have to pay for- meaning a higher interest rate because I never stated I wanted to pay points for a lower interest rate. And the Bank was offering me something way better. He tried to make it sound better by saying that they are paying for more than half the points to get me that interest rate. That I never asked to pay for! He is saying it like he is doing so much for me. He didn't budge until I seriously was going to just stress and go with the better deal even though I was already 6 days wasted getting closer to closing due date. He then said he could give me a credit if 858. And my written estimate stated 858 clearly. But when I signed my closing disclosures I noticed that the numbers changed to 658. Thinking I didn't notice. Oh I did. But it's like pulling teeth with him. I didn't want to bother arguing more. So instead I do a review. Lesson learned!!! Shop around even if you don't know what you are doing!! Because you will figure it out. Go with your gut feelings. I should have gone with mine. It's worth the stress to go with people who actually care.

It would be a hard no. I would never recommend Summit Funding to any of my friends and family…read more Also, if you are your family is of color, run for the hills. I personally did not receive the care that my family and I deserved. During the process we were strung a long. Therefore I wasted a lot of time. I had to go to another lender just to be treated fairly.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

This is a horrible people who are very Lazy with their business. Those 5 stars reviews they got is…read morefrom their relatives. My worse experience of filing tax of my life with them. They over charged me $300 for a single file w-2 tax. On top of that they lied to me that they filed my tax already. I called IRS the last day to check and they confirmed that nothing has filed. I called them and they told me they are doing it on the last day of filing and last minutes. Also they did not try to get any deductions for me. Lazy people doing the last minute on the last day of filing tax. Also they sent an email out to their customers at 7:30pm on the last day to let them know to file their tax. How crazy is that?? The Bank closed at 5pm, for those for does not know much about technology and want to do payment plan with check, they will get late with penalty on the payment plan. Because of all the banks already closed . Never go back to these lazy people who calls themselves Financial Advisers What a Joke !!!

Tido was able to see us very late notice but did his best and explained everything for us to…read moreunderstand! Very friendly but very professional! Highly recommend a person/business who takes care of his family but also understands his clients!

Giving me the opportunity to a cash payout deducting the illegal compounded interest & allow me to…read morepay that which was. Like 3,380.oo but seems to never go down after 5 years & 8k into this loan with the 1,300.oo repo taboot. Maybe some fairness, I even purchased the insurance to cover me if a loss of job which one main didn't honor for some decietful tactic you used to not honor your fake insurance. So, no matter what .. one main financial keeps me stuck in a loop feeling like poop.

Not only are their rates predatory at 35%, the manager Melissa Owens at this branch is also…read morepredatory. Ladies beware she will seek out male clients and engage in sexual relationships with them knowing they are married. She will then disrespectfully laugh about it try to get him to leave you and then proceed to start calling from the branch when her number gets blocked. Predatory loans and predatory managers.

Came in this morning to take care of some account things and was greeted instantly when I walked…read morein. Thank you to the lovely Brianna for her quick assistance and welcoming presence. She was able to complete everything I needed in a timely manner since I was still on the clock. Her customer service and skills made this Bank visit a pleasant experience.

I decided to stop at this local bank for convenience however, there were only 2 bankers working and…read morethe service was slow. I would expect it to go faster bc there were only 5 people ahead of me but it took quite a long time for my turn. I overheard one of the ladies that was in front of me complain to the teller that she hates going to that bank bc it's slow and takes a long time waiting in line with only 1-2 workers every time she goes. It was my second time stopping there for a few years now but hearing it from someone who uses the bank often shows that there hasn't been much improvement in customer service.

Excellent service. I am retired, not a business…read more They have proven to be excellent. I had thed same tax guy for thirty years before going to them .

We've worked with Flaminius for years. Trustworthy and thorough. He's patient with us since we have…read morea lot of documents we have to wait for too.