Rosalinda is wonderful to work with. She answered all our questions and gave us good suggestions on…read morehow to move forward with our finances. She wants to help and obviously cares about her customers. We highly recommend her services. Professional and friendly

She was very friendly and gave me so much advice. She really helped me figure out what I needed to…read moredo and assured me on my decision.

I have been a member for several years with VCCU and have been treated with the upmost respect. The…read moretellers, bankers, operators have all been focused on customer service. I will add not that big bank fake niceness but that genuine down to earth person to person niceness. April Contreras has been my go to for all of my families loan needs and questions. April is dedicated at providing solutions tailored to our needs. She is responsive, courteous and a pleasure to work with.

A HUGE APPRECIATION for APRIL! I came in for a simple question in regards to refinancing my car and…read moreshe not only provided every which option possible on the table to make a confident decision, she was funny, personable and truly in it to help people out, not just in it for a paycheck... Thank you again for having a passion in what you do !

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

I reached out to New Era two years because I was drowning in debt. They were very responsive and…read moreimmediately helped me set up a plan with monthly payments I could afford. Cecy, James, Richard and Esmeralda were all so helpful! The reps were quick to email me back with any questions I had. I ended up finishing my program early (Sept 2026). I highly recommend them!

I'm not happy at all with my experience, was with New Era/Versita Law for over a year & only…read moreexperienced upsells, slow settlements made & no clear explanation of how much of their fees were taken out of the account. I enrolled jointly with my wife & we had just over $20k in debt & only seen 3 accounts settled after I paid over $9k into the program! A complete waste of time & money, I had small debts with each creditor mostly under $3k & they barely did anything!

I was very disappointed with the lack of professionalism exhibited by the Branch Manager. Basic…read moreinformation, such as how to access one's account online or the location of company headquarters, was given in a very inefficient and non-caring manner. The worst thing is that the Branch Manager signed up my 82 year old mother for an account which was completely at odds with her financial objectives. I thought he was manipulative, rude, and not helpful in any manner. This company does not deserve a recommendation and should be avoided if one wishes to protect their wealth.

Eric Smith, one of the owner's of Lifetime Planning has been my financial planner for 15+ years. He…read moreis honest, a clear communicator, and lays out alternatives for my long-term financial planning and investments and provides the pros and cons of each alternative so that I can make an informed a decision. I focus on socially responsible investments, when possible. And Eric spent a lot of time, coming up with options for me, as they are somewhat limited. Wendy, the front manager, is always so welcoming. Also the eternal fresh baked cookies and coffee up front are awesome!

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

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'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

Outstanding work done at a very fair price. Things took a bit longer than expected, but I enjoyed…read moreworking with Eric and was impressed by the breadth of his knowledge.

I hired Eric Ridley as my attorney because his website made the bankruptcy process seem simple and…read morestraightforward. Unfortunately, my personal experience was very different. A large portion of my debt came from my son's high school football injury and his seizure disorder, so I was already overwhelmed and going through one of the most stressful periods of my life. Instead of receiving the guidance I desperately needed, most of my case was handled by an out-of-state paralegal, and the process dragged on for over a year. The one time I spoke with Eric directly, he made a comment suggesting I "cut off" my 16-year-old son because his medical bills were too high. As a single mom with no second parent involved, I was devastated. I had no idea how I was supposed to simply stop supporting my child. That conversation left me in tears, and I eventually reported my concerns to the California Bar. Eric agreed to reimburse part of the fee I had paid. In my opinion, bankruptcy representation requires compassion, clear communication, and hands-on guidance--especially for clients dealing with medical-related debt--and I did not feel I received that. Switching attorneys was the best decision I made. I hired Karen Grant, who immediately fixed the issues, communicated professionally, and had my case filed within a month of our first meeting. This review reflects my personal experience, and I hope it helps others who may be searching for the right attorney during an already difficult time.

Melissa is great. I found her after my accountant of almost 50 years retired suddenly. She was…read morealways there to answer questions, and my return was done quickly and efficiently. I loved working with her and would recommend her in a minute.

I love that 805 Accountant makes bookkeeping and taxes simple for the small business owner. Rarely…read moredo you get partner-level service from bookkeeping to tax planning/preparation services. Look no further for your financial needs!

I've been using Marian Business Services for about 3-4 years now for income tax purposes and their…read moreamazing! The quality of work and customer service is outstanding. I've never had a better group of people prepare my taxes.

From the owner: All your business financial needs!! Bookkeeping…read morePayroll Sales Tax Financial Planning and Analysis Incorporation Papers Income Tax Preparation And much, much more...