I have been doing taxes by myself with Turbo Tax for the past 5 years, but there are several…read moremistakes I made that I was completely unaware of. Amber definitely has been a revelation! AS a self employed person you are always conscious of how to save money, she helped me file my own corp and has saved me half of what I was going to owe! I strongly recommend her and Crammer Inc. services. She will be going mine and my wife's taxes until i retire!

I've been going to see Amber for two years in a row now. She's been amazing - on a professional…read morelevel is so helpful for both me and my husband and on a personal level, for seeing her once a year, is so attentive and remembers her clients which makes what some people feel a tedious process as enjoyable as it can be! She was so helpful in making sure she identified what was best for both me and my husband and I know we will continue to work with her in years to come. We're both in Advertising, my husband is freelance and her knowledge of our industry is so helpful in this process!

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

Before working with Chris, I wasn't sure whether a secure financial future was something I could…read morerealistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner.

I've know Luz for over 15 years and with those years she has assisted me in purchasing two homes…read more She has also been there for my friends and family without hesitation. Luz has not only been helpful, but is a down to earth, very personable yet professional that is an expert in her field. The fact that I can call/text with questions or advice & I get top level attention puts her levels above everyone else. I did my research in searching for the right team to help me grow my real estate wealth. I suggest you do the same and start with Luz and her team...they WON'T disappoint.

Luz at New World Mortgage is the absolute best! As a realtor it's important for me to have a lender…read morethat I can trust with my clients. Not only does Luz give my clients the best service she also takes time to educate them on the process and is able to problem solve complex situations. I've had clients loans fall through when working with other lenders and New World Mortgage was able to save the deal. Thank you Luz and the New World Mortgage Team!

I highly suggest you come here first to get a real opinion. They will not start if they know they…read morecan't do it. Plus they have a guarantee if they do for certain results. Marisol and Yvonne are always accessible and easy to communicate with. They also speak Spanish. - instagram @lifecoachjesse

Place is straight garbage...!!!! Ivonne told me multiple times she would call me after multiple…read moreconversations made me send all my personal info over multiple times and never followed up with me then blocked me for just simply following up. I mean maybe she couldn't help me??? Who knows but a simple message would have sufficed after telling me she would look into it then ghosted me. That's just not good business especially when having someone's personal information. Ivonne is not a very good person look else where for services.

Scam company! They only try to sell becoming an employee. They hold an event twice every week to…read moretry and get your friends/relatives to join

This is a Ponzi scheme do not inquire or waste your time. They require you to incite your friends…read moreand family for a policy when it should just be something you figure out on your own. I would not recommend this agency to anyone whatsoever.

Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with…read moreyou to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.

Emma is knowledgeable, reliable, and friendly. She goes above and beyond and is able to answer…read moreall of your questions. I look forward to a long-lasting relationship with Emma and her team.

Reliability is rare, but after over a decade of working with Lazaro and his team, they've become…read moremore than just my tax pros, they are my peace of mind. Every year, they handle my taxes with the same precision and professionalism that kept me coming back year after year. If you want a team that actually knows what they're doing and watches your back, this is it.

I've been coming to Urrutia Tax Service for the past 7 years with my husband, and I wouldn't go…read moreanywhere else. Sonia and her husband always goes above and beyond, making sure everything is done right, and within the law, while maximizing my return. They ask the right questions and truly care. She has such a positive vibe, and her husband is very knowledgeable and kind. They make such a great team. They make you feel like family every time! I highly recommend going here over anywhere else.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

I don't give any star to this company they are a scam it's been 15 months since I gave them my…read moremoney as an investment " to grow my money" as they claim in their website but now any of them respond to my calls, emails or messages. In my contract with them says that they would make a payment every 4 monts but until this day I never received nothing in return, so don't make the mistake of believing this rats.

They are con artists who promise to teach financial strategies aimed at increasing your income…read morethrough investment. But they refuse to identify their financial process an "investment". On the "WhatsApp" platform, they promote themselves as, "financial advisors / educators" who are eager to help with your finances. So you see, they capture your interest of achieving financial freedom by the finesse of their advertisement they use keywords to lure you in and gain your trust. If you fall victim to these predators and handover any amount of money for their Ponzi scheme, trust me, you may never see it again. I never thought I'd do something of this nature. But, timing is everything! In a moment of horrible vulnerability, I feel victim turned over a large amount of cash believed in the process. In February 2025 it'll be a year that I gave up $5000 all because who I thought was a good friend referred me to these horrible people. The worst part, deep down , is I knew better, than to trust any unlicensed. Especially, a business From the moment the Tech Blue rep said our transaction had to be done with cash, I should have known the situation was not trustworthy. My saving grace, fortunately is the absence of that amount of money did not stifle my livelihood. My financial cushion, however, has been compromised! The lesson learned; research and validate any and all potential financial Associates prior to collaboration. It's smart insurance! The battle to recover $5000 continues! While steering the financially maxed client,

Elisa and staff were amazing!!! Best bank in the world... great experience. Will definitely be back.read more

Great customer service ! Always so quick & friendly. I'm new with Banc of California & I'm enjoying…read moreit