Chris is been my financial advisor for many years. He keeps up on all the trends and is very…read moreknowledgeable. Thank you Chris for the good work!

From the owner: CBL Wealth Management (CBLWM) is a Registered Investment Advisor (RIA) with a focus on serving the…read moreunique needs of the serious long- term investor. Our Investment Philosophy embraces the traditional rules of investing while incorporating tactical adjustments to asset allocation based on real world economic conditions and market volatility. We believe a proactive approach to asset allocation is critical to managing investment risks and maximizing opportunities. CBL Wealth Management is owned and managed by Chris Lindsay. Chris has been providing quality investment advice and helping clients achieve their financial goals for more than 12 years. After working with large brokerages whose focus was on "the bottom line", Chris transitioned his business to the RIA model. CBL Wealth Management was formed to ensure achieving client goals would always be the primary focus. Our firm's commitment to the fiduciary standard of care ensures that all of our clients can be assured that their bes

I have been coming to do my taxes here for 2 years now and the service is always great. John takes…read morehis time process our tackles and looks over all our documents to make sure we have everything we need. I never feel rushed when I'm there.

I've been using Freedom Financial Services to do my taxes for several years now. John Blanc is my…read morepreparer and I couldn't be happier with the service. Best tax offfice in Apple Valley!

Lisa has been doing my personal and to business taxes for the last 4 years. Great service. Always…read morethere to help even answers her personal phone for the questions. I have thank you again for saving us money. Year in year out

From the owner: Vista Tax Service provides personalized tax return preparation, bookkeeping services and expert tax…read moreadvice to a wide range of personal and small business clients across the Victorville and Barstow high desert area. As your tax specialist, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are here and to serve as your financial adviser, tax planner, tax preparation specialist, and help guide you and your business along a path to financial success.

This company is the worst! Don't go to this business! I didn't like the manager's attitude and the…read moreway she treated her employees.

Not sure who Marsha J is - but I have been with this company for about 2 1/2 years and I LOVE…read moreworking here, as do the rest of the employees. When you say "Don't go to this business" - it confuses me as we are a PRIVATE firm that is not open to the public. Please do not bad mouth a company you know nothing about nor have never been employed by. Had your worked here you would know we do not have a manager.

I'm a fan of the Edward Jones Business Model where it relies heavily on a customer centered…read moreapproach. A friend of mine by the name of Kenneth Quan Dao is working there. He is a qualified investment banker with a valid Series 7 license who can guide anyone into the right assets to manage risk. Edward Jones Business Model along with Patrick and Quan makes for not only a pleasant and balanced approach but just as importantly, a wise approach towards investments. All clients welcome young and old.