Great company...great staff. Scott and his employees are tentative to your needs. I do not have a…read morefinancial brain, but everything is explained and shown to me where I get an understanding of what our money is doing.

Excellent Advice and Service. A full service wealth advisor from tax strategy to investments…read moremanagement to guidance in developing Trusts. Been with them for over 10 years. Always responsive and professional. Would highly recommend Navigoe.

I got a call from Alec by looking through Dave Ramsey's website and putting my info…read more He called me about only a few minutes after signing up and made an appointment to talk. He asked me some questions regarding my current situations and asked me about my goals and what I would like to take away from speaking to him. Let me tell you, I took a lot of new information and an actual idea of what is the next step I need to take to reach my goals. He was very clear and informative about explaining certain things that I'm not familiar with and made sure I understood the steps I would need to take to be successful in reaching my goals. I know the call was only suppose to be like 5 minutes but I know for sure he had put more time talking to me than that just to make sure I understood everything. He's very helpful, very professional and very knowledgeable. Talking to him was definitely a great push for me to head to the right path.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

I've had the pleasure of working with Gene for almost one year. He and his firm have been helping a…read morerelative who is unable to handle their personal finances alone. Gene is smart, compassionate, and flexible, being well suited to handle many different situations. In addition, Gene has a very solid understanding of technology and its use in streamlining ones finances.

I usually do not write reviews, but just because this small business with a very limited staff ,…read morehas down great job for me I could not resist! They are very professional, honest and hard-worker! They did my Taxes for over five years, very organised and responsive. I will not change this firm for any other accountant! Steve is great. Kathy is very helpful!! I had an accountant , who was terrible , would hide herself and would not answer calls and even though I would take my paperwork to her way ahead of the time, Would not prepare my returns timely or most of the time she would file my taxes way after deadline Or would charge me to file extension, when it was in fact her fault! Trust me , these people are punctual and very organised and most importantly the quality of their work was excellent Throughout years they prepared my taxes. I promise , you will not regret!!

Monique is a great help. I run multiple small businesses…read moreand she guides me through the process. I'm not a computer guy so it's nice she sets things up as painlessly as possible. I'm very happy with her doing my taxes :)

Really quick turn around on my taxes, easy to get a hold of. Conveniently located in the South Bay.read more

I've been using Patty Wooley as my accountant for over a decade, more like 18 years. As my taxes…read morehave become more complex this time of the year has become less stressful since I know that my taxes will be done on time and right. Patty has always been approachable, thorough and gives solid advice. I can either drive down to her office with an appointment, or mail / fax my paper work and let her run the numbers. A follow up phone call just to clarify things, a signature and we're done. The people at the office are great as well. It's a great team.

HWM has been my fiduciary for many years, and I couldn't be happier with the level of service, the…read moreconsistent growth and the overall success of my portfolio. Highly recommend!

We've been working with Ken and his team for about a year now and couldn't be happier with the…read moreservices provided for a very reasonable rate. Ken is thoughtful, caring, and really takes the time to explain financial decisions to us. He provides frequent updates to our accounts and the market in general unprompted and it is a pleasure to work with him. We are excited to have found Ken early in our careers and look forward to working with HWM for the long haul!

Nicole is smart, efficient and readily available to serve her clients! I'm always impressed with…read morethe way she will walk through details in a simple, easy-to-understand manner. She will immediate call you back and never leave you hanging. She invests the time to get to know you and provide policies that work for you and your lifestyle. Thank you, Nicole!

My decision to use Nicole Henkins insurance changed my professional life! She literally saved my…read more$7000 a year in garage owners liability insurance per year!! And saved me hundreds & hundreds in my vehicle & home owners insurances. She is an amazing person to do business with! She always is there to answer questions I have & has great advice. You will not regret using this wonderful insurance agent!!

I've had Tami do my personal and business taxes for over 25 years! Tami, and all of her staff, are…read moreoutstanding in both their professionalism and quality of work. She is always there to answer questions and solve problems. She helps us not only at tax time, but all during the season to help us make good financial tax related decisions. I highly recommend Tami and her team!

$735 in late penalties 13 attempts to reach them including:…read more4 in person office visits Multiple phone calls 3 certified letters Several e-mails NOT ONE CALL BACK OR REPLY All of the above occurred after I paid for my tax return and filing to be completed by Hilary. I wonder if she actually works there because 13 attempts to contact her have gone unanswered. Her staff is very polite and promise to give her the information, but Hilary has never contacted me. I paid $875 last September for my tax return/filing and they gave me a letter stating they filed it, but the IRS never received it nor did the state of California. I knew this asap because money was never withdrawn as they said it would be to pay what I owed. Little concerning, but I just figured they would check on it and get it done after the first few inquiries. I asked over and over again via multiple methods to see what was going on . I even received a face to face assurance from Tamara, the owner, who reassured me that she would make certain her daughter, Hilary, would call me. That was in December No call. EVER. From anyone in the company as of today, March 26. In January, the IRS sent a letter stating I needed to file which confirmed this company didn't finish the job so, yet again, I drove over and brought a copy of that letter. After months of asking them to help me, they finally filed it in late January, SUPER LATE. Why did it take several e-mails, letters, phone calls, trips of driving 90 minutes roundtrip to get them to do what they were paid to do on time? Meanwhile, I've paid penalties to the IRS and to the state for $735 and still have not received any explanation or apology or reimbursement. Mistakes happen, I understand that, but there is no reason for a paying and repeat customer of several years to be ignored by the very person you trust with your business and personal tax preparation. Three letters to the office, 2 delivered via certified mail and one dropped off in person by a friend, seeking reimbursement for the penalties have gone unanswered. Going to court seems like the only way to get any response which is really frustrating. I have never left a negative review because most companies care and are doing their best even when they fall short. I've tried for months to get someone to respond, but they don't care that I've given over 15 hours of my time driving to and from West LA, going to the post office, sitting on the phone, dealing with the IRS and having to find a new tax preparer. Time I needed to spend with my elderly parents who are battling cancer and Alzheimers respectively has been spent on this nonsense and now I have to go to court. So frustrating.