I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

For the last couple of years I had been thinking about my financial future, I was extremely…read moreintimated about the whole process and had no knowledge of even where to begin. Then I met Eddie and I can say my experience with him has been overwhelmingly positive, he has exceeded my expectations and has become someone who I can fully trust. He tells me about new ideas that may affect my investment portfolio and gives me the best advise. Eddie has been very patient with me when it comes to understanding my financial knowledge and in planning for my future. The level of commitment and passion he has for his work is something you don't come across much when looking for a financial advisor. He is incredibly knowledgeable, will give you all the right tools and resources and is very thorough when it comes to understanding the complexities of finance. I can say I have become very comfortable when making decisions for my future and I give all the thanks to Eddie for that. I would HIGHLY recommend Eddie and Eternity Financial Alliance, he puts his clients' interests first and goes above and beyond to give you leading edge advice.

Could not ask for a more straight forward, no nonsense CPA…read more I was referred to George many years ago through a friend. I am of the opinion that word-of-mouth is the best referral. While my financial circumstances are not entirely unique, my wife and I have an appreciation for the manner in which he handles our taxes year in and year out. I highly recommend George and his staff for their attention to detail, reasonable fees and timely effort.

Have used George Teats for the past two tax years and will use him again for the 2017 tax year. We…read morehad some mildly complicated issues and George was able to navigate quickly through it and squeeze out returns when I genuinely thought I owed. He is very efficient, knowledgeable and professional. Highly recommend his services. ssdsd

Jordan and his team ( Giselle, Kristi and Marlene) are very professional and trustworthy. All went…read morewell with our transfer of assets. We feel comfortable that our interest is their priority especially in this challenging market. Thank you all!!!

Jordan at GoldLine wealth management has done an excellent job in advising me in Roth conversion a…read moreportion of my 401K fund. Marlene also helped me to open the EquiTrust annuity account in support of Roth conversion plan. I highly recommend Jordan and Marlene at GoldLine wealth management office in Fullerton if you have any wealth management need!

I suspect I have the same goals as everybody else- I want a financial advisor who listens to me,…read moreunderstands my situation, and crafts a plan accordingly. Travis checked every box. I have never felt more taken care of; I've never had such confidence and peace of mind. I used to check my investment accounts every day? Worried about performance. Thanks to Travis and his team, I KNOW I'll have enough to enjoy a comfortable retirement. On the very rare occasions that I do check my balances, I am always pleasantly surprised. I could not recommend him more highly.

Unfortunately, this is a bait switch scam. I found it a little humorous (shame on me for thinking…read morethe offer was legit ). However, feel REALLY bad for the large number of older couples they prey on. They tell you that they unfortunately had an overwhelming number of interest that they can't accommodate. Again, feel really bad for the large number of people that were misled. Caution and beware...

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

I was very impressed with my free evaluation consultation session with Daniel…read more I have always been hesitant with financial advisers because I've experienced a few of them who are "pushy" and are always trying to upsell. Furthermore I was a little concerned that this eval would turn into a "buy a full financial plan from me" type of thing. This was not the case with Daniel at all. He asked a lot of great questions, he took a lot of notes and gave me a great idea of where I'm at in my financial planning adventure. For me, I've done a lot myself and he was great to bounce ideas of things that I have been thinking or what I can do better. We both agreed that it probably wasn't time for me to dive all in to a full financial plan due to where I am at in my life and what I have been doing on my own. He was forthcoming in that he doesn't think that, at this moment, he would add significant amount more value to what I have already done on my own. He recommended that he can be available to bounce ideas off of in an hourly fashion. To me this is huge. I was half-expecting to not get any ideas/thoughts without signing up for a full financial plan. That Daniel walked through all my finances and gave me great ideas and recommendations. Then for him to say that I probably don't need him 100% of the time shows that he tries to understand his clients first rather than try to just take money from them. Greatly impressed and I will definitely be coming to him for advice and when my life changes where I would need his full services, will be coming to him again.

They had so many bad reviews they cut them out and wrote their own. Nick is interested in how much…read moremoney he can get, primarily from you. He does not recognize any type of fiduciary responsibilities. He did a terrible job on my account, Terrible.

Excellent work. They have taken care of me for years. There is never a worry or thought when they…read moreare doing your taxes

If you're looking for someone who is dedicated, caring, and focused on getting you the best…read morepossible value, look no further!! Mr. Hamid demonstrated a deep understanding of tax laws and regulations, ensuring that I was not only compliant but also maximizing my deductions. They took the time to explain every detail in a way that was easy to understand, which made me feel confident in the decisions we were making together. Communication was excellent; I was never left wondering about the status of my filings. Mr. Hamid promptly answered all my questions, often going above and beyond to provide insights that I hadn't considered. Every document was meticulously reviewed, which gave me peace of mind knowing that everything was accurate and in order. I felt that my financial well-being was a priority for Mr. Hamid. I TRULY recommend Hamid Financials to anyone in need of accounting or tax services. I promise you won't go wrong for choosing him.

This firm did my business right! Very easy to work with, very professional and knowledgeable. I…read morewould highly recommend them to any individual or small to medium business. Our last CPA that we had for a few years was good, but trying to get a hold of her was like pulling teeth. Trying to get her to do the actual work was even harder. In my line of work, I have a need to be able to connect with my CPA and bookkeeper on the fly and this firm made that happen. Very happy with the actual filings and returns as well. I appreciated the flexibility with my schedule since I had to cancel many times and reschedule appointments !