Tamar and Nazareth Sadorian are very polite and trustworthy…read more They are extremely knowledgeable about accounting purposes and services. I highly recommend this place for taking care of accounting purposes.

If anyone has as a bad review, I would be astonished. They are probably the best help anyone could…read morerelie on. They have gone out of there way to help me and everyone I know,

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

I've been coming to Raul Armendariz and his team for over 30 years. He's the best in the game ! His…read moreteam of professionals practice great business ethics. His office manager Joanna, Debbie and other staff are extremely knowledgeable and helpful. Taxes are a stressful practice but rest assured you won't get better results elsewhere .

Terrible service and very unprofessional people working here!! This guy name Raul who did my taxes…read moremade an error and that delayed my refund for months! I had to call the franchise tax board made it clear to me when I called. The staff tells you it's by appointment only to do your taxes and they made me wait over an hour and Raul told me some people wait up to 4 hours! So what's the point of having an appointment!!? I regret coming to this place. First and last time! Do yourself a favor and avoid this terrible business and staff!!

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

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!

The staff has been very friendly and always asking me How are you today? Their customer service is…read moreAmazing, They always are able to resolve any issues I may have. Great Service!!!

Bert was very friendly and knowledgeable about the checking accounts and loans. I also appreciated…read morethe kind greeting I received when I walked into the branch.

It's hard to find someone that genuinely wants to help you succeed- specially in the financial…read moreworld. Eva is proof that good people still exist. She's not only great at what she does, but she shares her knowledge to empower you with confidence in your finances- no matter where you're at. Thanks to Eva I no longer fear what my retirement will look like and I have a healthy relationship with the concept of money. Do yourself a favor and spend one hour with this financial genius- it'll be a priceless investment for your future! p.s. I highly recommend her Financial Bootcamp. Smartest 5 Tuesday evenings I've ever invested in and for my life. ¡Gracias Eva! #WorthyOfHavingItAll

The first consultation was great. I do not live in California and she was able to adjust her…read moreconsultation to be done over Zoom. However, after the consultation her follow through and communication went down hill. She said she would send me follow up resources within two weeks and I did not receive anything (a month at this point). My follow up appointment was cancelled same day due to double booking. I returned the call and left an voicemail to reschedule and also brought up never receiving the resources. It's been over a week and no return call or email.

It is a great experience to work with Steve. He is professional, fast, and patient. Before…read moreofficially starting our loan application, he asked detailed information and helped us figure out the numbers and possible situations. While during the process, Steve took his time to answer our questions and helped us prepare all documents step by step. He is very organized and reliable. I really appreciate his professional service that makes the complicated loan process becomes smooth. Thank you, Steve!

I just bought my first home with the help of Steve. Steve is really on top of things and…read moreunderstands what he is doing. He is also very responsive and replies to all of my questions either via text, phone calls, or email. I didn't know what I was getting myself into, but with his help, and him laying out things as simple as one, two, three, he made everything about the mortgage process seem like a breeze. Also, without his constant persistency in making sure my loans get through, I probably would not have been able to get my loans within the restricted loan contingency time I was given by the seller. Props to steve in helping me so much in making everything happen, so thankful and happy :)

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.

Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.