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 .

Raul and his staff has taken care of my taxes for years and we are grateful for his expertise and…read moreprofessionalism his staff has provided throughout. They are quick to answer any questions I may have. They are always courteous and efficient which makes the process seemless. I wouldn't go anywhere else!!!!!

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 can't say enough great things about Banc of California. From the moment you walk in, you feel…read morelike you're being taken care of by people who genuinely care. Their team is professional, welcoming, and always goes above and beyond to make banking simple and stress-free. What really sets them apart is how much they invest in the community. Banc of California isn't just a bank--it feels like a true partner and a beacon of support for local businesses and families. It's rare to see that level of commitment, and it shows in the way they treat every customer with respect and personal attention. On top of that, their services are incredibly easy and convenient. Whether I'm handling things online, over the phone, or in person, the process is smooth and efficient. I've never experienced the kind of personalized service at any other bank that I consistently get here. If you're looking for a bank that combines top-notch service with heart and community values, Banc of California is the one.

Customer Service is awesome! Tanya and Engelbert are the BEST!!!…read moreIt's always a pleasure going to the bank!

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.

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 :)

"professional, reliable, trustworthy. Always keeps a great communication with his clients. Highly…read morerecommend!"

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

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.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.