I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

Insight merchant solutions helped elevate our company to the next level. Offering strategies to…read morekeep out expenses down while still keeping our customers happy. Thank you I sought for outstanding customer service throughout setting up our account; very happy we switched!!

We implemented the Cash Discount Program a few months back, and the savings have been incredible!…read moreIn total, it has amounted to a few thousand every month -- money I've been able to invest back into the business. Before Insight Merchant Solutions approached us, I had no idea how simple the program was! Thank you Insight for making such an impact on our business! You now have a customer for life! Highly recommend.

We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.

my investment did not receive any benefit. Rolled over my 401k into an account recommended after 1…read moreyear no interested and the seconded no interested. He offered to take the money and invest it into another account with restesion to keep the 10 years

In early 2017, my wife and I attended a financial seminar hosted by Duane Johnson at a local…read moreTemecula restaurant. It was at that seminar that Duane introduced the attendees to a fixed annuity product that he stated would provide a 7% rate of return and a guarantee of no loss of accumulated principal during downturns in the market. At a follow-up meeting at Duane's office in Murrieta, Duane directed our attention to the Benefit Base column of the Calculator Summary chart to show how our investment, with a 5.5% bonus, in a Security Benefit Life Insurance Company Fixed Index Flexible Premium Deferred Annuity would nearly double after nine years. Based on his recommendation, we purchased this product. It wasn't until more than a year later when we met with another financial advisor, that we were informed that the product we purchased was not providing us with a 7% return of accumulated value. As a matter of fact, this advisor showed us that our contract had a cap of 2.5% and a 1% fee for purchasing the Guaranteed Lifetime Annual Income rider. In other words, the maximum amount of return of our investment would be 1.5% before taxes and assuming that the market would continue to grow at a rate of 2.5% or better, which is not guaranteed. When we recently met with Duane to discuss our findings and to show him that the rate of return on our investment was not 7% as he originally stated, but more like 1.5%, he did not dispute our figures and had no comment other than to say that he thought it was the best product to suit our financial needs. In our opinion, Duane acted deceptively by focusing our attention on the Benefit Base column from which the lifetime withdrawal rate is calculated and not on the actual Account Value our investment would potentially earn at the conclusion of the nine-year term of the contract. It is our opinion that Duane was purposely deceptive in order to sell a product and earn a commission, rather than act in his client's best interests, and that he acted both unprofessionally and unethically. We have since terminated our investment (July 2019) with Security Benefit and were actually assessed an early termination penalty of approximately $750! Additionally, if we had invested our money in a bank CD during that same time period, we would have earned about $2000. Total loss for the time we owned this product is nearly $2750.

Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.

We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He…read moreis knowledgeable, honest, and hard-working. Thank you, Jay!

I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator,…read moreresponsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

This will be my 5th tax year using McCollum tax. I am extremely satisfied with Lee and his…read moreknowledge and efficiency with my taxes. I Love that he is also a financial advisor and knows the tax laws new and old. I would recommend him 100%. A helpful hint is to go to his website and make your appt. Fast and easy!

This man ignored IRS letter and ignored my daughter. unforgivable. I see he's still in practice…read morehere in Temecula. There is no excuse for charging so much money and promising to handle everything when you have n intention to do so.