If I could give them a zero. I've lived in California 2 times before so, it's not price shock. We…read morehad an appointment with this office, first off the arrogance of our CPA was beyond belief. We have used CPA's for years & years. He begins our session by saying "I'm a CPA, so I need a retainer fee of at least $600 & that's just the starting price, this isn't H&R Block. Ok, jerk, We've always used CPA's look at my previous tax return & you can see how much I've paid in the past & who's done my taxes. Long & the short, there's no way I would recommend them to anyone! I ended up walking out it only got worse. We found a different CPA & she's wonderful.

Yes definitely my son has been going to them for years he kept telling me to try them so I did been…read morehere twice and I was very happy they are always so patient with me and helpful.

Experience was streamlined and exclusive! Merrill certainly makes it a point to have the…read moreparticipant walk away feeling confident and empowered.

For months I have been extensively researching a financial advising team for my father. My father…read moreis looking to retire soon and it was important to our family that we have a team who had experience and success,but also had the potential to plan for our family for years to come. I finally found a group to fit what we were looking for, the Valenzuela, Haddock group. We called and set up an appointment to meet with John Haddock. When we arrived at the office we were met by John and led to his partner Diane's office. The office was newly renovated, clean and modern. Both John and Diane greeted us with warmth and smiles. After the initial meeting John and Diane made my father and our family feel at ease about financial prospects and the future growth they are able to provide. Since then we have had several interactions with the office staff, Sylvia was kind and vibrant over the phone and worked quickly and efficiently when we needed her. Overall, I would recommend this office, and Diane Valenzuela and John Haddock to everyone looking to have great customer service, a trustworthy advisor, a holistic approach to wealth management and financial planning, as well as the potential for tremendous growth! Thank you Diane and John!

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

There is no statistical analysis by these people! They just spread it out and hope that worksread more

Mark Koven and the group at Integrated Wealth Management 74245 Hwy 111 Palm Desert Suite 201 are…read moreTHE GREATEST INVESTMENTpeople that I have EVER dealt with . They know the business ,each one , so well. I am ever so thankful that I was lucky enough to find them. Respectfully, P.Tufano

The Palm Desert office is easy to work with regarding my portfolio and estate planning questions…read more They even recommended long term care insurance for my family and why it makes sense. Brandt is very helpful and I highly recommend him.

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

From the owner: At CB Wealth Management Group, our view is to help our clients better achieve their idea of…read morefinancial success.

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

I'm a young entrepreneur, have been working with Tim for 3 years -started with around $100k in…read moredebt, now I'm at $20k. Tim has been there for all the ups and downs, has been supportive and his expertise has benefited me and my business tremendously. I recommend Tim for anyone looking for financial advice and support, and as a mentor, his impact on my life has been incredible. A must!

Tim Mann and Financial Calm Coaching have been a blessing for me and my family. I think it's…read moreimportant for people to really absorb the term "Financial Calm". It's especially important to consider when you think about the opposite: Stress. I have been feeling stress over finances for decades; however, after working with Tim, I now feel a sense of calm. We are saving for home improvements, and long term goals. We are saving for a new car. I have never minded spending money for things we needed, I just always wanted there to be a plan. A PLAN. We now have that plan, and I feel a sense of calm about our finances. It is really amazing to hear "good news" when it comes to money. Don't get me wrong, it's hard work at times; but don't we all WANT to put in that work, and to get the help we need to be calm about finances? I would recommend his services without hesitation.