My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

I want to start by saying that I have deep respect for Matt and Amanda because the two of them are…read moreextremely knowledgeable and very dedicated to their work. Because of their personal reputations I explored using their firm, however, the phone calls were initially not answered, then finally someone answered the phone and proceeded to tell me to first buy a $1500 online course, followed by a $4500 "package" which includes only an hour call with Amanda. Basically after $6000 upfront, you get to talk to the CPA. I'm baffled by whether this is a CPA firm or they are a digital education firm? Very confused. Needless to say, their business model is confusing, and I'm not sure I find value in $6000 of "stuff", when just need CPA services.

My husband and I have known Matt and Amanda for many years. They founded and own the Best CPA firm…read morewe've ever known and we highly recommend them to everyone in real estate investing!

I've been working with Evan for several years now, and couldn't be more pleased. I have referred…read morefriends and family members, including my mother, after she had someone else managing her finances for many years. Evan made her feel at ease, and we have seen tremendous growth since the switch. He is extremely responsive, knowledgeable, and provides a sense of security. We know our finances are in excellent hands with Wendell Charles managing them!

My wife and I have worked with Evan now for over a year. In that time, he has transformed my…read moreinvestment approach into one that better fits my life goals and has generated better returns than at any time in the past 25 years. In our initial visit, and on subsequent occasions, Evan has acted as our 'financial therapist' where he was able to ease my fears and inspire confidence in our retirement planning (I'm a little neurotic). Evan encouraged and gave us the tools to take a more holistic view of our financial universe. His Wealth Vision tool brings together all the disparate elements of my investments, spending, income, insurance, etc into a user-friendly environment. Evan is always willing to take a phone call and listen to whatever concerns I may be having at the time. His demeanor is always positive and if he can't answer a question on the spot, he will do the research to make sure his response is sound. I appreciate his honesty and trust his perpetually-informed advice.

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

My business relationship with Mr. Thompson/Leland Energy Partners has been pleasantly fruitful…read more After meeting a few key Leland Executives in Beverly Hills- and learning about Mr. Thompson's projects, I was happy with the On-going Oil programs within these United States. In life, one only has his or her wisdom "filter" to spot honest, forth write dependable stream of income- without the pitfalls of a volital market. Here with L.E. & Partners, I feel I can trust that drilling activities, contracts and liabilities are well managed by talented, experienced professionals. To the investor looking for anchored possibilities in the domestic Oil, I can lend you sediments of value, integrity and truth of my witness that Leland Energy & Partners are a wise and successful regional oil and gas producing management firm. I am happy to be doing business with this firm. You might be a part of Leland and placing a bet for future exploration in American Domestic fossil energies.

I've been with the Leland people for over 3 years & am satisfied with my results. Challenges from…read moretime to time, but I get my checks, my tax information as agreed, and if I need anything, the people at Leland are easy to get in touch with and responsive.The only thing I would like them to improve on is getting information out more quickly. JAT

Wow... This CPA firm is on it! They are so very knowledgeable and integrated with modern tech …read more. they offer an online portal for uploading documents and reviewing documents or returns back and forth .. and it's just wonderful! The "income tax filing" process couldn't be easier because of these guys and 5 stars isn't enough ... keep up the amazing work you guys!!!!!

Was not impressed. Very conservative, high fees, did not explain anything even when told certain…read moreforms were new to me, the online portal they use is DREADFUL, didn't even complete one particular form that should have been done according to my accountant this year and the amount of underlying documentation she required was absurd vs. Just asking one to fill in the information. Would not recommend.

These folks take me seriously-they treat me and my family as if I am the only client. So appreciate…read morethem!

Thoroughly enjoyed our experience thus far over the last two years with Nathan and the Trilogy…read moreteam. They are always available if we have any questions whatsoever and really take the time to listen to your needs and build the best plan for you and your family no matter the scenario.