I was referred to Stan and am so happy we gave him a call. In our case, we are doing a sale of a…read moreproperty from parent to child and needed to verify everything tax wise is correct. I tend to do better when things are laid out in front of me so I asked if I could stop by the office and he was able to meet with me same day (I got lucky since tax season had ended). The office manager, Janet, was great and made us feel welcomed right away. Stan was able to lay out everything and help us understand the process. He answered all our questions and was willing to have a conversation with our Estate attorney. I will definitely recommend him to anyone I know needing a CPA.

Stan & his office assisted me immediately to remediate a error notification from the CA State Tax…read moreBureau. Despite the fact I was not a long term customer and they had other appointments on the calendar I was reassured by Stan's quick assessment of what the problem was and his immediate contact with the state to rectify the error. I will definitely use Stan again.

I was in the process of meeting several financial planners on behalf of my parents and came across…read moreDelia's information through a location search via letsmakeaplan.org. Her name was also familiar based on mentions in Los Angeles Times "Money Makeovers" articles. She is fee-only -- $275/hour -- or a percentage of AUM. Just depends on your needs. No charge for initial consultation. She provided a Form ADV which is a public disclosure form required by the SEC which details firm info, personnel info, services provided, fees, etc. I appreciated the fee-only structure because she is not incentivized to push clients to certain brands or products (i.e. annuities) for a commission like previous advisors we met. She made recommendations based on client fit and risk tolerance taking into account my parent's entire financial picture (cash flow, real estate, taxes, etc.). For my parents, who are passive investors and didn't need much hand-holding, we determined advisement/adjustments on a quarterly basis was the best route. Her demeanor was friendly, informative and patient. All of which conveyed a sense of trust and assurance for my parents. We are not official clients but looking forward to the next official review.

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.

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

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 I first started with the company three years ago it was fantastic!!! I had l no issues with…read morethem managing the budget however in year 2025 I've had the worst experience ever. They struggled with keeping track of my daughter's budget and paying invoices in a timely manner. I really love their customer service especially the worker Hyman,, Bianca and Christina. They are knowledgeable and always available to assist. I would give this company two stars

If you can find ANY other FMS, do it. The reviews are bad for a reason. They have been rejecting…read morevendor invoices almost every month for my kids for 2 years straight. They're rude, they constantly change their process and their staff. Truly horrible customer service and service in general. The one good review on here has to be someone who works there.

Couldn't agree more with this review. Steve gave me incorrect advise regarding liquidation of a…read more401K and I incurred significant tax ramifications . He also told my ex to take me to the cleaners when Our marriage dissolved after his wife left him. Think he is no longer in the biz- but if he is around - "watch out"!

We have been using Steve Masoner as our financial advisor for several years. Until recently, we…read morefelt like he did a fairly good job, but when he advised us to move our retirement accounts into an Edward Jones product, I was reluctant as we didn't want to lose any of our hard-earned retirement funds. I asked him specifically if there would be any charges or penalty if I changed my account. He assured me that the full value of my annuity would be transferred. A few days later I received a closing statement and learned that my account had been indeed penalized to the tune of several thousand dollars. When I contacted Steve he offered to put the money back in my annuity, but unfortunately it wouldn't be the full amount as according to him, my funds had lost value during these few days. I wouldn't have made the change if he had told me about the penalty when I asked him. Now we will have to rely on the courts to try to get our money back. Stay away from Steve Masoner/ David Bassett-Parkins at Edward Jones Seal Beach if you want financial advise to protect your savings.

I went into the Seal Beach office to set up accounts for my 3 grandchildren. I was welcomed by…read moreArya and ask what I needed. This young man then proceeded to help me set up the accounts. He explained what needed to be done and then helped me do all three (I never would have been able to do it on my own). He was a very friendly and professional representative for Fidelity! Thank you Arya for all that you did!

Closest Fidelity office in Seal Beach, this location has plenty of parking and a decent variety of…read morestores to shop or eat at. It has a very similar set-up as other Fidelity offices: once you walk in, you notice at least 2 associates standing behind a counter ready to help. We had an appointment with our advisor, so we mentioned that, and they let us know he would be notified and we should have a seat. We were early so waited a bit. The folks behind the counter are young, and since not overly busy, were carrying on conversations with each other. Since we were here last, the office put in a new beverage machine: the Flavia Creation 600...completely self-serve. Created a really good cup of mocha with two custom packs of hot chocolate and coffee. And the disposable packets are automatically 'injested' so nothing to remove/dispose. Coming here gives us an excuse to explore the Seal Beach/Huntington Beach area for the afternoon, which is what we did.

They would not communicate anything to to me. My 401k money was just seating and not being…read moreinvested. When I requested for them to invest it, they were going to charge a very high fee (about 5%). What I did I took my money to Vanguard where there are no fees and the customer service is excellent! Thank you Vanguard!

I'm cheating this review a little because my experience is actually with the Wells Fargo Advisors…read morein Santa Barbara. My review, however, I believe is based as much on general policy as it is with really excellent service. I inherited a fairly large chunk of money and split it between the Wells Fargo Advisors and Fidelity. I have previously had a fair amount of experience with Merrill Lynch and Dean Witter. Of that group of four, Wells Fargo Advisors (with a relatively small investment) treated me like I was their only customer. A lot of personal attention from one person assigned to my account, numerous email and telephone contacts, and a successful concern with my risk tolerance and that my investments were making money. The other three would not assign one person to my account (I had to speak to whoever was available), paid no attention to my account, and Fidelity even refused any one-on-one email contact with an account adviser. Those three told me not to expect any personal attention until my account exceeded $250,00 to $300,000. Wells Fargo Advisors, with an investment of far less, was happy to give me excellent advice and one-on-one personal service with the same person who knew me. All four of those firms charge the same 1% to manage the account. The expertise I feel my Wells Fargo Advisor guy has seems considerably better than what I got from the pool of advisers from any of the other three firms. Truth be told, I have no love for Wells Fargo but Wells Fargo Advisors seems to be separate. The service and attention I have received from Wells Fargo Advisors is a world of difference from those other four mega huge financial investment groups. I strongly recommend them.

I'm a new client I have a business and needed a refile for my 2019 taxes. I signed power of…read moreattorney he got my transcripts and refiled my 2019 taxes. I called irs and checked on what he had done , did everything he said he would . His staff is extremely pleasant lovely and responsive Juliana and Michelle are helpful and every document I've sent or dropped off has been effectively scanned and or addressed. So far I'm having a great experience. I will provide update once my services are completed . Price wise I'm a believer in you get what you pay for he is a cpa with overhead and staff . I haven't seen how much he saved me on taxes yet but I can say he did the work he charged me for and I felt it was fair for the service I'm receiving.

I was referred to Daniel Teran, CPA by my son in law who uses him for his personal and business…read moretaxes. I had been using another CPA for 30 years for my business and 7 years after I retired. I got a letter saying due to some changes in their firm they would not be doing my taxes in the future. What a shock. I always thought they were excessively charging me. This gave me a chance to find someone new. Daniel is a great businessman and knows how to treat a customer. He was very thorough answered all my questions and the return was done in a few days. I was use to waiting weeks on end. His charges were more than reasonable. He now has another customer for life.