Fueron muy amables buen servicio gracias por ayudarme mucho les recomiendo sus serviciosread more

I met Mariella while we were getting our nails done and she left such an impression on me that I…read morewas curious and very intrigued to know more about business. Little did I know I would be making such a great investment and on top of that financial knowledge. She helped me and my dad with our life insurances and gave us a free financial consultation. She is such a warm and helpful person. If anyone needs life insurance, she's totally the one to go to. You'll not only make a good choice, you'll learn. Thank you, Mariella!

My husband died and left me three different life insurance policies. For a couple of weeks now they…read moresend me a notice of the amount that I am entitled to several times a week! I have called, and each time I am told that it will be in my bank account within three to five business days. Three weeks now and nothing. I am beginning to believe that I will have to resort to an attorney. This is not right, my husband had been paying these people for fifty years now!

Very helpful person and knowledgeable in her profession. She is very courteous and friendly, and…read moremakes you comfortable even for the first time that I've met her.

They were so great and friendly to work with! They were very committed to helping my me and wife…read moreget the best.

Avoid avoid avoid :( If you have a small business or LLC…read moreavoid. If you have simple w9 forms maybe she can do them. This tax firm has cost us so much waste money because of their negligence or care for details. The time that we were able to speak to Martha after being on hold for a long long time, her call dropped in the middle of us discussing our LLC and legalities. She never called us back...in the middle of her getting details for our business. We called her office back, was put on hold again and then told she was with another client. She filed our taxes incorrectly on multiple accounts - probably bc of her lack of communication or follow through. She has most of her staff handle things...their fees are just way to astronomical for the type of service you get. NOT to mention, her simple filing of w9 form for my boyfriends dad ended in him getting audited. And he barely made any money...simple w9 form. P L E A S E avoid this tax firm to save yourself trouble!!

Angelika Lipow is very knowledgeable regarding all aspects of financial investing. She takes the…read moretime to help her clients fully understand their options and make good decisions. Giver her a call and grow your money!

Can I just say "WOW"!!! Jennipher is an outstanding financial adviser! I met with her to discuss…read moresome investing strategies and making some possible changes to what I am already doing. She advised me how I can manage my own investments with very little time commitment and for a better yield with my returns. She took the time to go over everything thoroughly (read: patient!) and in easy to understand ways. I felt encouraged and empowered to handle my finances in a more dynamic and educated way. I highly recommend taking some time to talk with Jennipher!

Jennipher, owner of Wildflower Financial, is amazing. She helped me to fully understand what my…read moreoptions are and explained the best options for me given my current financial situation. She is extremely knowledgeable and patient. I really felt like she had my best interest at heart and was honest and personable. I would recommend her to anyone seeking a financial planner!

Jay was quick to respond and very helpful in navigating my way through the Covered California…read moreprocess. Easy to reach and easy to work with.

Jay is just the best! He has been going above and beyond to help me with my health insurance needs…read moresince 2014. I may never understand the healthcare system (no matter how much time he has spent patiently explaining it to me), but he sure does. This year, I was about to unwittingly let my health care lapse, and he reached out to me to make sure that I was covered. Thanks a million, Jay!

Christine and her team take their time getting to know each of their clients and their specific…read morefinancial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!

Christine is a trust worthy advisor. She truly cares about her clients. She's helping me…read moreunderstand the market better and build a strong financial future for myself, my family, and my business. As part of her services, she offers frequent workshops to help her clients understand different investments. For example, I attended her "Bond investments for Women." and learned a lot! I highly recommend her.

Monica is knowledgeable and trustworthy. Now that we found her, we'll continue to go to her every…read moreyear.

Karla has been very helpful, I live in South Carolina and I still do my taxes with her. My second…read moreyear doing taxes with her! She was also my notary when I closed for my new home! She's just been very professional and shes always there to help in any way! I highly recommend her!

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

There is nobody I know that understands insurance like Cecilia. I just finished engaging in a…read moreterrific personal consultation. She is professional and has a *whopping* 39 years of experience in insurance. She knew way too much about earthquake insurance. Much more than I did. I highly recommend Cecilia and her team.

Cecilia is amazing! She was able to save me thousands of dollars in commercial insurance premiums…read morewith her vast network and knowledge. I am grateful to have Cecilia in our corner and will be using more of her services in the future.