Let me say this! Jeannie is the best! I am trying to transfer an inherited IRA, as well as sell…read moresome stocks. Jeannie has been so helpful and kind during a very difficult time for me. I cannot vouche for others in the office, but I know she is top notch!

Excellent service from the Hopps group. Great communication, fast execution of orders, superior…read morecustomer service. Highly recommend

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

What better review can you give someone then to say, "I trust this person with my money; and thus,…read moremy future." Well my wife and I do. Debbie and Jennie are a dynamic duo and we enjoy coming in to see them, which makes this very important process a lot less stressful and a lot more enjoyable. Whether you invest $1,000 or $100,000 they give you the same level of attention and service (trust me I know because we've been on both ends.) There are two boxes You have to check when choosing a financial planner, 1. They have to be knowledgeable 2. They have to have YOUR best interest at heart. Check and check. Check out Debbie and Jennie before you invest a dime.

Absolutely love Deb! Always helpful, honest and will make time to see you whenever you need. He…read moreassistant is fabulous as well. Highly recommend for your financial needs and retirement planning!

Ray just saved us over $1,400 a year on our home and auto insurance - which is, obviously, huge -…read morebut what really blows me away is the experience. Ray spent over three hours on the phone with me answering my endless list of questions with total patience and zero rushing. He explained everything in a way that was actually easy to understand, broke down confusing terms, and helped me feel confident that I was choosing the right coverage for what my household truly needs (not just whatever spits out the lowest quote). He also called my mortgage company with me and streamlined the entire process of canceling the homeowners insurance being paid through escrow and getting the new State Farm policy in place. That alone saved me so much time and stress. Ray had helped me immensely when living in California, and so I know the customer service doesn't stop after the deal is made. He is always a text away (like a good neighbor) with a very speedy and efficient response. His follow through is incomparable. Now that he's set us up in Arizona, I know I can confidently expect the same. You just don't get this kind of top-tier, first-class customer service - especially in insurance. Ray doesn't just fire off a quote; he advises you thoughtfully, and responsibly like he's helping his own family. He absolutely has clients for life in us. Thank you, once again, Ray!

Ray Gonzalez is an amazing agent. He helped me to get the best price on my auto insurance. I highly…read morerecommend Ray! Do yourself a favor and talk to him when you're ready for a change. Thank you, Ray!

I love the people at this bank. It's really unfortunate to see the Camilo location closed.read more

I've been coming to this bank for some time now. And as a passing comment, the building can be seen…read morefrom miles around. Why it was built so high, I have no idea. I think it, along with another high rise near by, ruins the scenery. Be that as it may, it is a bank and offers all the services the area people may be in need of. When you go in, you'll find no long lines which is nice. An ample parking lot surrounds the bank. The Staff is attentive and nice. What more can I say for now? It's a bank. Well established, efficient and courteous.

Teller Emcly was extremely helpful in handling my transactions. Being a customer since the '60s n…read moreprior with parents, she is a employee.

I have been here multiple times. One gentleman is really helpful but unfortunately the rest of the…read morestaff isn't. I won't be coming back.

Very nice and professional tax service, everyone here is friendly, helpful and efficient.read more

Very professional, efficient and informative. Our first time with pacific view and we couldn't be…read morehappier.

This was my first time not using H&R Block for my taxes and I won't be going back! We are SO…read morethrilled to have found Stephens & Associates and we have peace knowing we found our new tax person for life. Thank you for making doing taxes such a fun and enjoyable experience. We will be recommending them to our friends.

Asked if they can review my income tax files before I submit them…read more They were very busy and they offered to Review after their rush was Over. Good suggestion and I agreed. Thanks for their help