I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He…read moreis knowledgeable, honest, and hard-working. Thank you, Jay!

I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

So very happy to have moved my account to Andy. He gets it. He understands my personality and I'm…read morefortunate to have found him to take care of our portfolios. Katie his administrator is right on top of things and during our first call, explained to me a few shortcuts that I didn't know about.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Thank You Bonnie for helping my husband and I plan for our financial future. You have been so…read moreprofessional, patient and knowledgeable. We feel more secrure in our retirement!

I recently purchased a life insurance policy from Bonnie Clark, and feel very confident about this…read moreinvestment. Bonnie took the time to explain different options and how to determine how much insurance we need. I would highly recommend Bonnie and Kratos Financial / Solid Rock Wealth Designs for anyone in the Temecula / Murrieta area or Inland Empire who needs the best financial plan for their future.

I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator,…read moreresponsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

In 2009, I only made 1% on my 401K so I fired my financial manager and it was ME! I signed up with…read moreLapointe in 2010 and by Jan 2011 he had made 10%. He works flat fee, group investing and also individual investing for a yearly 1.6% (tax deductibloe for up to 100K scaled above).

We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.