Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

There is no statistical analysis by these people! They just spread it out and hope that worksread more

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

Experience was streamlined and exclusive! Merrill certainly makes it a point to have the…read moreparticipant walk away feeling confident and empowered.

For months I have been extensively researching a financial advising team for my father. My father…read moreis looking to retire soon and it was important to our family that we have a team who had experience and success,but also had the potential to plan for our family for years to come. I finally found a group to fit what we were looking for, the Valenzuela, Haddock group. We called and set up an appointment to meet with John Haddock. When we arrived at the office we were met by John and led to his partner Diane's office. The office was newly renovated, clean and modern. Both John and Diane greeted us with warmth and smiles. After the initial meeting John and Diane made my father and our family feel at ease about financial prospects and the future growth they are able to provide. Since then we have had several interactions with the office staff, Sylvia was kind and vibrant over the phone and worked quickly and efficiently when we needed her. Overall, I would recommend this office, and Diane Valenzuela and John Haddock to everyone looking to have great customer service, a trustworthy advisor, a holistic approach to wealth management and financial planning, as well as the potential for tremendous growth! Thank you Diane and John!

I have been using Perfect Balance for over 20 years! They handle my business and personal returns…read moreas well as my kids returns. Luis has handled IRS issues for me with great results and he makes sure I take advantage of every deduction that I'm entitled to take under the tax code. Recently, he helped my daughter take care of an out of state (Indiana) tax issue that wound up saving her over $3000.00. Luis is wonderful to work with and the staff has always been courteous and helpful. Thank you Luis and Perfect Balance for taking care of me, my family and my business. Sincerely- Dr. Kenneth Phillips

Overall bad experience working with this accountant, and his office. Unreliable, disorganized, over…read morepriced and they will do you more harm than good. If you rely on them to do your taxes, they'll end up costing you money due to their shortcomings, and worst of all, they'll lie to your face and won't hold themselves accountable when they screw you over. I'd avoid this accountant, you'll surely regret it like I have if you work with them.

Mark Koven and the group at Integrated Wealth Management 74245 Hwy 111 Palm Desert Suite 201 are…read moreTHE GREATEST INVESTMENTpeople that I have EVER dealt with . They know the business ,each one , so well. I am ever so thankful that I was lucky enough to find them. Respectfully, P.Tufano

The Palm Desert office is easy to work with regarding my portfolio and estate planning questions…read more They even recommended long term care insurance for my family and why it makes sense. Brandt is very helpful and I highly recommend him.

Working with Jessica Camacho is such a delight. She is extremely knowledgeable, patient and has a…read morekindness for helping seniors. I am grateful that Charless Schwab hired her for the Indian Wells office.

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

Hamilton Allman is wonderfully thorough and helpful! He has been patient and kind with me in his…read moretime and financial advice.

We hired Hamilton to file our 2017 tax returns and we will be using him again this year. I had been…read moredoing our taxes myself and really didn't know what I was doing. It was time for professional help! Hamilton helped me to understand everything and answered all my questions. I really feel like we are in good hands while navigating the craziness of tax season. Highly recommend!

Lea Wiviott Boracchia Thank you for helping us to find the…read moreperfect home in Rancho Mirage.  You really helped us decide WHERE would be a perfect neighborhood and location for us.  Your knowledge of the areas (wind, flood, traffic, shopping!) and the personality of the various HOAs was so helpful. You really restored both Ken's and my opinion of realtors.  Your team's tireless work for 6 months going out and videoing every aspect of properties so we could decide if we should fly back to PS to view for ourselves was so helpful and saved us so much stress.  When we flew back down you showed us 3 full days of properties so that we were really sure which home we wanted. You never rushed us, just wanted to make sure we had vetted all our options.  We went back to the final two 3 times each, and you never blinked. You just said "I want you to be sure." Providing all your resources of handyman, electricians, pool, gate, and landscapers to rapidly go assess things at the prospective property really was really above and beyond. Lastly you were simply just a JOY to work with. My hubby is definitely an introvert and hates spending time with any type of salesperson. But you really listened to us and found timely answers to all our questions.  You didn't waste our time on properties that wouldn't meet our needs.  And you educated us on intricacies of the desert lifestyle.  (Just hire the guy!) I truly feel like I already have a friend in the area.   Thanks for EVERYTHING that you did for us, and all the continued support as we try to transition down there. YOU ARE THE BEST! Colleen Bittner

The place was great but more importantly the service I received from Sharon @ Airbnb.... Second to…read morenone.... Highly recommend

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

From the owner: At CB Wealth Management Group, our view is to help our clients better achieve their idea of…read morefinancial success.

I had never been to a financial advisor but I had sold my house in Los Angeles which netted a nice…read moreprofit, moved to the Coachella Valley and my new husband suggested we meet with Greg Frech to invest our considerable amounts of cash with him as he worked with him previously when Greg was with another company. Greg made the process very easy, helping me decide on the approach to take on how aggressively I wanted to invest. That was 2 years ago and I am very impressed by the healthy growth that my funds have made. I recently retired at age 56, and Greg made the transfer of my 401K to a Roth IRA so simple! Greg's very personable and it means the world to me to feel that my money is in good hands. Greg sends out a weekly email newsletter that talks about the current markets and what is affecting them, along with advice that is super helpful. I didn't think I'd know which financial advisor to trust so I had put it off, and now wish I had met Greg sooner!