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E11 UNLIMITED ENTERPRISES

5.0 (3 reviews)
Closed 10:00 am - 1:00 pm, 3:30 PM - 7:30 PM

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Services - E11 UNLIMITED ENTERPRISES

Current year tax preparation and filing

Investment management

Life insurance

3 More Services

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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Samantha N Dinh, CFP - Paragon Financial Planning - Samantha N. Dinh CFP®

Samantha N Dinh, CFP - Paragon Financial Planning

(54 reviews)

I have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

Marshawn Harris Insurance Agent - Marshawn Harris

Marshawn Harris Insurance Agent

(9 reviews)

Another five stars for Marshawn. I'm leaving a second review as I say goodbye to California. She…read moreis an amazing human being and I can't even express my gratitude for all her help with CoveredCA over the years.

I have no idea where to begin, so I will start by saying , Marshawn is amazing …read more I don't want to get into the entire minutia of all that has transpired , none of you would even believe it as it's so pathetically sad . I was in a Royal mess , wrong insurance , no insurance , & back again , until this beautiful soul found Me . Sadly I am leaving Calif or this gem of an agent would be handling all my needs forever , or as long as she was an agent . The unbelievable mess I was in , was NOT her doing or her issue & she could have just as easily said " be gone " alas she did not ! When all is said and done , Marshawn came to me rescue and helped me through the red tape as. BS and basically saved us from despair . What I have found in all this ? Our insurance commission needs an enema STAT! And for a mere $150K before " discounts" THEY SAVE YOU , they can have one , then they can do what insurance companies do , DENY it ! However if you are in need of insurance and truly need someone knowledgeable and ETHICAL she's your agent . Not ever did she make me feel as if I was trying her patience , not ever did she give up until she helped me get out of the mess I was put in . Mershawn , I only wish that the rest of the working world would take your lead , as it stands now , it appears nobody gives a darn about anyone . I wish there were a TEN star button & Yelp doesn't use emojis so I can't put those here either . I am posting a screen shot . Thank you so so much Marshawn

E11 UNLIMITED ENTERPRISES - taxservices - Updated May 2026

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