EXTREMELY SATISFIED! My business has been using John as our CPA for a year and we could not be…read morehappier with his service. John is very patient and always takes the time to explain the information I need to make proper business decisions. Without hesitation, I have recommended John's services to family and friends and they too are now happy clients.

I have to start off by saying John is Fricken AWESOME!! If I could give him more than 5 stars, I…read morewould. He has helped myself and my business so much. I have a business in CA and the CPA that I originally was using out there completely botched everything up. After that, I was skeptical about any CPA I came across and it took me a year to find John. From our initial meet, I could tell he was a genuine person who truly cared about his clients. He helped me fix ALL of my issues I had and got me back on the right track. He is helping me with a case that I have in CA and let me tell you, he will go above and beyond to bat for you. I am extremely grateful that I found John.

Get Jason all the information and he never contact me back within so many days or at all. I text…read morehim and called him several times, and never returned. I found insurance on my own. DO NOT recommend this agency at all !!!!

I have been with B&B for a few years and their service is amazing. I get all of my questions…read moreanswered and most importantly I get to talk to Jason whenever I call. I was in an accident and I called up Jason at 4am to see what I needed to do. Jason answered and helped me through the process. B&B is a great company that cares and will help you out!

Rick is definitely one of those people you can count on every single time, he is kind, personable,…read morepatient, and genuinely cares about the people he interacts with. Whether it's solving a problem or just making sure you feel well taken care of. He definitely goes above and beyond to assist you. I highly recommend this business. Service was financial advice, and he truly is trusted to discuss my financial situations. With certainty, the fees were of good value to me.

I've called and left a message. Didn't get a call back. Then tried calling again and explained to…read morethe receptionist about no call was returned. She was rude and said, all she can do is transfer again and see if he answers. Went straight to answering machine so I gave up. Why would I want to do business with business that has these ethics.

I had a couple questions about starting a small business and although he didn't have all the…read moreanswers, he was very kind about providing what answers he could and where I would find the best help. He answered my email in a timely manner and we scheduled a time to talk on the phone. Great customer service for someone with just some questions so im sure he's amazing with an actual client!

Dealing with finances and learning about the different insurances, and future planning stuff is…read morehard. It's just something you study a ton, or hire a guy like Greg to handle for you. I chose to run with the latter, and it's been awesome. Greg has been helping me manage all kinds of stuff from my IRA, to life insurance and a few other things. He tells me what I should get, and what I should stay away from and I don't have to worry about dealing with any of it. I've recommended his services to my friends and family, and I recommend him to you too!

Called to speak with a financial advisor regarding a large estate, and was berated by Donna…read moreDalucca, who after I told her to not insult my intelligence, instead of apologizing she hung up on me. I called back to report her and speak with her supervisor and she said she could hang up on whomever she wants and that her supervisor "Greg" was not in. Donna DEMANDED my phone number, but certainly I did not feel comfortable providing it and told her for security purposes I did not want to give her my number, so she hung up on me again. Sadly, Donna does not realize that the receptionist can have a lot to do with running people away from a business and profits failing. I will research to discover what governmental entity is over Financial Consulting Agencies and file a complaint, as I was unable to conduct business due to Donna's unprofessionalism, bad attitude, her sheer rudeness and her yelling and berating me. Donna needs to learn how to treat people and a telephone etiquette course for sure!

Working with Lee was a very positive experience. He was professional and responsive. I appreciate…read morehow smooth the process was and how he made everything easy to understand. He's someone who genuinely cares about his clients, and it shows. I'm happy to continue working with him and will gladly refer others his way.

First of all! Lee is a great guy. Was always friendly and I believe we had a good working…read morerelationship. Was the 3rd year in a row we did our taxes with Lee. I dropped all my paperwork off in a timely manner, around mid- February 2022. I had not heard anything for a while so I sent an email to see what the status is and if he is in need of maybe more documentation. Nothing, a week later again an email. Nothing . Then a call , then another call , left messages.. and so on. Went to his office and asked a desk clerk if they had heard form Lee. I was kind of worried that something had happened to him. I fully understand that tax season is busy, but you need to keep your client in the loop. Tax day comes and goes!!!!! I , thank god, had a relative who I called and asked what I can do and he filed an extension for me. NONE had been filed!!!! Finally I received an email from Lee about a week after tax due date. He is sorry, he was really sick. Mmmm, I totally get it , one can get sick and fall behind , than send out an email to all affected , and say there is a delay and extensions will be filed ( they are free btw) . You just can't let your client hang like that. As much as I like Lee as a person, I can't go back and risk a potential missed deadline again.

We've been with UA for over 10 years, even after 4 different moves we still trust Jason's team to…read moredo our taxes. We have complicated taxes; with personal and business filings and being out of state. They always are friendly and take the time to address our questions during the final tax call. We trust Jason's team to handle our taxes and know they will provide honest and thorough work.

If you're looking for an accountant or CPA, look elsewhere. Jason filed my taxes late and assured…read moreme, multiple times, they had done it on time. It wasn't until I called the IRS that I learned they were sent after the due date. They misspelled my name, address and SOCIAL SECURITY NUMBER. Now I'm dealing with the consequences of their mistakes. They charge a lot of money for the worst service in time. Do yourself a favor and go somewhere else.

Excellent investment advisory firm. Newsletters are right on point and very well written by the CEO…read moreRandy Garcia. He is a financial genius and is hailed as one of the best in the nation. For any people who have the financial minimum necessary to open an account here, and wish to enjoy a long, safe and extremely lucrative financial relationship, it is a no-brainer.

I had notified Charles Schwab that my husband passed away, and today I received a big flower…read morearrangement from them thanking us for being their client. This just was beyond nice. So everyone go to schwab for or financial business. Great company.