I recently met with one of the brokers, Manuel, who helped me update my life insurance policy with…read moreliving benefits. I was also able to start a retirement plan and an indexed annuity from an old variable account that was loosing money. I am very impressed with Oak Arbor and their staff. Happy customer.

I have been with James Accounting Service for the last 7 years or so and I definitely recommend…read moreJames for all your tax preparation and accounting services.

I've been using James accounting service for many years for many of my companies. They always do an…read moreexceptional job and they're very easy to communicate and work with. I will keep using them until they retire. Thank you!!

I'm very thankful for my financial advisors Steve Ruiz, Yadira Anaya, Alan and Aaron Cruz at…read moreIntegrity Financial. This is a Christian based organization and their faith shows through in the way they care and treat people--with honesty, kindness, and integrity. Every time I visit the office, I'm greeted with a warm and friendly welcome from everyone which makes me feel valued. They have all become cherished friends. Any time I have a question, I can send a simple text message and they always responds. That level of accessibility and personal care is rare and greatly appreciated. Most of all, I'm extremely happy with the results of their financial advice. Their guidance has given me retirement confidence and peace of mind about my financial future. I am truly feel blessed my wife and I decided to do business with them. I highly recommend this organization to anyone looking for trustworthy and dependable financial advisors.

Very caring people. Type of care was good. Pretty good office as well. Pretty chill placeread more

I am a returning client. Alex has done my taxes for acouple of years now. The turn around time is…read morefast & accurate. Looking forward to continuing doing business with this young man. I would definitely recommend his services to anyone in need of tax/ mortgage/ loan services.

Alex did my taxes. He is very knowledgeable and was able to help me get a decent return!read more

Working with Jennifer and Ron was nothing short of amazing! The knowledge that we gained through…read morethis experience has been life changing. Thank you both for helping us secure our families future through the creation of generational wealth! The Fisher's

It was a great pleasure to meet and discuss financial plans with Jennifer Ramos. She also…read moreintroduced me to Jorge Hernandez who helped me with making an amendment to my Living Trust and Omar Ennabe who helped me with options on my home loan. I would highly recommend The Financial Architects firm for any financial concerns needed.

Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

Amazing learning experience from Diego! My dad and I are currently working on fixing up our credit…read moreand Diego explained things in a way that cleared up a lot of misconceptions about credit and financial wellness as well as taught us new things that we hadn't thought of before. Very informative and patient with all of our questions. It was just our first session but we look forward to the rest of our journey here with MBM Credit Solutions. Highly recommended! Thank you!

From the first phone call with Diego, I knew this was the right agency to work with. I had called…read moreseveral agencies before landing with MBM Credit Solutions. Diego was so thorough and explained the process of credit improvement in the most non judgmental and helpful way. Diego even took care of challenging some questionable negative items on my credit report during the initial phone call! The second interaction was in person and he walked me to all of the items I need to work on, the timeline for achieving them, and set realistic expectations. I am so grateful to have found MBM and I look forward to our continued collaboration .