As a client of "The Simple Penny," Aghabi (Founder) shares her passion in assisting others in…read morereaching their financial goals. Either it's creating emergency funds, a retirement plan, augmenting your savings account(s), and the dreaded credit card(s)/student loan debt. I sought the services of Aghabi, quickly! Once before, I worked towards eliminating credit card debt and followed a stringent budget, which allowed me to pay myself 15% per month. Unfortunately, I fell off track and consulted with Aghabi who said she'd gladly assist me in increasing my savings accounts and eliminating my credit card debt. My financial "diet" plan began on March 1st. Since then, my mindset of what and how I spend has changed tremendously. Aside from Aghabi's plan, I have re-implemented "No Spending Day(s)," which I have done before. I'll be on a 3-Month Plan and I'm excited to see how much I've saved and normalizing this new habit of how wisely I'll spend. Let Aghabi collaborate with you in attaining financial freedom. Aside from her inspiring testimonial, she has helped others such as college students and friends like myself! All it takes is one email or a phone call to get started with your journey of being financially free!

Agahbi was super informative and straight to the point. She took the time to listen to mine and my…read morehusband's financial goals and concerns. She was prompt with feedback and we are so appreciative of all of her work. We highly recommend her services to meet all of your financial goals.

My husband and I have managed our finances and investments for over forty years, but we decided to…read morecheck out a brokerage firm as the market and economy have become a bit more volatile lately. Not knowing which firm to turn to, I made a few calls and found the Charles Schwab branch just a couple miles from our home. What a Godsend this has been for us. Five stars does not even come close to how pleased and relieved we are since we met with branch leader, John Kendall in March. John and his associate have spent many hours, in many meetings, explaining our investment options. John and William are incredibly bright, patient, and very compassionate in understanding our family's unique needs. I really feel blessed to have been guided to this branch and these two service-minded individuals. I feel like I'm dealing with family when talking to them. I highly recommend this branch of Charles Schwab and it's leader, John Kendall for all your investment needs. Thank you John and William for relieving my stress Melinda

I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Concerned about keeping current with the ever-changing tax codes for both State & Federal? Cieslik…read more& Glenn have been my "go to" resource for accurate & knowledgeable tax preparation for several decades. Their professionalism, combined with personal warmth, make the entire tax process far less "taxing"! In summation, my experience is that you receive a Rolex/Lexus service in total, despite a continually evolving & complex tax code. Is there a cost? Certainly, but the price is minimal for peace of mind knowing you are legally complying with an ever-convoluted tax environment. Excellence in action!!

We were told to send in a substantial amount of money when we filed an extension. When it came…read moretime to file, the preparer couldn't "find it". She said she could send a letter to the IRS (they weren't taking calls) to enquire, but we needed to proceed without that credit. A few weeks later I called to follow up and she said it could take months to get a response from them. Months and months later, still no response. I walked into an H and R Block and explained. The preparer hopped on the phone, called the IRS and we got our answer in 10 minutes. Ten minutes. Ten months later and no response from this office. Needless to say we switched. The new tax preparer reviewed our taxes done by this office and found at least 5 major issues. What a waste of money.

My wife and I can't say enough great things about how much we value Safeguard Investment Advisory…read moregroup. We came to Safeguard, not knowing what to expect. We were referred to them from friends. Our first visit was to the office in Corona, CA, where we were met and welcomed by the receptionist at the front desk. Her greetings made us feel like we were long time clients already. We were offered beverages (non-alcoholic) and escorted to a meeting room, where we met with our advisor named Reid Abedeen. We discussed what we were looking for in an advisor and what our retirement dreams were. From there, Reid developed a fantastic plan that would help make our dreams come true. Safeguard makes you feel like you are doing them the favor by doing business with them. A person feels valued and appreciated. I came to Safeguard for help because the investment group that I had prior, just put everything in a computer and whatever the computer developed as a plan, is what a person got. I never felt our previous investment company had my best interest as a top priority, where Safeguard does! Safeguard develops a plan specifically for you to earn income, to try to help reduce taxes from accounts and to give one a sense of ease in retirement. To make retirement not so scary. Because of Safeguard, we know our retirement is on the right track. Safeguard monitors our accounts and makes the necessary adjustments when needed. Safeguard schedules follow-up meetings and provides us with valuable information to help us navigate retirement. With Safeguard, we feel like our best interest is their top priority. Through our time with Safeguard, we have met many of the Corona, CA office members. All make a client feel so appreciated. Their professionalism, knowledge and kindness is top notch. We have developed more than a client - advisor relationship. We feel like we made some great friends at Safeguard, who are always looking out for us. In a sense, we feel like we have been welcomed into the Safeguard family and it is a fantastic feeling!

Very nice office with luxe touches. Was recommended by a friend who has worked with them for years…read more They're fantastic at accommodating scheduling.

John really knows his stuff when it comes to the proper life insurance for your situation. It is…read moredifficult to assess this complicated purchase. You need John in your corner guiding you! He has all the licenses and designations and on top of that he cares about you!

This review is long overdue, but John was so professional and got persistent! I had a business debt…read morewith American Express that I was not able to pay. John negotiated and negotiated to get the huge debt down to a manageable lump sum payment for me to pay off and walk away from. Without his help, I would have been an anxious mess! I couldn't have done it without his expertise and assistance through the whole process.

I've been going to her for the past 5 years, she's amazing and really helped me out a lot. I was in…read morea lot of debt with the IRS and she took care of it. I now have her doing my tax returns. I highly recommend her.....

I had issues where I owed over $10,000 in back taxes. She went through and reviewed and corrected…read moreerrors in my tax filings through H&R block and Turbo Tax over the past 10 years. She worked with the IRS on my behalf and I never once had to talk to them. Ever since I've been going to her I've been consistently getting a refund. I highly recommend her to all my friends and family.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

I highly recommend Wealth Advisor, Nico Anduze @ Gerber Kawasaki Wealth and Investment Management…read moreteam. I rest assured working with such a trustworthy professional. From our very first meeting, he demonstrated exceptional understanding of wealth management and a true commitment to my financial goals. I especially love that he takes time explaining complex investment strategies in a way that is easy for me to understand! And if he has to review it a second Or third time ;-) (because I'm more of a creative artist and not much of a money person) he's amazingly patient and such a good teacher. He gives me complete confidence in my financial future. Thanks a million Nico! You have helped me understand and helped me get to a point where I can retire and for that I am forever grateful! Anyone who works with Nico will discover quickly that it is rare to find an advisor who combines this level of sharp financial expertise with genuine care & the ability to clarify questions & concerns with peace of mind. It's been an incredible experience and looking forward to our continued work together. I highly recommend his services to anyone looking to secure their future and learn new investment & retirement strategies. FIVE STARS all the way!!