Are you on track to wealth? Do you have a hands on manager investing in AI and other aggressive…read moretech companies? Are you making money while you sleep? If not you need to call Eldon Gutierrez of Edward Jones in Menifee: Not only professional and knowledgeable but a person of integrity. Located very close to Menifee City Hall off of Newport.

From the owner: As an Edward Jones financial advisor, I leverage all the resources of a Fortune 500 company to help…read moreyou prepare for retirement, pay for education and protect your goals from the unexpected. As a California native, I see how hard many people in our community work, yet still struggle to achieve their financial goals. My mother has always had an incredible work ethic, but she lacked the professional guidance needed to plan a comfortable retirement. These experiences inspired me to become a financial advisor. Reaching out to a financial advisor might feel a little scary. But don't worry, our initial appointment is just getting to know you better, including your needs, concerns and goals. I want to understand what's most important to you. If you decide that I'm a good fit, we'll transition toward building personalized financial strategies to help you achieve your goals. Don't hesitate to reach out! My wife, Monica, and I have been together for 17 years. We have three beautiful children. I enjoy spending time with my family, coaching the kids in various sports and refining my craft as an ardent foodie! I like to play basketball and golf with my spare time. I received my Bachelor of Science in accounting and finance from California State University, San Bernardino. I look forward to the opportunity to serve you and your family. Eldon Gutierrez, AAMS Financial Advisor

I signed up for one year of financial advising with Taylor Wealth Group and although my advisor was…read moregreat and informative during our 1on1s quarterly meetings, I was often frustrated at the lack of communication and follow-up and poor collectivity within the staff. There were multiple times when I would have questions during our quarterly meeting, for my advisor to say she would get back to me, only for me to never hear back again. In the beginning, she was great and super responsive but I noticed a drastic drop in responsiveness after a couple of months. Only when I call to follow up after a week of not hearing back, would I finally get a response. I soon realized that if I did not follow up personally, there wasn't a response at all. This has happened at least 4 times within the year. I even began questioning myself and started googling the normal timeframe an FA is supposed to get back to you but at the end of the day, I should be getting a response without following up. Overall, I liked my advisor and she was helpful in many different ways and was very personable.

I've been going to Taylor Wealth Management Group for about 6 years now. My credit score used to be…read morebelow 600 and now it's over 800. I didn't have any money in savings and now I'm over $50k in my retirement account. I owe it all to Jeremy and Ivette! They will get you on the right course. Very experienced financial advisors that get results fast. They are always so friendly and make you feel comfortable. I owe most of my success to them and their advice. You won't be disappointed. We even had them start handling my wife's retirement account. Very happy with our results!

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.

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

Amber and Karen are a great team! Very trust worthy and friendly. Great advice and communication.read more

My family was treated so poorly at this business that I must warn others off! VERY shady practices…read morehere. She charges $325 for what is presented as a "FREE Consult" and then has the nerve to push for $400+ for personal EASY taxes after not even informing her client about those charges! Just watch out, or better yet, find a trustworthy and reliable CPA...this one isn't it!

BEWARE-Do not go here, first I had simple question that most likely could have been answered over…read morethe phone, but they asked me to schedule an appointment. I went to my scheduled appointment, which lasted approximately 10 minutes and then was told my fee was $325., I was never informed of any fee involved, but I would have anticipated maybe $50. I informed them I would not pay this fee and never would have booked an appointment, the receptionist returned to the CPA, and came back and stated OK you're good to go. Hopefully I won't be sent to collections for something I never agreed to.

An amazing company fast, friendly and professional. I had unresolved credit issued I had totally…read moreforgotten about but they found it and fixed it

Amazing services ! Very helpful and respectful company. Great company and very reliable and great…read morecustomer service.

Allen is a very friendly and knowledgeable Financial Advisor. He has helped us invest for our…read morefuture. I high recommend him.

Allen is exactly want you want in a financial advisor. Thorough, knowledgeable, meticulous and…read morepersonable. He takes the complex world of finance and breaks it down into bite size pieces to help you make the most prudent decisions. Make sure to include a meeting with Allen when shopping for financial advice!

Fabulous personalized support!…read more I am confident Joy's dedication and competence is leading me to a debt free future.

I cannot say enough good things about Debt Free Joy and the financial coaching I've received…read more Having personalized 1:1 coaching made such a difference for me because it wasn't just generic advice, it was practical guidance tailored to my real life and goals. I've learned how to budget better, stay focused on debt payoff, and make long-term financial decisions with more confidence. The support is encouraging, honest, and completely judgment-free, which made it so much easier to stay consistent. The accountability alone has been worth it. If you need help getting your finances organized and reaching your financial goals, I absolutely recommend working with them

Easy, fast, and a delight to work with. She makes the tax process a breeze. I will use her again!…read moreThank you!

Carla was very helpful and was able to squeeze us in last minute. Great turn around and very…read morecommunicative.