Cancel

    Open app

    Search

    Melvin Mora & Associates

    4.3 (24 reviews)
    Open 10:00 am - 6:00 pm

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - Melvin Mora & Associates

    Estate planning

    Inheritance planning

    Insurance planning

    Melvin Mora & Associates Photos

    You might also consider

    Recommended Reviews - Melvin Mora & Associates

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of Ky H.
    288
    15
    11

    3 years ago

    Business owner information

    Photo of Stephanie M.

    Stephanie M.

    Thank you so much we appreciate your business!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    3 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Business owner information

    Photo of Melvin M.

    Melvin M.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Xavier C.
    304
    15
    1

    4 years ago

    Made filing my taxes a breeze! Stephanie was super helpful and very knowledgeable. I am a customer for life! Thank you !

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Leo L.
    603
    169
    1409

    7 years ago

    Helpful 13
    Thanks 0
    Love this 13
    Oh no 0

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Teresa M.
    42
    26
    22

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Two words, MONICA JIMENEZ, she's the goat!!! I filled my taxes and I was expecting to pay over 2,000 in fees. Walked out with a big return!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Business owner information

    Photo of Melvin M.

    Melvin M.

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Nelly L.
    0
    42
    288

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    13 years ago

    Helpful 2
    Thanks 0
    Love this 2
    Oh no 0
    Photo of Raquel W.
    10
    49
    37

    11 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0

    13 years ago

    Helpful 1
    Thanks 0
    Love this 2
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    14 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0

    Melvin Mora & Associates Reviews in Other Languages

    Ask the Community - Melvin Mora & Associates

    Review Highlights - Melvin Mora & Associates

    Melvin, Marco and Yaretzy are extremely helpful and professional.

    Mentioned in 2 reviews

    Read more highlights

    You might also consider

    Verify this business for free

    People searched for Financial Advising 1,636 times last month within 15 miles of this business.

    Verify this business

    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (36 reviews)

    A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

    My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (226 reviews)

    Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

    I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

    Melvin Mora & Associates - financialadvising - Updated August 2026

    Loading...
    Loading...
    Loading...