Our advisor is not only gracious, friendly and…read moreunderstanding, she tailored a portfolio designed SPECIFICALLY for us while listening to the goals we hoped to achieve. We respect and have great affection for her..

I paid Pure Financial Advisors $2,000 for a project-based financial plan. After multiple attempts…read moreand extensive clarification of my circumstances and objectives, the final product was still not something I would trust for major financial decisions. The plan contained numerous factual errors, contradictory assumptions, unexplained figures, incomplete treatment of important income and expenses, and basic data-entry problems that should have been identified through routine quality control. Important assumptions were not reconciled to the financial information I provided, and some recommendations changed several variables at once, making the conclusions difficult to interpret. The retirement analysis was especially disappointing. It was essentially a deterministic projection using the same investment return every year, rather than a meaningful assessment of market volatility and sequence-of-returns risk. It also incorporated assumptions that substantially worsened the long-term result without clearly explaining or testing them. The report ultimately projected a multimillion-dollar late-life shortfall and concluded that we needed to save more, spend less, or work longer, but I did not find that conclusion credible given the quality of the underlying model. At the same time, the recommendations were very specific about transferring $317,000 to Pure for management at an initial 1.60% annual advisory fee, reallocating or liquidating investments, and moving more assets into the managed portfolio. The report did not clearly demonstrate that this advisory fee was deducted from the investment returns used in its projections. I cannot know whether the problems resulted from inadequate technical capability, an overly standardized planning process, commercial incentives, or some combination. I can only evaluate the work I received. In my opinion, the process felt much more effective at identifying assets Pure could manage than at producing a rigorous, individualized, and internally consistent financial plan. Pure had multiple opportunities to demonstrate its planning capability. What I received did not demonstrate the technical competence, attention to detail, responsiveness to client input, or quality control that I would expect from a firm asking to manage a substantial portion of our wealth under an ongoing annual agreement. I will not be entering an advisory relationship with Pure, and I would not recommend relying on its planning work without a thorough independent review.

I was looking for an accounting firm who could file my taxes, so I called WMA Wealth Management…read moreAccounting. I met Mr. Richard Green and he took care of my taxes. My case was a bit complicated but Richard being knowledgeable, handled my case very well. Although the tax season is over long ago, he has been available to answer my tax related questions for the this year and the past years filings. I am so glad that I have found a go-to person for all my tax issues. Thanks Richard!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Best accounting services I've ever run into in over 40 years in business! Need I say more? The…read moretrick is, you got to see if you can get it! Give Barry a call! ​​​​

Barry is the sweetest guy ever and he does an excellent job with both mine and parents' taxes. I…read morejust was taken aback when he charged as more than usual for the fees, but overall very good.

I've been working Suzie for a couple years now in my most recent business venture. Accounting and…read morebookkeeping might seem like an avoidable cost but they're not. It is the best money I spend every month. I've now started working with Cheri and Kimber for payroll and managing my employee's w2's. The gist - they are ultra responsive, personable, and good at what they do. I know this because I make a lot of money but don't get crushed every year with taxes. Suzie is always available for a call and encourages me to come into the office for accounting 101 from time to time. If I have an idea to run by her she gives me advice or puts me in touch with the right people. They are great. Use them.

**RUDE AND OVERPRICED. They requested I pay $500 for work that I ended up paying another CPA $100…read morefor.** I had the misfortune of dealing with Ms. Suzie, a rude and condescending business representative that made sure I will never be using the services of this firm and its bloated fees. As part of my green card application I was asked by my immigration lawyer to provide the immigration authorities with a letter from a CPA. The letter was about three lines long and required minimal accounting work, which summed up to estimating 2013 annual income based on previous tax return filings. Basically, a work that would take more time to type up than to prepare the "analysis" (which had already been put together by another bookkeeper who had provided Ms. Suzie with the materials and the analysis beforehand). It seemed that Ms. Suzie, too, was well aware of the minuscule amount of work my letter required, since when I asked for an ETA she indicated that the letter could be produced within less than a day. I'm assuming that my question also indicated to Ms. Suzie my pressing need for the letter, as I had also mentioned to her that I was required to submit it as part of my immigration process. Ms. Suzie told me that writing the letter would cost me $500. Yes, you read that right. 500 bucks for three lines and a few minutes worth of work!! At first, I was certain I had misstated to her what the letter should contain and that as a result of that Ms. Suzie may have been under the impression that I had required more work than what was really needed, since surely no one in their right mind would charge so much for such little work. When I called Suzie to inquire about the fee I was faced with a condescending and rude tone that quickly turned into a full on obnoxious and testy attitude when I tried to make sense of her fee (if it was a flat consultation fee, for example, or an hourly charge). Not only did Suzie avoid answering my questions, but she also hissed at me that she "urges" me to "go around and call other CPAs", since she is "sure" that I would get some other firm to write the letter for me for a smaller fee, and that she is "happy" with that. I have no idea why anyone would talk to a client this way, but I sure am not going to give business to this kind of rude customer service. I hope that Suzie's understanding of my immigration status and pressing need for the letter didn't factor into her decision to jack up the price for me. I don't know. But given that she was so reluctant to explain her fee to me I also can't know better. I would like to mention though that I do not know Mr. Wendroff and I have never spoken to him about the fee I was given nor the work I was asking for, so it might be that he was not involved in my request at all. If so, I'm very sorry for giving his business such a bad rating, which is solely based on my awful experience with Ms. Suzie Korth.

Unbelievable...and I am not an easy audience because I have old fashioned work ethic and…read moreexpectations. William Exeter and his incredibly educated and professional staff handled my 1031 with ease and open communication. They took what looked difficult and made a seamless transaction for me. The Exeter staff, including Tamara and Jazmaria, are exceptional. Don't even bother shopping another intermediary- Go with this company and team. Worth every penny!

I highly recommend Bill Exeter's services. Having had a rather negative, (impersonal) previous…read moreexperience with another reputable exchange service, my partners and I were extremely pleased with Bill and his staff's professionalism. Our questions were answered thoroughly as well as promptly, and the process went smoothly for all parties involved. We look forward to doing business with Bill again in the future!

I'd STAY AWAY! I am…read moregoing to second Kate's review below. I gave D'Angelo my business (both personally and business) back before D'Angelo when it was Michele Holt. D'Angelo bought the business from her. I was super satisfied with Nick Sr. and Jr. and enjoyed at least 5yrs. Then Blackline Partnes bought it late 2015 and Richard Lee took over. This happend right at tax time so it was hard to judge what the experience was going to be like. Broken promises. Calls not returned. Voice messages just flat out ignored. I've referred quite a few people and businesses here and it's the same with at least 2 others I know and have talked to. And as Kate stated in her review, it's like they don't care. Or maybe they're just completely under water and bit off more than they can chew. It's sad because I'm out of here for the 2016 tax year. I don't expect them to fight to keep my business but I expect "the basics" of customer service at the very least and it's just not even close. And I'm not willing to endure another tax season when there are far too many other options to chose from.

I will start by saying that IF I would have reviewed this tax office back in 2013 or 2014 I too…read morewould have given 5 star reviews. My husband and I have used them for 5 years and have always received excellent and accurate service. BUT!.... The ownership has changed. There is no one left from the old D'angelo group, which would be fine if the new crew in town (now Blackline Partner Co.) was not completely unorganized and spread so thin. You mean to tell me you have 1, yes just 1 CPA that travels between 4 offices in CA (not just San Diego, I'm talking Cali) during tax season to handle an entire book of business? I mean what?! They have another accountant but that's not enough and she's not a CPA. My take on this group is that they buy out smaller practices and come in and run it like a low budget chop shop so they can make as much money as possible. There's nothing wrong with trying to make money but it seems like their business model is focused on bringing in money as they buy up these smaller practices, and run them by cutting costs and man power. Lower wages I bet, all that jazz. Meaning you run a skeleton crew and the rest just goes by the wayside. I'm not joking here. The staff, I can hear them shrugging their shoulders over the phone when I ever-so-kindly try to voice my complaints and they are unable to give me answers as to why our tax guy hasn't called us back in 3 weeks and has neglected the multiple phone appointments they scheduled in his calendar. Shoot, I felt bad for them when I called. Of course, you are trying to be nice on the phone b/c you just want them to process your tax return so you can be done with them. AND how about this, why did they mail my taxes which were not even complete to my old home address. Are you kidding?? That is extremely sensitive information. I'm mind blown over this. Our personal information, our livelihood has been mailed to the wrong people. I'm furious! We were blowing them up daily trying to get our/their 1 tax guy on the phone to just finish up the last little bit of taxes so we could file. Finally, finally on April 15 (we had until 18th this year) they sent us over our vouchers to pay. I am not kidding you, the moment we sent D'angelo (Blackline) our payment, literally instantaneously, they charged our card. It was comical. All this run around and unreturned phone calls and bam they can process a payment in seconds. I say this... If you are looking for service don't go here. If you're looking for attentiveness don't go here. If you're looking for a secure transmission of you personal information don't go here. Just don't. There are plenty of tax people in the sea. Shoot H&R would have been better for us. How can I give you 0 zero stars? You will read this and not do anything about it because you are running a business not a service based company. The old D'angelos had lasting, loyal relationships. These folks... chumps who are good number crunchers to run a business but that's not sustainable. Without any customer or employee focus you will fail. I'm going to look you up Blackline Partners. I'm interested to see how anyone has reviewed you. Ok let me quick add an edit. They have about 37 locations and they all keep the sweet ma and pa local names that you knew and loved. Hope they all aren't run as poorly as D'angelo is. Yikes!

Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.

Henry Ho and his staff are amazing, efficient and hard working!!…read moreThis is a 5 star company! They are so knowledgeable and responsive to questions and concerns. My daughter also uses Rogers and Ho. We are so happy to have these outstanding accountants and we have been with them for over 20 years. Thank you Henry!!

Have nothing but wonderful things to say about these guys. Andy in particular was extremely…read moreprofessional, answered all of my questions, and worked out a solution that was able to take a lot of pressure off of me. I have nothing but positive things to say about him and his team. His staff was responsive and very professional. I would highly recommend him to anyone looking for a good and honest accountant.