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.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

Chang Tax and Accounting is an exceptional CPA firm. Our small food distribution business,…read moreestablished between 2017 and 2019, unknowingly accumulated a $50,000 debt to the IRS and FTB due to negligence by our previous accounting company. In a challenging situation, Tina patiently helped us clarify the complex issues and diligently drafted documents over the course of two years. Her efforts significantly minimized the legal and financial complications arising from our improperly filed prior tax returns. Thanks to her support, we are now making 35% more profit while comfortably clearing our debts with the IRS and FTB. In addition, Tina has greatly increased our business profits from 2024 to the present by implementing effective strategies to minimize losses from poor merchandise management and maximize customer service excellence. Tina's expertise extends far beyond traditional CPA services. She has also helped us with social media presence, financial advisory, long-term wealth creation, online marketing, and e-commerce. Although her specialty is accounting, her dedication to improving her clients' businesses and overall financial well-being is evident in the consistent results she delivers.

If you're looking for a CPA that's knows business and accounting laws then look no further. I came…read moreto Tina Chang with a goal for starting my own business, creating a LLC and starting a S Corp, and of course what everyone needs/wants at year end...maximum return from Uncle Sam. Tina's attention to details and meticulous approach on handling my financial records especially with her ability to explain complex financial matters that's easy to understand made me safe. Thus if you value your time and want to focus on your business, Tina is a one stop shop from monthly book keeping, payroll management, and doing taxes.

Vickie is an absolutely wonderful resource for divorce financial planning. I run a successful…read morerelationship blog (over 7 million views to date and a book deal) and I use Vickie as a subject matter expert on divorce finances, especially when dealing with infidelity. She's got a cool head, and a soothing voice of calm, rationality when dealing with highly emotional subjects (money! yours!) I recommend Vickie and her financial services without reservation. She's a gem.

Using Adams was a huge mistake. I found her through a meetup.com group that she hosted for women…read moregoing through divorce. I thought she was going to help me but now (after over a year), I realize she charged me an unbelievable amount of $ for the original 2 hours of work that we did together in the very beginning of our business relationship. Because I believed in her early on, I also followed her other recommendations and those have also turned out to be very bad investments.

HOW ON EARTH AM I THE FIRST CLIENT TO REVIEW THIS PHENOMENAL INSTITUTION !!!…read more I have never dealt with a business that exceeds Fidelity's level of customer service. Never. They are in an absolute class all by themselves. Whenever I go in, an employee greets me immediately and solves whatever issue I have immediately. Always. I would award them 10 stars if I could.

Great customer service, worked with Juan Garcia and he was knowledgeable and professional. Highly…read morerecommend him.

I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

Let me start my review by saying - if in doubt, don't be! Fix your credit is hands down a life line…read moreof a new life. In this economy we all are struggling to find our way. While struggle? Fix you credit can make your world a bit more simpler by rebuilding your credit to gain a lot more dollar of your hard earn money. Everyone struggles, we all make mistakes. Hardship is real, but fix your credit gives you back a chance of a new beginning. Don't stress the mess of your credit - let fix your credit get you back to YOU! Sandra and her team are beyond knowledgeable. Let their expertise help you gain what you already work so hard for. I highly recommend - you have nothing to lose but GAIN!!!!

Sandra and team are amazing! They have helped me increase my and my husband credit score…read moretremendously. Sandra and team are hardworking and have exceptional customer service. I am very grateful for Sandra and team! Top communication great work and amazing personality! Sandra goes beyond and provide great connections! We were able to sell our home because of her reference! We would have never been able to without the hard work! And with our credit score increasing so great, we are able to move into a new home! We are beyond grateful and blessed to have an amazing team! Highly recommend!

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

Christine of Beach Financial is hands down the BEST insurance agent I have ever had the pleasure to…read moreknow. She is extremely knowledgeable, professional & attentive to the individuals needs. I cannot recommend the service enough!! Thank you so much for all you help Christine, you are a credit to the company.

In my past life, I worked in the fashion industry (2007-2013) and back then no one cared about or…read morepaid for your health insurance! My former boyfriend (who was a "Brit in LA") recommended Adam's company back in the day and I legit think I am one of his oldest customers haha... I've CRIED to this dude before and he has patience and grace of a saint! Anytime I am in need of health insurance, I only go to Beach Financial Group. Why? They're transparent, prompt, customer service oriented, informative, and genuinely helpful and they care. I should also mention they are CONSISTENT. I think that's important to highlight that after over a decade of working with Adam's team on and off through the years that I've never had a bad experience. It's really cool to see his business expand and grow into other services and insurance types! To everyone thinking of buying a plan through "the exchange" or CoveredCA -- just don't waste your time comparing online prices and plans and work with a REAL PERSON. It's worth it and you may even save money!!

I've been working with Evan for several years now, and couldn't be more pleased. I have referred…read morefriends and family members, including my mother, after she had someone else managing her finances for many years. Evan made her feel at ease, and we have seen tremendous growth since the switch. He is extremely responsive, knowledgeable, and provides a sense of security. We know our finances are in excellent hands with Wendell Charles managing them!

My wife and I have worked with Evan now for over a year. In that time, he has transformed my…read moreinvestment approach into one that better fits my life goals and has generated better returns than at any time in the past 25 years. In our initial visit, and on subsequent occasions, Evan has acted as our 'financial therapist' where he was able to ease my fears and inspire confidence in our retirement planning (I'm a little neurotic). Evan encouraged and gave us the tools to take a more holistic view of our financial universe. His Wealth Vision tool brings together all the disparate elements of my investments, spending, income, insurance, etc into a user-friendly environment. Evan is always willing to take a phone call and listen to whatever concerns I may be having at the time. His demeanor is always positive and if he can't answer a question on the spot, he will do the research to make sure his response is sound. I appreciate his honesty and trust his perpetually-informed advice.