I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

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

Let me tell you if your looking for financial planning, investments, retirement plans you name it…read morethis is your place. Great one on one with your advisor even calls you after hours when you have concerns. Highly recommend!

We came to this branch during the week to open an account. There was a little bit of a wait, but…read morethe staff was really communicative and apologetic. We didn't mind the wait. Once we sat down with the banker, the process was quick enough and straight forward. I look forward to working with them!

From the owner: Banc of California is one of the nation's premier relationship-based business banks, providing…read morebanking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

Kent Borsch has done a great job for us even in these trying times...we're richer for knowing him…read more we have been with him for about for about 18 years. we highly recommend him.

We've entrusted Kent Borsch with our portfolio for more than 10 years and have never regretted that…read moredecision. His more than 22 years experience as a financial advisor with Edward Jones is evident in his ability to answer questions and ease our concerns during times of market volatility. Kent's encouragement to "stay the course " has always been good advice. We depend on his knowledge and we're confident in his guidance. Kent's sincere concern for us has earned our complete trust. In addition, Kent's assistant, Julie, handles the administrative side of the office with exceptional service. This team cannot be beat!

I have banked with Pacific Western Bank, now Banc of California, for over 20 years. I have both…read moreBusiness and Personal accounts there. The reason that I appreciate this bank so much is the amazing customer service I always get. My relationship is gone on so long that certainly some of the wonderful people I have had the pleasure of working with, have retired. Like David Peat at the Indian wells brqnch who would drive to my office to bring paperwork to me when I couldn't get to the bank myself! Robin and Jim at the Palm spring branch, and I miss! However I find there are always equally wonderful people that take their place. I especially appreciate Ginger Cowan and Angela C. at the Yucca Valley branch. They make me feel like I matter and I am not just a number! I highly recommend this bank for that reason.

From the owner: Banc of California is one of the nation's premier relationship-based business banks, providing…read morebanking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.