My husband and I found Chad and his team on recommendation by my colleague. We have no regrets! Tax…read moreseason is so easy with the help of the Peshke financial team. + Checklists are provided every year to help gather all necessary documents + Worksheets for additional items like household employer taxes and child/dependent care expenses are also provided + Communication is fast and easy with text alerts paired with full email updates + Secure document submission via web Chad and Emilie are wonderful. Thank you Peshke financial!

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Gary is an incredible financial planner and I highly recommend him and trusted financial advisors…read more They really care about you and your families financial longevity. Customer service is what they are all about. They return every phone call fast and always have the right answer taking time explaining everything.

I've had over seven clients give me 7 star reviews, without being compelled to do so. Yelp ignored…read moreand deleted them. Why, I have only one idea, I do not pay them for advertising!. If you want legitimacy, go to Google reviews. God Bless!

I've worked with Peter and Grant Prescott, Nicole Chung, and the entire team at Prescott Tax and…read moreWealth Management for several years, and I've been consistently impressed with their professionalism, expertise, and personal approach to such an important part of our lives. They handled both my personal and business taxes and over the years have dramatically improved the filing process, keeping it straightforward and organized. They do an excellent job of communicating what's needed, keeping everything on track, and making tax season as stress free as it can be. I have found their fees very reasonable and I've always been happy with how my returns are handled. Beyond taxes, Grant has done an outstanding job managing my investment and retirement portfolios. His advice has always been thoughtful, practical, and oriented to my stage of life and career. I genuinely feel that the recommendations he provides are made with my best interests in mind, and I've been very pleased with the growth and performance of my accounts as well. It's always a pleasure to catch up with Peter and Grant when tax season rolls around. They're knowledgeable, approachable, and genuinely care about their clients. I recommend Prescott Tax and Wealth Management to anyone looking for a trustworthy team to handle tax preparation, financial planning, and long term wealth management.

For years we had our IRA's with Morgan Stanley out of Chicago since the company I worked for was…read morebased in that area and about a year ago we finally switched everything to Prescott Tax & Wealth Management. They have done a great job with all aspects of our account considering we are both 75, retired for over ten years and are very conservative with our investments. Peter Prescott has done our annual taxes for over ten years his team is great and we are very pleased with what he's done from the time we moved back to Southern California in 2012. I would recommend to anyone needing someone to manage their wealth in retirement or before to seriously consider Prescott Tax & Wealth Management. The value has been excellent!

I have been with Schiel Wealth Management for about 4 years. I first met with Chad, and was very…read moreimpressed with the meeting-I made the transfer of my account and have been so happy. I have never had anyone that has managed my accounts and communicate like Chad has in the last 4 years. I always listen to what he feels is the best way to navigate the account, and he explains it so I can understand. I have given his name to my friends and will keep doing so with anyone that asks me who I know that is the right person to handle the most important thing in our life which is information to plan for our future -in all ages of our life!

Chad has been a man of his word. Even thru the ups and downs of the market, Chad has kept a steady…read moreand progressive hand on my investments!

Dawson is the definition of a class act...extremely intelligent and caring....needs to be promoted…read moreasap

My account got suspended because their computer system decides for you which funds to use (settled…read moreor unsettled). When you call to argue the point, they put you on hold for 45 minutes, tell you that you didn't commit a violation, then put you on hold again, come back and tell you they won't help you. STAY AWAY!

Blair's Pacific Wealth Management is the kind of trusted wealth adviser we all wish we could have…read more He's got the listening skills of a yeoman and carefully develops the best plans for his clients. If you're looking to begin a chain of inter generational wealth growth, look no further, Blair is a gentleman and a strategist like no other! He becomes an extension of families and what lucky families these are with him to guide their way! Highly recommend, he's a gift to the OC.

It's clear that Blair prioritizes integrity and ensuring that clients feel confident in their…read morefinancial decisions. He genuinely cares about helping people make the most of their financial opportunities, and I wouldn't hesitate to recommend him to anyone seeking financial guidance.

I called in on the queue and was pleasantly greeted by Sarah. She is so helpful and provided me…read morewith all the insight I could possibly need to make the best financial decisions for myself going forward!! Something I felt so stressed about, gone in a matter of minutes! Just the best, Sarah. Thank you!! Will definitely be referring friends and family here.

Fidelity Investments is pleasant to work with when they take your money but closing an account and…read moretransferring the money becomes a nightmare. They have endless questions on why you are doing it, the nature of the investment and the name of the investment. The answers of which never satisfy them. At that point they refuse to contine until they do a review and call you and they will not give you a time when that call will come. When they take your money, there is no representation of the difficulty you will have trying to get it back. This results in lost opportunity on your next investment. There is a reason why they have a 2.4 star rating. I would give them no stars if that were an option.

Sean Khawaja was very profession in explaining our policy and advice us as to how to make changes…read more We highly recommend him and Heritage Financial Services.

I wouldn't recommend this business to anyone! Beware of hidden fee's. They're representatives say…read moreone thing and than charge additional hidden fee's. I will make sure my family and friends never use them again. Shop around. I wouldn't give them any stars but I have to give one star to get this post posted.

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

I am an immigration attorney with Green Maple Law Group based in Irvine, and I am a client of…read moreAdvanced Planning Financial & Estate Services. Mr. Albert Aizin is the Principal; he is a detailed financial adviser with thoughtful and analytic approach to my questions. I find his value investing (more conservative) approach particularly refreshing, because he not only takes the time to explain his reasoning, but he always pulls supporting evidence outside of the typical sources that one would expect a financial adviser to pull information from. This demonstrates Albert's expertise and resourcefulness in dealing with a wide range of financial advising questions. I especially appreciate Albert and his staff tirelessly reaching out to existing clients to know how we are doing financially, and how we can plan for a better tomorrow. Even if Albert cannot offer a particular product that would make sense for an investor, Albert would not hesitate to give referral or obtain resources to help the investor. Albert has pointed me to several outside resources. Much appreciated! If you need to break the ice and talk about things other than finances, Albert speaks French and loves cars. Go to Albert!

Albert Aizin a financial planner and financial adviser. Albert has a wonderful hands on touch. He…read moreis extremely thorough when going through our financial investments. He absolutely makes sure that you understand every aspect of your investment and are comfortable with his recommendations. My husband and I have used Albert's services for years and we have felt entirely comfortable with his advice.