Working with Maggie was amazing! She was very thorough and easygoing. Not to mention boosting and…read morecleaning up my credit history! 10 out 10 would and have recommended! Thank you so much

Based off the recent TikTok this man's ex wife made -- I should post this…read more Yes this man is shady af, I came to him for credit repair. I paid $500. He told me it was unlimited rounds. He calls me on the third round and states I have this new upgraded system. I have to pay $1000 out of pocket for. He offered to put me in for free!! Then because I didn't sound excited enough for the free upgrade he said he said, "I will take it back because this cost a lot of money for me" I said, "why are you doing this? Why are you acting this way this behavior is weird. I'm coming to your for my business too (costs $1500) ..." he said.. "you're calling me weird? Wow!! You you know what I'm not helping any more" then he hung up one me!!! Now imagine my worries, confusion, and anger as a new customer who I provided payment!! The truth comes out!!! This man is demonic!! Not a business man. A false man.

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.

I highly recommend Wealth Advisor, Nico Anduze @ Gerber Kawasaki Wealth and Investment Management…read moreteam. I rest assured working with such a trustworthy professional. From our very first meeting, he demonstrated exceptional understanding of wealth management and a true commitment to my financial goals. I especially love that he takes time explaining complex investment strategies in a way that is easy for me to understand! And if he has to review it a second Or third time ;-) (because I'm more of a creative artist and not much of a money person) he's amazingly patient and such a good teacher. He gives me complete confidence in my financial future. Thanks a million Nico! You have helped me understand and helped me get to a point where I can retire and for that I am forever grateful! Anyone who works with Nico will discover quickly that it is rare to find an advisor who combines this level of sharp financial expertise with genuine care & the ability to clarify questions & concerns with peace of mind. It's been an incredible experience and looking forward to our continued work together. I highly recommend his services to anyone looking to secure their future and learn new investment & retirement strategies. FIVE STARS all the way!!

Was recommended to Leivas by a friend, that has been going to Susie (owner) for 20+ years for…read morepersonal and business taxes. Going somewhere that has been in Riverside for so long and is trusted by locals is where I want to be. I have been going here for 3 years and they do such a good job. They also own the H&R block next door! Highly recommend!

these people filed a incorrect W-2 on me and refused to give me a corrected one costing me over…read more$7000. I am now fighting the IRS due to their negligence do not work with these people. It would've been an easy fix but they are refusing to work with me. I'm a single mom now fighting IRS for no reason. They worked for my ex employer for two months and claimed the whole year. Just wrong I will be reporting them to the Better Business Bureau.

Excellent service from a top notch tax person. Anthony was very knowledgeable and helped me get the…read moremaximum deductions. He walked me through step by step filing, filling out the correct forms, and making sure I itemized my deductions, and offered his own personal insights on savings. I was able to get my taxes done in a day and I got a great return. I highly recommend them.

Small place, which I like cause bigger businesses normally charge higher rates. They were very…read morehelpful. Alexander helped us with our taxes and our taxes from 2 years past. He did our taxes and our daughter's taxes all in a timely manor. The prices here are reasonable which is great cause when your struggling to survive it's a Godsend. The office is nice and clean great customer service, and I intend on using them next year.

City National Bank was one of the only banks that was willing to quickly undertake our business and…read moreprocess our SBA Loan. Trinidad was our Relationship Manager and he has been very responsive via phone and email throughout this entire process. We've only had to step foot in the bank once for signatures, everything else we are doing remotely. We had a LONG time relationship with US Bank, and they pushed us to the side when the SBA loans rolled out. Had City National not been there to guide us through the process, our business would have really struggled to keep all of our employees onboard. Since the inception, we now do remote deposits from our desktop computer, and electronic ACH payments which has saved us a lot of time and money. No more check writing, no more envelopes and no more stamps! There have been some minor glitches throughout the transition, but the bank has been very quick to make changes and correct them. Nothing that wouldn't be expected when changing a business account. I would highly recommend Trinidad Magallanes and City National Bank for business accounts. As of this moment we don't have any personal accounts, so I can't speak on the consumer side. All in all we are very pleased.

This is the worst bank ever! Can only get an account if you have $10k. I had the most fraud happen…read moreto me than any bank. I closed my account, and withdraw my money. Then I found out they never close my account! I ended up double paying all my bills for a month! Then they charged me $20. For a service fee!!! After they closed it a second time. I will be calling the corperate office. They never told me the name of the person that didn't close it. Also, They wanted me to give them back my money to reopen the account to get me my money $20. Back!!! Grossly irresponsible with no care at all.

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

There is no statistical analysis by these people! They just spread it out and hope that worksread more

Fabulous personalized support!…read more I am confident Joy's dedication and competence is leading me to a debt free future.

Coach Joy has been an asset to our lives on so many levels! Myself personally as well as individual…read moremembers of my family in their various seasons of life: newlyweds starting off strong financially; married kids with a baby; young adults paying off student loans; high school graduates trying to apply for college with little to no debt; and career kids determining not to take out credit cards and not live lives in debt. Coach Joy has personally lived out what it looks like to be in debt and then become completely debt-free. She's worked the process and now helps others do the same!

Working with Edith has made this the smoothest and easiest tax season despite me having a more…read morecomplicated tax situation this year. Every time I would come back to them with more and more problems or questions, they would reassure me and work through it. They definitely knows their stuff. In our consultation they gave me great advice for my future endeavors and business aspirations to ensure I was set up for success. I feel like I'm in great hands with Edith. They're trustworthy, knowledgeable and their positive outlook puts me at ease during what would normally be a stressful tax season. Thank you for all your help!

From the owner: As an Accountant, Tax Specialist, Business Consultant, and Registered Representative I have the…read moretools, knowledge, and experience needed to help you and your business thrive. I provide financial, accounting and investment services for Individuals and Businesses. I take a holistic approach to your wealth and financial management. My goal is to provide you with the tools and knowledge you need to succeed financially. I take pride in my excellent customer service! It is important to me that you are comfortable, respected, and given information in a matter that you can understand. I provide remote services to easily accommodate your lifestyle and take care of our environment. But don't worry, if you prefer in-person meetings, those can also be easily arranged.