Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Great experience with great people! Highly recommend! You will be satisfied! Very knowledgable.read more

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

Corn & Corn is professional, responsive and extremely helpful. Highly recommend! They'll take care…read moreof all your accounting needs & they make tax season as pain free at possible.

From the owner: Founded in 1977, we are a public accounting firm that provides services for nearly every aspect of…read morefinancial life. We specialize in individual and business tax planning and preparation, estates and trusts, non-profits, business start-ups / formation, mergers and aquisitions, and financial and real estate investment.

I'm posting this for my uncle who lives in W.Texas…read more IBEX served as broker and mediator to the sale of my business. I can't imagine doing this without them as they saw the deal through from putting my information together, assessing potential buyers and then getting through the close. I highly recommend.

IBEX just closed the Sale of our Business (10/1/22), and we could not be happier. This is the…read moreSECOND business sold with IXEX assistance. Their expertise was invaluable, and they created real economic value durning the negotiation process. We have bought and sold several businesses - and IBEX is hands down the best at their craft. We plan on using them again! I will never buy or sell a business without their guidance.

I needed help on an account and Alberto Sandoval was patient and so kind in assisting me to…read moreaccomplish what was needed. I had not gotten a tax form and I should be able to get one soon. I really appreciate his passion for taking care of me and my family.

Could be the worst company I ever invested money with. Scam artists. Always has an excuse. They…read morenever do what they say they will. I do not recommend this company at all.

Horrible service. Extremely unresponsive and inconsistent. DO NOT USE SHERYL. Find a real…read moreprofessional CPA.

Sheryl Josserand at CPA At Your Side really went above and beyond in helping me figure out and…read moreunderstand my self-employment taxes and all the ins and outs regarding deductions and dates and so on. She took the time to explain in a way that I could understand, and she was able to squeeze me in for an appointment even though I was reaching out to her at the last minute during tax season. I recommend Sheryl to anyone who needs help with their taxes and in particular anyone who wants a personal touch and a CPA who can and will take the time to explain things in a way regular people can understand.

Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

Amazing Service and Professional Business Guides. I am so happy that I found this website, very…read moreeasy step by step Business Guides of all categories.

I had an excellent experience opening my business account. Tuan Nguyen was the banker who assisted…read moreme throughout the entire process, and he was absolutely wonderful. He was professional, patient, knowledgeable, and took the time to explain everything clearly and answer all of my questions. What impressed me even more was his follow-up. About a week after opening my account, Tuan had the courtesy to personally call me to check if I had received my business debit card and to make sure everything was going well. That kind of attention and customer service truly makes a difference. Starting a business comes with many important decisions, and having someone like Tuan guide me through the banking process made everything much easier and less stressful. I truly appreciate his kindness, professionalism, and willingness to go the extra mile. I highly recommend Tuan, especially to business owners looking for someone who genuinely cares about providing excellent service. Thank you, Tuan, for all your help and support!

Not much to say for a bank since I come for the usual banking services but this location is in a…read moreconvenient location with pretty quick service if you come early. Everyone I have encountered here is friendly, patient, and helpful. Clean interior with plenty of parking and a drive through option.