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!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Met Cliff through the Dave Ramsey's Smartvestor Pros. Cliff…read morewas very professional and knowledgeable. I felt at ease while discussing my financial status with him. Cliff was good about explaining a few terms and the difference between them. Cliff answered all my questions directly and gave me advice on my financial plan for the future. Cliff's fees are pretty much in line with the Industry and felt that his fees were fair. Cliff explained a couple (fee structure) options for clients who are completely a hands-on investor, who just need advice sporadically or clients who take a passive approach and want someone else to do their investing for them. Either way, Cliff is your guy! If you need a financial advisor or someone to bounce ideas off, seek out Cliff Downie.

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page…read more401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

Very professional, she answered all my questions, she knows her profession. I will be using her…read moreservices from now on.

Sarah did a fantastic job with my taxes this year. Sarah was very detailed and very professional. I…read morewas extremely happy with how my taxes turned out and that everything was filed electronically. I would definitely refer Sarah to anyone looking for professional CPA Services.

My husband and I were looking for a fee-for-service Certified Financial Planner to help us with…read moreretirement planning and making some financial decisions. Annette was knowledgeable, patient and down-to-earth. We feel confident that her solid financial plan is going to be exactly what we need to reach our goals for retirement. For anyone who has had a negative experience or feels anxious about working with a financial planner just give Annette a try. We highly recommend Di Bello Financial to anyone looking for wise financial counsel.

Received prompt responses to my inquiries. Brian at Di Bello Financial was more than kind. Things…read moredidn't work out how I hoped, but glad I made contact with this team, as I was forwarded to other sources to better suit my needs. Highly recommend!

I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

Called with an urgency of my own creation late in the tax preparation cycle, needing help on a fast…read moreapproaching deadline. Had a most pleasant conversation with the principal, who was very forthright and clear about how the firm could and could not help me, with a promised deadline that would be met Would return there in a minute next time, hopefully without such a late start by myself

I'll be honest, dealing with the taxes for both of my businesses is usually the most stressful part…read moreof my year. I saw a few other people mention how much relief they felt after coming here, and I completely get it now. They don't just crunch numbers; they actually sit down, listen to what you've got going on, and figure out the best path forward without making you feel stupid for asking questions. If you've been putting off dealing with your tax stuff because it gives you anxiety, just go here. The peace of mind is worth every penny.

I personally started using Notary Nuke in 2024 and really appreciated his professionalism,…read moreflexibility, efficiency, and timeliness to complete what I needed in a quick fashion. I worked with Doug and he was able to come to my offices for the appointment. His pricing is definitely worth it! I kept him in my back pocket and now I call upon him when my company needs his services. Give him a call as you won't be disappointed!

Doug is the best! I needed to get something notarized same day and he responded to my request to…read morenotarize within 1 hour. We scheduled him to notarize our documents the evening of the same day and we finished within 45 minutes. Professional, personable, experienced, and local within south OC. Highly recommended!

Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.