I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.

Concerned about keeping current with the ever-changing tax codes for both State & Federal? Cieslik…read more& Glenn have been my "go to" resource for accurate & knowledgeable tax preparation for several decades. Their professionalism, combined with personal warmth, make the entire tax process far less "taxing"! In summation, my experience is that you receive a Rolex/Lexus service in total, despite a continually evolving & complex tax code. Is there a cost? Certainly, but the price is minimal for peace of mind knowing you are legally complying with an ever-convoluted tax environment. Excellence in action!!

We were told to send in a substantial amount of money when we filed an extension. When it came…read moretime to file, the preparer couldn't "find it". She said she could send a letter to the IRS (they weren't taking calls) to enquire, but we needed to proceed without that credit. A few weeks later I called to follow up and she said it could take months to get a response from them. Months and months later, still no response. I walked into an H and R Block and explained. The preparer hopped on the phone, called the IRS and we got our answer in 10 minutes. Ten minutes. Ten months later and no response from this office. Needless to say we switched. The new tax preparer reviewed our taxes done by this office and found at least 5 major issues. What a waste of money.

i live in georgia and carlos serna took my case i can say without a douubt we lost it all if it…read morewasnt for carlos!! dedicated is an understatement! we got all mixed up when lenders was selling my loan ever other month! if you want the real deal & your in trouble with your home or jusrt need gudiance please let carlos help you!!!! you will not regret it!!!!

Carlos did not help us at all, months he didn't contact us or call us back. When our home when to…read morethe magistrate, I notified him, he didn't contact me back our home was sold with out my knowledge and he still was trying to find funding for my mitigation institution of filing for me to keep my house

James Murray did an excellent job in explaining my options. Gave great examples and really…read morestripped it down and easily to understand. A true Fiduciary who is solely looking after you and gives you the best options for you versus his own interest as plans that he would get the best mark ups.

If you wanna lose money, this is the place to do it. they tried to sell me on investments that did…read morenot fit my goals. I need to trust that they are acting in my best interest and I could clearly see that was not the case. My gut feeling is James talks a good game but that's where it ends. my BS meter was going crazy. Definitely gonna trust my gut on this one.

John really knows his stuff when it comes to the proper life insurance for your situation. It is…read moredifficult to assess this complicated purchase. You need John in your corner guiding you! He has all the licenses and designations and on top of that he cares about you!

Thank you Western States Financial! My husband and I had life insurance through another company(…read moreprimerica)...we met with John and he thoroughly explained our options. It was not only cheaper but more coverage. John is very informative took his time to make sure we understood the process and we have now doubled our life insurance for less! We recommend Western States Financial to anyone who is looking for an honest reliable experience.

I've been going to her for the past 5 years, she's amazing and really helped me out a lot. I was in…read morea lot of debt with the IRS and she took care of it. I now have her doing my tax returns. I highly recommend her.....

I had issues where I owed over $10,000 in back taxes. She went through and reviewed and corrected…read moreerrors in my tax filings through H&R block and Turbo Tax over the past 10 years. She worked with the IRS on my behalf and I never once had to talk to them. Ever since I've been going to her I've been consistently getting a refund. I highly recommend her to all my friends and family.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.