We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.

I have been using Team Wealth & Tax Advisors for my taxes and my financial advisor since 1999. I…read morehave only had a great experience. Everyone in the office is so welcoming. I'm happy because my financial advisor continues to grow my portfolio. I recommend them to everyone I meet that is looking for a tax or financial advisor.

I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator,…read moreresponsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

This Location has by far is the sloppiest customer service at any US Bank I've been to. So I hope…read moreone reading this does not mistake this as a US Bank review because I very much like and still have US Bank. Verinconsistent on enforcing their policies and do not go out of their way to try to retain your business. For example, my wife and I are on the same account. She tried to cash a $2500 check issued to her. She only had her DL with her that day. She could not because she didn't have the appropriate two forms of ID. My wife is on the primary account. A drivers license or social security number is all that you need. There are security questions established for a reason. I walked in the next day and with just my bank card The same exact teller cashed the check for me. A little inconsistent. Another example of poor and inconsistent customer service. My business account have a long series of overdraft and extended overdraft fees. Explaining to the teller that I was in difficult times and was probably going to have to close my personal account unless she could reverse one of the two fees just to help me get it back to a zero balance so that I could keep my business account. Today I had a overdraft returned item fee of $36 that took the remaining balance of my account. This Friday is payday so I needed that $36 to give me by. I talk to the branch manager and pleaded for her help to reverse the fee. I got put on hold for 10 minutes to be told that there was nothing that they could do. No exceptions can be made unless it was a bank error. That very well could be the formal policy for returning banking fees.However having had branch managers provide me return fee services for the sake of good business she made U.S. Bank look bad and inconsistent. These are just a few of several bad customer service examples.

My husband and I were looking for a bank that would help with our small business. So far I've been…read morevery happy with the customer service and knowledge the staff members have regarding small business. Soleiman and Jessica were very knowledgeable and kind. Thank you!

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!

I have been working with Michael for about four years now. He's been very helpful with filing my…read moretaxes as a school teacher and second home owner I highly recommend Michael Shaughnessy.

I left more than one message to contact me I never heard from anyone that sets forth the…read moreexpectation failed that I would have in hiring this company to handle my financial estate taxes