I became power of attorney for some family accounts and I had to deal directly with Lynn and…read moreSimone. When working with Fidelity I had a much easier time getting my financial tasks completed. I had expected that the experience would be very similar. However, I was unable to reach my goals to be added as the durable power of attorney to the accounts that were managed by Compass Rose and I had to take the accounts to another investment firm to complete the paperwork necessary to move forward. My mother worked for many years with Compass Rose and I believe that she had a very good experience. Unfortunately, it was not a good fit for me.

Excellent fee-only financial planning firm. They do not sell products here. They simply provide…read moresound financial advice for an hourly fee, so you know you are getting honest advice without any ulterior motives in terms of what stocks to buy, or annuities, etc, because there are no commissions to be had. This is the only way to get the advice you can trust, knowing that they make no money on the advice they give you.

I'm a young entrepreneur, have been working with Tim for 3 years -started with around $100k in…read moredebt, now I'm at $20k. Tim has been there for all the ups and downs, has been supportive and his expertise has benefited me and my business tremendously. I recommend Tim for anyone looking for financial advice and support, and as a mentor, his impact on my life has been incredible. A must!

Tim Mann and Financial Calm Coaching have been a blessing for me and my family. I think it's…read moreimportant for people to really absorb the term "Financial Calm". It's especially important to consider when you think about the opposite: Stress. I have been feeling stress over finances for decades; however, after working with Tim, I now feel a sense of calm. We are saving for home improvements, and long term goals. We are saving for a new car. I have never minded spending money for things we needed, I just always wanted there to be a plan. A PLAN. We now have that plan, and I feel a sense of calm about our finances. It is really amazing to hear "good news" when it comes to money. Don't get me wrong, it's hard work at times; but don't we all WANT to put in that work, and to get the help we need to be calm about finances? I would recommend his services without hesitation.

AMS has been doing our taxes for roughly 40 years. They're very thorough and totally take the worry…read moreout of taxes for us. Any problems we've had with the IRS or FTB (my own fault) they have guided us through. Staff is always friendly and helpful; a pleasure to do business with.

Through searching Yelp I decided to contact AMS Tax Service to help me resolve a time sensitive…read moreaudit of my 2016 tax return. The IRS audit which included penalties and interest was substantial . Laura Silva was the accountant I worked with on my case. Laura worked diligently for me communicating with the IRS . Through her communication with them I was able to provide the missing documentation needed for their acceptance. This all took place during the government shutdown also . I just received a letter yesterday stating they accepted my provided information and my case is closed . Through this ordeal I was stressed out and Laura was so professional and very certain we would be alright . I want all readers to know this company is very qualified and professional to help resolve outstanding issues you may have with the IRS. I totally recommend AMS Tax Service to handle your tax returns and all your accounting needs . Thank You AMS and Laura Paul R

I had never been to a financial advisor but I had sold my house in Los Angeles which netted a nice…read moreprofit, moved to the Coachella Valley and my new husband suggested we meet with Greg Frech to invest our considerable amounts of cash with him as he worked with him previously when Greg was with another company. Greg made the process very easy, helping me decide on the approach to take on how aggressively I wanted to invest. That was 2 years ago and I am very impressed by the healthy growth that my funds have made. I recently retired at age 56, and Greg made the transfer of my 401K to a Roth IRA so simple! Greg's very personable and it means the world to me to feel that my money is in good hands. Greg sends out a weekly email newsletter that talks about the current markets and what is affecting them, along with advice that is super helpful. I didn't think I'd know which financial advisor to trust so I had put it off, and now wish I had met Greg sooner!

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

I had a fender bender accident where I was not at fault. However, the insurance company said I was…read moreand raised my insurance rate. I notified Tiffany of the error and she worked with the insurance company and got the problem corrected. My costs went down and I am a happy camper. Thanks Tiffany.

very professional, and responsive, I had a great experience and I was able to get into my new houseread more

John Kenny was introduced to me by one of my clients, a first time home buyer who, came to me after…read moreworking with John to get his credit repaired. The buyer was totally qualified after John repaired his credit. In addition he was coached by John and was a happy camper once we closed his loan. He owed it all to Credit Cure of California who repaired his credit and advised him on maintaining a superior credit score. This buyer was the first of several John referred to me for their home loans, and I must admit a referral from John means the borrower now has good credit and understands how to maintain it. I referred a client who was under contract to buy a new home, whose score was drastically reduced by a collection from a cable company. She did not even know it was there but it made her score so low that her loan rate would have increased to the point she could no longer afford the home she has contracted to buy. I sent her to John and within a week or so he had that unsubstantiated collection removed from her credit and her score returned to the high score where it belonged and we were able to close her loan on time with a nice low rate! A friend of mine applied for an apartment and found out an apartment complex he lived in 4 years ago had entered a collection of $3,000+ in his report...the friend had never been late with his rent. The building had changed hands several times and the collection agency bought the account from the original owner. It smelled like fraud but the collection agency didn't want to remove the account. It took a good month but John stayed on top of it and them like the Ninja credit guru he is and got the collection removed and my friend's credit to the point he was accepted into the complex he wanted with interior hook ups for washer and dryer! John also got him a new Master Card which was a bonus! My friend's life was changed as were the lives of several people who were able to buy their homes thanks to John Kenny. I'd recommend John to anyone who needs help with their credit scores/credit reports...he knows how to resolve issues and dramatically improve scores. He fights for you like no one else could because he knows the laws and the ins and outs of the credit reporting systems.

Been doing my taxes here past couple years, amazing service and ladies that work here are very…read morenice! They were nice enough to squeeze me in last minute when I really need it. Would recommend to anyone to come here.

Horrible service. Went to go get a document notarize and had an appointment with the city. Turns…read moreout, they didn't motorize it to begin with. I went back to see what happened and then they tell us that the notarizers license isn't renewed!!! However, they still felt like charging us. Extremely disappointed.