I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

I have been a client of David's for years now, and he is the absolute best! He has guided me…read morethrough good markets and multiple market downturns and has been a rock for me the entire time I've been with him. He's also guided me through the loss of a parent with exceptional care and kindness. He has taken away so much stress from my life and made finances easy! He's always super fun to talk to and is just the best at what he does. I highly recommend him to anyone looking for a top-notch CFP.

Generally speaking, discussing the topic of personal finances and money is seen as a crass or dirty…read morething. It's just not done. You're more likely to know someone's sexual orientation these days, than how much they have in their bank account. Money is the last taboo. Our culture and media fills us with ugly, confusing un-truths about money, and there's that age-old cliche, "Money is the root of all evil." And yet, we all want Bling. Ironic. With such negative connotations surrounding us, it's no wonder many Americans struggle to understand their finances, and have difficulty creating (and maintaining) wealth. IMHO, it is easy to place the blame on banks and the wealthy for "robbing" the 99%, but true money management means taking fiscal responsibility, discipline, and a good hard look at yourself, with regards to life goals and planning. It is also about not being afraid. With money being a topic that's so sensitive, I'm pleased to advocate the financial planning services provided to me by David Rae, CFP (Certified Financial Planner). Having grown up myself filled with negative, misleading money messages from my thrifty immigrant parents, I knew, after grad school, I needed help dealing with my finances for the long term. Their attitude was always, "We don't have enough!" While that's a truth in their eyes, it wasn't an attitude I wished to adopt. So I made it a point to understand my finances: understanding how I related to money is one thing (how do you save, spend, borrow, and invest?), but managing my own portfolio is quite another. My stint working in dotcoms, with the company 'going public' on IPO, gave me my first taste of stocks...and the headaches in taxes that came with it. Now a business owner living a full life, I simply do not have the time, the foresight, the training, nor the inclination to be my own financial planner. Best to leave it to the professionals. In this case, David Rae has helped neatly steer my finances, weathering crappy economic recession and hard times, and taking full advantage of current market trends and its opportunities. All while understanding my level of risk-taking, and my future plans. David makes it simple and manageable for me to invest in my future (yes, he will continually ask you for money...TO SAVE) -- and thank God for that, because I know I can't do it by myself! Most Americans are living to 90 years of age. Have you got your finances squared away to anticipate your needs until then? If not, you ought to give David a call. His goal is to shield you from mistakes made from irrational exuberance and emotion. That said, once I signed on, I found myself sleeping easier at night. Recently, David showed me he got me 23% return on investment, in 2 1/2 years! I told my tax preparer http://bit.ly/sQVEdu this news, and she gasped in surprise, saying, "Most people are lucky to get 18% on return! You got 23%?? That's amazing!" David Rae is a keeper! Thank you, David Rae!

what the heck is going on with our stimulus checks! its been pending since dec 30th!!!! its…read moresupposed to be available now! andccording to the news on tv & internet! do you know how long we been waiting after their stalling and tap dancing of trying to approve our checks??? pls get on it!! we are now stuck without money nyd holiday! covid pandemic has done enough crap to us! please don't contribute to it! thank you! You ruined everyone's weekend by not making our stimulus pay not available! not only that, you got us in trouble w/ creditors, landlords & mortgagors! they dont believe that our funds werent available and was still pending! Then they accused us of having it available for ourselves! learn to do your jobs RIGHT AND post direct deposits when they're supposed to be scheduled!!!! NOT 5 days later!!!!

Tried to purchase a Toro zero turn lawn mower from Home Depot a couple years ago. Showed that the…read morepurchase went through online along with the 2 year warranty. Then a couple minutes later I get an email saying transaction cancelled for the mower, but warranty went through. I called the number on the back of my debit card and pressed the button to talk to someone. I waited for 30 minutes. I finally pushed the button to call me back. No call back. Called Monday morning and was like there is supposed to be 24/7 help, there was none. Was told I should have gotten a fraud prevention text, I did not. It was a good thing I didn't need to take a lot of money out for a life saving procedure or I would have been screwed. I like credit unions cause they don't jerk you around like a bank, but NGFCU lost a customer because of this.

My family has been banking with Banc of California, formerly Pacific Western, since 1999. They…read morehave always been able to help -- whether in person, over the phone, or through email. Jessica has been our go to banking associate over the years she is always thorough and understanding with our banking needs. We recently had to make a visit and she was ready with all necessary documents and copies -- the whole visit took less than 20 minutes. I trust this branch to continue taking care of us.

Been backing with them through all the name changes and locations. Excellent customer service.read more

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!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

I personally loved my experience with Schools Federal Credit Union! I was able to refinance my auto…read moreloan and got a lower rate, gap insurance, plus a lower monthly payment! My loan officer Tiffany was very patient with me and all the questions that I had. She was very knowledgeable and helpful in determining my options and clear with the final outcome and payment details. They were also able to give me some financial relief with no payment due for 90 days! I am extremely grateful for their help and support. I highly recommend them!

Great place to go to if you need a loan or to get a your car note interest rates down. Good service…read morefrom a friendly staff.

Honestly speaking i cant ask for more i dont have a good credit score honestly i was not expecting…read moreto get approved either i was just taking chances and see if they can approve me applying is easy everything is online few days later justine and jaimie called me and told me the good news wich YES i got approved and not just that they also offerd me low interest rates compared to the other dealership that approved me. I got my pre approval email from jamie and she walk me through the whole proccess i found the car i want called justine to prepare the paperworks and check i brought it to the dealer and thats it!!!!! Just want to say thank you again and ill see you guys again after my loan is paid off :) Will highly recommed!!!!! Im a very happy satisfied customer!

After using the ATM outside my debit card was stolen two weeks ago. I know that it was stolen here…read moreas it is the only ATM that I use. Unfortunately, my PIN was also compromised at this location. I certainly hope that the business improves their security protocols around this location

We have had the pleasure of working with Vincent for 13 years, dating back to 2013, and he has…read moreconsistently exceeded all our expectations. He is incredibly knowledgeable, offers very fair pricing, and provides an impressive turnaround time without ever sacrificing quality. Vincent is exceptionally meticulous; he is thorough when explaining our returns and always provides clear, insightful answers to our tax questions. What truly sets him apart is his reliability--even during the peak of tax season, he remains remarkably responsive to calls, texts, and emails. It is rare to find a professional who combines such high-level expertise with genuine care for his clients over so many years. We feel completely confident in his hands and are so glad to have such a talented, trustworthy accountant in our corner. Thank you, Vincent!"

Highly Recommend - Trustworthy, Knowledgeable, and Reliable…read moreI have been working with Vincent Ladinez for the past 5 years, and I can confidently say he is an excellent accountant. He is extremely knowledgeable, professional, and detail-oriented. Vincent takes the time to explain things clearly, making even complex tax and accounting matters easy to understand. He has helped me with personal and business taxes, planning, and compliance, and I always feel confident knowing everything is handled accurately and on time. Vincent is responsive, organized, and proactive--he doesn't just react to issues, he helps prevent them. What I appreciate most is his honesty and integrity. He truly looks out for his clients' best interests and provides sound advice that makes a real difference financially. After five years of working together, I trust him completely and would not hesitate to recommend him to anyone looking for a reliable and knowledgeable accountant. If you want peace of mind and an accountant who genuinely cares, Vincent Ladinez is the one to go to.

I've had such a wonderful experience at California Credit Union and truly can't say enough great…read morethings about this branch. Jose, the branch manager, has been incredibly supportive, knowledgeable, and professional every time I've worked with him. I've trusted California Credit Union with my personal checking, savings, a CD, an investment account, and two business accounts and throughout every step, I've felt completely taken care of. What really stands out, though, is the entire staff. Everyone is warm, friendly, patient, and genuinely willing to help. They take the time to answer questions, explain options clearly, and make you feel valued ... not rushed. It's rare to find a financial institution where you feel both supported and respected, but that's exactly what you get here. I highly recommend this branch! Anyone you work with will take great care of you.

30 years , slowest service today people were sitting around rather than…read moreworking...........................