Contact them cautiously. I got a letter from CMRE financial…read moreservices for some medical charges I don't recall using. Then I call them with my caller ID hidden (by dialing *67 before my phone number). They asked me my DOB but I didn't give it to them because I am afraid that is a scam. She then verified the mailing address and the Account number printed on the letter. I asked them about the charges and the representative told me this is for 911 service on a certain date in a city I never been to. The representative told me she can verified the last four of my social to cross check if I used that service. I told them my last four digit and she said that they got the wrong address and there's nothing I need to do. I am regret that I provided my last four of social, but I want to take out this from my record badly. Finger crossed. How could they randomly send out this kind of debt collecting letter to people?! I am still very suspicious about their actions!

I have been receiving recently non-stop calls from this company and I have yet not received any…read moreletters like everyone else here. However today , I received a text with information about an account placed at their office. I have never been to this office ! So strange. It has a link and it has CA license # too . Not sure if it's. SCAM!!! But I will figure it out

Quick and easy service. Ryan assisted me immediately as I walked in. It was very nice to have the…read morehelp. Nice and clean location with snacks and drinks provided if you need anything. Everyone was dressed in suits and business wear. Thanks Fidelity!

The customer service rep is no bueno…read more Not sure if she is having a bad day, she asked us to do everything and when we asked her for help , she just act very nonchalantly and left the room. I think she almost asked us to leave the room so that her colleague could use it. Smh!!!! Just not a good in person interaction.

The Sackett organization founded on a commitment to personal & professional service continues after…read moresome 20 years PRAM's "go to firm" for all of our accounting needs. As a Pharmacy Risk Management firm doing business nationally with complex accounting needs, their staff is always there to meet our personal and professional compliance obligations. We believe they may be the best kept secret in Southern CA. Call them and find out why. David P Wilson CEO and Founder PRAM

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

I am so grateful for the advice of my Pure Financial Advisor, Richard Alexander. He has been…read moreenormously helpful in laying out my options and giving me sound advice to secure my financial future. Pure Financial's staff is excellent and efficient. They have done a fantastic job pulling all the financial pieces together to create a smart portfolio. Pure's website provides me useful and timely information about my investments. The firm also provides helpful video presentations to help investors understand the markets and their investment strategies.

I spent the time and energy to meet with Joey Bailey and then get all of my statements together. He…read morethen cancelled my 2nd appt. Stating he was getting his office remodeled? Then I emailed a couple of times asking to at least email me back why he's cancelling me. Then left a message. Completely ghosted me. If you are that unprofessional before getting my money, what will happen next?

Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I highly recommend Garrett to anyone looking for a knowledgeable and trustworthy tax agent and…read morefinancial planner. I have been going to Crossroads Planning for the last 5 years to help with tax preparation, financial planning and investment management. He goes above and beyond to provide personalized guidance to help me make informed decisions about my financial future. Garrett takes the time to explain everything clearly, answer questions thoroughly, and ensure that I feel confident and comfortable every step of the way. His professionalism, attention to detail, and commitment to the clients truly set him apart. Whether you need help managing your taxes, planning for retirement, growing your investments, or building a stronger financial future, Crossroads Planning provides valuable guidance and outstanding service. It's reassuring to work with someone like Garrett who genuinely cares about your financial well-being and long-term goals. I highly recommend Garrett to anyone looking for dependable, comprehensive tax and financial services!

I worked with Michelle to get a second opinion on my family 2025 taxes. It was the first time we…read morehad to pay taxes which came to us at a surprise. Michelle was patient with me as I looked for receipts. We went through every possible deduction and credit our household was possibly eligible for. The amount owed when we filed taxes with Michelle was reduced by a few thousand dollars compared to the initial amount another tax preparer stated when drafting our taxes. Greatly appreciate Michelle's assistance. Thank you.

I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

I have been with Edward Jones for almost 10 years now. I have had a couple other advisors handle…read moremy daughter and my account over the years, but Charles has by far been my favorite. He is kind patient and extremely knowledgeable in handling our investments. Charles makes sure to explain our accounts in detail, until we fully understand. His secretary Yolondra is just as kind making the office atmosphere a pleasure to visit. I highly recommend Charles and Edward Jones.

Thank you for the fantastic presentation by Mr. Epstein. As usual it was extremely informative. The…read morequality of presentations afforded your clientele is so conducive to improving one's portfolio. You and Yolondra are definitely number one as far as I am concerned.

Knowledgeable about how to open a special need trust account. The wait wasn't too long but it…read morewasn't quick either. Service was amazing. They were patient and answered most of my questions I had. Definitely one of the few trusted brokerage companies around. Even if Robinhood is getting popular, Schwab still has way better customer support.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews

Outstanding service. Staff is outstanding and very friendly. Would recommend Banc of California to…read moreanyone.

Clean bank, the hours are not as great as Wells Fargo it they have 24 hour security and the bank is…read moreclean. Not too busy like BofA and Chase which are terrible. Only criticism is they have limited seating for waiting on personal bankers . In my opinion they close to early, all banks should stay open until 6pm for those that work long hours.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

I highly recommend Wealth Advisor, Nico Anduze @ Gerber Kawasaki Wealth and Investment Management…read moreteam. I rest assured working with such a trustworthy professional. From our very first meeting, he demonstrated exceptional understanding of wealth management and a true commitment to my financial goals. I especially love that he takes time explaining complex investment strategies in a way that is easy for me to understand! And if he has to review it a second Or third time ;-) (because I'm more of a creative artist and not much of a money person) he's amazingly patient and such a good teacher. He gives me complete confidence in my financial future. Thanks a million Nico! You have helped me understand and helped me get to a point where I can retire and for that I am forever grateful! Anyone who works with Nico will discover quickly that it is rare to find an advisor who combines this level of sharp financial expertise with genuine care & the ability to clarify questions & concerns with peace of mind. It's been an incredible experience and looking forward to our continued work together. I highly recommend his services to anyone looking to secure their future and learn new investment & retirement strategies. FIVE STARS all the way!!