KPP is always helpful and professional by providing informed guidance and advice…read more I highly recommend them to manage all your investments.

I have been a client with KPP for many years and listen to their podcast often, Justin and Luke go…read moreiut of their way to help you, highly recommended

Ashkan and the team are very professional, accurate, and knowledgeable. I have worked with them for…read moreseveral years and have always been very satisfied with their service. What I appreciate most about A2Z and Ashkan is that they are always accessible and responsive whenever I have questions.

Detailed, Clear and Very Organized! Have recommended them to everyone who needs a CPA.read more

I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

The Financial Coaching Group, Inc. - Michael and his team Have provided excellent communication…read moreregarding the accounts our family have entrusted to their expert care. We are quite happy with the level of investment returns we are receiving, and whole heartedly recommend this firm as a reputable and caring company to entrust your future retirement funds and investments.

Outstanding expertise and service! They really care about their customers. Mike and the entire…read moreteam are approachable and dedicated.

Louie and his team are incredible at what they do. They take the time to detail everything. His…read moreteam is truly passionate on delivering an exceptional service to small businesses and helping business owners grow their businesses responsibly. Highly recommend to any small business owner needing a new Accounting team.

I had been a loyal client of this tax company since 2017. Not only did I trust them with my…read morebusiness, but I went the extra mile to bring them to my brow classes as a special host, where they educated my students on taxes. Many of my students became their clients, which was great for their business--thanks to me. Fast forward to 2024, when I experienced a life-changing car accident. I had to pause their services temporarily because I wasn't sure if I'd even be able to work again, let alone pay for taxes. After a few months of recovery, I was ready to restart our services. But instead of welcoming back a loyal, long-term client, I was slapped in the face with an outrageous demand: my rate would jump from $610 a month to $995 and they insisted I prepay the remainder of the year and all of 2025--an insane total of $9,760! It honestly felt like they just wanted to fire me as a client. To make things worse, they marked my business as SUSPENDED after terminating me as a client. Oh and wait, when I asked to speak to the owner, Louie Vasquez, someone I had trusted for years, they flat-out told me he doesn't handle this anymore and I wouldn't be able to talk to him. After everything I had done for this company, they didn't even have the decency to let me have a conversation with the person I had worked with from the start. This company clearly doesn't care about loyalty, nor do they value their long-standing clients. They're more interested in squeezing as much money out of people as they can. If you're looking for a company that cares about you or your business--look elsewhere.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

I've had such a positive experience working with Jon and Linda at Resilience Wealth Group. From the…read morebeginning, Jon has taken the time to really listen, understand our goals, and explain our options in a way that feels clear and approachable. I've never felt rushed or pressured, and I really appreciate how thoughtful and patient he is when answering questions. Linda is also wonderful to work with. She is responsive, organized, and always helpful when we need something or have a question. Together, they make the whole experience feel very personal rather than transactional. I feel like Jon genuinely cares about helping us make good financial decisions for our future. I would absolutely recommend Jon and Linda to anyone looking for a financial advisor who is knowledgeable, personable, and easy to work with.

I've been a client of Jonathan Lien (owner and CFP) for 7 years; Jonathan is one of the most…read morehardworking and trustworthy people I know. He's incredibly knowledgeable about market shifts and always takes the time to truly listen to my needs. He has a real ability to craft a portfolio specifically tailored to what I'm looking for. Linda, his assistant, is also great to work with. The office location of Resilience Wealth Group is optimal, and the space itself looks incredible with its new and fresh design. Highly recommend!

Received prompt responses to my inquiries. Brian at Di Bello Financial was more than kind. Things…read moredidn't work out how I hoped, but glad I made contact with this team, as I was forwarded to other sources to better suit my needs. Highly recommend!

Annette is really nice and very helpful with some advice but wants to sell you on putting together…read morea plan.