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    Winthco Wealth Management

    5.0 (2 reviews)
    Open 9:00 am - 5:00 pm

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    Services - Winthco Wealth Management

    Investment management

    Accountants

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    Recommended Reviews - Winthco Wealth Management

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    2 years ago

    Great place for tax preparation services. Kevin has been doing my taxes for years and it's been great

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    5 years ago

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    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    4.8
    (225 reviews)

    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.

    Alpha Innovation Partners

    Alpha Innovation Partners

    4.2
    (5 reviews)

    Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

    Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

    Second Chance Financial

    Second Chance Financial

    4.7
    (195 reviews)

    would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

    I had the BEST experience with Karen Molina! So kind, so patient with me and responded to any of my…read moreconcerns, questions right away!!! Very sweet!!! My credit score went up tremendously thanks to Karen and the Second Chance team!!! Amazing to work with you!!! Highly recommend!

    Villegas & Associates

    Villegas & Associates

    4.8
    (102 reviews)

    I started using Villegas and Associates in 2021. This year, 2026, is the last time I will give them…read moremy business. I encouraged my son and daughter-in-law to also try them for their tax preparation. They are more angry than I am as his incompetence cost them thousands of dollars. Villegas and Associates has lost all three of us as clients. We were assigned to Orlando. Orlando can do a basic return, but the slightest issue seems to create problems for him. He is less than enthusiastic about finding ways to save money for his clients. You are expected to know exactly what you can write off. He never makes suggestions to help you find tax savings. The client is expected to know the tax code and what expenses may be available to itemize. He entered the incorrect information about an EV. He got the make and model wrong despite having the purchase agreement with all information clearly provided. It should have been a four thousand dollar rebate. Since he did not enter the correct information, the rebate was denied. He said it was my daughter-in-laws responsibility to call the IRS to straighten it out. I knew this was wrong and spoke directly with Benny Villegas about this and several other issues of concern regarding Orlando. Mr. Villegas agreed that it was Orlando's responsibility to file an amended return. He ASSURED me that he would have Orlando complete the return in order to obtain the rebate. He also asked for email evidence of other issues that we discussed. I provided the email the following day with a cover letter reiterating our concerns. It has been a week since our meeting with Benny Villegas. He did not respond to my letter. He did call my daughter-in-law to arrange a meeting on a Saturday morning. Orlando was at the meeting, but Villegas did not participate. Orlando seemed more interested in how many times my daughter-in-law attempted to call IRS than correcting his error. To date, she has no knowledge that he has filed the amended return. He claimed he was going to send the amended return AFTER he spoke with the IRS. However, she is unaware if the IRS has received the amended tax return. According to the IRS website, Form 8936 was improperly filled out due to the wrong make and model information; action is required to correct it. There is no further information. A follow-up call to the office revealed that Orlando hasn't worked all week, and there was no information available about her amended return. Neither Orlando, nor Benny Villegas has communicated with her. The level of incompetence and utter lack of disregard for accuracy is appalling. His refusal to take responsibility for his errors and his insistence that she correct his failures is unprofessional and unacceptable. According to an email that was circulated to his entire client contact list, we are not the only clients who are choosing to take our business elsewhere.

    Tax season is the most stress and anxiety season for me. The not knowing how much I'm going to owe…read morealways weighs very heavily on me. I became a first time business owner last year, and that's when I knew I needed a professional. Clients of ours had always recommended Ben Villegas over the years. So we took the recommendation and saw him.

    Winthco Wealth Management - financialadvising - Updated July 2026

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