Corey is the kind of agent that we don't find anymore I have been working with Corey and have even…read morereferred him to my family and we have always had professional informed and totally does his research when he comes and meets with us we have long-term care and life insurance and now I'm going to be getting my medical insurance with him we just met recently and he was still informative just like the first time that he met with up me and my family so if you're looking for somebody who really knows their insurances and will do the homework that is needed nowadays you can't just believe what's on the internet it's great to have that person to person feeling and meeting with somebody that you could trust thank you Corey

Corey Novack without a doubt is our long term health care insurance representative. Long term is a…read morevery complicated type of insurance and Corey walked us through with ease and professionalism. We really appreciate his patience and understanding. We have had others approach us on this subject however no one made it less complicated than Corey. Call me anytime at 310-968-1730 if you would like to me tell you more. Or just email me at justcallstewart@yahoo.com

Honestly I always felt that I was being taken care of here…read more As the years progressed and I even became incorporated - I sadly was misinformed. The communication level in this office is not good. You email and try to call but it seems you are forgotten and never receive the tax advice you need to conduct a business. I want to give Jerry the best in his semi-retirement bc he did what he could but now after months of not being with them I am beginning to see where they mishandled my paperwork and created a multitude of problems after the fact. First I am no longer with them. They dropped me bc I was not the client they wanted. It's fair. I'm not a money maker. But first it was the IRS who penalized me for a late return. The fact is that I turned everything in by early march and the office waited till the last second to submit. Bc of that and the USPS the return got there late. I was penalized and left with no tax help and had to figure out why and what happened. They did fix that problem but getting a penalty from the IRS is never fun. Secondly, they never paid the $5 fee to update me yearly with the FTB (Franchise TaxBoard). That penalty costs my business $250!! I had to resolve that matter on my own again even though they missed their due diligence and never updated that for my business. On top of that is the fact that they had to update that thru the FTB and tell the Secretary of State (CA) to update the information on the company. They didn't do that either. That information never was updated either and it is now costing me vendors who will not do business with me bc I have a suspension on my account. The bureaucracy runs deep and is very disjointed. These agencies don't talk to each other and if they do - it takes months to repair the problem due to incompetence and red tape. It's pathetic. Unfortunately I'd say move on - there are better places to get an accountant

Totally trust Jerry he's the best we have been going to him for over 15 years and always happy with…read morethe results

Unfortunately, I have to give 1 star to the business that used to be my go-to place for all the…read moreaccounting needs. You could totally rely on Ed, the previous owner, and his extensive professional knowledge in taxes and everything that had to do with it, but I guess he's retiring. Now, they have a new owner, this Chris guy, who's supposedly a CPA, but that's just a title on a piece of paper. When you call in with a question and actually want to talk to the "CPA," he will put you on hold to go find out the answer to your question from his employees. He knows nothing about business, taxes, even basic things like EIN or business license. But he's raising the prices (lol I guess CPA to him means charging a higher price, not professional knowledge or responsibility) that Ed kept in place for years or even decades. Save yourself from trouble and avoid at all costs!

We've been clients (and friends) of Ed's for decades now…read more Ed is as good as it gets, for doing accounting, taxes and other business needs. Come on, he's an Enrolled Agent (he can stand before the IRS in court, etc.), he's an MBA (he knows business) and he's a great human being. I've had accountants in the past that seemed to work FOR the IRS, not for me. Ed is different - he'll go that extra mile to get you those same tax breaks that the rich guys get. And he'll give you good business advice, too. He looks out for you now, and down the road.

Wow. What a service. So professional and on top of their game. Was shopping for a workers comp…read moreinsurance and Armen was able to find us the best deal. Now we have all of our insurance needs being taken care of here.

fantastic service, fast, reliable, affordable highly recommendedread more

I struck gold with Anthony, truly. When my provider denied medically necessary medication for me,…read moreAnthony was able to help me appeal the provider's decision and secure my treatment. Dealing with health care, especially in situations like that, can be an overwhelming, frustrating, and scary experience but he made it as easy and seamless as possible. Not only is Anthony immensely knowledgeable about everything (really!), but he's incredibly kind and empathetic. I have an extensive medical history and Anthony listened carefully to every minute of it to help me prepare the best case possible, keeping in mind and leveraging all l of the nuances and details I shared with him. I am confident that I would not have been able to overturn my provider's decision and get this medication without his dedicated and steadfast assistance. In short, I could not recommend a better insurance broker and will continue to recommend Anthony to anyone and everyone I know.

Tony Elliot has been my insurance broker for years. He is always super communicative and attentive…read moreand ready at a moment's notice to help me adjust with the constantly changing insurance policy landscape. Tony is an absolute lifesaver, and I have recommended, and will continue to recommend, him to everyone that I know. He is so knowledgable about coverage, he will direct you to the plan that is just right for your needs, and handle all the paperwork to see the policy through. Tony is thoughtful, funny, kind, supportive, and caring. Give him all your business you will be thrilled that you did.

Michael Charles Marangola…read more Wealth management. That's our business. Beware of Marangola Financial's slogan! Wealth for himself is what he's all about. Marangola Financial managed our portfolio for 16 months, long enough for us to conclude that he and his team managed in the wrong direction. We had equities with strong growth and some in need of attention. They sold our stock with strong growth and our downward spiral began. Their method based approach placed us in funds with a history of poor performance. In addition, Marangola and his team then moved us into international funds. We trusted they were good investments until capital gains and foreign taxes were part of our tax return filing. Use caution with Marangola Financial Group. He's a Shark.

When you come here, you are treated like family. They are honest, good at their jobs and very…read moreconsiderate of your wishes and worries. I am always afraid I will end up eating Cat food as the market plunges and tips. Mike and Grant always assure me that this will not be the case and then show me the evidence to prove it. They are excellent analysts of the market and very professional in their dealings. I couldn't be happier with the results! It is a family business and they make you feel like you are a part of this famiky.

I've worked with Paul from Habitus on two occasions, and he was very helpful in both transactions…read more He acted as my real estate broker/agent during a purchase and also as my mortgage broker during a recent refinance. He's very knowledgeable on both the real estate and financing sides, but more importantly, he's very responsive and caters to your schedule and needs. If you want to work with someone who will advise you so you can feel comfortable in your decisions, Paul is your guy. He's no pressure and conducts his due diligence. I'd highly recommend him... in fact, I have recommended him to many including my best friends.

I recently worked with Paul to rent a loft in DTLA. From start to finish he was responsive,…read moreinformative, professional, knowledgeable, approachable and has one clear objective; that being, to find you what you want and to help you get it. He goes above and well beyond.

Known them for over 25 years. Use them personally besides professionally. Honest and ethical.read more

I know Blake from my many years at the Pasadena Chamber of Commerce, so when I went into business…read morefor myself, I went straight to him for my Business Insurance. Never shopped him. Before signing up with him, I asked to meet in person. He hemmed and hawwed about it, but finally relented. I just thought he was busy. But this became a pattern; apparently he doesn't like to meet people in person. Each year there was an annual increase of +/- 15%, even there there were no claims. And when I asked if he was shopping other carriers, I was always told that only this one carrier would cover me. I always found this strange, because my business is a Service. I don't manufacture or install anything, so if I mess up nobody will be harmed. Insurers shouldn't be running away. Eventually I had a client file a claim against my Errors and Omissions policy. Admittedly it was rather large, but $88k compared with a $1M policy seems rather benign. AJL did little to assist with the claim. I had to handle the bulk of it all myself. And once the claim hit, Ken Donathan, my AJL agent, ran as fast as he could from me. Only Blake Longo would communicate with me, and he refused to meet with me in person to help resolve/answer my concerns. My renewal went from $2800 to $11500. Ken later send me a quote with a "very generous deduction..." of $1500, revising the total to about $10200. Neither Blake nor Ken were willing to discuss with me how devastating it would be to pay $10200 for insurance. And when I extrapolated it out five years, showing that with the typical 15% increases I had gotten, my policy premium would be over $21000! Their reaction? Silence. Out of good faith I asked Blake to just write me a GLI policy so that we could continue to seek an E&O policy at a more reasonable rate. He refused to do so. I had no choice to leave them and seek a policy elsewhere. I found one with the exact same coverage, for about 1/3 the premium. Oh, and one last insult... My new agent has requested a recent "LossRun Report". Agencies are required to supply these to each other within 10 days of asking. AJL has completely ghosted me on my requests. I still think that Blake Longo is probably a very nice guy; but he doesn't run a very professional business.