Richard is great! Very competitive rates for home insurance and process was easy. Would definitely…read morerecommend getting a quote with them!

Great rates and terrific customer service.!! Beat the competitors!read more

Cindy's agency has been covering our condo and autos for the past 3 years since we moved to Palm…read moreSprings. We recently had a situation caused by our bank holding our mortgage which involved our condo insurance. Kellie from Cindy's agency was wonderful and worked with me over a period of several weeks to resolve the situation. I can't say enough on how they helped me solve a problem that was caused by another company's negligence.

Tried getting an agent. Female answered and hung up. Done with this company!…read more!!!!!!!!!!!!!!!!!!!!!!!!!!!'

Notary Services -- I had a great experience with Barton CPA. I was referred by a local friend and…read moreneeded some trust and estate documents notarized for a quick turn-around. Danya was professional and clearly she takes this portion of her job seriously. She scheduled an appointment in advance, which gave me real peace of mind, and everything was handled smoothly.

Run away from this firm, in particular Kathy Cintas. Worst public relations I have ever…read moreexperienced. Don't expect emails to be answered by her or to be able to get a phone call. Charged for a return that had to be amended because of an error on THEIR part.

I was with Canyon Pacific Insurance Services for years, and was very happy with them both…read morepersonally and professionally. Inzone apparently bought them out, and the quality of service has declined precipitously. I recently spoke to someone regarding my homeowner's insurance whom Inszone classifies as a Senior Personal Lines Insurance Specialist with over 25 years of experience. So imagine my surprise when they said that they really weren't familiar with whole house heat pumps. Perhaps in the future my opinion will chance, but right now, I'm not impressed.

This company purchased the insurance brokerage firm I was with. It's now very difficult to reach my…read moreagent - return calls can take as many as 5 working days. Generally, I have found that agents offer minimal expertise and seem to be completely overwhelmed. I am looking to the time when I can move to another agency.

I had a great experience working with Charise! She helped me navigate health insurance/Medicare…read moreoptions, and made what can be a really confusing process feel easy and stress-free. She took the time to explain everything clearly and helped me find the right plan for my needs and budget. Super responsive, knowledgeable, and genuinely cares about her clients. Highly recommend if you need help with health insurance or Medicare!

Charise Karjala Medicare Broker is an amazing person, so fun to deal with her, great conversation…read moreand great happy and outgoing personality. She is so knowledgeable and professional, she really takes the time to explain all choices and possibilities. I totally recommend Charise. She is Awesome A plus plus.

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

I am starting to wonder what happen to customer service and the customer always comes first. Is it…read moreeven a thing anymore? If I could give "ZERO" stars I would! I can't tell you how dissatisfied I am with Schwab, not only this branch, as well as, the Estate planning department, others via their 800 customer service number, the branch manager & Eric Moser (the VP of this branch), Which is perplexing in itself, as he is completely disconnected from his clients, I wondered how he even sits at the position he does. And Just over all Charles Schwab as a whole. Very long story short. My mother & father placed their trust years ago in Charles Schwab and their broker. In doing so, I am sure they thought they were placing their funds in the hands of professionals and to be professionally managed. Well, that's not always the case. My mom passed away, and my brother is "legally" the POA of my father's estate, and doing an outstanding job. My father's life was turned upside down after being married for almost 60 years. He has full time care, lots of family around, and seemingly in a good place. And fortunately, my dad did well for himself. Maintaining his lifestyle was never a question, even with 24/7 care which is in the tune of give or take $15,000 a month. Sadly, it's just without my mom. Fast forward to 2 months ago, yes, I said 2 months ago (so remember that). There's a lot , and I won't bore you with all. Yet, we are now dealing with, lazy, poor performance, mismanaged & uncaring employees at Charles Schwab, as well as an unscrupulous broker, and honestly at this point we are being taken advantage of. When Charles Schwab was informed my mother passed, they immediately locked my dad's account (mind you it's my mom & dads account). I understand the security aspect of it all. Yet, the hamster wheel my dad and brother are on due to the irresponsible humans working at Charles Schwab, it's absolutely ridiculous! I'm livid! And that's putting it lightly. I took my dad down to Charles Schwab twice to try and fix this issue, my brother has been there 3 times, and each and every time, it's "Oh you just need to sign this and get us that", yet when he signs, they then tell him "oh we need you to sign one more thing", this has gone on for almost two months! Once I went down and Eric was too anxious to even speak to me, what a professional. Can you imagine your broker not even speaking with you yet making money off you. Disgusting! MY DAD and My brother have been locked out for 2 FRICKEN MONTHS. Money has been lost due to not trading, my brother even called ERIC MOSRER (sp) and asked him to please sell a position, Eric said he would, yet forgot. Great job Eric! My brother was so upset, he said to me that day, we lost 60K. I told him NO, CHARLES SCHWAB lost us 60K - not you, not dad, Charles Schwab, Period I realize dealing with Schwab especially the last 2 weeks, they are unethical, misleading, and the breach of duty they have on their end to their clients, is damaged. A broker is beholden to Strick regulatory guidelines and ethical code that carry stiff penalties! I am really questioning their wrong doings. No one has acted with integrity here! Hell even "Chewy" sent a card and flowers when my dog died! What did Charles Schwab do when my mom died, they locked my dad out of his own account with a boat load of money. And never sent or offered condolences to my dad! Yet the worst part for me, they never ever apologized to my father or my brother for this unimageable run around that they have been given! They have done everything asked of them and are still getting the run around and still not getting calls back! At this point, this is misappropriation of my dads' funds! What.... Is Charles Schwab just going to steal / embezzle / keep / never give access to my dad, to get his money, because that's how it looks! Eric Moser & the Charles Schwab team, pull your big boy pants up and take care of this ASAP! Enough! Worst branch! Horrible people! The worst of anything you can think of, that's this branch! Their customer service is in the toilet! #charlesschwab #shameonyou 9/25/23 - regarding your message below, its BS! It's a generic message doesn't go to anyone directly. It's basically just to save face on their end! Saying.... look at we tried to reach out. The truth is, it doesn't go to anyone!!! Again this just reiterates what I said at the beginning about their customer service and the company as a whole. Horrible company.

I'm new to area and was welcome by Jim. I asked to have my insurance transfer to this area. He was…read morevery helpful. And also assisted me in getting my rates lower. He'll take his time in any way. Weather it's about insurance or if you have any questions about the area. I would recommend him to everyone.

Jim was great, he helped us understand the insurance options for our cars and homes. He took the…read moretime to review the quotes with us. We enjoyed working with jim and would recommend him to our friends and family. Thank you Jim for your prompt response to our insurance needs!

I am new to Palm Springs. For the time being I want to do "everything" I need to do IN Palm…read moreSprings. I get lost easily! With that said, I found the best place to have my taxes done. Kevin BAUTIER, was the answer to a prayer for me. I didn't have to do anything online, create portals and passwords.. none of that! He had my taxes done so quickly. His assistant was awesome and helped me as well! See you next year, Kevin!

After working with the same accountant in Los Angeles for more than 20 years, I was nervous about…read morefinding someone new when he retired,  but since I was looking for someone new, I decided search closer to our current home. I'm so glad I found Bean Counter. The name initially caught my attention (it's clever and memorable!), but the experience is what truly impressed me. I spoke with Kevin for an initial consultation, and he took the time to answer all of my questions thoroughly while providing a clear and reasonable fee estimate. He made the onboarding process simple by sending access to their secure client portal for document uploads. We later met in person, and Kevin walked through my return step-by-step, explaining everything in a way that was easy to understand. He asked thoughtful follow-up questions that ultimately resulted in a better outcome on my return. He also shared a bit about his family and background, which made the experience feel personal and comfortable -- something I really value when discussing finances. The office itself is spotless, with ample parking, and conveniently located near several great restaurants if you want to grab a meal before or after your appointment. My completed return was delivered the very next day, and throughout the process Kevin and his team were incredibly responsive -- always replying to emails within 24 hours, often within minutes. Professional, friendly, and highly competent -- I recommend Bean Counter.