I have been doing taxes by myself with Turbo Tax for the past 5 years, but there are several…read moremistakes I made that I was completely unaware of. Amber definitely has been a revelation! AS a self employed person you are always conscious of how to save money, she helped me file my own corp and has saved me half of what I was going to owe! I strongly recommend her and Crammer Inc. services. She will be going mine and my wife's taxes until i retire!

I've been going to see Amber for two years in a row now. She's been amazing - on a professional…read morelevel is so helpful for both me and my husband and on a personal level, for seeing her once a year, is so attentive and remembers her clients which makes what some people feel a tedious process as enjoyable as it can be! She was so helpful in making sure she identified what was best for both me and my husband and I know we will continue to work with her in years to come. We're both in Advertising, my husband is freelance and her knowledge of our industry is so helpful in this process!

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

I've know Luz for over 15 years and with those years she has assisted me in purchasing two homes…read more She has also been there for my friends and family without hesitation. Luz has not only been helpful, but is a down to earth, very personable yet professional that is an expert in her field. The fact that I can call/text with questions or advice & I get top level attention puts her levels above everyone else. I did my research in searching for the right team to help me grow my real estate wealth. I suggest you do the same and start with Luz and her team...they WON'T disappoint.

Luz at New World Mortgage is the absolute best! As a realtor it's important for me to have a lender…read morethat I can trust with my clients. Not only does Luz give my clients the best service she also takes time to educate them on the process and is able to problem solve complex situations. I've had clients loans fall through when working with other lenders and New World Mortgage was able to save the deal. Thank you Luz and the New World Mortgage Team!

Place is straight garbage...!!!! Ivonne told me multiple times she would call me after multiple…read moreconversations made me send all my personal info over multiple times and never followed up with me then blocked me for just simply following up. I mean maybe she couldn't help me??? Who knows but a simple message would have sufficed after telling me she would look into it then ghosted me. That's just not good business especially when having someone's personal information. Ivonne is not a very good person look else where for services.

Ivonne and her team are absolutely amazing! In less then 3 months my credit went up more then 100…read morepoints ! My score is now decent enough to apply for a home loan . Not only do they help repair credit but they have the knowledge to help guide you in your goals rather it's a higher credit score , buying a house , buying a car or just to repair your credit . Just follow the rules which is very simple ( submitting basic paperwork) and you'll definitely be happy with the results .

Scam company! They only try to sell becoming an employee. They hold an event twice every week to…read moretry and get your friends/relatives to join

This is a Ponzi scheme do not inquire or waste your time. They require you to incite your friends…read moreand family for a policy when it should just be something you figure out on your own. I would not recommend this agency to anyone whatsoever.

Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with…read moreyou to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.

Emma is knowledgeable, reliable, and friendly. She goes above and beyond and is able to answer…read moreall of your questions. I look forward to a long-lasting relationship with Emma and her team.

My new favorite tax guy!!! Lazaro goes out of his way to make sure not a single stone is left…read moreunturned.

Looking for someone to file your taxes? Look no further. I have been filling my taxes with Urrutia…read more& co for the last couple years. Filling with them means transparency and a maximum refund. They go above and beyond to ensure you get the best refund possible. Lázaro and Sonia are very knowledgeable and they are able to answer any questions you may have. They are kind, welcoming and extremely professional. I recommend them to my family and friends.

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

I don't give any star to this company they are a scam it's been 15 months since I gave them my…read moremoney as an investment " to grow my money" as they claim in their website but now any of them respond to my calls, emails or messages. In my contract with them says that they would make a payment every 4 monts but until this day I never received nothing in return, so don't make the mistake of believing this rats.

They are con artists who promise to teach financial strategies aimed at increasing your income…read morethrough investment. But they refuse to identify their financial process an "investment". On the "WhatsApp" platform, they promote themselves as, "financial advisors / educators" who are eager to help with your finances. So you see, they capture your interest of achieving financial freedom by the finesse of their advertisement they use keywords to lure you in and gain your trust. If you fall victim to these predators and handover any amount of money for their Ponzi scheme, trust me, you may never see it again. I never thought I'd do something of this nature. But, timing is everything! In a moment of horrible vulnerability, I feel victim turned over a large amount of cash believed in the process. In February 2025 it'll be a year that I gave up $5000 all because who I thought was a good friend referred me to these horrible people. The worst part, deep down , is I knew better, than to trust any unlicensed. Especially, a business From the moment the Tech Blue rep said our transaction had to be done with cash, I should have known the situation was not trustworthy. My saving grace, fortunately is the absence of that amount of money did not stifle my livelihood. My financial cushion, however, has been compromised! The lesson learned; research and validate any and all potential financial Associates prior to collaboration. It's smart insurance! The battle to recover $5000 continues! While steering the financially maxed client,

Elisa and staff were amazing!!! Best bank in the world... great experience. Will definitely be back.read more

Been a client for 20 years, the team of a Josephus, Kim, Maria, Alex and Danny are always…read moreavailable to help, and it's always fast service.