We had an amazing experience with Candi. It was our first time filing with her and she was…read moreprofessional, knowledgeable and sweet. Our process was a smooth one and she made sure we received all credits our family qualified for and for the first time we got an unexpected large refund! We will definitely be going back with her moving forward. We highly recommend her to our family and friends.

Since leaving the corporate world to run our own business a couple of decades ago, we've had to…read morenavigate the murky waters of health insurance ourselves, and it's been a constant worry, not helped by confusing websites and questionable advice from various brokers. So, our expectations were low when we came across Goodacre's website at Calhealth.net; but as we watched Dennis Jarvis' excellent and up to date video on the Covered CA options for 2025, it was if the clouds had cleared and a ray of sunlight beamed down. We also watched an equally up to date and informative video on Medicare options, as that decision is coming up soon for one of us. I sent an email and was happily surprised to get a response from Dennis within a couple of hours with answers to all my questions and suggesting we set up a telephone meeting to talk the options through. We did, and in perhaps 20 minutes he cut through all the health insurance noise, helping us to choose the best plan and provider for us; and then guided us through the Covered CA application process on their platform in a fraction of the time and much less stress than it would have taken us to do it at coveredca.com ourselves. Long story short, we are now signed up for a plan that has better benefits and costs significantly less than our previous one; and we have a strategy outlined for the next move into Medicare. And, for the first time ever, I feel we have someone we can trust for good advice - and recommend to others.

I worked with Dennis Jarvis (CalHealth) and he's amazing. I explained my situation and what I…read moreneeded, and he was able to make it happen. Also, the application on his website is unbelievably fast and easy - it took me 10 minutes.

Juanita was amazing, she made it really easy to do my taxes and took all the stress. I'm planning…read moreon coming back next year again! Juanita fue increíble. Me facilitó muchísimo la preparación de mis impuestos y me quitó todo el estrés. ¡Planeo volver el año que viene!

I decided to use their service today to file a PNO on my car…read more The only thing I didn't care for is they charged a $25 service fee on top of my $22 PNO registration which made the total cost $47, more more than double what it would have cost me at the DMV. On the flip side, it's light years more convenient than waiting in the looooong lines at the DMV office, which actually can take the better part of a day. Also, the staff here was very nice and friendly.

Jessica assisted us in obtaining a second mortgage. Her service from start to finish was really…read moreexceptional. She was extremely knowledgeable; professional; proactive and kept us informed on the progress of the process every step of the way in real-time. We were extremely pleased and would highly recommend her! Also, she was very pleasant to deal with!

My husband and I recently sold our house and purchased a new one. For those who have been through…read morethe experience of simultaneously selling and buying, you know that it can be extremely stressful. We were referred to Jessica by our real estate agent, and could not have been happier. She was friendly, knowledgeable, and extremely responsive. I asked her at one point if she ever slept! She got us an amazing rate on our mortgage and took care of all the paperwork with precision and care. My husband and I swear that we're never moving again, but should change our minds, we will definitely call Jessica again.

I have been working with Neil Shah and his team for over a year now. Neil and the whole team are…read morevery respectful and super helpful. Every time I come into the office, everyone is so friendly and welcoming. They answer all my questions and help me navigate taxes around my personal and business income. Neil is truly passionate about helping you and your business succeed. He is always available for his clients and gives great advice on business growth & scaling. I am lucky to have Neil and his team in my corner.

Great CPA Firm! I contacted their office regarding a consultation and I was called within a few…read morehours. Neil Shah was very knowledgable and courteous. He was very helpful with my situation and I would highly recommend him!

My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris…read moreCabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris' services for years and he developed an excellent relationship with them, something that wasn't always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris' expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne's help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It's been a pleasure working with them.

They are a small company but they have been able to handle all of our insurance needs since the…read morebeginning. There was no issues during our transition and they were able to keep up with our growing business. turn around time for Certificates is much quicker than when we worked with a large company, and their customer service is like none other. Olsen and Olsen has been detrimental in keeping our business going.

David has given our companies great service which has been consistent. He has worked hard to keep…read moreour premiums low and handles our issues with professionalism and in a timely manner. We are fortunate to have David on our Team. Thanks David!!!!

Amazing service! Thank you for taking great care of us! Charlie is awesome! Would recommend 100…read morepercent.

Charlie is awesome. I've been having him prepare my taxes for years. He also handles my families…read morefinances and it's always a pleasure coming to see him. Let me rephrase... getting taxes done is never truly a pleasure but a smiling face like Charlie's helps take the tax-edge off. He's also readily available when I need to call or email for advice. HUGE HELP! Working with someone with a friendly demeanor and a good sense of humor makes all the difference in the world. Now Charlie, work your tax magic for me please?!?