We work with Joe, who is incredibly smart and well versed in all aspects of personal financial…read moreplanning. He's helped us plan a retirement withdrawal strategy that minimizes tax impact while enhancing our financial stability. I highly recommend Nix Wealth Management

Steve is awesome! Very professional ! My husband and I have been going to Steve at NorCal Tax…read morefor quite a few years now and are very happy with him and his service. As the owner of a small business I really appreciate his help with my taxes.

I have used this tax service for years. I would say I have been a very loyal client. I was most…read moreunhappy with my last time 2019 visit. I found the owner to be surly, unfriendly and I had the sense he couldn't get me out of there fast enough. Not my usual experience ( obviously I would not have continued for so many years). He also said that people who are on food stamps are lazy and need to work, or words to that effect. Not acceptable I am done.

Yes ! They will happily manage your money! The Wealth comes in on their part of the deal in a short…read moreperiod of time (very short) they made 11 grand while watching my money make 3 grand! For years they have been doing this to my financially ignorant husband and myself !!! Shortly after my husbands death 5 months ago I inquired about what they do for all this-and got a lot of talk and paperwork... after moving my money and leaving the firm I see how much money the made off of our ignorance!! Shame on them!!! My husbands and my retirement funds!!! How many more innocent people are being taken ... if I could have given them 0 stars that's what I would have done! OMG! Now it is Months later and I revived a request asking me to take down my Yelp review.. with an apology and lame explanations of my misunderstandings!!! Haha.. I do not accept your lame apology for my stupidity in trusting you with my money!!!! I stand by my review!!

Over the past three years Brad Sullivan has provided great advice with such a passionate attitude…read more He puts his heart and mind into his responses and we can truly feel he is looking for the best possible solution for me and my parents. On another note, Brad has helped clients of mine in the home healthcare industry find financial and estate planning solutions for the elderly / end-of life situations we work with in our business. He is very knowledgeable with the matters relating to elder care issues and got us in touch with wonderful attorneys who also helped out these families. He's an advisor who is smart and who cares, and it shows.

I've been a customer of Chris and his team since 2015. Since that time, everyone at The Tax Office…read morehas become like family. When I met them, I was just starting my first company and I was making a lot of financial mistakes. Chris and his team were able to identify these mistakes and, more importantly, the reasons why I was making those mistakes. Chris built a Financial Strategy for me that has only helped my business grow and one that has educated me along the way. I appreciate all of the countless hours and special attention that everyone at The Tax Office has given me. Especially from Chris, who has mentored me into a better business person. More than 6 years as passed and I am grateful, now, more than ever to have them on my team. This is my experience.

At one time, the Tax Office was a professional tax service. However, for tax season 2013, it was a…read morevery different experience. What used to be a one on one in their office with your tax consultant, became a game of phone tag with the front desk clerk. Not to mention the tax consultant only wanted to interface using Skype and emails. We figured after paying all year that we deserved a proper office appointment. We didn't sign up for a Skype appointment to our home via our tax preparers home. Needless to say, we felt The Tax Office was no longer a good fit. Last time I checked, tax preparation was based on customer service, not convenience for the tax preparer.

In late 2016, I was presented with a real estate investment at one of their dinner seminars that…read moreturned out to be a REIT with a high commission paid to Bangerter. At the time, I was told it was a 5-8 year hold and because the investment involved real estate, once the properties were sold, I would be eligible to do a 1031 Tax Deferred Exchange. I did receive a 5% annual payment return on my $50000 investment. For a few years, Bangerter's name was on the statements in small print but they did not oversee the account. They basically got paid a commission. Over the years, the monthly statements would show a current value and that value was slowly going up. At the end of 2024, the value was about $67000. Then, about April 3, 2025, I get a letter explaining that the REIT had gone Public and 4400 shares had converted to 1115. The stock value was around $32 a share at that time, so now my account had a value of $35600 plus the annual dividend was reduced to 1.87%. On top of that, since we were considered an original investor, we could not sell our stock for 6 months. Now the 6 months is over and the value is $39,900, still well below my $50000 original investment nearly 9 years ago. Oh! I also transferred our retirement accounts back in 2016 to Bangerter and opened a brokerage account through them. The retirement accounts were put in Mutual Funds. After a year, the value of the retirement accounts did not move much. My brokerage account that I chose individual stocks was up nearly 60%. I transferred my accounts to another company where the financial planner and I talked the same talk about stocks. I am still there! So don't be fooled by fancy presentations and be satisfied with 7%-9% return.

Gaston is the utmost professional. The first time we met with him he listened to our needs and…read moreexplained all our options. We had a very difficult transaction that involved an estate, partnership, and business deal. Gaston facilitated numerous emails, calls, and meetings with not only our family but with our CPA's and attorneys. He described the DST process in a way that we understood. He has a very welcoming demeanor and makes you feel comfortable. He built trust with us through this whole process, I would highly suggest Gaston to anyone who has a financial need, no situation is too difficult for him.

Stole our money. Dishonest. Unable to get access to our…read moreinvestments. Made "pennies" while Rick Watson drove up in a Bentley.

So far a five. In there process. I like that they slowly walk you through things and educate you…read more I will know more about how they can do with some more time. Mike Clark has been kind and easy to deal with. The business was a referral for me. I will post later on again.

My contact with John dePiazza was through a friend who used him to assist with her financial…read morematters and we spoke several times over the phone re her Trust since I was listed as a beneficiary. I found John to be very professional and knowledgeable. He freely gave of his time to answer any questions I had and I felt most comfortable talking with him. I'm very pleased that I had the opportunity to get to know John. In the future, should I require the services of a financial advisor, I definitely will contact John for his guidance and expertise.

We were first introduced to Spectrum Wealth Advisors through our California family. They have…read morehandled our family investments and mother's estate investments for many years. Although we were already using an LPL representative in Oregon, we've been so pleased with Spectrum's service and personal commitment to detail that a few years ago we decided to move all our investment accounts to their office. They have been instrumental in growing our wealth, and now in retirement, are continuing to think outside the box to not just meet our current needs but continue growing our portfolio. -John and Susan S.

Konner is my advisor, and I have had nothing but a positive experience with Spectrum Wealth. Konner…read morereally takes the time to explain things and helps me understand aspects of the financial world that are beyond the scope of my knowledge. Spectrum has really helped me become better equipped at handling my own finances as well as has done an excellent job in managing my investments. The gains I witnessed in my accounts over the last couple of years have been nothing short of impressive. Thank you Konner, keep up the great work, and Thank you Spectrum Wealth!