Corey, told me what he was going to do has far as a plan to get my credit back in order been a…read morelittle over a month and things are moving forward with my credit scores they moving up just like Corey said he's been a godsend helping me out he did so well with helping me out that I have him doing the same thing for my wife if you need somebody to help you out with getting your credit scores Corey's the Man Thx's again Corey

Wow! I took a call with Corey to talk about potential credit discrepancies on my report. What I…read moregot was some of the best financial advice for free. he guided me where to look for information, provided me contracts that could help me, places to go for "good" credit. I have been doing business for a long time and I have never had such an amazing education and support session as I had with Corey. This should have been hundreds of dollars in consultation. Thank you..

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

WOW, didn't know that getting my taxes done could be so easy. Roman Martin was very precise and…read morewas able to get me a refund which is such a contrast from the past as I have had to pay every year. I would absolutely recommend their services at Martin and Company.

So happy I found them! I had been looking for home insurance and they were able to get it to me in…read morerecord time. Super friendly, professional and they got the job done. Highly recommend.

I have had renters insurance through Theresa Nguyen for 4 years . There are many great agents that…read morework with her & a lot of different insurance plans available.

I have been a more than satisfied client of Falcon West Insurance Brokers for all of my personal…read moreand business insurance needs for almost 40 years. Since their inception, their various specialty agents have serviced my accounts with personal attention, timeliness and cost efficiency. This past October, I was advised by Chelsea Grell, my Commercial Lines Account Manager, that my business insurance policy would not be renewed for 2025 due to tenant operations. Chelsea then began a two month search for an alternate carrier. She contacted over 12 different carriers, seven of which declined outright. Of the remaining, pricing quotes ranged $14,000-$35,000. She tenaciously kept on until finding the best possible outcome with a premium of $3,500. Thus my 5 star rating for Falcon West, and another 5 stars for Chelsea. Dale Godfrey, Visual Marketing Associates, Inc

Called in trying to get more information & a possible quote for some coverage needed on something a…read morelittle more specialized. Insurance can be frustrating and confusing so I was hoping for guidance. I was connected with Jane and she was so helpful! I ended up learning more from her than anyone else I spoke to that day at other brokerages and insurance companies. She knows her stuff and easily connected me with the right people. On top of that, she always followed up promptly. Made herself available for any additional questions or if I needed more advice. Customer Service PLUS!!!

We were looking for a new home insurance after our current one raised their prices. We spoke with…read moreAaron at Thi Menher. He was pleasant and cordial to speak to, helped us get better coverage than our existing policy and saved us more money on our premium. I have continued to pick Thi Menher for their services when our premium went up, and Aaron was always there to guide us through the process!

I've know Tom for over 16 years and I 100% trust him and his agency with my businesses, personal…read moreand family insurance needs. He always has my best interest in mind. They also have great service. I can always get advice or help with just a quick phone call. He also gets back right away so I couldn't recommend anyone better.

My experience with this firm is that my wife and I attended an informational dinner seminar about…read moresocial security that was presented by Mike Sullivan. The dinner was good and the presentation was informative so we agreed to meet with him or one of his colleagues for a financial review with a focus on social security. We diligently made copies of all our bank statements, our stock portfolios and our latest annual social security statements and took all this information down to their office. We were told this information would be reviewed, fed through "sophisticated" computer models, and then we should come back for a free consultation in about a week. We never heard from them again and we travel a lot so we forgot all about them. Fast forward 6 months to a year and Mike Sullivan calls and asks whether we'd like to come in for a free consultation. "Eh, didn't we already give you all our financial information like a year ago?", I asked. "Right", he said. "Blaine (or whoever) retired shortly after you met with him and we lost all your financial information". I indicated that I wasn't going to give them copies of everything again and wanted to know what had happened to the documents that we had already given them. Mike called again about 5 weeks later and left a message. He called again a few days after that and spoke to my wife. She agreed to meet with him and bring new copies of all our documents. When she told me this I immediately called Mike and told him that this wasn't going to happen. I still wanted to know what had happened to the documents we'd dropped off at their office previously. The following day he left a message saying they didn't know what had happened to our documents. I called him back just minutes later and he had already changed his mind. Now he said that he did know what had happened. Our documents had been shredded when Blaine retired just a few days after meeting us. Mike said that if we brought in new copies of all our statements we'd be given "first class" treatment and, anyway, it was a free review so we had nothing to lose. Au contraire, we had everything to lose and, for sure, they would be the ones to lose it. I can't believe how cavalier these people are with potential clients' information. There's no way I would ever again hand over personal information to people at this firm. Their excuses ring hollow; they're not to be trusted. Beware! n.b. Always check the SEC's Investment Adviser Public Disclosures before investing. https://www.adviserinfo.sec.gov/

Heritage Tax & Insurance Services is exactly where you want to place your trust when you need a…read moreTrust. Their Trust is comprehensive and encompasses much more than the average bear. Javier was professional, prompt and ready to make expert recommendations. I was especially impressed with his response time to any question.

Lauren gave me superb customer service. when all the other companies had no time to talk, only…read moretime to give me an appointment months into the future she was able to listen and steer me in the right direction in the blink of an eye. I highly recommend her!

Very helpful in providing info to sort out the many choices available. I was not in a rush so we…read moretalked several times before making final decisions. Recommend!

John is great. I went to John about 5 or 6 years ago when my previous agent mismanaged my policy…read moreand made many mistakes that I had to pay for dearly. When I found John, I was skeptical at the beginning because of my experience with the other agent. Then John proved to me that I made the right choice. When he submits to me choices of Heath insurance plans, he makes it easy for me to follow and choose. Couple of years ago my brother and his family started using John as well for their health insurance needs and they are very happy with him too.

We work with John for the last 10 years with pre condition issues and lots of problems to get the…read moreright insurance with an affordable price, John has lots of patience to answer questions or contact companies and to find answers there. He always available and I trust him 100%. I hope all insurance agents/companies will be useful and nice as John. BTW, I do not know John personally I usually talk to him over the phone or via email.