Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

There is no statistical analysis by these people! They just spread it out and hope that worksread more

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

Experience was streamlined and exclusive! Merrill certainly makes it a point to have the…read moreparticipant walk away feeling confident and empowered.

For months I have been extensively researching a financial advising team for my father. My father…read moreis looking to retire soon and it was important to our family that we have a team who had experience and success,but also had the potential to plan for our family for years to come. I finally found a group to fit what we were looking for, the Valenzuela, Haddock group. We called and set up an appointment to meet with John Haddock. When we arrived at the office we were met by John and led to his partner Diane's office. The office was newly renovated, clean and modern. Both John and Diane greeted us with warmth and smiles. After the initial meeting John and Diane made my father and our family feel at ease about financial prospects and the future growth they are able to provide. Since then we have had several interactions with the office staff, Sylvia was kind and vibrant over the phone and worked quickly and efficiently when we needed her. Overall, I would recommend this office, and Diane Valenzuela and John Haddock to everyone looking to have great customer service, a trustworthy advisor, a holistic approach to wealth management and financial planning, as well as the potential for tremendous growth! Thank you Diane and John!

Overall bad experience working with this accountant, and his office. Unreliable, disorganized, over…read morepriced and they will do you more harm than good. If you rely on them to do your taxes, they'll end up costing you money due to their shortcomings, and worst of all, they'll lie to your face and won't hold themselves accountable when they screw you over. I'd avoid this accountant, you'll surely regret it like I have if you work with them.

I've been coming here since I started doing my taxes and although the experience is great. I'm…read morenever seen on the time I scheduled my appt for. I always have to sit and wait for over an hour to be seen, even though I called weeks in advanced to book an appointment. It's completely frustrating.

Mark Koven and the group at Integrated Wealth Management 74245 Hwy 111 Palm Desert Suite 201 are…read moreTHE GREATEST INVESTMENTpeople that I have EVER dealt with . They know the business ,each one , so well. I am ever so thankful that I was lucky enough to find them. Respectfully, P.Tufano

The Palm Desert office is easy to work with regarding my portfolio and estate planning questions…read more They even recommended long term care insurance for my family and why it makes sense. Brandt is very helpful and I highly recommend him.

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.

Hamilton Allman is wonderfully thorough and helpful! He has been patient and kind with me in his…read moretime and financial advice.

We hired Hamilton to file our 2017 tax returns and we will be using him again this year. I had been…read moredoing our taxes myself and really didn't know what I was doing. It was time for professional help! Hamilton helped me to understand everything and answered all my questions. I really feel like we are in good hands while navigating the craziness of tax season. Highly recommend!

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

From the owner: At CB Wealth Management Group, our view is to help our clients better achieve their idea of…read morefinancial success.

I had never been to a financial advisor but I had sold my house in Los Angeles which netted a nice…read moreprofit, moved to the Coachella Valley and my new husband suggested we meet with Greg Frech to invest our considerable amounts of cash with him as he worked with him previously when Greg was with another company. Greg made the process very easy, helping me decide on the approach to take on how aggressively I wanted to invest. That was 2 years ago and I am very impressed by the healthy growth that my funds have made. I recently retired at age 56, and Greg made the transfer of my 401K to a Roth IRA so simple! Greg's very personable and it means the world to me to feel that my money is in good hands. Greg sends out a weekly email newsletter that talks about the current markets and what is affecting them, along with advice that is super helpful. I didn't think I'd know which financial advisor to trust so I had put it off, and now wish I had met Greg sooner!

Our family had an amazing stay at this beautiful Orlando home! It was exceptionally clean,…read morespacious, and thoughtfully furnished, making it feel like a true home away from home. There was plenty of room for everyone to relax and enjoy our time together. The hosts were friendly, responsive, and very helpful. Their emails and instructional videos made check-in and check-out easy and stress-free. We highly recommend this home and would definitely stay here again!

Great service and people. Manages my Palm Springs home and revenue went up substantially after…read moreswitching to their program. I recommend them to everyone.