Agahbi was super informative and straight to the point. She took the time to listen to mine and my…read morehusband's financial goals and concerns. She was prompt with feedback and we are so appreciative of all of her work. We highly recommend her services to meet all of your financial goals.

As a client of "The Simple Penny," Aghabi (Founder) shares her passion in assisting others in…read morereaching their financial goals. Either it's creating emergency funds, a retirement plan, augmenting your savings account(s), and the dreaded credit card(s)/student loan debt. I sought the services of Aghabi, quickly! Once before, I worked towards eliminating credit card debt and followed a stringent budget, which allowed me to pay myself 15% per month. Unfortunately, I fell off track and consulted with Aghabi who said she'd gladly assist me in increasing my savings accounts and eliminating my credit card debt. My financial "diet" plan began on March 1st. Since then, my mindset of what and how I spend has changed tremendously. Aside from Aghabi's plan, I have re-implemented "No Spending Day(s)," which I have done before. I'll be on a 3-Month Plan and I'm excited to see how much I've saved and normalizing this new habit of how wisely I'll spend. Let Aghabi collaborate with you in attaining financial freedom. Aside from her inspiring testimonial, she has helped others such as college students and friends like myself! All it takes is one email or a phone call to get started with your journey of being financially free!

I highly recommend Sergio and Sigma Financial Solutions to my friends, family, and you. Sergio is…read morethe BEST and he brings with him an invaluable wealth of knowledge from his background as the Director of Financial Aid at the USC School of Dentistry. I first contacted Sergio because I had many questions regarding my student debt and loan repayment options after dental school. He clarified all my questions about IBR, PAYE, and incorporating myself. When I was looking for a CPA, it was important to me to find an accountant with dental knowledge. Therefore, it was an easy decision for me to choose Sigma Financial Solutions. Sergio made the tax preparation process extremely easy and convenient. He remained professional, accessible and reliable during this stressful season. I am very satisfied with my experience with Sigma Financial Solutions and encourage you to contact Sergio. You will be equally impressed!

I have worked with Sergio for many years now and he is the best at what he does. He is…read moreknowledgeable, honest, passionate, and patient with me during tax preparation. He is extremely well versed in the income based repayment strategies, especially when it comes to dentists. He has been active on many different platforms from SDNdoctornetwork, to dentaltown, to even reddit where he clarifies important student loan topics for all to benefit. I love that he thinks outside the box and gives me a very personalized recommendation for my questions. While we only speak a few times a year, I feel at ease and cared for whenever I speak with him. Highly highly recommend Sergio! He's the man!

My wife and I can't say enough great things about how much we value Safeguard Investment Advisory…read moregroup. We came to Safeguard, not knowing what to expect. We were referred to them from friends. Our first visit was to the office in Corona, CA, where we were met and welcomed by the receptionist at the front desk. Her greetings made us feel like we were long time clients already. We were offered beverages (non-alcoholic) and escorted to a meeting room, where we met with our advisor named Reid Abedeen. We discussed what we were looking for in an advisor and what our retirement dreams were. From there, Reid developed a fantastic plan that would help make our dreams come true. Safeguard makes you feel like you are doing them the favor by doing business with them. A person feels valued and appreciated. I came to Safeguard for help because the investment group that I had prior, just put everything in a computer and whatever the computer developed as a plan, is what a person got. I never felt our previous investment company had my best interest as a top priority, where Safeguard does! Safeguard develops a plan specifically for you to earn income, to try to help reduce taxes from accounts and to give one a sense of ease in retirement. To make retirement not so scary. Because of Safeguard, we know our retirement is on the right track. Safeguard monitors our accounts and makes the necessary adjustments when needed. Safeguard schedules follow-up meetings and provides us with valuable information to help us navigate retirement. With Safeguard, we feel like our best interest is their top priority. Through our time with Safeguard, we have met many of the Corona, CA office members. All make a client feel so appreciated. Their professionalism, knowledge and kindness is top notch. We have developed more than a client - advisor relationship. We feel like we made some great friends at Safeguard, who are always looking out for us. In a sense, we feel like we have been welcomed into the Safeguard family and it is a fantastic feeling!

James Murray did an excellent job in explaining my options. Gave great examples and really…read morestripped it down and easily to understand. A true Fiduciary who is solely looking after you and gives you the best options for you versus his own interest as plans that he would get the best mark ups.

Concerned about keeping current with the ever-changing tax codes for both State & Federal? Cieslik…read more& Glenn have been my "go to" resource for accurate & knowledgeable tax preparation for several decades. Their professionalism, combined with personal warmth, make the entire tax process far less "taxing"! In summation, my experience is that you receive a Rolex/Lexus service in total, despite a continually evolving & complex tax code. Is there a cost? Certainly, but the price is minimal for peace of mind knowing you are legally complying with an ever-convoluted tax environment. Excellence in action!!

We were told to send in a substantial amount of money when we filed an extension. When it came…read moretime to file, the preparer couldn't "find it". She said she could send a letter to the IRS (they weren't taking calls) to enquire, but we needed to proceed without that credit. A few weeks later I called to follow up and she said it could take months to get a response from them. Months and months later, still no response. I walked into an H and R Block and explained. The preparer hopped on the phone, called the IRS and we got our answer in 10 minutes. Ten minutes. Ten months later and no response from this office. Needless to say we switched. The new tax preparer reviewed our taxes done by this office and found at least 5 major issues. What a waste of money.

John really knows his stuff when it comes to the proper life insurance for your situation. It is…read moredifficult to assess this complicated purchase. You need John in your corner guiding you! He has all the licenses and designations and on top of that he cares about you!

Thank you Western States Financial! My husband and I had life insurance through another company(…read moreprimerica)...we met with John and he thoroughly explained our options. It was not only cheaper but more coverage. John is very informative took his time to make sure we understood the process and we have now doubled our life insurance for less! We recommend Western States Financial to anyone who is looking for an honest reliable experience.

I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.

i live in georgia and carlos serna took my case i can say without a douubt we lost it all if it…read morewasnt for carlos!! dedicated is an understatement! we got all mixed up when lenders was selling my loan ever other month! if you want the real deal & your in trouble with your home or jusrt need gudiance please let carlos help you!!!! you will not regret it!!!!

Carlos did not help us at all, months he didn't contact us or call us back. When our home when to…read morethe magistrate, I notified him, he didn't contact me back our home was sold with out my knowledge and he still was trying to find funding for my mitigation institution of filing for me to keep my house

Come an account with Banc of California!…read more All the staff is efficient, kind, and knowledgeable!

Been with this branch for years! They are super helpful and answering all my questions. They have…read moreamazing customer service and I have nothing but great things to say about this branch :) Glad I made the switch over to this bank.