CaMu is the best in the business. They are very knowledgeable and professional. Always a nice…read moreexperience when visiting the office. They have been in the business for years and it shows. Can't compliment them enough. High recommend booking a consultation and see for yourself.

I was referred to CaMu Document Services by a friend. When I called, I left a message and they…read morereturned my phone call within a couple of hours. They were able to tell me everything I needed to start the process and I was able to make an appointment to see them within a week. On the day of my appointment, I met with Mary and we went over everything. She is very knowledgeable and was extremely helpful. She brought things to my attention that I would have never thought about. I chose to pay extra to expedite the completion of my trust and it was completed in 2 weeks. This was for my own peace of mind. I went to the office and signed my trust & now I have a sense of relief that's it's completed. After the loss of a family member with no trust in place, I can honestly say if something happens and you don't have one it leaves your family with A LOT to deal with. It is a lengthy and expensive process to go through probate. With that being said, and if you're reading this review, don't delay and I would highly recommend using CaMu Document Services. They are reasonably priced and I guarantee you it is cheaper than your family having to pay an attorney for a probate. Thank you so much CaMu Document Services. I will be sending my friends your way.

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

I reached out to Edit, who I believe is the receptionist who answered my call, seeking bookkeeping…read moresupport for my business. I spent approximately an hour on the phone explaining my business, operations, and the level of bookkeeping assistance I needed. Dee assured me that they could support my business and mentioned she had been doing this for a long time, which gave me confidence to move forward. On June 25, she requested my bank statements, profit statements, and a detailed explanation of my business. I spent another hour gathering the requested documents and walking her through everything in detail after spending her an email. She told me she would review the information and get back to me with a quote. After not hearing back, I followed up by email on June 26 and received no response. A few days later, I called and left a voicemail requesting an update again, no response. I called once more on June 30 and still did not receive a response. I'm disappointed that I invested so much time explaining my business and sharing sensitive financial information, only to be completely ignored afterward. Even if they decided they weren't the right fit, a simple courtesy response would have been the professional thing to do. Based on my experience, I cannot recommend this firm. The lack of communication and professionalism resulted in a significant waste of my time.

Excellent service. We reached out last minute and everything was done well, on time and very well…read moreexplained giving us comparison with last years taxes that were done by someone else. Definitely recommend! Thanks much

This was our first time using a fee-based financial planner and we're so happy we found Lysa. It's…read morebeen a fantastic experience and so worth the money. Lysa helped us get all our current finances in order, plus we now have a great game plan for both our short term and long term financial goals (college, home, retirement, etc.). The "homework" she gave us between sessions involved tracking expenses and setting up new accounts, and she made it all so easy. And on top of all the helpful advice she provided for our personal situation, she also gave us amazing referrals for another family member needing some tax and medical insurance advice. Highly recommend!

I was searching for honest and trustworthy financial advise. I feel like I more than found it with…read moreLaurel Terrace Finance. Lysa is patient and straightforward. Fairly priced. She takes the time to understand your particular circumstances and truly seems to have your best interest in mind. I feel like I've gained a true asset in having her guidance.

My experience with Tamara Tambe as the listing agent was incredibly disappointing…read more I entered escrow in good faith and removed only the physical inspection contingency. My loan and appraisal contingencies remained in place. When my lender ultimately informed me that my loan could not proceed, I submitted a written cancellation. From that point on, I was repeatedly told that I had "no rights to cancel." As a buyer, it felt as though exercising a contractual contingency was being treated as if I had done something wrong. Rather than working toward a practical resolution, the cancellation process lasted more than a month requiring me to retain legal counsel and initiate mediation over my earnest money deposit. I understand that a listing agent has a duty to advocate for the seller. However, there is a difference between advocating for your client and unnecessarily escalating a dispute. In my experience, what should have been a professional resolution became an unnecessarily prolonged and adversarial process. If I were interviewing listing agents as a seller, I would want to know how they handle transactions when something goes wrong--not just when everything goes right. Based on my experience, I would have concerns about whether extending a dispute for weeks, involving attorneys and mediation, ultimately served the seller's best interests. I hope future buyers and sellers alike experience a more professional, solution-oriented approach than I did. Buying a home should be exciting, not intimidating. There should be a willingness to resolve disputes without unnecessary escalation.

From start to finish Tamara was a joy to work with. Her professionalism and attention to detail was…read moreoutstanding. Her experience and expertise sets her above all others. Our home sold after one open house with multiple over asking offers. Tamara has worked with our family as well with the same stellar results. Look no further, Tamara is your gal!

Michael Kelfer and his team have been my C.P.A for about 5 years now and I've NEVER been happier…read more They are so good at what they do I don't ever worry about my business. My past C.P.A was terrible and charged, literally twice as much as Kelfer & Associates. Thank you Kelfer & Associates for always saving my but!

The best place to have your taxes done! They are professional and accurate. When I need tax…read moreadvice, Michael Kelfer responds to my e-mail within 24 hours or less, with precise information. No guessing! He cleaned up a complete mess that my former tax professional made by filing tax returns late or not at all. Overall, Michael was able to file amended tax returns and save my husband and me thousands of dollars. I highly recommend Kelfer & Associates, LLP!

I've been working with Brenda for over 10 years now, and she is hands-down the best CPA I've ever…read morehad. She's incredibly knowledgeable, always stays on top of the latest tax laws, and has saved me (and helped me avoid) thousands over the years through smart planning and deductions I never would have caught on my own. What really sets her apart is her personality, she's genuinely sweet, patient, and makes what could be a stressful process feel easy and even enjoyable. She explains everything clearly, responds quickly to questions (even outside tax season), and truly cares about her clients. If you're looking for a trustworthy, smart, and kind CPA who treats you like family rather than just another file, Brenda is the one. Highly recommend!! A+++

THIS REVIEW IS NOT FOR THE ACCOUNTANTS OR THEIR SERVICES considering I couldn't even make it to the…read morepoint lol. HORRIBLE, HORRIBLE, HORRIBLE! I just got off the phone with this company. I called and some woman answers the phone stating "Hello." I respond by saying "Good Morning, who am I speaking to?" Her response, "What do you need?" I question if I am calling an accounting office and she responds by saying "Yes, what do you need?" I respond, "I initially asked who I was speaking to because you answered "Hello" as if I was calling someones personal line so I wanted to make sure I was calling an Accounting office, you didn't answer representing the company by saying something along the lines "Accuretta, how may I help you? So I know I've dialed the right place" and she responded, "Yes, this is an accounting office, what do you need?" I responded by saying "I needed accounting services clearly, but not anymore." She was very rude, unprofessional, and sounded miserable to be at work. The accountants may be great but I would definitely consider changing whomever is answering their phones because she puts a bad look to the company as a first impression!

I had a call with Zac Gunderson a couple of months ago. He was professional, kind and humble. You…read moredon't find that often in this sector. I recommend going in their website and scheduling a call if they handle the financial advisement needed. They have the experience and the team.

Providence financial located in the San Fernando Valley is the first class financial investment…read morecompany with customer service as a superlative. The owner of the company takes the time to sit down with the client and explain the details of the program info which is so rare these days for a financial institution. if you're interested in protecting your retirement savings, this company is well worth the time to sit down and discuss your future. They are first class.