Rod helped me build my credit. Very knowledgeable and knows what he's talking about. I would…read morerecommend to friends and family.

Rod and his team are the real deal!! Not only are they professional and efficient, they also are…read morecompassionate and understanding. They produce results in a short amount of time! I needed help fixing my credit and Rod and his team helped me to remove accounts and raise my credit score significantly. All their efforts have led me to getting approved for a brand new apartment and starting my future fresh! I can't thank you enough for all the help you have given me. You have truly made a difference in my life and I am beyond grateful. God Bless you and your team for everything, I can't say thank you enough. You guys are nothing short of amazing! 100/10 Experience!!! If you are looking to improve your credit SD Credit Corner WILL improve your credit, they know what they are doing and they are very professional, you will get results. Super thankful for them!!! Thanks again Rod!

I highly recommend Gabriel. He is extremely thorough at analyzing your financial portfolio to…read morerecommend possible paths towards your goals. Once you decide the path you want to take to achieve any goal, he monitors your progress with follow up. Gabe worked closely with me when I was employed & helped me set up a plan for my retirement. He reviewed our portfolio and helped me develop a plan which I was able to focus on to achieve. Because of his wise counsel & financial vision, I was able to stay focused on the plan and retired at 60. Thank you Gabe!!

From the owner: Helping people has always been a passion of mine. I graduated from Providence College in 2011 with…read morea BA in Social Science and a minor in Accountancy, but I was most impacted by my mission trip to Haiti after the devastating magnitude 7.0 earthquake struck the impoverished nation. At the time, I majored in Accountancy, but this experience changed my course, and I decided to work as a teacher out of college. After going through my own personal finance journey through Dave Ramsey's Financial Peace University, I felt a strong desire for others to feel the financial peace that purposeful planning provided for my family at the time. In 2020, I decided it was time for me to make the jump back to my roots and into the personal finance industry in service to others. For the past 3.5+ years, I’ve worked with numerous clients on their personal finance journeys as a Paraplanner and Financial Advisor. I've guided clients using a goals-oriented approach through the 6 Pillars of Financial Planning: Cash Flow, Debt, Income Protection, Savings/Wealth Accumulation, Retirement/Estate Planning, and Income Taxes. Through my experiences, I've guided numerous clients towards developing a clear and purposeful financial picture for their lives. I look forward to learning more about you. Let's connect!

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

We began investing in Seattle and only spoke with our 'advisor' when one of us called him. Upon…read morereturning to Chula Vista, we set up a meeting with Chris Campion of Edward Jones and immediately felt comfortable with the man and his broad knowledge of investing. Chris has been overseeing our investments for a number of years now and we have done well. Unlike the 'advisor' in Seattle, Chris meets with us once a year to go over our portfolio to show us how it has changed from the previous year and what adjustments, if any, to make. When my mother-in-law began investing, Chris drove to Temecula to meet with her once a year to go over her portfolio. Chris has also called us to suggest purchasing or selling, and he's always available whenever we have a question. We are extremely satisfied with Chris Campion and Edward Jones.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Hector, Anthony, and the whole team here are awesome. I've heard about them from some friends but…read moreyou know how filing taxes are, always a pain. I'm glad I stopped by cause they made everything a breeze. They truly are the best in Chula Vista and will take care of you to the best of their ability. Don't be afraid to file your taxes like me, just come see Hector and they'll take care of it!

Hector Bonilla was able to clean up my former tax advisor's mess and I was able to get money back…read more I am glad I came across this firm!

I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

I can't express how thankful and blessed to have found Jenn…read more Out of three other consult she made me feel comfortable and gave me realistic expectations. She didn't over promised but, most definitely delivered everything like a true professional would have. Other credit consultants made me feel my credit was horrible, in desperate need, and, or either they would be able to fix my score within few months. None where as precise and straight forward like Jenn. She let me know my credit scored wasn't the best yet it wasn't the worst either. My problem wasn't much to do with collections but late payments and little hiccups on the way. Jenn is a true professional. I would say she "like an attorney" fighting with the Creditors/ bureau and finds angels to help every situation you encounter in the past. Most definitely a true fighter that is passionate about her job. It's great waking up to emails you're credit score has gone up and I have to thank Jenn for it. Not only my credit score has gone up but also my credit-card credit limits. I was also able to purchase my car at a low rate since my old car broke down. Now I can't wait to purchase my first home in the next year or so. Cheers to a brighter future!!

Donna is conscientious, has wonderful office support, offers a free financial overview, and always…read moreputs the client first. As a former investment executive myself, I appreciate the quality of her work. I highly recommend her to all friends and family.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Shannon at Sage Financial is amazing!…read more She has helped build our financial confidence and knowledge. She has shown nothing but support. Shannon has helped us work toward and reach financial goals. She was our first financial planner we have worked with and if we had to do it all over, we would pick her all over again!

Meeting with Shannon has given me so much peace. I did not know anything about financial planning…read moreand honestly felt embarrassed when I met with Shannon. But meeting with Shannon made me feel secure. She was so patient with me and explained everything that I did not understand and did not feel comfortable with. I am a first-generation college student with no idea of how to plan for my retirement and my family relies on me a lot. Therefore, I was afraid of putting money away because now that I am more stable with extra funds I was just afraid of something happening. Once again Shannon was super understanding with me and gave me the time to think it out and process everything that we talked about (paying off my car, paying off my loans, and planning for my retirement). If you are worried you do not make enough money or stressed because you feel like you do not know enough about financial planning, I think Shannon is the best person to talk about your fears and worries. She is warm, compassionate, and extremely skilled to make sure you are financially secure. Shannon will make sure she picks the right plan for you and works at your pace. Last year I was extremely worried about my retirement plan and paying off my loans and now I feel more confident about my future and my finances. This is about investing in you and your future. I recommend Shannon with my utmost enthusiasm. She is authentic, deeply committed to her clients, and an amazing financial planner.

When my fiancé and I decided to start the home-buying process, we weren't sure where to begin…read more Andre guided us from start to finish, which as first time homebuyers, was so helpful. The loan process was naturally confusing, but with Andre's explanations and patience, we felt comfortable and excited! Andre made us feel less stressed when making decisions and truly took the time to explain every step along the way. He seriously was only ever a phone call or text away. Andre is amazing! I would recommend him to anyone looking to start the loan or home-buying process. 10/10!

Let me start by saying, I am not one to write reviews but I definitely appreciate when people write…read morereviews regarding a service where someone went above and beyond, and that is why I am writing one. Buying a house for the first time can definitely be a super intimidating process. The process of getting a loan and finding a payment that works into your budget can be an overwhelming experience. With over 26 years of experience in loans, Andre's expertise truly guided us through this process. He was extremely patient, kind, professional, and time-sensitive throughout the entire process. It is rare in the professional world to find someone who gets the ball rolling as quickly and with gazelle-intensity as Andre does. Andre was extremely transparent and honest throughout the whole process and got things done in an extremely time-efficient manner. Andre is the kind of team player that you want on your side of the transaction, as he frequently is the first one to follow up on your loan before anyone else is able to in order to ensure that the process rolls smoothly and quickly. Our loan had some pretty aggressive deadlines, and Andre exceeded those deadlines and got things turned around immediately. As a first-time homebuyer, Andre answered all of our questions with patience and with kindness, something that is rare to find in today's world. We are absolutely thrilled with the service Andre was able to provide to us!