We have been with Heslin Wealth since Sean started. We have nothing but great things to say about…read moreSean and his team. Sean is thorough in his explanations, he has managed our money better than any company prior. We have recommended him to a few friends, they have been very happy as well.

Sean and his team are great! I was welcomed warmly and treated with great respect throughout my…read morevisit. During our session Sean explained to me the current status of my account and answered all my questions in a way that I could easily understand. He also recommended a future path for my account to better my risk and increase my investments growth and returns.

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

Anthony has been managing my family's money for years & we have always been very satisfied. He…read moreseems to treat our money like it's his, giving good advice & doing everything he can to make sure we see the best returns possible.

From the owner: Anthony J. Mancini Investment Advisor Provides Investment Portfolio Management, Retirement Planning…read moreServices, Risk Management Strategies To The Palm Springs, California Area.

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.

Gough Insurance was really good in helping me to establish an Health Savings Account. For some…read moredetails on HSA's see web link: http://www.ustreas.gov/offices/public-affairs/hsa/ Gary one of the agents on staff at Gough was helpful. Parking is available on the street, right outside the door. For more info see web page at link: http://www.goughinsurance.com/index.html

Janice Gough is a genuine, caring, really knowledgable person who listens and understands where you…read moreare coming from. She is not trying to bilk you for maximum commissions and isn't under the thumb of some corporate operation. She's truly independent, with over 35 years in the business, she knows her stuff. She doesn't do auto or stuff like that. She's all about taking care of you and your family, your future, keeping what you've worked hard for and making sure it lasts your whole long life. Janice knows how to grow your wealth safely, securely, not playing numbers games with your life's savings. Even if you already have an agent and an advisor, if you want to know the real deal, talk to this woman and find out what you are really paying for.

Just a note that hopefully resonates with others in my community. Edward Jones in Indian Wells has…read moreproven more than once that they truly care about their clients. When I had a question about some of my retirement, even though that part was with a dif $ manager, they looked into it and answered my question. How many companies do you leave walking out saying, 'I'm so glad we found them'. So besides the bonus of being with Edward Jones, it's as important to be with kind peeps that care. Good peeps deserve a shout out . And when transferring $ to them, I totally trust their advisors ensure we are maxing our benefit. Thank you Deanna & Jonetta. Even in this recent downturn, I'm not worrying thanks to EJ. J.Fields ~ 10 Stars

My parents have been doing business here for many years. Since I recently left my job I needed to…read moretransfer my 401k and I have to say Amy and Bob are truly the Best out there, because they made the transition smooth and explained everything to me and now I have a better understanding of my 401k. I HIGHLY Recommend coming here!!!!

I have been a customer of Scott Jones @ Edward D Jones & Co since 2015. Scott is wonderful to work…read morewith, he is attentive without being overbearing like so many advisors can be. He is the third Edward D Jones advosor that I have worked with and will likely be the last as my portfolio continues to grow modestly due to his smart investment advice even though the market has been volatile the past 2 months. His Business Office Administrator is equally professional and they make a fantastic team. If you are looking for an intelligent financial advisor that has decades of investment experience, I strongly recommend that you set up a meeting with Scott. He is great to work with and the team will make it seamless for you to switch your investments from your past employers retirement accounts and/or from your current advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.

As someone who lost their home of 34 years in the Palisades fire I quickly learned how much it…read moretakes to find the right spot to rebuild your life and how much a fabulous realtor can help you make that daunting transition. Sandra Quinn is that realtor! Sandra took care of us with optimism, energy, incredible competence, local insight, empathy and patience. Her work didn't stop when our house closed, she continued (and continues) to provide us with a network of support to make the transition truly successful. It takes a village to successfully create a new life in a new location and Sandra Quinn was our village. I cannot recommend her and her team enough!

I've purchased several homes throughout my lifetime, but this was my first in Palm Springs…read more Fortunately, I had a chance introduction to Sandra Quinn years ago and kept her business card tucked away for the day I would need it. Like many buyers, I began my vacation home search by closely monitoring new listings on Zillow. While I looked at many properties, nothing ever seemed to come together. Eventually, I reached out to Sandra, and that decision quickly led to an opportunity I never would have found on my own. Once we decided to make an offer, I assumed that with 42 years of sales experience, I would be calling the shots. Boy, was I wrong--in the best possible way. Sandra was masterful in her relationship with the seller's agent, and every potential obstacle was addressed quickly and professionally. Her experience and negotiation skills were invaluable throughout the process. After our offer was accepted, I was introduced to the Sandra Quinn Team. Escrow closed quickly, and the entire team went above and beyond to welcome us to our new home. I can't say enough about Joan Adams, Sandra's sister. The transition of the home was handled so smoothly, and they made the entire process easy, especially since we were living out of town. It was truly seamless. The home we purchased had a couple of years' worth of deferred maintenance, and we were eager to move in quickly to enjoy the final months of spring. Sandra and her team introduced us to several contractors who exceeded our expectations. Every one of them responded promptly--often the same day or within 24 hours. Not only were they highly skilled in their trades, but they were also friendly, professional, and very reasonably priced. Overall, this was an exceptional experience from start to finish. I would not hesitate to recommend Sandra Quinn and her team to anyone looking to buy or sell a home in Palm Springs. Their professionalism, local knowledge, and commitment to their clients are second to none. I would never use anyone else in the Palm Springs area.

I am new to Palm Springs. For the time being I want to do "everything" I need to do IN Palm…read moreSprings. I get lost easily! With that said, I found the best place to have my taxes done. Kevin BAUTIER, was the answer to a prayer for me. I didn't have to do anything online, create portals and passwords.. none of that! He had my taxes done so quickly. His assistant was awesome and helped me as well! See you next year, Kevin!

Very good experience, we had kind of an emergency and their team welcomed us in and did a great…read morejob.. thank you

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.