I can't say enough great things about James Schramm at Schramm Financial! From the very first…read moremeeting, James made me feel completely at ease--he's incredibly knowledgeable, honest, and genuinely cares about helping his clients reach their financial goals. James takes the time to understand your unique situation and creates a thoughtful, personalized plan. He explains everything in a way that's easy to understand and never makes you feel rushed or pressured. What really stands out is his integrity and professionalism. You can tell he truly loves what he does, and it shows in the level of care and attention he gives. He's quick to respond, always patient with questions, and makes financial planning feel less intimidating and more empowering. If you're looking for someone you can trust to guide you financially--whether personally or for your business--James is the person you want in your corner. Highly recommend Schramm Financial!

Great bunch of trustworthy (and seeing they're entrusted with my money, that's important!) people…read morewho make the often-complicated world of finances a lot more manageable.

I've been going to Chris for 7-8 years now, and he will always be my go-to. The first time I went…read moreto him, he was so kind helping me untangle 3 years of back filing and made the entire process stress-free instead of an anxiety inducing hassle. This year, when I called to admit my wife and I tried to file via TurboTax but I had a gut feeling we did it wrong and asked him to take a look at what we did, and refile it if needed, Chris again, without judgement, and with the utmost kindness, did the research to re-familiarize himself with how to file as Domestic Partnership in CA, and was able to (again) untangle my taxes (that we definitely did wrong) and refile for us properly and in a very timely manner. The time and effort he put into our taxes saved us $900! THANK YOU, CHRIS!

Chris is simply the best, we've been using him for a few years and would never trust anyone else…read more He's responsive, thorough and nice too! Just go with him, even if you have someone else you've been using , you won't regret it.

Don't use this group..after being with them for over 15 years they took accounts and moved with a…read moreperson nobody ever met without even a phone call sent a letter that came weeks later so your relationship means NOTHING! Beware!! I found another group with much better personal service !

Diana Reyes, Maria Alemán y Mary Ajungo are doing a great job at Edward jones de Valencia. They…read morevery friendly and professional. Diana Reyes had the patience to explain to me everything about my investing and retirement plan. Her expertise is very clear and that make you feel confident. Thank you to Diana Reyes and her team, you ladies are the best.

Bryan Cunningham is a Financial Advisor that is excellent at what he does. He is extremely…read moreknowledgeable in helping his clients to discover how much they should save for retirement, in order to live the lifestyle that they want to lead once they retire. He is extremely knowledgable on various utilizing various financial tools to help you get to where you want to go. I highly recommend Bryan for all of your financial needs.

From the owner: - Financial Services - Life Insurance…read more- Long Term Care Insurance - Debt Management - College planning Our company specializes in income distribution strategies. We can show clients how to earn 30-50% more income without adding more to their financial plans.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

I have interacted with Carolyn in person and on the phone numerous times. I always appreciate her…read morepatience, efficiency, knowledge, and kindness. She is a good listener and communicator, who runs the front office smoothly and pleasantly no matter how busy I've seen it. A great representative for VMG. Thank you VMG, and thank you, Carolyn.

Juhi has always been great very friendly and easy to communicate with has always followed up with…read moreme on my emails and made renting out the clubhouse. A very easy process. I'm very thankful. Thank you.

The operation team at the Valencia location is always amazing when I come in and they very helpful!…read moreThey provide excellent customer service and are very knowledgeable! You can trust them with all your banking needs!

We have had our business account in this location over 10 years. The entire team takes care of all…read moreour banking needs. The bank has gone through three ownerships now and the team has always made it very transparent. They all are a pleasure to work with.

I reached out to Allina just about a year and half ago presenting my troubled -dilemmas of my…read morecredit history; resulting all from charge off credit cards accounts, late payment/ derogatory remarks,..etc While feeling a sense shame and humiliating -negligence, and slightly skeptical,.. Allina provided graceful assurance that there was definitely a solution to come back to the drawing board to address a proper blueprint of success for the credit repair that I specifically needed. Allina demonstrates a kind and warm welcoming credit repair specialist with a sharp business etiquette and was always willing to answer any miscellaneous questions that I was even unsure of from my end. My confidence was at ease whereas Allina never came off as a pushy credit repair specialist/sales rep of any kind and always ensured her clients are educated first and foremost before moving into the next steps. Allina's transparency and graceful guidance helped set the tone from my first over the phone consultation with her to a few more friendly follow up calls/emails, set of final steps and overall,.. seamless billing! Keep in mind, everyone's case with credit repair is different!!! It is not an overnight instant fix. Give it some time and communicate with your credit repair analyst. They have all the proper insight, effective strategies and team to help fix your fico and they are always posting resourceful tips through Credstart's social media. If there's one last thing I can echo from Allina's guide to success for all her current and future clients, it would be this,... "Don't believe in myths, believe in results. Let's fix your credit the right way." Thank you so much, Allina!!!

If you would've told me two months ago that I'd be approved for my own apartment, I honestly…read morewouldn't have believed you. As a 30-year-old single mom, my credit history was something I carried with a lot of guilt--repo, unpaid credit cards, mistakes I made when I simply didn't know better. It felt like no matter how much I wanted to move forward, my past kept holding me back. But for the first time... I don't feel stuck anymore. I feel hopeful. Working with MyCredStart has been one of the best decisions I've made for myself and my future. In just about 1.5-2 months, I saw real change. Not only did I get approved for my apartment, but I was approved with just a $1,000 deposit which, considering where I started, feels unreal. Stephanie, my agent, has been amazing from day one. She made the process feel simple, judgment-free, and actually possible. That alone meant everything to me. This wasn't just about fixing my credit it was about finally feeling like I'm getting my life back on track. I'm beyond grateful, and I will be referring anyone and everyone. If you're hesitating, don't. This can truly change your life.

When I was in a state of shock and in desperate need of financial advise, I went to Chris. This is…read moreone of the best decisions I ever made. He is not only compassionate about his work and expertise, he is truly intelligent and confident. Whenever I have a question or concern, he always has the honest answer. He is realistic in his recommendations and he doesn't force investments. He is a phenomenal advisor!

My parents came in to file their taxes, they were missing some more paper work....they had half of…read moreit. Didn't take too long.... They were just chatting to my friend Jeff. Highly recommend this place to anyone who lives locally! I got my tax return ASAP aka "DIRECT DEPOSIT" which came hella SUPER FAST!!!!!

I'm so grateful I found Jeff! He made me feel comfortable from the start and answered all my…read morequestions with patience and clarity. Taxes are so overwhelming, but he broke everything down in a way that made sense. Professional, organized, and genuinely caring -- I'll definitely be returning next year!