Thirty years after it's clear we didn't receive adequate financial support for retirement…read more Thankfully we had Fidelity accounts separate that worked out for our retirement. We do not recommend their services.

I called this office on June 3 to schedule a visit, I was told I needed to send my tax returns and…read morehave a phone consultation. The phone appointment was set for June 18th. Today they called and said Vickie Petix was not taking new clients and I was being referred to another accountant. I asked for the same date and time; she confirmed. I then received a callback saying she hadn't looked at his calendar and he was on vacation. I am moving and the appointment was time sensitive. I wonder if they looked at my tax returns and I don't make enough money? This office made two appointments with me and cancelled both of them. I now have no time to find another accountant before I relocate. i would strongly recommend looking elsewhere!

Started with Petix& Botte in the early 1990's. I've worked with Paul for the past 30 years. A…read morevalued partner in our lives, my wife and I. Brilliant, Reliable . His leadership has guided Petix & Botte into becoming best of class reputable firm over the past 3 decades. Petix & Botte - Professional to the highest degree. John Hitt

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!!

I have received great service from Andy Kimari at this company and highly recommend this company…read morefor all life, health and disability insurance needs. Ross C. San Diego

I was spending after tax dollars on my life insurance until I met Andy. Now I have "Key Person…read moreInsurance" that covers me for anything that prevents me from going to work and it is now paid for in pre-taxed dollars. Who would have known you could do this and get more coverage for less money each month? Andy Kimari that's who. Thanks Andy.

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.

Been going there the past 15 years and just so professional and knowledgeable and friendly.read more

They have done my taxes for over 35 years when they were located in PB. Steve retired and Andre…read morenow does mine. I haven't had a problem in the decades I've been with them.

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.