No one answers the phone despite being verified this is the # for the branch per BMO headquarters…read more Frustrating

This must be where they send employees to train. This branch…read morehas the slowest service. I come here as a last choice. And regret it every time. I think I could drive to a modesto branch and still save time.

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

This was my agent but I can no longer reach them by phone. Both my home and auto insurance have…read morebeen canceled due to this company no longer working with my insurance company! Like inform us of these changes, update your phone number, on yelp lets us know if you retired!!! Something !!!

Be cautious with this company. They had a person working for them who was fraudifraudiing…read morecustomers out of their money my parents included . There is no accountability from anyone in the office . Basically you can't reach anyone to answer any questions about payments made on a policy which I have all receipts for and they say no a policy for the past 3 yrs so where's the money been going?

I have been with this company for years and they continue to provide outstanding services for all…read moreof our insurance needs. There has never been a time when they have not gone to huge lengths to ensure they are providing customer satisfaction. I have referred many friends and family members feeling totally secure that they will be well taken care of.

I have worked with the staff of Cromwell and Ney for many years. The staff stays updated and are…read morealways ready to answer questions relating to health care issues as well as on my other policies.

I have been waiting for the taxes of my deceased father to be complete since February. There have…read morebeen several phone calls that went unanswered over several weeks and when I received a call back ( 3 weeks later) I was told more information was needed. This was Information that was already provided during the consultation. I hope others have a better experience. Not recommended if you need timely service.

Great place. Very kind and friendly. Open by appointment as well as during the week and weekend…read more Would definitely recommend.

I can't say enough good things about Peter Holtz and his amazing CPA team! They're always on top of…read moreeverything -- quick to respond, easy to work with, and truly care about making sure things are done right. Totally reasonable monthly payments for accounting services done right! They've made a huge difference for our clinic by simplifying our accounting and saving us time and stress. Highly recommend them to any small business owner! -- Dr. Hansen, Rhino Chiropractic

This is the most sincere tax team I have ever worked with. Deep subject matter experts, respectful…read morewhen speaking with you - they have not only serviced my taxes (Business and Personal) they have consulted me, advised me - educated me, and each time they are patient, knowledgeable and hard working. Highly recommend using, I have used this team for years and will continue to use their team for years to come.