Jenni has excellent customer service and is a very knowledgeable tax preparer! She really knows…read morewhat she is doing, very organized, and one of the friendliest people I know. It's hard to find reliable tax professionals.....Jenni at JMD Business Solutions is amazing! I would refer her to all my family & friends.

Wanted to hire this company to help me with my book keeping & payroll. I paid Jenni in advance…read more Just under $3,000.. BIG MISTAKE! Not only was nothing completed she refused to return any money back to me when I hired someone else. Everything outlined on the proposal was never completed. Today in fact is the first day she tried to share quick books with me, 6 months later.. 3 Days after I told her I hired someone else and several months of doing nothing. She is trying to say that the time traveling to my office for our initial consulting time is now billable. What a joke!

An absolutely fantastic experience with Full Circle Home Loans. My first person of contact was…read morewith Tiffany who was incredibly informative, authentic, and responsive. After talking with Seth, there was zero doubt in my mind this is the team I want to be a part of. The group has been outstanding from beginning to end with getting the second home loan. It feels incredibly personal and they are most definitely there to hold your hands and encourage you. I had a bit of a panic attack one day during the process and reached out to both Seth and Tiffany. They were able to bring me back down to Earth, reassure me, and bring me back to feeling excited. This was exactly what I needed. Short term rentals are still very new to me but if you need a team to get you through this, this group is the one. Cannot wait to continue to do work with them.

The only mortgage lender I would use from here on out. Seth is honest, knowledgeable, and truly…read morecares for his customers. He spoke to me about some concerns about the deal to make sure I was aware, and I don't think any other lender would have done that because they would just want the deal. They have competitive interest rates and even matched the fees I quoted. His team, Summer and Bernie, were organized, communicative, and so quick that we were able to close in 21 days. Can't thank them enough.

Update: they claimed we didn't live in the building they manage on Raymond Hill Road on our google…read morereview which is absolutely wild and still to this day they have no working number which violates California Civil Code §1962, also when you request to speak to them via the message service they respond with a text and refuse to call. They block tenants phone numbers and claim to "have phone issues" they have also allowed trash to build up for 3+ weeks and will text claiming pickup but it never actually happens. They are beyond disorganized and unprofessional and made our old mediocre rental company look stellar. They are truly terrible.

I'd like to thank our manager, Nicole, for helping me feel extra secure and safe by taking care of…read moreall my mail and packages while I was out of town this month. It is so scary these days with identity theft and Mail theft, bu Nicole made sure that my mail and deliveries were accepted and safely stored! Thanks, Nicole! I really appreciate Gray Rose Management for their diligence! It was a pleasure working with Daisy from Gray Rose Management for the start of my lease . Gray Rose took over for the property management company handling my building. My experience working with Daisy vs working with the previous person was like day and night. Daisy was not only incredibly responsive and professional but she was also very polite and reasonable. I would definitely feel reassured living anywhere managed by Gray Rose.

I worked with these folks about 10 years ago and again now. Both times they were fantastic to work…read morewith! Tom made the process easy and hassle free! I would recommend them to anyone that needs working capital quick and without the stress.

Great customer service! I would be happy to use them again. Pacific capital came in hand at the…read moreright time

I thought I would never end up buying a house...so when I found my dream home just randomly driving…read moreby one day, I realized I didn't have any knowledge of how the process work. While my parents introduced me to a family friend who was a real estate agent, I had no idea how to go about finding a loan officer! After digging through Yelp/Google, I stumbled upon Meridox Mortgage that had stellar reviews and took a chance. I called Meridox and was put in touch with Trung Tran. I let him know that I didn't have any knowledge of how the house-buying process works, but he was incredibly supportive and assured me he would walk me through every step. Shortly after we finished talking on the phone, he sent me a list of items to provide for the pre-approval letter. Trung's turnaround was quick. I sent him my information in the evening and got the letter the next morning. My real estate agent used this letter to draft the offer...it was accepted! After my offer was accepted, the rest of the process was somewhat nebulous, but my real estate agent worked closely with Trung to help me through. Trung was with me every step of the way. He patiently explained how my monthly mortgage payment and closing costs were calculated and even helped me negotiate a home insurance offer. He even kept a close eye on the market and advised me when I should lock in the rate. I thought home buying would be more stressful, but it wasn't as bad as I thought because Trung made every step clear and was very on top of deadlines. From pre-approval to loan closing, it took just one month! Thank you Trung for being so diligent and patient in helping me secure my dream home! Trung was also very proactive in reaching out to me a few months later when interest rates dropped by about 1%. I had the honor of working with Trung again for my refinance, and it was also efficient and painless! I recommended Trung to my coworker recently when she was looking to buy a condo. Highly recommended to anyone who is in a market for a house to look into Meridox!! Thanks again for your hard work, Trung!!!

I cannot recommend them enough. Linh is an amazing service provider, and she will meet you at your…read morelevel. A little background: I did 2 house purchases, and 1 house sale by myself without a realtor before engaging Meridox. I didn't need handholding, because I was not a first-time buyer. I wanted an advisor who can give me an honest opinion as to pricing, knows the neighborhoods, and can negotiate with the seller's agent. Linh was so on top of things. She understood that I was busy and scheduled multiple showings for me on weekends. She mapped out our route, so we can be efficient with time. She never asked me to consider any property that was outside my price range or not what I was looking for. I was able to knock out many home viewings with her, and we put in a couple of offers. I saw a house that fell out of escrow. I messaged her, and she was immediately on it. She showed me the house, called the seller's agent, and basically convinced the seller to take my offer that was a tad below listing that either that same day or the next. (OC is a hot market, so this was an incredible deal! My other offers all sold above listing.) She was incredibly responsive, super sharp, and very easy to work with. I used Meridox as my mortgage broker as well and used them again to refinance a year later. Very seamless and easy transaction. Forget all the agents who claim to "treat you like family." Choose Meridox: the true professionals.

Kelvin Thai, David Bui, and the rest of the Namy team, are the epitome of care and professionalism…read more My wife and her mom had the unfortunate task of handling the final affairs of a beloved family member. Kelvin and David showed empathy and patience while guiding our family through each step of the process. They answered all questions clearly and the communication was consistent and effective. We are very grateful for their assistance during a difficult time. We are looking forward to continuing to work with the good people at Namy Inc. as they assist our family with purchasing a home. I would highly recommend this dedicated company to anyone looking to buy or sell a home. Thank you for everything!

My family and I just closed on our home, and we are extremely satisfied with the service provided…read moreby Namy. Throughout the entire process, Ngoc and Kelvin were incredibly supportive, knowledgeable, and professional. * They explained everything clearly and guided us step-by-step * Always followed up on paperwork and helped us solve issues quickly * Patiently answered all of our questions, even the small ones * Recommended the best loan options that fit our financial situation * Honest, reliable, and truly cared about our best interests Thanks to their dedication, a normally stressful home-buying process became much smoother and worry-free for us. We are very grateful for all their hard work. I highly recommend Namy, especially Ngoc and Kelvin, to anyone looking to buy a home. You will be in very good hands!

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

Genuinely cannot recommend here enough. We have a lot of valuable stuff…read more Here's the thing: this is a private vault, It's amazing, high tech, secure etc - and it's right next to the airport. This isn't a bank where they might go up or whatever - this has been privately held for decades. And wait until you see it - it's insane. You'd need to be on some oceans 11 + cybernetic robot super soldier type tip to break in. It's not happening. So you're thinking : Ok it's better than a bank but what about just holding it myself? Ya - I hold some myself in my home safe in case of an emergency with no notice. But when you see this place you'll quickly realize no safe in your house can compete. This is like a nuclear vaultec secure bunker. This is a place for the long term. I cannot recommend it enough. And the owner, Chad (yes literally. Like a true gigachad) is SO accommodating, helpful, and earnest. This is his full time gig: accommodating your deposits and pickups. And he takes it very seriously If you're in a situation where you want a private vault in this area, go here 10000%

I can't thank the owner of the vault enough. Time and time again, I am surprised and happy with my…read morechoice to use the Vault and the Vault's customer service. Yesterday, I had a family emergency and needed to get in my box and on a plane within hours. I called him and asked if I could get in (with less than an hours notice) On a Sunday nonetheless-he immediately replied, and despite being in the middle of a family birthday party, he said of course! I was in quite a state, and he graciously accommodated me and asked me how else he could help. He even offered to assist me in getting a car service lined up but I'd already set one in motion. Where else can you get that type of service and access? Knowing my belongings are safe, secure, and I can always get the best customer service is priceless to me. During a stressful and uncertain time, I was able to get in and out and on my way in less than hour. Thank you, thank you, thank you! I am soooo grateful for your help yesterday and always providing me with peace of mind.