I am very impressed with the work and services I received from this office. My taxes were…read morecompleteted and presented to me in professional port follio. I was very satisfied with the interaction I had with Shelly. She was thorough and knowledgeable and explained how things worked and I felt like i got an education concerning the IRS. I think Martinez is lucky to have someone of her caliber here. She is an enrolled agent which is a curious title. I had done my taxes myself previously but am glad I stumbled into her office - a quite by accident - while downtown. It's qute a a site actually. She works with another accountant and it looks like an old fashioned busy office. I enjoyed speaking with her as well. She is full of knowledge and will advocate for you best she can. Recommended.

I would give 10 stars if I could…read more Filing your taxes is never fun, and it is made worse by the fact that usually, the tax accountant provides no detail to you about your return for the previous year. Shelley is not like this. She is detail-oriented, and she has a forensic mind. I brought in my initial paperwork, and we talked for a long while, to give her a picture of my tax life. I left with a hand-tailored list she gave me, points of additional information that would reduce my tax liability. Once I had everything, she took me through my return, illustrating how each adjustment impacted the total. All in all she spent quite a bit of time with me. I never felt rushed, this wasn't a mere transaction for her. I felt she was genuinely invested in my best interests. She does handles the situation for her clients as well, so you don't have to hire someone else. I will definitely be coming back next year!!

John is a wonderful trusted financial advisor. He takes good care of our family's financial health.read more

This is the worst place that I wouldn't give them my business. I was about to enter when I…read morewitnessed the receptionist go "postal" when a couple of developmentally disabled students were walking past the building on their way back to school, minding their own business and the lady behind the desk in front went berserk and started yelling at the poor students. It caught me off guard and frightened the disabled. It stopped me from going in and instead tried to and comfort them. I will never go back after experiencing such a heinous crime.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

I had both the pleasure of being a co-worker in the past and a client of Ben's for years. He is…read moreone of the most understanding, patience, and hardworking Financial Advisors I know. I found him easy to speak with and explains investments/planning in ways I can understand. Being a family man himself, he took the time to set up college funding for my son, set up investment advisement for my future, and took the time to understand my goals and value. Being in the banking industry, I have got to known quite a few Financial Advisors over the last decade. Ben is one of the few I would actually recommend to my clients and more importantly, my friends and family.

I want to express my sincere appreciation for Mr. Buck's consistent demonstration of his…read moreexceptional guidance with marveling insightfulness, outstanding service, and exceptional commitment, as a certified financial planner. His ability with patience with great humor when you are stressed to get things aligned yesterday, and yet the ability to explain complex financial matters in a clear and reassuring way has made a significant difference in my financial journey-to date through the volatile economy and market. From my years of experience my loyalty is to the readers to save them a significant amount of "leg work" if you have not been as fortunate as I was ten years ago towards finding the "ideal" professional financial planner. You will never see him functional as transactional for application purposes because no matter what he always makes recommendations for the client's benefit. You will see at once he goes beyond personally and professionally always putting you at ease with devotion and confidence projected to his patrons. From the moment we started our professional partnership, it has been clear that Mr. Buck values not only commodities/services he offers but the relationship he builds with his clients. Without reservation I affirm all investments he is "spot on," and without reservation concede he would be no different to the continuum of any age timeline. The level of honesty, knowledge, and goal orientation that he always shows has significantly contributed to the success of our collaborative processes towards investments and as much as one can seek peace of mind for their quality of life and even for the sake of one's heirs. Who does not seek that kind of comfort before it is too late? Age is not invincible. Furthermore, I want to acknowledge no other customer service, as well as the willingness to address any concerns (off hours and weekends, included) have made our collaboration a positive and seamless experience. It has been a pleasure to work with such a professional that not only understood my needs, including consistent & reliably positive investment with satisfaction towards maximizing growth. What to do with your hard-working savings/investments knowing when, what and how is key. He does not waiver offering all options. You have must ask yourself: Can you look forward to continuing your partnership to remain successful? Are they confident they will remain steadfast and have an integral part & positive impact with dedication and hard work by your present circumstances in your business, or personal strategy? I first met him & developed an effective and comfortable working relationship when he was "institutionalized" as a seasoned financial planner over five years. He had the confidence to go solo and has already made an enormous impact on an inordinate client base. From personal experience I can, without reservation report, Mr. Ben Buck raises the bar when it comes to a fiduciary financial planner. I have seen no truer attributes that maximizes the "ideal" financial planner which in our lifetime are a chosen career central to unfounded trust, investment, and professionalism. Just saying... As a certified professional I have often seen those who report themselves as certified or say their highest credential in their specialty, but that does not always make one efficacious or the best. I can tell you after 10 years of thoughtful planning and strategic advice with Ben, I feel more confident about my financial future and significantly better equipped to make informed decisions. I especially appreciated the time he has taken to understand my goals and tailor his recommendations to fit my unique needs. His professionalism, integrity, and genuine care for his clients truly have set him apart. I know that firsthand-as a professional in the medical profession. I wanted him to know that his integral hard work and dedication have not gone unnoticed, and I deeply cherish the trust we have built. He has inherited a great understanding of the finance market that has led him to recommend customized and profitable financial strategies based on my requirements. I have seen Mr. Buck's unparallel skillset first-hand with exceptional performances in the last decade: Mr. Benjamin Buck's unparallel skillset are as follows, but not inconclusive. *Impact advisory service to achieve financial goals *Offer recommendations for profitable investments *Formulate saving strategies, budget planning & debt management model *Aid by way of a structured cash flow and reduced cost *Develop financial plans with low-risk rate *Market financial products *Recommendations (decades of experience) in cash management & investment planning *Oversee the income & spendings of the client to draft a financial plan accordingly If you are seeking support for your personal or professional development, I am completely confident Mr. Buck will be one of your best decisions of a lifetime.

If you are looking for a big investment advisor corporation, Lobdell is not for you; however, if…read moreyou want a very personal approach where you get to make decisions with no pressure, then you need to check out Lobdell Investments. When I was getting ready to retire, I tried out a couple of the big houses, but I didn't like the constant effort to churn my portfolio. I talked with Mark and really appreciated his approach. As an independent, it is clearly in his interest to push for turnover to generate fees, but that is not how Mark approaches things. I get advice, support, and help whenever needed, and I am not a big dollar investor! I recommend Lobdell Investments to anyone who wants a personal advisor who is more concerned about your needs than the needs of a big corporation. If Mark is tied up, talk to Simone and you will be treated great.

From the owner: Specializing in retirement planning and wealth management.read more

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.