Alex and his team are extremely knowledgeable and actively pursue ways to grow wealth. Most…read morefinancial advisors follow a formula. Alex goes above and beyond, and has significantly improved our portfolio.

I have been working with Alex for over 8 years now. Alex's attention to detail and broad knowledge…read moreof the markets has been instrumental in helping me build a solid retirement plan that works. The reason that I have continued to work with Alex is trust and integrity. When you work with Alex you know that he has your best interest in mind and treats you like family. I would, and have, recommended Alex's services to anyone looking for financial planning and investment advice.

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more…read morethan just myself, but my entire family. My parents have exclusively been working with him for years now and he's never once not picked up a call, text, email, etc. Whenever I have any question regarding tax or something in the realm of finances, he's more than happy to walk one through the process. I was surprised to see someone of his caliber not with a big firm, but upon my personal due diligence found out that he's ex-Deloitte for many years, which means he really knows his stuff. I look forward to using him more for my finances as time goes as well as seeing his business grow.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

I initially became acquainted with Pacific Excel while helping Nathan with notarization for one of…read morehis clients. After meeting him a few times and listening to him speak and getting to know his front office manager, Michelle, and also David, I quickly decided I wanted their team to manage my savings and retirement accounts. I met with Nathan to review my financial goals, and then closed and transferred all the accounts I held with other institutions. I love how simple the process has been and how well everyone here communicates and makes investment talk a little more understandable. Everything that needed to be done was taken care of on my behalf with very little effort from me, which I really appreciated. They prepare estate planning documents as well, and even updates to an existing trust and related docs. They even make executing your estate planning documents a fun appointment. Nathan has the best sense of humor and Michelle is so friendly, and they've got great snacks in their conference room lol... it's the little things!! I really have to trust the people handling my finances. It's a lot of money and it's what I have saved for retirement one day. I am completely confident in the team here at Pacific Excel, which makes me happy to refer my family and friends also.

Michael West has been our tax guy for many, many years. He is very helpful, knowledgeable and…read morefast. His secretary Karen is a very personable individual and has been so very kind to us over the years. I recommend Mr. West to anyone who needs good, fast and pleasant service with taxes.

My fiancé and I have been coming to Mike West for years now and so have my parents and Uncle. Mike…read moreand his assistant are absolutely phenomenal!!! Always super nice, patient and friendly. I sometimes have a lot of questions and he always takes his time to answer them thoroughly. Also, the turn around time is very quick. I would reccomend Mike West to anyone! Thanks again!!

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 am sorry to say I have never had a worse experience. My family and I had been using a local Tax…read morecompany since 2001. This company was outstanding. Unfortunately he retired and sold his book of business to Hunter. My family and I should have switched yet we trusted the new company. This was a very poor decision on our part. In my 45 years of doing my yearly taxes this was the worst experience ever! Their personal touch, lack of communication and overall professionalism was unacceptable. My wife and I have never been more disappointed. Needless to say we will never use them again and would encourage anyone looking to use their services to re think that decsion.

Amazing! they are truly first class and will take amazing care of you and even your friends.read more

After working with 3 other lenders (with no luck getting an approval due to our low credit scores),…read morePete was a breath of fresh air! He not only got us the approval very quickly, but he got us into our new home within 30 days. Pete and his team were friendly and professional. Thanks to Pete and our realtor, we've accomplished what we didn't think was possible. We bought our first home! Thank you Pete!!

Pete is AMAZING!!! My husband and I were in the market for a house. We found our dream home. We had…read morea pre-approval from another company. We got fairly deep into the process, like had already paid the home inspections and had money into the escrow account to find out that the underwriters of the other company denied us. I got Pete's info from the seller's realtor. Stephanie Lopez (Just as awesome) uses Pete regularly said to give him a try that if it can be done, Pete is the guy to do it. Pete was very forthcoming and upfront with the challenges of our situation, but believed he could get it done. His staff (who probably got tired of hearing from me as I'm VERY proactive) was just as great and patient as Pete is. Here we are about a month and half later enjoying our new home!!! We couldn't have done it without Pete and Guild Mortgage. Just the other day, UPS delivered a package from Guild. It was a house warming gift! A bottle of wine with 2 glasses.

Sad to report they are not accepting new clients currently. Did not offer any referrals. Just an…read moreemail from the office manager notifying me that they are not accepting new clients.

Impressive! Mr. Koch was very helpful and courteous to me while preparing my return with out…read moremaking me feel like an idiot for not being a CPA and knowing all of the ins and outs of our complicated tax system. He asked lots of questions to make sure I was maximizing my refund and receiving all that I was entitled to. Thank goodness. Who doesn't look forward to free money these days? Good sense of humor and easy to talk to...not dry like your normal accountant/auditor/tax prep person...You know who I am talking about...the green visor staring at you from behind thick round glasses all the while pounding a ten key! If you are looking for a CPA to effectively, efficiently, and most importantly affordably complete your tax returns for current or prior years, Mr. Koch is and will continue to be my tax man for years to come!