We have been with Heslin Wealth since Sean started. We have nothing but great things to say about…read moreSean and his team. Sean is thorough in his explanations, he has managed our money better than any company prior. We have recommended him to a few friends, they have been very happy as well.

New client here and very happy with the service from the moment I walked in. Frederick, David and…read moreSean have been very welcoming and accommodating.

Working with Jessica Camacho is such a delight. She is extremely knowledgeable, patient and has a…read morekindness for helping seniors. I am grateful that Charless Schwab hired her for the Indian Wells office.

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

Just a note that hopefully resonates with others in my community. Edward Jones in Indian Wells has…read moreproven more than once that they truly care about their clients. When I had a question about some of my retirement, even though that part was with a dif $ manager, they looked into it and answered my question. How many companies do you leave walking out saying, 'I'm so glad we found them'. So besides the bonus of being with Edward Jones, it's as important to be with kind peeps that care. Good peeps deserve a shout out . And when transferring $ to them, I totally trust their advisors ensure we are maxing our benefit. Thank you Deanna & Jonetta. Even in this recent downturn, I'm not worrying thanks to EJ. J.Fields ~ 10 Stars

My parents have been doing business here for many years. Since I recently left my job I needed to…read moretransfer my 401k and I have to say Amy and Bob are truly the Best out there, because they made the transition smooth and explained everything to me and now I have a better understanding of my 401k. I HIGHLY Recommend coming here!!!!

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

From the owner: At CB Wealth Management Group, our view is to help our clients better achieve their idea of…read morefinancial success.

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

Don has done both my Corporate and Personal returns for many years. I have nothing but the best of…read morethings to say about his services. He made everything as painless and smooth as possible.

I can't recommend Don Patch, CPA, highly enough. I came to him with a complex tax issue and some…read morediscouraging correspondence from the IRS, and he immediately offered clarity, support, and direction. Don took the time to walk me through my options in a free consultation and helped me understand the best next steps with confidence. His knowledge of IRS procedures is clearly extensive--he's handled cases like mine countless times--and it shows. Beyond his expertise, Don is kind, professional, and genuinely invested in helping his clients. If you're feeling overwhelmed or unsure about a tax matter, Don is exactly the kind of person you want in your corner. Highly recommend.

5 stars aren't enough! Nolan has an understanding of finance like no one I've ever met. He cares on…read morea personal level and has an amazing ability to easily and clearly explain things. I don't have a lot of experience with investing, so I couldn't feel luckier that I found DFP. Highly recommended.

From the owner: We do financial planning in Palm Desertread more

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

Moved my whole portfolio from Edward Jones to Blanke Schein wealth management. It has been two…read moremonths now since the transfer and it went very well and my portfolio is safe. Thank you. This review was not solicited

The Blanke Schein Hightower group is a slick brokerage facility that uses bait and switch tactics…read more I only wanted to invest a portion of my investment money with them. They insisted that I show all my investments to them or we couldn't do business. After providing them with the information they asked for they told me they would only be interested in managing the ENTIRE portfolio. Like I said: bait and switch. A brokerage firm with a car dealership mentality.

Frances helped my husband and I when buying our first home this past October. Her service was…read morebeyond amazing. If I could give more than 5 stars I would. We received open and consistent communication, and she made our loan terms under the best conditions she could. Highly recommend!!

Spoke with the owner on the phone. He said he would do research and get back to us. Hearing nothing…read moreI emailed two weeks later and was told he would call in the afternoon but we have never heard back from anyone. NOT VERY PROFESSIONAL AND VERY DISAPPOINTING.