Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

The entire staff personnel are knowledgeable and professional. Even when the questions are…read morecomplicated, the qualifications are not just a label on their portfolio. They really do know what they are doing.

Have had assistance from Chryssostomides financial doing my taxes the last few years. Extremely…read moreprofessional and the staff is always available to help. Definitely recommend!

Nice office with even nicer office staff. Raymond does our taxes and always does a excellent job…read more He is friendly and detailed oriented. And a good people person too. Glad that we go there. And a scenic drive to the tax office. We love the area.

Excellent, lots of professionalism And they explain all of…read morethe tax papers to the tax challenged individuals Rate experience Amazing !

Matt was available within 20 minutes of calling. We used his yelp deal to get 2 notaries for the…read moreprice of 1 which was a really nice offer. He was very friendly and offered as much advice as he was able to. Quick and friendly. Definitely visit Matt!

From the owner: Matthew C. Sessa, EA - Matthew is a seasoned financial professional, federally-licensed to practice…read moretax before the Department of the Treasury Internal Revenue Service. He is also a licensed Investment Adviser Representative, Stockbroker, and California Insurance Agent holding a Degree in Finance from San Diego State University. Matt's primary focus is to give close personal attention to his clients and their tax returns at affordable prices. He continually invests in his professional education to ensure returns are prepared accurately and no deduction is missed. Matt keeps up to date on the latest technologies, accepting e-signatures, secure document uploads from mobile phones, online payments, preparation fees paid by refund, and tax refund advances. This saves clients time and unnecessary repeat trips to the office. Though, he welcomes clients to drop by the office anytime and is available year round. Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC | CA Ins. Lic. #0E62122 OSJ: (800) 248-4457

I called for a free event starting at 6PM and took my time and money to arrive at the restaurant at…read more6PM. There were a few other people who also arrived at 6 PM. A young woman was at the entrance telling us that the doors were closed and Mr. Kelly was speaking so we would not be allowed in. It was 6PM...not 6:10...not 6:20. One poor lady in bad health obviously took great effort to get there by 6PM was quite upset to be barred. When we called to register we were not told "If you're not there before 6PM you will not be allowed in the meeting." One thing we all agreed on was that Kelly Financial Group would never see one cent of our money. And we will be telling everyone we know how they treat people. Who wants to do business with a place that is that caught up in there presumed importance? I believe there's a reason for the way things happen, and I was probably saved from wasting my time and money.

Not very impressed. Horrible customer service. Not very responsive. It's apparent he obviously has…read moretoo many clients. After a week of waiting on him to return a phone call you get tired of waiting and have to chase him down. The office staff is one of the most unprofessional I've seen yet. They could careless if you get in.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

We just moved to Lancaster and Last year we traveled back to Los Angeles to do our income taxes…read more This year we knew we had to find a local tax place. We looked into Yelp and we found This place with only two reviews. So we went in and we met Beatrice, she is not only very nice, very pleasant but most importantly is that she is very knowledgeable. She sure knows her stuff.

I highly suggest Ameri Tax Service. Tax time for me is always stressful. That was the case until I…read morefound this company. They are friendly and most professional. They make me feel very comfortable and take the stress out of the process. Look no further for your tax professionals, Ameri Tax Service is the place!