First off I want to thank Jonathan, Joshua and his whole team for putting my retirement in a better…read moreposition and helped me regain the losses I incurred from my previous financial advisors blunders. Second, they are easy to get ahold of. If I have any questions, they will answer promptly and thoroughly. Lastly, I highly recommend sitting down with them, you will not regret it.

My wife and I attended several financial planning seminars before choosing Finish Strong. They all…read moreseemed like a scam, and we were both very skeptical, until we attended theirs. It didn't seem scripted and they were very genuine when presenting. For one, they are a family and very Christian based which really resonated with our core values. After setting up an appointment with them, they were able to answer all our questions and were very knowledgeable in the field. Before going in, we had done our own research on some questions we had. They gave us the correct answers along with even more knowledge than we had already gotten. Paul, Johnathan and Samuel are absolutely great! We've been with them now for a few years, and they are always so quick to respond to our calls or texts. They take the time to explain everything and give us the best options without any pressure. They truly are looking out for our best financial interests. We very highly recommend their services for anyone needing help with their financial growth. It's a family you can trust!

I have been self employed since 2012 and that means the stress of dealing with 1099s and all the…read moretax organizations. I had a CPA that used to handle my books and taxes. Won't lie, it was always stressful and I would get filled with anxiety. Especially knowing that I had a debt with the IRS. I ended up parting ways with my CPA due to lack of responsiveness to my calls and e-mails. I came across Flora from Oak Tax Management and was nervous because I didn't want to go through the same thing as I had been with my previous CPA. Let me just tell you, HUGE difference! Not only is Flora able to explain to me taxes and bookkeeping in a simple way where I understand! She also negotiated the IRS ON MY BEHALF!!! She save me a little over $30k from my tax debt. I could not believe it!!! I was always kept informed about my case, she explained how to save more money on my books, kept me in check with my estimated payments. She is the tax guru!!! I freaking love her and recommend her. No one is doing my books and taxes but her. Thank you Flora for all you've done!!!

We are 110% satisfied with Flora and Oak Tax Management. They helped our small business incorporate…read moreand clean up our tax liability, which was a complete mess. Flora is so knowledgeable and quick to respond to our every question and concern. We would be completely lost without her guidance. Having her on our side gives us the greatest peace of mind that our books, personal and business taxes are all in compliance and on the right track. If they can help us, they can help you. We highly recommend Flora and Oak Tax Management!

HIGHLY RECOMMENDED! 11/10. Stacey Bergman and her crew at Evergreen Alliance--especially Oscar…read morePena--are fantastic. They are experts on non-profit accounting and advice. One of their best attributes is that they actively build our internal financial services to make us less dependent on their services and reduce their billing. Financials are absolutely critical in any business. I became interim CEO of a non-profit in March 2021 with no intention of becoming the permanent CEO. I applied for/became the CEO only because I was absolutely confident in the work Stacey's team had done over the previous four years to thoroughly restate/re-organize the financials, ensure that all tax, accounting, regulation and government requirements were met, and that there were no issues hiding beneath the surface. Stacey and her team fully understand our business model, vision, strategies and financials. Their work with dozens of other non-profits enables them to provide great perspective to leadership and our board on trends in the non-profit world. As experts on non-profit accounting, Stacey/Evergreen know the intricacies and hidden problems of non-profit regulations and keep us from making mistakes. Stacey-Oscar-Evergreen are super responsive--always within 24 hours and usually within 1-2 hours. In 16 years as a non-profit CEO, I have worked with dozens of companies providing all sorts of services. Stacey Bergman and the Evergreen Alliance team are unsurpassed in the quality, responsiveness, and effectiveness of their work.

Kenneth Cummins and Nancy Ramirez make a great team! From start to finish, Nancy and Kenneth had…read moretheir clients' best interest at heart, and they were able to exceed financial expectations for the estate. Nancy and Kenneth excel at timely communication, employ a professional support staff and have superb meeting facilities/ office space. I highly recommend Kenneth and Nancy!

Stay away from Kenneth Cummins and Fiduciary Services Ltd. in Newport Beach…read more Cummins is arrogant and seems disinterested in communicating with his clients. His fees are outrageously high. He "managed" my mother's trust account for decades before her death In 2019. Under his control the funds actually LOST value during 30+ years. This was while the Dow was rising from around 2000 range to 26,000 range. His official end-of-the-year accounting in January 2020 - needed to file taxes for mother's estate - was about $18,000 different than the final determination accounting in March. Cummins refused a request from mother's fiduciary trustee to transfer management of these funds to another professional. He was making too much on fees. If you value transparency, accuracy, and interaction when investing your money, stay away from Kenneth Cummins and Fiduciary Services Ltd. in Newport Beach.

I can rightfully say that Spectrum Tax Relief is truly that - RELIEF!!! I was saddled with an…read moreimmense debt that had accrued due to life situations beyond my control and I was so grateful to have found a true ally and confidante in them. I must say that I was skeptical at first but they did all the right things to earn my trust and the solution has been beyond my wildest expectations. A godsend and a blessing and a wonderful service that promises what they can deliver and keeps you on the up and up regularly. I never felt like they were not in my corner and getting my case resolved. I highly recommend them and especially Monserrat and her team. If you are lucky enough to have her in your corner you are in good hands. Thank you for listening/reading all this but I just want to communicate my gratitude as much as possible!!

I appreciate there step by step approach and explaining each level of service and guide you through…read morethe process. I liked the high level of communication and great service. I would recommend Spectrum Tax Relief if you have any back tax problems. Good people to work with.

Jeff is knowledgeable and friendly and really understands your needs. I would highly recommend his…read moreservice.

Jeff is so easy to work with and understands all the details to ensure you don't leave any wealth…read moregenerating option unexplored. Really knowledgeable about the financial markets and tools used.

Everyone knows that there are numerous companies out there to help with Reverse Mortgages. My…read moremother and I just happened to pick the right one. Ryan is one of the most compassionate about is work, and truly cares about the people he works with, even after the process is complete. Ryan educated me and my mother about the entire Reverse Mortgage process by providing time lines and letting us know all of the paperwork we would need. He constantly checked in with us to ask if we had additional questions. He is very knowledgable about the field, and that is obvious when you ask him questions. We are so grateful that we chose the right company; one that really cares about the individual! This process is challenging enough, but having someone who can explain things made all the difference. We truly appreciate Ryan and everything Reverse Mortgage Educators did for us!

David Novak was great. He knew his stuff and helped us decide on the best option, to grow our…read moresavings without the risk of a volatile market. I would highly recommend David and annuity educator.com to anyone. Bill Teter

David provided so much education about Annuities. I really did not know who to trust, and he was so…read morehelpful and explained it all to me (even knowing he would not make a sale). It is people like David, who pay it forward for others. My grandmother signed up years ago on some annuities deals that were, let's say not a good situation. And David helped me understand them, and helped us make a decision with what to do next. Thank you David, your the best and we recommend you.