My Fidelity Consultant Ryan Albin was originally from the Campbell California location. He's been…read morealways warm & welcoming to me. Sucks that he transferred to San Diego, But I'm happy for him. I been loyal to him for over 7 years & when I had ZERO in my account. I actually requested to transfer & work with him remotely. That's how good he is. San Diego Fidelity you gained a wonderful GEM. Anyone reading this. ASK for RYAN ALBIN, Tell him you got referral from Francis!!

I've met with advisor Anthony Perkins multiple times. He has been extremely helpful with my complex…read moreobjectives, pulling in experts as needed.

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

WOW, didn't know that getting my taxes done could be so easy. Roman Martin was very precise and…read morewas able to get me a refund which is such a contrast from the past as I have had to pay every year. I would absolutely recommend their services at Martin and Company.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is…read moreprofessional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful.

Cynthia is the best CPA that I have worked with. She is up to date on latest tax law changes,…read morepatiently educate clients on these changes and how they will impact the return. She is detail oriented and working to make sure her clients get the best result. I paid so much for my previous tax CPA from a very reputable firm but unfortunately, they missed a lot of deductions. Highly recommend her.

We first visited Cynthia in the fall of 2018 to help us clear up a misunderstanding with the IRS…read morethat had lingered for nearly 2 years. We tried working with HR Block but their advice and support was very substandard. Cynthia helped us work through this issue and within a few months the entire matter that had lingered for years was finally behind us. We can't say enough about Cynthia's professionalism and helpfulness. We liked Cynthia from the day we met her, and with the her assistance on this IRS matter we knew she was going to be our accountant! Cynthia has since helped us with advice on withholdings and other strategies to better manage our taxes. Furthermore, we referred Cynthia to our retired mother-in-law who also absolutely loves her! We would strongly recommend Cynthia and her professional CPA services.

I have used Sal the last few years for taxes and he is very knowledgeable. He also helped me fix…read morea complicated issue when the IRS incorrectly told me I owed. He helped to file an amended return to get my money back. I wouldn't have been able to navigate that on my own!

I started using Sal when I married my husband. Most of the comment I read are true. He is non…read moreresponsive , does not return phone calls or emails. I tried out reaching to him regarding my appointment for 2025 taxes. He has ignored me completely. In the past I have been disappointed in his services, but I only because of my husband. In the past he has made mistakes, I think he is lazy and has to many personal problems. Unfortunately he has left me in a bind. Thanks alot Sal!

I find the staff I've dealt with to be courteous and knowledgeable. They act on my issues…read moreimmediately. Barbara Eldredge Giltspur Benefits Group

From the owner: ERISA 408(b)(2) Disclosure Management…read more Benefits Administration Government Compliance & Reporting Actuarial Consulting Fiduciary Audits Employee Communication

I am in the Tax and Accounting business. I have over 30 years of business experience and have…read moredeveloped an excellent client base that has expanded over the years. I provide tax preparation, consulting and tax defense both for individuals, businesses and corporations. I am always searching for opportunities to provide extra services for my clients especially in the areas of wealth management and financial planning. When it comes to trust, professionalism and product knowledge in the investment field, I sent my clients to Dmitriy to explore all options when it comes to their retirement or simply for a portfolio analysis.

Dmitriy is a truly professional and caring person who puts your best interests first. He does all…read morehe can to invest your money carefully and treats it like it is his. In fact, Dmitriy sometimes cares too much for his customers and puts them ahead of his self interests. I would highly recommend trusting your finances with Dmitriy Bgatov! Matt Ficke

The last time I came here was LAST YEAR in 2024 and they had very WELCOMING and FRIENDLY staff. I…read morehad to take a real estate exam so they could not finish my transaction in time by noon but, they wished me all the BEST of LUCK so I came back right after I finished my exam about 15 minutes before closing! SONG OF THE DAY to play along to this YELP REVIEW: Rockin Robin by Bobby Day They remembered me and said "how did the exam go?" I said "I think it went well. I was the last person to leave the exam room." They helped finished my transactions and I loved their SNACK STATION so they noticed that I took a lot of snacks! They said "Go ahead and take as many as you want!" I returned TODAY in 2025: only to find out that the old STAFF was not here at all. Disappointedly, I went ahead to check in the snack station... I was hoping to find the great selections of snacks but, NOPE! They only had DUM DUMS and a Keurig for coffee & hot chocolate! In 2024, they use to have GRANOLA BARS, RICE KRISPIES, CHEEZ ITS, CHIPS, pastries and more! The good luck snacks that I ate before I took and passed my real estate exam last year was not there anymore. I wanted to come in and tell the old crew what a good luck charm they were! I guess they moved on to the next chapter in their lives. PARKING: PLENTY SERVICE: Anonymous

For some reason I thought they'd have an ATM here but I guess they didn't. I get that everything is…read morevirtual now for Charles Schwab but I figured I'd give it a shot to ask. The lady at the front desk was very kind and professional and explained different ways I could make deposits but in general this seemed like a place you go to for consulting/investing advice.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.