Just returned from a Wilsey Asset Management Investment Symposium. We were updated on our stock…read moreholdings. The returns are looking good. But what I really like about WAM is their approach to investing. They look for a reason NOT to invest in a company. And they emphasize the long term strategy to make money-no quick rich sell here. Call for an interview. There's ZERO pressure...or just check out their radio show every Saturday morning at 8.

We have trusted Brent and Chase wi our portfolio for over 7 year, with excellent results!read more

I'm able to get weekly updates from the firm owner. I find his understanding of the markets…read moreextremely impressive. He has done this for a long time and has ran a portfolio in the many, many millions.

Rainier is an excellent Financial Advisor. He is very thorough, organized, reliable, easy to work…read morewith and very professional. I highly recommend him, especially his very affordable rate. Because of his assessment, we were able to make an important educated decision about our retirement. You will not regret hiring him, very personable, knowledgeable and easy going. Please recommend him to other people as well. The best investment we have ever spent !

Another 5 Star review for John 8 years later since I started using him. I've since moved out of…read morethe area and we handle almost everything via e-mail now!

Been with Kim for 30 years! That's all that needs to be said. No fuss, perfect records, quality and…read morededication. Thank you TFM and esp KIM!

I have been using Dave Brooks as my financial advisor at SagePoint Financial for about a year now…read more He is, by far, the best financial advisor I have worked with. He is informed, responsive and always keeps my husband and I up to date on the status of our accounts. Highly recommended!

Tina is our bookkeeper and she is amazing! Our family have been using her for 20 plus years for our…read morebusiness. She is the best!

WTF(inancial)?!! Long story short, look at image I attached. Full story: My wife and I as…read morenewlyweds first time filing jointly, different state of residence per spouse, found Mrs. Nga Trinh of WT Financial through local Vietnamese newspaper ad. On March 28 our first meeting, she agreed to file us jointly, suggested I purchase an SEP IRA (about which I did not have any prior knowledge) for my business to help reduce my income tax repayments, said she would compile two sets of data--tax without and tax with maximum SEP IRA allowed--and send me PDF copies via email, and she quoted $250 total to be paid after finalization, took our tax documents and said she will take time later to calculate our federal, and states income tax return forms and get back to us in coming days. April 4 she emailed us PDF of one set of data without an IRA. Some numbers were incorrect, partly due to some numbers from our 2015 tax documents were needed (but she didn't ask for them initially) but not yet entered. Appointment made April 11 for me to bring that data to her to enter and recalculate. Met, provided data, I reminded her to make us two sets of info, one for with IRA and one for without IRA, as originally agreed, then please email me the updated documents when done. April 12 she emailed me new PDF with updated set information for tax including SEP IRA (but not a second set of tax without IRA that we agreed) and told me to review it then let her know if OK to print out so my wife and I can come on Friday that week to sign to finalize everything. As I opened the PDF, I saw on a summary page indicating Preparation Fee of $350.00. I emailed Mrs. Nga (as seen on my image upload) asking to please advise, as we originally agreed to $250.00 total fee. She replied: "$250 is basic fee, no question, no pdf file. If we spend more time our fee is more." I replied that none of this was explicitly indicated to us at any time during our communication, in person or by emails. This is not acceptable to me. No replies from her ever since. Friday April 14 wife and I came to WT Financial to meet Mrs. Nga once more, where she said she did not proceed any further since I said I did not accept her $350 fee. She said to us that we should have told her in advance about us wanting to make two sets of data--one for with IRA and one for without IRA--before she quoted us the original $250. HELLO?! She was the one who suggested getting an IRA in the first place! She made it appear like converting her program's data from whatever its original format into a PDF version for me was rocket science and takes her more time and effort. She even said to us that all her other clients never question her or ask for further review or redo. OK I might not be her typical client, but don't get me wrong as I might consider to pay extra for "asking questions" and for requesting PDF copies had she asked us up front in advance originally to charge extra money for additional services. The bottom line for my wife and myself comes to a simple concept summarized with two words: INFORMED CONSENT/REFUSAL. I do not know which terms amongst "hidden charges," "nickel and diming," "unethical", and "fraud" suits this situation (you decide), but for a veteran CPA affiliated with H&R Block to be in the finance business since 1965 here in the United States as she claims, Mrs. Nga Trinh's conduct towards us does not display professional, transparent, or honest American business principles. Her expertise in tax filing was never questioned. But regarding her shady business practices, in my eyes this brings shame to me and our Vietnamese American community. I hope she realizes both of our times have been wasted. She chose to make zero dollars for all this work. Since she would not honor the original professional fee quote, the wife and I exited her office in search of another tax preparer. WTF(inancial)?!!

I have used DACA for several years as a single entrepreneurial author and musician with tons of…read moredeductions and different business schedules A, C etc. I used to go to H&R Block but it got more and more expensive and I had a different preparer every year. I never felt I was being properly represented. DACA has helped me streamline the process, explain and help me get it done securely and confidently and often with an unexpected return. Great prices, other investment and financial expertise within the same office too. They are the nicest and most friendly courteous office you'll ever experience.

Casey at DA/CA Financial has guided our finances over the past 8 years. DA/CA handles my yearly…read moretaxes and cleaned up previous IRS tax mistakes that were filed. DA/CA also handled my short sale at the beginning of the recession. The short sale closed in 30 days and it was seamless, this was before the short sale process was streamlined. Casey also guided me with the tax ramifications regarding the short sale and I was so happy not to be surprised with an IRS letter saying I owed on the short sale. My husband and I also just purchased a new home and DA/CA handled the loan process. We closed in 30 days despite the current government shutdown! We locked in at 3.75% with my past short sale as well as my husband not so stellar credit. We couldn't be happier with the service at DA/CA Financial. We plan on using them for all of our future investments and financial plans.

Our family has trusted Alan and his team at Blitz & Lee for over 18 years. We have a complicated…read morelist of assets to track including commercial real estate, retirement accounts and 5 business entities. Alan and company have always been responsive, accurate and a delight to do business with. Do yourself and family a favor- trust Alan Blitz for your all tax and business planning needs; you'll be glad you did. Dave and Terry- San Diego, CA

Alan Blitz has been doing my taxes for over five years. Alan provides excellent service and great…read moreadvice. He remembers all the details from previous years and gets my taxes done in a timely and professional manner. I cannot imaging having anyone else do my taxes and Alan holds the highest level of my trust. I'm so grateful that I was put in contact with him to do my taxes.

Unfortunately, I need to revise my 5 star rating. I would go with zero, but the app's lowest is 1…read more Frank promised me in our first conversation that he would follow his fiduciary responsibilities and make sure things were equitable in the division of my mom's estate. He asked me to produce documents and evidence of how my mom was mistreated, which I did on 4 different occasions. If I could provide him with specific documentation he literally promised he would help me recover some of my mom's estate. I spent more than 20 hours putting together exactly what he asked me to. He also said he was not getting paid as the person living in my mom's home (who has stolen relentlessly from my family for over 20 years) was out of money and was behind in taxes and he was trying to help her increase her social security so he could get paid. I told him I would be MORE than happy to pay him if he could help us settle the estate as my mom wished to, before her death. The tenant he was working with was breaching their agreement and trust in several ways, which I had clearly proven to Frank. Frank also told me that her ex-con son was living with her, and he gave me quite a bit or proprietary information about her he should not have. When I followed up with him and told him I had provided everything he had asked for, and tried to set a meeting to discuss the future of mom's estate, to which I am the sole heir, he raised his voice at me and said he knew I was going to want something out of this. Uhhh, yep. Yes, I do - my mom's home that she had for over 30 years (and I lived in for 9 years) full of her things. I provided exactly what he asked for and wanted him to follow through on working with me, and helping me get what my mom would have wanted me to have. He absolutely did not. I emailed him that I was considering filing a complaint since he refused to follow through on what he said he would do, and he then threatened legal action against me if I reported anything negative about him. Frank went on and on about what a good, honest person he was in every conversation we had - and at first it made me feel safe, but it was actually the first of many red flags I stupidly ignored. I will never understand how people lose their way in what is right and just. Frank is the last person I would ever consider to help any seniors with their estate, especially family or friends. He is not trustworthy, he is not honest. He is extremely temperamental and unkind. I will say his staff was extremely kind and very supportive to me. They know what has happened to my mom and to me is extremely inequitable, but their hands were tied. The entire reason I met Frank was because the tenant in my mom's home was trying to pass me a small box of items to settle the estate.

Frank Fiorito, and his team, have been my sister's FIDUCIARY for the last five years and have…read more ALWAYS acted with highest levels of Honesty, integrity, trust and pure human kindness. Life presents countless problematic situations and Mr Fiorito ,and his highly trained staff, have guided my sister and family throughout the 5 years. I rank Mr Fiorito and his wonderful employee Debbie Goldberg (my sister's assigned personal assistant) with protecting my sister (financial and health) and her best interests 5 STAR DELUXE! Steven Michael Lines