Manuel and TFA are great. We wanted to get life insurance for our family and they guided us to…read morewhich plans would work best for us for our needs. Very responsive and friendly, would recommend if these are the types of services your family is looking into

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Went here to open up the checking account that has 0 transaction fee worldwide! Its a clean office…read moreand they have a keurig machine for your beverage of choice. Setting up an account was hassle free and the service was excellent. The card was delivered right away. All fees are reimbursed! Why would you take any other cards worldwide for atm purposes? I have not used the brokerage account here as I have other accounts for retirement, roth ira, and robinhood app for domestic investments and options trading. There are no atms here. Its meant to be used anywhere!

I was given great treatment until I put my money in. Now they can careless bout me and not return…read moremy calls or answer questions. Do not come here if you expect to be treated with respect.

Kail is the guy. Just moved to Rancho and needed to find a local place that would be patient enough…read moreto deal with my private contractor status . He guided me through optimizing my documents in the most favorable way possible. Thanks for accommodating me.

Very fast service and appointment is easy to make, parking lot a lot space , and a lot timing…read moreoption, can go any day after work Will come again Recommend Kail

Dana has done our tax returns the last few years. We have been very satisfied with her work. The…read morereturns were completed promptly. She is very knowledgeable and was able to answer any questions we had. I would highly recommend her and Personalized Tax Service.

I had been with my previous provider for over 40 years and through three different owners, but as…read morethe service declined to an unacceptable level, I knew it was time for a change--something I didn't take lightly. Dana Norton made the transition seamless. She was professional, knowledgeable, transparent, and consistently prompt in her communication. The entire process was smooth and stress-free. I truly appreciate the outstanding service she provided and highly recommend her to anyone considering a switch. I've not only found a new tax preparer, but a trusted advisor who can assist with tax planning, estate planning, and guidance on property sales and purchases.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

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.

I'm very thankful for my financial advisors Steve Ruiz, Yadira Anaya, Alan and Aaron Cruz at…read moreIntegrity Financial. This is a Christian based organization and their faith shows through in the way they care and treat people--with honesty, kindness, and integrity. Every time I visit the office, I'm greeted with a warm and friendly welcome from everyone which makes me feel valued. They have all become cherished friends. Any time I have a question, I can send a simple text message and they always responds. That level of accessibility and personal care is rare and greatly appreciated. Most of all, I'm extremely happy with the results of their financial advice. Their guidance has given me retirement confidence and peace of mind about my financial future. I am truly feel blessed my wife and I decided to do business with them. I highly recommend this organization to anyone looking for trustworthy and dependable financial advisors.

Very caring people. Type of care was good. Pretty good office as well. Pretty chill placeread more

The only mortgage lender I would use from here on out. Seth is honest, knowledgeable, and truly…read morecares for his customers. He spoke to me about some concerns about the deal to make sure I was aware, and I don't think any other lender would have done that because they would just want the deal. They have competitive interest rates and even matched the fees I quoted. His team, Summer and Bernie, were organized, communicative, and so quick that we were able to close in 21 days. Can't thank them enough.

Full circle home loans was an absolute joy to work with. The transition of buying a home was so…read moresmooth and easy. My wife and I would definitely use there services on our next home. Thanks everyone at Full circle.

Chad and the team provide great service. You can trust them with all of your insurance needs. Give…read morethem a call.

I have had my home and auto insurance policies with Chad for over five years now. Every year they…read moremake sure that I have the best possible rates and coverage. Chad and his staff provide awesome service and great rates. Thank you! PS I can't believe I waited this long to provide a review!

Where should I begin, for many years I felt so unhappy with my financial status. I had made some…read morereally poor financial choices that affected my credit score. Believe me, it took a lot of courage to pick up the phone and make that appointment. All I knew I needed some kind of outside expert to help me improve my credit score. After reading the reviews on Yelp I did not hesitate to called Brilliant Credit. I had a consultation with Crystal Mayoral. She was amazing!!! THANK you so much. She was so informative and caring. You could tell she really cares about the clients needs. I felt so comfortable and I understood. I also met with another representative from brilliant credit ( sorry I forgot her name) . She was very professional and informative as well. Thank you for your knowledge and expertise. I left brilliant credit feeling so hopeful, confident, and knowledgeable. I cannot wait for this journey to unfold. I know big changes are going to happen. I cannot wait. Thank you Brilliant credit!

Extremely disappointed in the service. I've been using this company, specifically working with…read morecrystal, for 4 years now for my student loans. I've been calling for the past year trying to get my loans situated and I get no call back. Last week I finally got someone to answer they told me Crystal is not in but they will look at my account and find out what I need to put on my taxes. I told them it was urgent that I got the info that day since my accountant was working on my papers. The lady assured me she would call, leave a voicemessage, abs email me by the end of the day. A week later and not only did I not hear back from them but they are not answering any calls. I loved working with Crystal but the stress I've been under because of the company putting me on the back burner is not even worth it at this point. So sad I have to find another loan advisor.