If I could give a million star rating I would!!…read more We had been applying with one lender and another since January 2022. Some of the initial lenders would make the initial contact and then drop us off their radar and from the others we would simply not hear back from them. After some online searches I found Anita and her team. I submitted an inquiry and Anita quickly reached back out to me, ensured that her team would take care of us and let me know that I could call her or her team with any questions or concerns we might have. I immediately realized that her team would be the lender that would get us ready for our home search. We began the underwriting process and their dashboard made it extremely easy to upload and sign documents. Very user friendly! I had a ton of questions and would keep reaching out to Anita and she would gladly provide her recommendation and feedback. After about a week or so, I had reached out to her again and let her know that we needed a new agent and then she recommended us to an amazing realtor, Veronica Morin. We went on one day of showings (it was a Monday). Then, that same week on Wednesday, we submitted an offer on a house and by Thursday of the same week we were in escrow. I give credit to Anita's team which had us ready to close escrow in 17 days and also Veronica's constant communication with the seller's agent for getting us our home in such a quick and painless process. Special shout out to Anita's team who would constantly call for updates and reminders to help us stay on top of our escrow process! Really appreciated that I could call them for any updates and go the extra mile to ensure nothing got delayed with escrow. If we wouldn't have documents or something was missing, he would make the necessary calls and get the ball moving again. Truly appreciate Cardinal Financial for taking care of us the whole way through and not just seeing us as another job. My wife and I extremely recommend them for your home buying needs!

Where do I even start?!? First and foremost Anita and her team always knock it out of the park and…read morego above and beyond what is expected! Secondly, this is the second time Anita and her team have helped us with our home buying mission! With our first home it seemed so fair fetched but somehow she walked us through it and made home ownership a reality! Now 3 years later as we looked for our forever home, Anita was right by our side, making our dreams come true! I am a worrier by nature and Anita and her team were able to walk me through ever step and answer ever question no matter the time or place! Words cannot express my gratitude to this amazing team and if I had to do it all over again, I wouldn't change a thing. If I ever need to buy another home (hopefully not in the near future), I know Anita and her team will be there to continue to support me!! If your looking to buy or refinance, this is truly the team you need to turn to!! Thank you so much for putting up with my crazy, calming me down, helping me understand and getting me through ever step!!! Forever grateful !!!

When my fiancé and I decided to start the home-buying process, we weren't sure where to begin…read more Andre guided us from start to finish, which as first time homebuyers, was so helpful. The loan process was naturally confusing, but with Andre's explanations and patience, we felt comfortable and excited! Andre made us feel less stressed when making decisions and truly took the time to explain every step along the way. He seriously was only ever a phone call or text away. Andre is amazing! I would recommend him to anyone looking to start the loan or home-buying process. 10/10!

I had an excellent experience, working with Andre. He is professional, thorough, knowledgeable and…read moretruly goes above and beyond to make the lending process as smooth as possible. He kept everything on track, communicated clearly and delivered exactly what he promised. Most importantly, we closed escrow on time, actually a full day early! The level of service and attention to detail made a huge difference. I'm extremely pleased with my experience and highly recommend Andre to anyone looking for a knowledgeable, reliable and professional Loan Officer. Excellent job from the start to finish!

I contacted Marc thru Yelp. Three responses and I chose him. Glad I did. I had a 1031, Federal…read moreSolar rebates, and retirement. His fees were more than fair. I will be using his services from this point forward. Mahalo

I used Marc for the first time this year. He promptly responded to all questions and prepared my…read moretaxes quickly and professionally.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Paul Lim was like an angel from above. He's like a miracle worker. He, and Ray Bell as well, were…read moreunbelievably generous in their efforts dealing directly with our insurance company regarding a life insurance policy, of which we knew virtually nothing. The courtesy, patience and professional knowledge-ability of these two is mind boggling. They did not over-promise on results, and followed up as requested, without having to be reminded. And in the end, after months of negotiation, we could not be happier with the results. They deserve my utmost respect. I am confident others will be glad for having placed trust in Paul Lim or Ray Bell for their services. Dennis Ramm

I've been working with Darren Todd and Paul Lim at Todd financial for almost 10 years now. I…read morecontinue to be impressed by how much attention and time they provide me. They are extremely attentive. Listen to my concerns and explain everything very thoroughly. I would recommend them to anyone looking for a boutique type experience in this industry.

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

My wife and I just went through the process of buying our first home, and Mathieu Pollenz was there…read moreevery step of the way to help. Matt was incredibly patient with our 1,000+ questions, knowledgeable about the entire buying process, quick to respond and friendly. He busted his buns to get the best rate possible and saved us a ton of money, but more importantly, we knew we had someone we could trust. Love this guy, highly recommended!

Parkview took care of all my loan needs when purchasing my home! They also helped me with my…read morerefinance when the rates dropped during Covid-19 I was so thankful it literally allowed me to keep my home!!

Scott Morse and his team provided an outstanding refinance experience from start to finish. They…read morewere fast, extremely competent, and highly responsive throughout the entire process. Their communication and customer service were exceptional, and they made what could have been a stressful transaction feel smooth and seamless. Thank you, Scott and Jodi, for your professionalism, dedication, and for making this such an amazing transaction. I truly appreciate all of your hard work and highly recommend Scott Morse and his team to anyone looking for excellent service and expertise.

Circumstances changed and we ultimately decided to move forward with another lender, but Jason and…read morehis team were so wonderful to work with! They were professional, responsive, and patient with all of my questions, and helpful throughout the process. Even though we didn't end up closing the loan with them, I appreciate the time and effort they put into helping our family. I would gladly recommend them to others looking to buy a home. 5/5 stars!