Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her…read morebecause I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.

Kailey works hard to understand your needs and wants and will work diligently with you to formulate…read morea plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! :-)

You start talking taxes, numbers, and forms at me, and all I will do is stare at you blankly until…read moreyou finish. Then I will promptly say, "I have no idea what the heck you just said, but I know Paula at NumberCrunchers speaks your language." Paula and her incredible, more than just an assistant Dee, are thoroughly amazing. Every year they take the time to explain to my husband and myself what we need to be doing in a way that we understand. I love that Paula is no nonsense in a truly loving way. She's only just an email away! Also, Paula inspired me to write a book based on the first conversation we had about doing our taxes. Thank you, Paula and Dee, for always taking care of my crazy family!

You have tax problems? Or you just want the best? Go to…read morePaula. Want to incorporate? Want to do run a business "above board"? Go to Paula. As long as #crunchers is around I will NEVER have another accountant. This firm lives and breathes on tax law. And they treat you like family. Nice to have that kind of professional on your side. I could not run my small business without them!

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.

Henry always takes great care of me!!! I can always count on him reducing my tax burden. And he…read moredied not charge a fortune !!!

My family members and I have been going to AI Financial for many years and have always received the…read morebest of service from the owner, Henry Hache. I just had my 2018 taxes completed with Henry this past week and, once again (as always), felt well taken care of, and left satisfied that I'd received the best tax filing experience possible. I can't wait to get my tax refund via auto-deposit and never look back (until next year). P.S. I like the family feel of AI Financial; it never feels like a stuffy, cookie-cutter process handled by random tax preparers in cubicles like some other places.

My friend recommended this company since she is friends with him but I have been less than…read morethrilled. I feel like I am always bothering them when I call to ask a question and his staff has an attitude of annoyance. Anyhow, it's quite disappointing considering the state of independent health care and the confusion that you can't trust someone to guide you and help you throughout the process without being annoyed.

Been a client for years. They've taken me and my family through all sorts of milestones. Super…read moreresponsive and knowledgeable. We've been with others, but the service always fizzled out. They're always there when we have a question or concern.