I started to work with Lora on my 2023 taxes. Sent her my books and previous return so she could…read moreget acquainted with my books and returns. We didn't need her to do bookkeeping as we did our own but so she could familiarize herself with our company. We weren't going to do my taxes until I received all my 1099's to make sure all the numbers were correct. When I did receive all 1099's I noticed on a reconciliation file from paypal that they were double reporting me and I sent her the files to look at to confirm my suspicions. At first she didn't understand, then I sent another file and a detailed response to her voice mail and another detailed response to her email stating she would just do my tax returns and that's it. By now this is the 3rd day and several hours wasted on trying to get an answer about what I was seeing. I'd been trying to get a confirmation of what I was seeing and she still had not answered my simple question of, were they double reporting some income. She stated that she was too busy to look at the stuff as she was in full swing and didn't have the "bandwidth" to field my questions. One. Simple. Question. I found that when I did talk on the phone she was somewhat rude when she was challenged. As in how dare I tell her she might be doing something wrong. But in the end she never did answer my questions and with all the emails sent back and forth it was very apparent that she had never really looked at the files I sent her otherwise she could have just answered my 1 simple question. You are supposed to be my "tax professional" yet couldn't take the time to answer my question. we are PAYING for YOUR SERVICE, you should answer the questions of the customer who would be paying you, thankfully we didn't go with her. I also had asked for a quote which I got initially and when asked her again a month later to make sure I had the numbers right she had raised her quote by 250$ more than the initial quote and I had to call her on that. We decided that it was best not to work with her and did find a tax professional who spent 30 minutes with me initially, answered my questions and then called me back 5 days later to ask me more questions to clarify things on the returns and books I sent him to familiarize him with my business. A true Professional. Took the time to talk, and answer my questions and then ask more. Even though he was in "Full Swing" of tax season. I can't really recommend this person.

Thank you so much Lora for taking the time to answer my many questions in a direct and honest way…read more I have a sole proprietorship and this will be my first year paying taxes through it. It is clear she has lots of experience and was able to alleviate my stress and clarify some things that had been very confusing to me. I look forward to working with her in the future.

Kevin isn't my insurance guy. Came here when my agent wasn't available / never answered me back /…read moreignored my emails. Kevin's office took care of me quickly. Their building is in a complex. There are multiple floors with businesses on each one. The office looks out at the courtyard and is well lit and smells nice. I came here because I wanted to update my address for my home insurance. Turns out... State Farm is no longer doing renters insurance. There was nothing the office could do but they put me in touch with their buddy who's a broker on a Friday at 5pm and I was able to get my coverage for Monday over the weekend. 4 stars because the office was open to helping me even though I came in late on a Friday and they werent my agents. Helpful, knowledgeable and most importantly savvy and well connected.

Called and asked for agent Kevin Beach was told he was not available, left a message and he never…read morereturned my call. Called back after a week and was also told agent Kevin Beach was not available, I then asked if they could call his cell and have him call me back. I was told he did not have a cell phone. Horrible service! I have since made plans to move my insurance policies to Farmers Insurance.

I purchased business insurance through Dan Webster as my office was on the coast and not covered by…read moreother insurance companies. It was a reasonable price of about $130. I moved locations more inland and needed to have proof of insurance before signing my lease. Nothing was spoken about a change in policy or price increase. The following month I was charged $859. I called immediately and Dan said I would receive my money back, I never did. I followed up a week or so later as I didn't receive a refund. I received a small credit of $250 back. I was taken advantage of here, by simple business negligence. Insurance companies are to inform of price changes on insurance with a 30 day notice. I received no communication and they got a nice bonus off me!

Webster always goes above and beyond to help me out. They respond quickly to my every need.read more

I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

I can't express how thankful and blessed to have found Jenn…read more Out of three other consult she made me feel comfortable and gave me realistic expectations. She didn't over promised but, most definitely delivered everything like a true professional would have. Other credit consultants made me feel my credit was horrible, in desperate need, and, or either they would be able to fix my score within few months. None where as precise and straight forward like Jenn. She let me know my credit scored wasn't the best yet it wasn't the worst either. My problem wasn't much to do with collections but late payments and little hiccups on the way. Jenn is a true professional. I would say she "like an attorney" fighting with the Creditors/ bureau and finds angels to help every situation you encounter in the past. Most definitely a true fighter that is passionate about her job. It's great waking up to emails you're credit score has gone up and I have to thank Jenn for it. Not only my credit score has gone up but also my credit-card credit limits. I was also able to purchase my car at a low rate since my old car broke down. Now I can't wait to purchase my first home in the next year or so. Cheers to a brighter future!!

We just finished our third loan with My Prime Home Loans and I couldn't be happier with Kevin and…read morehis team. The process was seamless. Anthony kept in touch with me the entire time and walked us through every step. They turned a painful process into a pleasant one. Not only will I recommend My Prime Home Loans to everyone I know but will use them again if the occasion arises that I need another loan! Thanks for making this process so easy!

Would not do business with this office. We are owed close to $6,000 and they continue to avoid my…read morecalls and unwilling to help. Perhaps we are one of the only ones, but they made a huge mistake with the title company and even owned up to the mistake, and still won't give us the agreed upon credit because "they would lose money on the deal." Unbelievable to see this lack of professionalism and to the point where it is criminal at this stage to agree to such a large credit (it even shows up on our loan docs) and have not backed out. They do not want your business for a lifetime and instead are out to squeeze every dollar that they can in this market. Plenty of other loan offices that can deliver better results and with much better customer service.

Best Car Insurance Agents I've ever encountered. Have been using them for years. Extremely helpful!…read more My personal experience with Josh Quintero has been invaluable. He has helped me so much during the years. It may sound funny but I truly value the relationship with my car insurance agent! He truly cares and always puts my needs first. I highly recommend his services, I'm sure he will better your life like he has mine!

I rarely leave negative reviews, but my experience with American Tri-Star Insurance Services has…read morebeen frustrating beyond belief. Initially, I had a great agent who was responsive and helpful, but after he left the company, the quality of service took a sharp decline. For months, I have been trying to obtain basic documentation and loss runs necessary to secure coverage elsewhere. Instead, I've received nothing but delays, excuses, and vague responses. Despite multiple attempts to escalate the issue, both VP and CEO have consistently given me the runaround, offering no solutions or meaningful follow-up. This level of unprofessionalism and lack of accountability is completely unacceptable, especially in an industry where timely communication and documentation are critical. I would caution anyone considering this company. If you ever need to transition coverage or require support beyond the bare minimum, you may find yourself in the same nightmare scenario. I needed to renew my business umbrella coverage and I reached out to the VP to assist me with this and, long story short, my insurance expired and he didn't care to reach back out to me until I started looking around for coverage elsewhere. Hopefully I will get the loss/runs reports I'm missing soon- I have sent 3 emails requesting them and no reports yet.

Cally is so intentional about providing financial coaching support to communities for whom this…read moreservice is often inaccessible. She came alongside me to help me examine my early experiences with spending and saving, and this set a foundation to examine my current financial landscape and habits in a helpful and self-compassionate way. Cally's encouraging and non-judgmental approach, professional knowledge, and attention to detail (and spreadsheet skills) were exactly what I needed to help me take my next steps. I always looked forward to our calls and left each one feeling more confident and motivated than I felt going in. I cannot recommend Chillax Finance enough!

Working with Cally has been a transformative experience for my financial journey! From our very…read morefirst session, it was clear that she truly LISTENS and CARES about understanding my unique goals and challenges. She creates a comfortable and supportive environment, which made opening up about my finances much easier than I expected. She is GREAT to work with!

I had to get liability insurance for a rental property that had its current insurance cancelled…read more Tried well over a dozen insurance agencies with no results. Frustration was unbelievable - I didn't even get call backs from most. Apparently my situation was just too difficult - that is until I called Kennedy Insurance. Elizabeth came through with a great policy and had it in force quickly. I can recommend this company without hesitation.

Called two times to request a quote & both times I was told I would get an email or call back and I…read morenever received anything.