Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

Experience was streamlined and exclusive! Merrill certainly makes it a point to have the…read moreparticipant walk away feeling confident and empowered.

For months I have been extensively researching a financial advising team for my father. My father…read moreis looking to retire soon and it was important to our family that we have a team who had experience and success,but also had the potential to plan for our family for years to come. I finally found a group to fit what we were looking for, the Valenzuela, Haddock group. We called and set up an appointment to meet with John Haddock. When we arrived at the office we were met by John and led to his partner Diane's office. The office was newly renovated, clean and modern. Both John and Diane greeted us with warmth and smiles. After the initial meeting John and Diane made my father and our family feel at ease about financial prospects and the future growth they are able to provide. Since then we have had several interactions with the office staff, Sylvia was kind and vibrant over the phone and worked quickly and efficiently when we needed her. Overall, I would recommend this office, and Diane Valenzuela and John Haddock to everyone looking to have great customer service, a trustworthy advisor, a holistic approach to wealth management and financial planning, as well as the potential for tremendous growth! Thank you Diane and John!

Working with Jessica Camacho is such a delight. She is extremely knowledgeable, patient and has a…read morekindness for helping seniors. I am grateful that Charless Schwab hired her for the Indian Wells office.

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

Overall bad experience working with this accountant, and his office. Unreliable, disorganized, over…read morepriced and they will do you more harm than good. If you rely on them to do your taxes, they'll end up costing you money due to their shortcomings, and worst of all, they'll lie to your face and won't hold themselves accountable when they screw you over. I'd avoid this accountant, you'll surely regret it like I have if you work with them.

I've been coming here since I started doing my taxes and although the experience is great. I'm…read morenever seen on the time I scheduled my appt for. I always have to sit and wait for over an hour to be seen, even though I called weeks in advanced to book an appointment. It's completely frustrating.

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

From the owner: At CB Wealth Management Group, our view is to help our clients better achieve their idea of…read morefinancial success.

New client here and very happy with the service from the moment I walked in. Frederick, David and…read moreSean have been very welcoming and accommodating.

Excellent and passionate financial advise. I appreciate the attention to exceptional service and…read morewise advice. I highly recommend Sean's wise counsel.

I'm a young entrepreneur, have been working with Tim for 3 years -started with around $100k in…read moredebt, now I'm at $20k. Tim has been there for all the ups and downs, has been supportive and his expertise has benefited me and my business tremendously. I recommend Tim for anyone looking for financial advice and support, and as a mentor, his impact on my life has been incredible. A must!

Tim Mann and Financial Calm Coaching have been a blessing for me and my family. I think it's…read moreimportant for people to really absorb the term "Financial Calm". It's especially important to consider when you think about the opposite: Stress. I have been feeling stress over finances for decades; however, after working with Tim, I now feel a sense of calm. We are saving for home improvements, and long term goals. We are saving for a new car. I have never minded spending money for things we needed, I just always wanted there to be a plan. A PLAN. We now have that plan, and I feel a sense of calm about our finances. It is really amazing to hear "good news" when it comes to money. Don't get me wrong, it's hard work at times; but don't we all WANT to put in that work, and to get the help we need to be calm about finances? I would recommend his services without hesitation.

Hamilton Allman is wonderfully thorough and helpful! He has been patient and kind with me in his…read moretime and financial advice.

We hired Hamilton to file our 2017 tax returns and we will be using him again this year. I had been…read moredoing our taxes myself and really didn't know what I was doing. It was time for professional help! Hamilton helped me to understand everything and answered all my questions. I really feel like we are in good hands while navigating the craziness of tax season. Highly recommend!

our 5-star property purchase experience at Wealth Partners is personal. There is confusion in…read morechoices or possibilities at the thought of purchasing a home, where anything that came up Lea handled period. A friend said, 'how can you purchase from out of state site unseen?' I said, 'I knew that I was in the best of hands'. With Lea and the team, I trusted her implicitly since the development of our dream has multitudes of detail which Lea captured and outlined, presenting several solutions. The result is we got exactly what we wanted. You feel cared for the minute the purchase process begins. She holds a high standard. You feel comfortable there is 24-hour concierge care. You feel comfortable with her success in a competitive market. You know it's endless excellence. The proof is in the experience. When we opened the property door we were in awe with the transformation Lea created. Not only did she negotiate the purchase, she transformed it! What an amazing home! We were blown away. Staying at one of Lea's properties made our vacation a relaxing, calming process where a thought doesn't come to mind, since all you want to do is come back. Thanks Wealth Partners for being instrumental in bringing our dreams into reality.

Lea Wiviott Boracchia Thank you for helping us to find the…read moreperfect home in Rancho Mirage.  You really helped us decide WHERE would be a perfect neighborhood and location for us.  Your knowledge of the areas (wind, flood, traffic, shopping!) and the personality of the various HOAs was so helpful. You really restored both Ken's and my opinion of realtors.  Your team's tireless work for 6 months going out and videoing every aspect of properties so we could decide if we should fly back to PS to view for ourselves was so helpful and saved us so much stress.  When we flew back down you showed us 3 full days of properties so that we were really sure which home we wanted. You never rushed us, just wanted to make sure we had vetted all our options.  We went back to the final two 3 times each, and you never blinked. You just said "I want you to be sure." Providing all your resources of handyman, electricians, pool, gate, and landscapers to rapidly go assess things at the prospective property really was really above and beyond. Lastly you were simply just a JOY to work with. My hubby is definitely an introvert and hates spending time with any type of salesperson. But you really listened to us and found timely answers to all our questions.  You didn't waste our time on properties that wouldn't meet our needs.  And you educated us on intricacies of the desert lifestyle.  (Just hire the guy!) I truly feel like I already have a friend in the area.   Thanks for EVERYTHING that you did for us, and all the continued support as we try to transition down there. YOU ARE THE BEST! Colleen Bittner