Charles was very nice, courteous, sharp and updated on the tax law intricacies. Tax law changes…read moreeveey year, and he is diligent enough to learn and understand this changes to help you get the most fair and balanced return. The office is ideally located in central Escondido. There is plenty of parking and the pricing for his services is quite reasonable. Will come back again next year.

I used Compass Tax and Financial consulting for my taxes for an amendment and it couldn't have gone…read morebetter! Great value also comparative value and great service! Very knowledgeable. Great advice.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Dave Molnar has been nothing but professional and kind. He knows how to deal with individuals…read moredifferent situations and help with preparing for retirement. I have other colleagues that had highly recommend him and can vouch that his services are EXCEPTIONAL. I've been to numerous retirement classes but working with Dave in person and over the net has helped me tremendously. Please reach out to him when you ready for your next chapter.

For folks retiring from civil services, I highly recommend the staff from Voluntary Employment…read moreBenefits System (VEBS) in Escondido, California! They reviewed my retirement package and performed the calculations for various types of retirement that I am eligible for plus they advised me of all benefits available to me. Thanks very much Raul and Team VEBS. I sincerely thank you for your expertise especially since I had previously gone to another pre-retirement workshop. The facilitator had given me incorrect information that would have severely impacted my retirement decisions and retirement amount. Kindest regards, Sonia Hamilton

I saw they had good reviews, so I called to ask if they could assist me with my taxes. I had a…read morequestion for them in order to determine whether or not they could assist me. Given that they charge a minimum fee of $550, I needed to make sure they were able to help with my particular situation. The receptionist asked me to hold on while she transferred me to a tax professional that could answer my question. She then got back on the phone to tell me they can't assist me with my question or my taxes until after April 15th because they were too busy with other clients. I told her I just needed to know if they could assist me with my specific tax situation and all i had was one question to determine this, but she said they could not assist me with any question until after April 15th. Extremely unprofessional.

Scott has been my CPA for three years and I love him. He never makes me feel awkward for asking…read morestupid questions, is super knowledgeable on all tax issues and gives very sound advice. I had previously done my taxes using a popular retail tax software program for many years and in the past everytime I tried a new accountant to prepare my taxes I would compare the results to doing taxes myself. I always came out ahead...so why pay the big fees?!? However, my taxes became more complicated after my dad's passing and an attortney friend recommended Scott to us and we have been very happy with Scott and his staff's services ever since. Working with Scott is such a pleasure. I never feel nervous around tax season. He has such a warm, inviting personality, you just instantly feel at ease and you know are in good hand each year.

As a fledgling entrepreneur I can definitely recommend these guy's services!…read moreThey have very professional individuals that will make your business loan request process a breeze! I took out a small loan for a business and I am completely satisfied with the deal I got. If you are looking for that extra help reach out to these guys you will not regret.

Baffled that the spam mailers they send out are legal. Designed w/ government-esque imagery to look…read morelike official IRS/state taxing authority documents, complete w/ threatening language about "fines" on the front of the envelope and a fake check on the inside. Imagine waking up every day and going to work with the intention of tricking people into taking on debt they don't need, using intimidation and misleading, fraudulent mail. What a pathetic existence. Hopefully the Better Business Bureau will be as disgusted as I am at these bottom-feeders. If you work for React, please take a couple minutes to really assess how you spend your days. This sad, shallow scam can't be what you had in mind.

I feel like Craig always has our best interest in mind when I talk to him. We've been with him for…read moreabout three years now and we are so impressed. He is always prepared for our meetings and is very familiar with our account. You don't hear him shuffling papers on the other end of the call looking for information. Anytime we have a question, he responds quickly. If you are looking for a financial planner, I highly suggest Craig. He definitely takes the extra step to ensure you are taken care of. He is very good at calming fears and explaining what is going on as well. Craig is honest, speaks the truth, and listens making sure that his suggestions are not set in stone so that we are never surprised if/when something happens. He will make suggestions but he is in no way pushy. I feel like he is looking out for us and will do everything he can to help us reach out goals.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The team here is so friendly and always ready to help. I'd like to especially thank froylan for his…read moreknowledge in answering all my questions today. As well as always directing my family to someone who can tell me about the current cd rates. Thank you for the guidance; we appreciate it very much.

Professional team always ready to help with a smile! I I highly recommend Banc Of Californiaread more

Fabulous personalized support!…read more I am confident Joy's dedication and competence is leading me to a debt free future.

I cannot say enough good things about Debt Free Joy and the financial coaching I've received…read more Having personalized 1:1 coaching made such a difference for me because it wasn't just generic advice, it was practical guidance tailored to my real life and goals. I've learned how to budget better, stay focused on debt payoff, and make long-term financial decisions with more confidence. The support is encouraging, honest, and completely judgment-free, which made it so much easier to stay consistent. The accountability alone has been worth it. If you need help getting your finances organized and reaching your financial goals, I absolutely recommend working with them

Outstanding service very helpful customer service. Fast and efficient customer service. I would…read morerecommend.

All of the people there are nice and very easy to talk to.They were all helpful for what you need.read more

I inquired with Frank during the pandemic. I paid almost 2k but don't really Think I got the help I…read moreneeded. They help me solve debts with some small accounts but I was constantly The one reaching out to them. Sometimes I wouldn't get a response back until I finally gave up. They didn't really stay updated with me and it didn't really fix anything major with my credit. I felt like I was chasing them for help. I highly wouldn't recommended them in my opinion. The few things I they did help me with, I felt I could've just done on my own. It was really a waste of money.

Frank has done an excellent job for our clients over the years. We often come across home buyers…read morethat need some assistance in disputing things on credit or improving their credit score. We have been so happy with San Diego Credit Solutions for all of our Real Estate Clients. Thanks so much Frank!