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.

Mark Koven and the group at Integrated Wealth Management 74245 Hwy 111 Palm Desert Suite 201 are…read moreTHE GREATEST INVESTMENTpeople that I have EVER dealt with . They know the business ,each one , so well. I am ever so thankful that I was lucky enough to find them. Respectfully, P.Tufano

The Palm Desert office is easy to work with regarding my portfolio and estate planning questions…read more They even recommended long term care insurance for my family and why it makes sense. Brandt is very helpful and I highly recommend him.

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

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.

Just a note that hopefully resonates with others in my community. Edward Jones in Indian Wells has…read moreproven more than once that they truly care about their clients. When I had a question about some of my retirement, even though that part was with a dif $ manager, they looked into it and answered my question. How many companies do you leave walking out saying, 'I'm so glad we found them'. So besides the bonus of being with Edward Jones, it's as important to be with kind peeps that care. Good peeps deserve a shout out . And when transferring $ to them, I totally trust their advisors ensure we are maxing our benefit. Thank you Deanna & Jonetta. Even in this recent downturn, I'm not worrying thanks to EJ. J.Fields ~ 10 Stars

My parents have been doing business here for many years. Since I recently left my job I needed to…read moretransfer my 401k and I have to say Amy and Bob are truly the Best out there, because they made the transition smooth and explained everything to me and now I have a better understanding of my 401k. I HIGHLY Recommend coming here!!!!

I had never been to a financial advisor but I had sold my house in Los Angeles which netted a nice…read moreprofit, moved to the Coachella Valley and my new husband suggested we meet with Greg Frech to invest our considerable amounts of cash with him as he worked with him previously when Greg was with another company. Greg made the process very easy, helping me decide on the approach to take on how aggressively I wanted to invest. That was 2 years ago and I am very impressed by the healthy growth that my funds have made. I recently retired at age 56, and Greg made the transfer of my 401K to a Roth IRA so simple! Greg's very personable and it means the world to me to feel that my money is in good hands. Greg sends out a weekly email newsletter that talks about the current markets and what is affecting them, along with advice that is super helpful. I didn't think I'd know which financial advisor to trust so I had put it off, and now wish I had met Greg sooner!

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.