We had our taxes done at 1st Choice Tax, last year and this year. I honestly can't recommend them…read moreenough. Every time we come do our taxes; from the moment we walk in, the entire experience feels welcoming and stress-free. We had our appointment with Andres, and he was incredible--professional, patient, and genuinely invested in helping us understand our financial situation. He didn't just rush through our taxes; he took the time to walk us through everything step by step, making sure we felt confident and informed. What really stood out was that we didn't just leave with our taxes completed--we also received valuable financial planning guidance that gave us clarity and direction for the future. Andres made something that usually feels overwhelming actually feel empowering. If you're looking for a place that treats you like more than just another client and truly cares about your financial well-being, this is it. This is one of the reasons we always come back, and we highly recommend 1st Choice Tax to anyone looking for trustworthy, knowledgeable, and friendly service.

We recommend this tax company. We were in need of a new tax company since our beloved tax lady…read morepassed. Even though we were nervous GABRIEL was wonderful and explained all details every step of the way. The receptionist was very helpful and informative, thank you We will be recommending to friends and family going forward. Great experience!

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.

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!

Mariela is relatable and patient. I love that she meets you where you are on your financial…read morejourney. She's uplifting and very knowledgeable on how to set actionable steps to improve your financial situation.

David has been our personal financial advisor for many years now. I appreciate his conservative…read moreapproach to our portfolio, concentrating on long term growth. Would recommend any of the advisors there

Chuck, David & Anthony provide excellent customer service. They proved to be very helpful! Thank…read moreyou.

Today I had business at the LBS Financial Credit Union and I was greeted by Andrew who was so very…read morefriendly and helpful in getting my credit card envelopes. Next I needed to make some account changes and had Donna Gonzalez assist me. Donna was absolutely so wonderful and fantastic at her job and explained everything to me clearly. She was so very patient with me and all of my questions. I could not have had any better service. Donna took the time to listen to my personal stories and was so warm in her words and compassion. I have been a member since the 80's and I would recommend this credit union to others.

Yes i do recommend this LBS Bank i've been going here for like 12yrs now i've made amazing friends…read morethe tellers are so very nice and Donna Gonzales helped me out today great beautiful personality and very helpful and knowledgeable i can go to other LBS banks but my first choice is this bank in lakewood to see smiling faces

Very good service. Have been doing my taxes for 10 years now. Highly recommend. Very responsiveread more

I LOVE my tax man! After search and experimenting with different CPA's all these years, I finally…read morefound the best! Every year at this time, as the evil april 15th date draws closer and closer, I start to sweat, stress, slowly go insane, dreading the inevitable: tax return! argh! We all know there are 2 rules of the universe: Don't mess with your mother-in-law and don't mess with the IRS. They will come and get you! Luckily for me, I found Joey and his tax service office thru a good friend of mine and after talking to him a few times to assess his abilities, I was truly impressed by his knowledge and his experience. He's on top of his tax laws, latest IRS rules/changes; his clientele ranges from Hollywood celebrities, to businesses of all sizes, to freelancers, to average joe schmo (that would be me). He really makes the tax filing process painless and easy. If you are lucky, he might even entertain you with some magic tricks. I especially like the one where he magically gets me triple the tax refund from a previous year. Pure awesomeness! P.S. His rates are very reasonable.