Can't speak of the business, but someone who works here was not honest about his fee, and changed…read morehis agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles.

INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina,…read moreCA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations.

Andy Chabot is an excellent Financial Planner. He goes above and beyond to manage his clients…read moreportfolios. I have referred several of my clients to him and they have all raved about the quality of his services.

We used Victor as our lender for our first home purchases he was highly recommended by a friend and…read morewe're so happy we did. As first time buyers we were really nervous but Victor was able to explain and answer ALL of our questions. We trusted him and he didn't let us down. We ended up buying our first home with the lowest rate out there. He reviewed everything and helped us understand our budget so that we were confident we were making the best financial decision. The best part is he and his team were so friendly they never made us feel like we were a bother with all of our questions. There is no one more knowledgeable than victor!!!! Choose him you won't regret it.

My broker used Victor's team with his loan origination company "Straightline Lending" for a cash…read moreout refinance. Victor's team sold my loan to a Wholesale Lender (NMSI). The whole process was a mess since the start. Multiple mistakes, no one addressed my raised flags and I ultimately was blindsided with a deposit 10K below what I was originally quoted. The whole process was full of mistakes. I raised flags every time they issued wrong disclosures, asked multiple times for the parties involved to correct the original agreed upon numbers and no one seemed to coordinate. Victor's team had people quit or get fired, and no one was willing to review the file once it was all done. I have had multiple discussions (with emails and text documenting it all) with all the parties involved, including Victor and the partner at Straighline, and have gotten the run around for 5 months. I was patient and was willing to resolve the issue for far to long. After consulting my attorney her exact words were "I don't know how your loan was able to fund with all these discrepancies". The executed documents are full of inconsistencies and discrepancies in the loan estimate, closing disclosures, and escrow figures. My attorney, and even some of the parties involved in the process, immediately saw and acknowledged the mess this has all been. If you are dealing with Victor or his team, keep a close eye on your files and process. You will not get a response if anything is wrong or there are any discrepancies. My case is has now been turned over to legal. I will update this review with a final outcome.

Nolan the owner does not respond to calls, texts,emails etc. My tax returns still are not completed…read more after 1 year. The office staff is rude and have no idea what they are talking about. New Story everytime you talk to someone. Im really upset. I paid them over $3000 in fees and still incomplete with no replies. Do not go here. I have friends saying the same thing about AASI. No response taxes are late, un finished. Horrible customer service. Just take your money and ignore you.

We started a new company and needed a reliable and knowledgeable accountant to help us as it was…read moreall new to us. We were well informed and learnt so much leaving our first meeting happy and less worrisome. Highly recommend!!

My wife and I attended several financial planning seminars before choosing Finish Strong. They all…read moreseemed like a scam, and we were both very skeptical, until we attended theirs. It didn't seem scripted and they were very genuine when presenting. For one, they are a family and very Christian based which really resonated with our core values. After setting up an appointment with them, they were able to answer all our questions and were very knowledgeable in the field. Before going in, we had done our own research on some questions we had. They gave us the correct answers along with even more knowledge than we had already gotten. Paul, Johnathan and Samuel are absolutely great! We've been with them now for a few years, and they are always so quick to respond to our calls or texts. They take the time to explain everything and give us the best options without any pressure. They truly are looking out for our best financial interests. We very highly recommend their services for anyone needing help with their financial growth. It's a family you can trust!

My family recently had the pleasure of working with Greg Zolotar at Triton Financial Tax & Business…read moreConsulting. The level of expertise and professionalism displayed was exceptional. Highly recommended for anyone in need of financial guidance.

Shawn has been my financial advisor since 2011, and before that he was my parents FA who followed…read morehim from a different investment firm. He talked me thru a couple of bad markets and I've done exceedingly well. He has guided me and I have to say I have been very fortunate. If I won the lottery tomorrow, he would still be my advisor. Plus he has great resources for taxes and attorneys. His assistant Valerie is always kind and professional. Can't say enough nice things about these two!

Rude receptionist :) She thought I was trying to sell her something and hung up on me.read more

Short review: I highly recommend you Osbaldo for any venture…read morebecause he helped me transform my finances. Not only is he an honest man, who laid out the best options for me in my finances, Osbaldo will always out the best interest for all his clients. I was more than happy with his results. Long review: I had always struggled with understanding what are the best options for me as an investor and entrepreneur. Managing finances is my not forte. I met Osbaldo through a mutual friend one day in church. It was an instant connection, we shared many values. After some months, I reached out to him to help me with some financial questions. Upon the meeting, I was more than surprised with his vast knowledge of the stock market, life insurance, and retirement plans. During the meeting, I felt I was talking with financial guru from Wall Street. Even when I asked for clarification on terms that didn't make sense to me at the time, he was kind and explained to me every detail. I was more pleased with that meeting because it felt like I was talking to a friend, not a salesman. Today, I cherish my friendship with Osbaldo and I know he is always reachable if I have any financial questions.

If integrity matters to you then I highly suggest you sit down and review his information…read more Osbaldo is not only professional in an industry that needs QUALITY people well this young man hits it out the park . Let him handle all your insurance needs.