Great financial practice. The team has over 50 years experience and they actually listen to you!…read more Their focus is on financial planning rather than trying to sell you something from the gitgo. We focused on retirement planning but you could also look at products and services for investing, reducing taxes, life health or long term care insurance and more. There are 3 very helpful support staff in addition to the 3 Financial Advisors.

The long story short is that Ali was incredibly helpful (and patient) and I will be getting my…read moretaxes done with her forever now. I was putting off doing my taxes because I had too many documents that I don't know the name of or how they work. I use turbo tax every year and every year turbo tax gets more expensive and my return gets lower, so this year I figured "why am I going to pay over $300 for a bad return?". So I asked Ali what I can do about it because I work near her business and she told me "let me see". Less then an hour later, my taxes were filed, I got 3x the return I was expecting, I paid significantly less then I would for turbo tax (I DoorDash time to time and TurboTax charges you 2x because you are now an "independent contractor"), and I feel like I even walked out understanding the forms a little better. Honestly she's great, the office is really nice, the parking and accessibility was great, and even the other staff were very nice and patient with me trying to explain what forms I had and didn't have. 10/10 will go again next year.

The President/Owner Aldiva is one of the most trusted people in my life. Not only has she given me…read moreextremely solid financial advice but she has personally gone out of her way to help as many people as she can. I have seen very few people in the world like her, and I AM confident in her ability to assist you with your needs. If she can't find the answer in home, she will find you the resources and freedom that can. Highly recommend!

I had more than a year experience with that office. Service was good but they are money hungry and…read morethey charge too much money. The money that they ask for is not equal to the service. I discontinued my relationship with that office for that reason.

Doug told me that he was going on vacation and when he got back he would review my taxes to correct…read moreproblem that he made but when he got back from vacation. His office never returned my phone calls and they totally avoid me and I never heard from him again .Left me owing IRS a lot of money. This office is overpriced, they changed his fees on various times. This office is unethical.

Misleading , didn't care if they were on time and didn't show with the right information. Ian…read moretreacher didn't seem to care about his actions in misleading us. I sure hope they fix this problem.

Susan with Creation Financial is so knowledgeable and her and her staff are very friendly and…read morewelcoming. They never make you feel pressured into a decision and make sure they are doing what you want them to do. I have been a client of theirs for several years now and would 100% recommend them to anyone who wants help with financial planning.

Susan and her family at Creations Financial provided Richard and I a means of protecting our hard…read moreearned retirement funds. She and her team worked with us to secure the retirement budget we needed and to leave some generational wealth behind to ensure the financial well being of the loved ones we will leave behind.

Found this amazing man through a family friend who sent us to this business for our taxes…read more He was super knowledgeable about taxes, learning credits, and anything tax related. He even helped me with my taxes and made everything move super smooth. Would highly recommend for any tax things, this is the place to go.

I was recommended to Genske, Mulder & Company,LLP by a friend who has been a client for a while. My…read morefriend saw how bad I was getting messed over by H&R Block and how many tax breaks/ credits we could be getting by being a military family. We switched to them in 2018 I believe and never have looked back. Every one we interact with is amazing and the customer service is great. We are located in San Diego and with them way north of us, communicate is still great. By the end of January we also get our envelope with all the paperwork in it and all the questions we need to answer and we throw everything in the envelope and send it back to them. In 2023, I got divorced and Chris was still amazing at helping me understand my new way of filing taxes and even helped me understand my the way I should be doing my w4 forms. No way the other places would do that. Once my son started working Chris and everyone explained how to do his w4 and how to maximize his education credits as well. This year I also sent my boyfriend to them and while he did grip about the price of getting the taxes done, he left with some major knowledge and went straight to his HR department and filed out new w4 forms. It is times like this working with a small but yet large company is great. Chris has gotten to know my family and can let us know where we are making mistakes and the price is worth it. Thank you Chris and everyone there for all your help over the years. It means the world to me and my family knowing our taxes are being filed correctly and we are just not a number.

The agent was great at helping my family and find health insurance and life insurance. I received…read morethe best rate for both insurances. I recommend this office to my family and friends.

Everytime I come to this branch I am greeted with excellent customer service and employees who go…read moreabove and beyond for their customers!

I've been a customer here for a long time, and the team at Banc of California in Visalia has always…read morebeen excellent. Everyone is professional, personable, and willing to go the extra mile to make banking easy. The staff is consistently friendly, knowledgeable, and efficient, and I always leave feeling well taken care of. I highly recommend this branch if you're looking for outstanding customer service.

Called to request a quote for commercial insurance over 2 weeks ago. still waiting to hear from a…read moresingle person regarding my quote. Called 3 sperate times to get an update. was asked for my number all 3 times with zero return calls. wasted my time. gave me the run around.

I'm not a big fan of insurance companies, but Chavez insurance made it a very good experience…read more Would definitely recommend them