ever since we were introduced to Kolene we have been happiest with her service. She is very…read moreapproachable and i am able to ask her questions and she does not make me feel dumb. Even her office staff are very professional and friendly :)

I've known Jolene for many years. She's knowledgeable, easy to talk to, and always willing to…read moreexplain things so you understand your taxes. She's accommodating, makes the process less stressful, and is also friendly, funny, and just great to work with. My husband and I are glad we have her in our corner every tax season. You'll be in good hands with Kolene.

I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

Me and my family have been getting our taxes done at Ubiquity Insurance & Income tax for so many…read moreyears now. Clarissa has always gone above and beyond to help us. Even when we have questions about our taxes after the filing season has closed, she never hesitates to help us. Clarissa and the office staff are always there when we need help and always get back to us in a timely manner when we have inquiries with regards to our taxes. specialty of the care she shows towards her clients and the quality of her service. She is also known to be very upfront and transparent with her client's situation regardless of what it may be. I highly recommend getting your taxes filed through Ubiquity Insurance Income Tax. Thank you for your excellent and professional services.

First, I would like to thank the girls at this location for their hard work and dedication. I…read moreactually got referred to them by one of my family members and I am so glad I listened. I was skeptical about going through a broker for my insurance because I was trying to avoid broker fees and such but these girls went above and beyond I ended up paying 67 dollars less every month than my previous carrier. Second, after having my insurance here for almost a year I decided to get my taxes done here too (2 birds one stone, you know lol).... They went above and beyond once again & I did not expect any less. Again, thank you girls!! If I could give this place a million stars, I would!

In addition to all the great reviews about Alex Smith, let me add a five-star "thank you" for…read moreLeanne Williams in Alex Smith's office! We've had Leanne's skilled support for over ten years -- she makes navigating the insurance process smooth and even pleasant! Most importantly Leanne has helped us (even when on her holiday vacation!) spot areas that generated savings on premiums, carefully tailoring our coverage to our actual needs. Thank you so much, Leanne!

I have worked with Farmers Insurance specifically Alex Smith for the last 15 years and found him to…read morebe exemplary and what he does, always looks out for his client and couldn't be happier with the service I have received from both Farmers Insurance and Alex. Highly recommend

Mark was recommended to me for help in getting homeowner's insurance. I greatly appreciated his…read morequick responses, breadth of knowledge and straightforward answers to all of my questions. He also gave me insights on home improvements that would give me the best HOI options. Now I'm passing on the recommendation to go with Mark.

To anyone looking for insurance, Mark Applegate is your guy!…read moreIt's so nice to have someone on your side in the insurance field. From start to finish, Mark was extremely helpful, and always quick to respond. Thank you for all of your help, Mark! 10/10 recommend!

Jordan and his team ( Giselle, Kristi and Marlene) are very professional and trustworthy. All went…read morewell with our transfer of assets. We feel comfortable that our interest is their priority especially in this challenging market. Thank you all!!!

Jordan at GoldLine wealth management has done an excellent job in advising me in Roth conversion a…read moreportion of my 401K fund. Marlene also helped me to open the EquiTrust annuity account in support of Roth conversion plan. I highly recommend Jordan and Marlene at GoldLine wealth management office in Fullerton if you have any wealth management need!

Great people. I plan on dropping by with the wife and meet with James for a little financial…read moreplanning for our grandson on the way

James, Sandra and staff have all been very helpful throughout the years we have been with them. I…read morelearned through my business about James and they have been awesome on the financial services for business and personal services. Very helpful with retiree information, banking, insurance, and pretty much everything you would have questions on. Highly recommend Lpl Financial 5 Stars!!!