I met with Marlene who, if I understand correctly handled Medicare related questions. She basically…read morevolunteered to help me out when Blue Cross dropped my Medicare part D (prescription drug) plan. She earned nothing, except my goodwill helping me. She was amazing and showed me how to navigate the Medicare website should issues with the drug plan arises in the future. She quickly found me a highly rated plan and also saved me a significant amount in my monthly premium! Meeting with her was a real pleasure and effective. Highly recommended for anyone needing help navigating Medicare's various supplemental plans.

Wonderful experience I've been with them for years! If you have specific questions about insurance…read morethey will find the answer! I highly recommend this business. To me it's the quality of service and easy communication.

Joe is great. He has been my family's insurance consultant for more than 10 years…read more Last week I got a call that my auto insurance policy was up for renewal and that they had done a review with a few providers and found a few discounts to which I was entitled. Wow! Didn't even have to ask. Thank you!

Everything went well! From the front door to the Exit sign. Fast and easy transaction. Thanks for…read moresaving us from the terrible DMV experience!!!!!

Never Been Here But Here To Sign Papers For My Moms Car For My Brother. I Remember When This Was…read moreTaco De Mexico Way Back In The Day And Way Before That This Was A Fosters Freeze..!!! And Where The Car Wash Even Further Back Was A&W Rootbeer..!!!! Yummmerrzzz..!!!

Cheryl has been doing my taxes for more than 30 years. I have moved a bit over the years and now I…read moream in Oklahoma. If you want an honest, exacting person to get you what you deserve, then Cheryl Leroy is you go to person.

Cheryl has been doing my bookkeeping for 28 years. She does an excellent job and I would recommend…read moreher.

Great friendly knowledgeable staff who are always there to answer my questions. Thanks Loomis…read moreInsurance, keep up the good work.

I went to get my previous tax that was done incorrect and they fixed it just like that I had…read morereturn money not money I owed They are so helpful and I'm grateful to this office

If I could rate 0 I would. Will not return calls even though you leave multiple voicemails asking…read morefor a callback. They have no true billing system as far we could tell seeing as not one person in that company that we spoke to could look up information upon request when inquiring about the billing. One of my parents went in (when we're unable to get someone on the phone after both us calling throughout the day) and noticed they were working on a post-it system ‍ no proof of payment offered and could not be provided as far as we can tell. Absolute worst "service", how of w they're still in business if this is how they treat their customers is a mystery. One day they say one thing then turn around another day and say something else there really needs to be a notice that they may change their mind on a whim with no notice.

The level of service and knowledge that Travis offers is second to none! He is undoubtedly the best…read moreCPA my husband and I have ever worked with. His attention to detail, responsiveness, and ability to explain answers to all of our questions is what keeps us coming back year after year. Getting your taxes done can be a stressful experience, but with Travis I am fully at ease during the entire process. Not only is he available during tax time, but he is always willing to answer financial questions that pop up during the year that may affect my taxes. This way, there are no surprises come the new year. If anyone is looking for a friendly, experienced, responsive, and overall phenomenal CPA, Travis is your man!

Horrible CPA! I first started with Travis a few years ago and initially he was nice and…read morecommunicative but the last two years he's done my taxes he's been sloppy, lazy and failed to respond. This last year he didn't even give me my taxes until the day before the deadline to pay even though I had been emailing and admin about them. When I told him I had questions and I didn't want them filed a certain way he told me it was too late and I would have to pay anyways, even if I wanted to file an extension. Now I'm out $12,000 because he filed the wrong way and refuses to correct them. He either won't respond to emails or give nothing but excuses. If you care about having someone who's concerned about your best interest stay far away from this person.

Do not open a retirement account with Benedetti & Associates…read more Over a full decade, my Roth IRA account yielded an abysmal annual return of under 4%. For context, even the most conservative retirement portfolios averaged 6-8% annually during the same period. More aggressive Roth IRA strategies returned around 12-13%. And the U.S. stock market has averaged about 10% annually over the last 30 years--meaning this firm underperformed even the most basic, passive investment benchmarks. To make matters worse, I paid a 1% annual management fee, adding insult to injury. I essentially paid for underperformance. Even more painful: this decade of poor returns covered the prime investing years of my life--ages 25 to 35--when time and compounding matter most. They didn't just underperform; they did lasting damage to my long-term financial growth. I cannot recommend Trent Benedetti Associates to anyone looking for competent, growth-oriented investment guidance. Do yourself a favor and look elsewhere.

A very short summary ... My husband and I have discussed…read morethis in too much length, and all we can say is "Total Disgust" about filing our 2018 federal and state income taxes with Benedetti & Associates. In addition to an overall lack of communication throughout the tax season; we were sent SOMEONE ELSE'S tax returns! (Yes, you read that correctly.) I consider tax returns one of the most sensitive and personal financial documents. This is beyond concerning to me in a way words cannot even explain. Since we received our "completed forms" after Tax Day, there was NO opportunity to review them before they were due. What about our deductions? California state tax law allows 2% miscellaneous itemized deductions in 2018. Benedetti & Associates didn't ask anything about my expenses. The offices of Benedetti & Associates took no time, nor concern, to communicate throughout the process; no time, nor concern, to ask any questions that might help our returns; no time, nor concern to get our completed taxes returned in a timely manner; and took no time, nor concern, to protect our privacy. Gene Peterson, our previous CPA, would be disappointed his clients went through such a fiasco. It is absolutely appalling anyone would be put in a situation such as this. I cannot believe my husband and I paid $295 to Benedetti & Associates to be treated this way. Total disgust.