Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

SCAM ALERT! SCAM ALERT! SCAM ALERT! SCAM ALERT! These people…read moreare very unresponsive and only want your money. They will do nothing for you, ignore request, and continuously make harassing phone calls during the day, at night, and even on holidays. There are plenty of other financial loan institutions that can help you. You don't need help like this. They will not support you.

They are scammers. The way they rig their pay back on principle is bad . DO NOT USE THIS COMPANY…read more Very rude and ghetto collectors. All need to be retrained or terminated.

I started working with Katy a couple months ago and am very very pleased! She is thorough,…read moreattentive, responds quickly and has held my hand the whole way. I had 1 previous advisor, he previously managed my grandmas estate that I inherited in the bay area, whom I did not care for. We are in our 30's with 2 small kids and a lot of dreams but new to money management, stocks & bonds and all it's terminology. I felt so lost but Katy made sure to take time to explain things slowly and ensure I understood fully. Highly recommend!

Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Comprehensive Advisors is unparalleled in financial customer service. Brett Gottlieb is top in his…read morefield. He is always abreast of the financial landscape's current happenings. This firm really does treat its clients like family. Any member of the team is always willing to address any question or concern in a kind and prompt manner. Comprehensive Advisors conducts many informative workshops throughout the year. They range from how to navigate the minefields of social security, Medicare, the new Trump administration and changes it may yield, taxes in retirement, how to avoid probate, etc. This firm continually strives to ensure that its clients and friends receive pertinent information to help navigate their financial futures. I would like to conclude with the statement, that I became a Comprehensive Advisor client in November 2022. I interviewed a total of FIVE financial advisors, and Brett far outpaced the competition. I know that I made the right choice to hire him and his firm. I feel secure and yes even blessed that my financial future is secure in his firm's hands. THANK YOU!!!!

Fabulous personalized support!…read more I am confident Joy's dedication and competence is leading me to a debt free future.

I cannot say enough good things about Debt Free Joy and the financial coaching I've received…read more Having personalized 1:1 coaching made such a difference for me because it wasn't just generic advice, it was practical guidance tailored to my real life and goals. I've learned how to budget better, stay focused on debt payoff, and make long-term financial decisions with more confidence. The support is encouraging, honest, and completely judgment-free, which made it so much easier to stay consistent. The accountability alone has been worth it. If you need help getting your finances organized and reaching your financial goals, I absolutely recommend working with them

!!! I WILL NEVER RECOMMEND THIS PLACE ANYONE !!!…read more I have been using this company service over 12 years, HOWEVER, for the first time I am disappointed for the company 's high charge. The day before we did appointment for my friend, over the phone we explained that my friend has w2 and 1099 form, and asked estimated price, On the phone he gave us $200-250 for all. My friend went today, she started process do doubt about Unexpected fial service fee. Because my friend went there with my recommendation, also trusted the guy who made appointment. My friend shocked see the $620 TAX FEE at the end. The asked about phone confirmation price, lady who doing tax made some excuse and slip away from topic. My friend shocked condition ended up paying tax fee with last money from credit card. Please be careful, do not let system take advantage from you and from your relatives, friend whom you also recommend Taxpros service. I am sharing my friend's experience, NOW who read this review got lessons.

Good reviews. Lousy customer service. Just moved to Dana Point and looking for a new CPA. I…read morecontacted them via email and they suggested I upload my last tax return into their portal. Which I did. They said someone would get back to me. Nothing. If they can't respond to a "hot" lead what will they do once they land you? And they now have all my personal financial information.