I don't usually write long reviews, but this experience honestly deserves it…read more From the start, working with Rod has been nothing but smooth. What stood out right away was his responsiveness even during a weekend holiday, he still took the time to get back to me and start helping immediately. That kind of dedication is rare these days. He's super easy to talk to, very professional, and clearly knows what he's doing when it comes to credit. He doesn't just rush you through the process he actually explains things and makes sure you understand what's going on, which I really appreciated. You can tell he genuinely cares about helping his clients and getting real results, not just signing people up and disappearing. Overall, just a great experience. If you're looking for someone reliable and knowledgeable to help with your credit, Rod is definitely the guy.

Rod and his team are the real deal!! Not only are they professional and efficient, they also are…read morecompassionate and understanding. They produce results in a short amount of time! I needed help fixing my credit and Rod and his team helped me to remove accounts and raise my credit score significantly. All their efforts have led me to getting approved for a brand new apartment and starting my future fresh! I can't thank you enough for all the help you have given me. You have truly made a difference in my life and I am beyond grateful. God Bless you and your team for everything, I can't say thank you enough. You guys are nothing short of amazing! 100/10 Experience!!! If you are looking to improve your credit SD Credit Corner WILL improve your credit, they know what they are doing and they are very professional, you will get results. Super thankful for them!!! Thanks again Rod!

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

I highly recommend Gabriel. He is extremely thorough at analyzing your financial portfolio to…read morerecommend possible paths towards your goals. Once you decide the path you want to take to achieve any goal, he monitors your progress with follow up. Gabe worked closely with me when I was employed & helped me set up a plan for my retirement. He reviewed our portfolio and helped me develop a plan which I was able to focus on to achieve. Because of his wise counsel & financial vision, I was able to stay focused on the plan and retired at 60. Thank you Gabe!!

From the owner: Helping people has always been a passion of mine. I graduated from Providence College in 2011 with…read morea BA in Social Science and a minor in Accountancy, but I was most impacted by my mission trip to Haiti after the devastating magnitude 7.0 earthquake struck the impoverished nation. At the time, I majored in Accountancy, but this experience changed my course, and I decided to work as a teacher out of college. After going through my own personal finance journey through Dave Ramsey's Financial Peace University, I felt a strong desire for others to feel the financial peace that purposeful planning provided for my family at the time. In 2020, I decided it was time for me to make the jump back to my roots and into the personal finance industry in service to others. For the past 3.5+ years, I’ve worked with numerous clients on their personal finance journeys as a Paraplanner and Financial Advisor. I've guided clients using a goals-oriented approach through the 6 Pillars of Financial Planning: Cash Flow, Debt, Income Protection, Savings/Wealth Accumulation, Retirement/Estate Planning, and Income Taxes. Through my experiences, I've guided numerous clients towards developing a clear and purposeful financial picture for their lives. I look forward to learning more about you. Let's connect!

I've been coming here for quite some time now only found out after years of traveling to mission…read morevalley that this is my sister bank. Well last week I encountered Maggie one of the cashiers and when I tell you she is a vibe well, she was serious, polite, and did everything to the T. I had to give her Koodos because she honestly deserves it. Maybe one day she will sit in the big girl chair. Thank you Maggie and wheelhouse.

I was very pleased with the help I received at the credit union. I'm very happy my problem was…read moreresolved. Everyone is very nice and helpful. Great service

I have e been a customer for 14 years, and the chula vista branch opened near my home not to long…read moreago and after my first visit it became my bank to go to. In this digital era, with apps for anything and everything, it is so refreshing to interact 101 with real people, caring, professional people. I have had the privilege to interact with Nivia at the teller both, and more recently with Minerva and Adam with car loan matters. All of them made me feel welcomed and were alway polite, respectful and more than anything, very, very helpful. Please, keep up the great work! Sincerely Marco Almada.

It is a Bank located in Chula Vista Ca, it is close to all stores such as Walmart, Costco Pets Mart…read moreOther Banks Pharmacies Gas Stations Restaurant's near to Broadway ave across from Palomar Freeway 5

I felt Jennifer really cared about my issues and went out of her way to explain and guide me throw…read moresolutions. After working with her, I was able to get a great rate on my car loan. I would definitely come back to Jennifer when I have any financial issues.

I can't express how thankful and blessed to have found Jenn…read more Out of three other consult she made me feel comfortable and gave me realistic expectations. She didn't over promised but, most definitely delivered everything like a true professional would have. Other credit consultants made me feel my credit was horrible, in desperate need, and, or either they would be able to fix my score within few months. None where as precise and straight forward like Jenn. She let me know my credit scored wasn't the best yet it wasn't the worst either. My problem wasn't much to do with collections but late payments and little hiccups on the way. Jenn is a true professional. I would say she "like an attorney" fighting with the Creditors/ bureau and finds angels to help every situation you encounter in the past. Most definitely a true fighter that is passionate about her job. It's great waking up to emails you're credit score has gone up and I have to thank Jenn for it. Not only my credit score has gone up but also my credit-card credit limits. I was also able to purchase my car at a low rate since my old car broke down. Now I can't wait to purchase my first home in the next year or so. Cheers to a brighter future!!

Hector, Anthony, and the whole team here are awesome. I've heard about them from some friends but…read moreyou know how filing taxes are, always a pain. I'm glad I stopped by cause they made everything a breeze. They truly are the best in Chula Vista and will take care of you to the best of their ability. Don't be afraid to file your taxes like me, just come see Hector and they'll take care of it!

Hector Bonilla was able to clean up my former tax advisor's mess and I was able to get money back…read more I am glad I came across this firm!

Once again Mrs. Rosy Ayala always greets us with open arms. Her service is always very appreciated…read moremakes us feel comfortable . And her price range is very good. We will be back next year.

It's not easy to trust someone with your money but Juan is absolutely amazing. Not only did he get…read moreevery credit he could for me and my family, he explains everything in terms I can understand (for us people not familiar with CPA lingo). Will definitely be using his tax firm for many years to come.

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

We began investing in Seattle and only spoke with our 'advisor' when one of us called him. Upon…read morereturning to Chula Vista, we set up a meeting with Chris Campion of Edward Jones and immediately felt comfortable with the man and his broad knowledge of investing. Chris has been overseeing our investments for a number of years now and we have done well. Unlike the 'advisor' in Seattle, Chris meets with us once a year to go over our portfolio to show us how it has changed from the previous year and what adjustments, if any, to make. When my mother-in-law began investing, Chris drove to Temecula to meet with her once a year to go over her portfolio. Chris has also called us to suggest purchasing or selling, and he's always available whenever we have a question. We are extremely satisfied with Chris Campion and Edward Jones.