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!!

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.

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.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

I have been working with Sean Chung for over a year and it has been a life changing experience. I…read morehave told all of my friends about it. I wanted help understanding my finances but struggled to find somewhere that didn't require me to have over 100k in savings. Sean walked me through a comprehensive financial analysis and through that process I finally feel like I understand my finances, how to manage my debt, feel comfortable with my budget and am finally investing. I have significantly increased my net worth by utilizing the strategies Sean has taught me. By far the best decision I have made for myself! I highly recommend TruFinacial.

I worked with Daniel and I am very pleased with his knowledge, service and professionalism. He took…read morethe time to explain everything to me. He answered all my questions and concerns. I highly recommend him.

Hayley has been exceptional with taking care of our office retirement planning. She is generous…read morewith her time and very responsive.

Love Hayley...she is on top of everything going on in the stock market and gives solid…read moreadvice...stays in touch so we can make changes as needed. She does an excellent job for us.

Wow... not what I expected from all the reviews. I wanted to compare the service here to that of…read moreMG Business & Tax Service and Top Gun Realty which I've had an excellent and wonderful experience with before I decided to work on a new start up company. Lucky me I chose to give this place a try... and boy oh boy was it a disappointment. Other tax services quote me at $70 right off and offer a student discount at $45. MG Business & Tax only charged me $45 when I previously filed with them... $60 at top gun realty in Mira Mesa for BOTH a W-4 and a 1099-misc. This place QUOTED ME AT $120+ for only a 1099-misc to be filed. Wow... seriously. The people here giving 5 stars? Yelp may filter my reviews, but I have 1,400+ Active friends on yelp from my local area and 5,000+ views a week on my blog (which I will repost this) so go ahead and filter this yelp. I emailed them to schedule an appointment, asked about filing my 1099-misc, and briefly mentioned the yelp discount coupon. The ONLY reply from the email was in regards to the coupon and here's what it said, "How much was the coupon for? The reason I ask is because we don't benefit from it since yelp keeps a cut but we can give you a discount for the amount of the coupon." this was before I messaged them on facebook about an appointment. wow... He only lowered the price down to $70 when I mentioned that other tax services (all except this place) was offering $70 as their starting price... AND THEY WERE! There's even a coupon online which quotes $30 for $40 worth of service. I was afraid if I mentioned that coupon I'd be paying some other magical number well above $70. I ended up biting the bullet and paying $70 which I somewhat expected in the first place and not the ridiculous $120+. It's things like this that make me glad that I created "putyouonblast" so that those out there can have a jolly time skipping bullshit rather than muddling in it. Brian was polite, courteous and prompt with the service. Cliffs: -Was charged almost 2x more than what other tax services charge -Only got a discount because I mentioned the quotes from other companies -The coupon online doesn't mean a damn thing because the prices they come up with are arbitrary. -I sent an email in regards to appointments, quotes, coupon and questions on my 1099-misc. Only got a reply about the coupon because they "don't benefit from it since yelp keeps a cut"

I have had horrible experiences when getting my taxes done in the past. Luckily, I was referred to…read morePro Tax Solutions by a friend close of mine. Brian and Teresa were able to fix my tax return that my old tax office messed up. They were able to get me refunds for both 2011 and 2012 after my old tax company told me it was not possible. Initially, I only went into Pro Tax Solutions to see if they could resolve my issues with my previous tax returns. However, after I recognized how knowledgeable, honest, and patient the crew at Pro Tax Solutions is, I realized I wanted to give them my business for this years taxes. Teresa did my taxes in less than 10 minutes and was even able to get me a refund I wasn't expecting! Like most people, I have so many questions when it comes to my taxes. I am so grateful I found a professional family owned business in Pro Tax Solutions. They care about their customers. I have been sending them emails with tax questions and they usually reply within the 10 minutes! Unlike most companies who take 1-2 business days. Thank you Pro Tax Solutions! You have earned my business for years to come. If anyone has any issues with their taxes or just wants their taxes done, Pro Tax Solutions is the place to go. They are also more affordable than any tax office I have visited in the past :)