I needed help filing my taxes and fixing filings from a previous year when I lived overseas. Dana…read moreHopkins was wonderful and made the process a breeze. I highly recommend Trimble & Co.

Tried to call about getting Buisness and personal taxes done. The lady on the phone was very rude…read moreand didn't give me the time of day. I guess I will have to reach out to another company

$300,000.00+ invested thur Joe Pratte. Now I can't locate him. No dividens/payments coming into my…read morebank account. Office & personal phone are "ring no answer" & home phone is out of order. Last contact with Joe was in March of 2025. Joe, if you read this please call me & send my my payments.

I and my family have been associated with Joseph Pratte for over 30 years. Joe is the BEST…read moreFinancial Planner I have ever worked with. We trust and respect him completely. Pratte & Associates give true financial advice and guidance. He takes your "whole" finances into consideration and provides you with the right tools to help you achieve your financial goals. Joe has a plethora of knowledge in investments, retirement and many saving options; he uses this knowledge to help guide you in your financial goals. Most financial planners sell you a product; not Joe, he plans according to the goal YOU want to achieve! Joe is a humble man with a heart of gold! He puts his "whole self" into his work, always going above and beyond! He is a caring man and a wonderful family man who takes joy in helping others. We have been blessed to have Joe Pratte in our lives not only as our financial planner but as our dear Friend!

We went to Spencer in 2023 with our personal taxes after my husband's parents died, and at first,…read morehe was easy to work with, answered our questions, and agreed to do our taxes and file. Then a few months in, he just stopped answering our calls and messages, with no explanation. My husband called his secretary one time, and she said he was available. Suddenly my husband heard Spencer's voice in the background asking who it was, and told her he was not available to us. We have no idea why, still, because no one ever reached out to us--we were just ghosted. I could not believe how unprofessional Spencer was. We were referred by a good friend in the financial services industry, so we were surprised, and by this point, baffled and enraged.

These services are the best Spencer I've working with him years honest and knowledgeable I loved…read morereturning to leivas and I also refer alot of friends and associates to them they rock.

This place use to be amazing. A few years ago new management took over but I decided to continue my…read moreloyalty to them regardless of the hiccups that occurred. I figured it was just an adjustment period and things would get better. However it just continued to declined. Scheduled phone calls were not happening, communication was not there and overall friendliness slipped. Its so unfortunate that Herbie is no longer here. His kindness and dedication really is unmatched and I will have to look elsewhere where for future services.

I have been coming here for 3 years now to do my taxes…read more The staff here is super friendly, and everyone is always there to help. Not to mention there are always cookies and candies there for the taking. :) Veneranda is my CPA, and she always does a smashing job. As long as i am in the area, I will continue to go here to do my taxes.

Sid Barnett is a knowledgeable, focused, goal-driven professional as well as a people friendly…read moreindependent agent of MARSHALL Life and Financial Solutions, INC.  Sid and I had our first meeting in August of 2019. Sid took down my financial statements and my goals and went to work. He customized and presented to me a couple different individual investment plans to suit and meet my personal needs.  He spent much quality time with me and even later on met with myself and one of my sons to further discuss these customized investment plans he had put in place for me. Sid continues showing honesty and transparency in conducting business transactions. He has no hesitation whatsoever meeting with any family member, your CPA or other business professional to further discuss, explain, strategize any concerns you may have to better serve your needs. Sid's positive attributes of openness, honesty and transparency has earned him not only my respect and my trust but also the respect and trust of my entire family. To further validate this, my son informed me that I no longer have to run any of my business transactions with Sid by him.  He says Sid has my best interest at heart and will advise me as to the best and most productive investments programs as if investing for himself or his mother.  Sid has good moral values and ethics. He makes you feel important and confident no matter the size of your investments. He guides you and shows you how to set a goal to start planning or to continue making smarter financial investments for a better future for yourself and/or your heirs. Sid will continue to be my lifetime financial advisor and has started advising other family members as well. Therefore, I highly recommend Sid for your financial planning investments and other programs as described on MARSHALL life and Financial Solutions, INC. website. Sid can be reached at (951) 704-9422. He also has my permission to give my phone number to any present or future clients who may want to know more about him. Marie Adams

I contacted this office because their information appeared on paperwork related to my policy…read more During my conversation, the agent made negative comments about the insurance professional I have worked with for years, which I felt was unnecessary and very unprofessional. Based on my one interaction, I was disappointed with how the situation was handled and would not recommend this agency.

Great place to get financial advice or help. We talked to Tony Zapico and were referred by my…read morefriend/classmate who his family has been coming to Tony for years. Tony knows his stuff. Very knowledgable, educating us on everything we did know. He even gave us a book that would help us understand certain financial situations. I highly recommend anyone to come to him or his daughter. I had a great 1st time experience here which was scary because I've never received financial advice before, so I didn't know what to expect.

Tony and Rebecca are great. We have been getting our taxes…read moredone here for some years now, maybe 10. Small parking in the front, more in the back. We get an appt sent to us every year. Send your stuff in before your appt, then when you get there go over everything, and done, very easy. Or you can do what we do, bring everything the day of the appt, and 30 minutes later, done. Easier and faster the other way.

I'm very thankful for my financial advisors Steve Ruiz, Yadira Anaya, Alan and Aaron Cruz at…read moreIntegrity Financial. This is a Christian based organization and their faith shows through in the way they care and treat people--with honesty, kindness, and integrity. Every time I visit the office, I'm greeted with a warm and friendly welcome from everyone which makes me feel valued. They have all become cherished friends. Any time I have a question, I can send a simple text message and they always responds. That level of accessibility and personal care is rare and greatly appreciated. Most of all, I'm extremely happy with the results of their financial advice. Their guidance has given me retirement confidence and peace of mind about my financial future. I am truly feel blessed my wife and I decided to do business with them. I highly recommend this organization to anyone looking for trustworthy and dependable financial advisors.

Very caring people. Type of care was good. Pretty good office as well. Pretty chill placeread more