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.

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

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.

We have been going to get our taxes done with Tony for years. He always does a thorough job and…read moremakes it all so pleasant and convenient. He is especially knowledgeable and has a great office staff. We highly recommend Freedom Advisors!

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