We just want to pay our dang taxes!…read more While we got a reply to our inquiry with a referral to another office, the gentleman mentioned that he did not know the professional's thoughts on serving LGBT people. I mean he did not just offer that up, I specifically asked to find this out after a bad experience at another firm, but the language struck me as coming from a particularly privileged viewpoint. He said: "I do not know Mr. C___________'s LGBT thoughts. Never asked, never cared." I see, you "don't care." You don't have to care because it won't affect you. I might also respond that while YOU personally are not affected by negative viewpoints or bias, the LGBT clients YOU SERVE unfortunately might get themselves entangled in business relationships that might seem okay at first, only to be found out down the road that are markedly injurious and harmful. It is a shame we have to even ask such questions but these days you cannot take your family's safety lightly. On the bright side, he did know a firm that would "be a fit for" us. I am taking that as a firm that advertises it serves our community, That was kind he took the time to direct us to them. Don't get me wrong, this Sexton Advisory Group was responsive and helpful albeit privileged. There are specific groups that target individuals in the LGBT community (even advertise to us and then let us down) and we just have to eliminate them from business contact. It is too bad we even need to bring this up at all, because business should be business and not personal.

He is dishonest, does not have his clients interest. Only his own had an extremely bad experience…read morewith this person cost me lots of lots of money.

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

Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.

We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He…read moreis knowledgeable, honest, and hard-working. Thank you, Jay!

I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

In 2009, I only made 1% on my 401K so I fired my financial manager and it was ME! I signed up with…read moreLapointe in 2010 and by Jan 2011 he had made 10%. He works flat fee, group investing and also individual investing for a yearly 1.6% (tax deductibloe for up to 100K scaled above).

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator,…read moreresponsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Matt Fallasen is an expert in his field, I recently set up all my retirement investments with Matt…read moreFallasen. Highly recommended for you and your family's investment strategies and retirement goals.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Wolfgang Financial has been our Financial Advisor for about 3 years…read more We have worked with other Investment Firms for many years. But we never really got the personal attention that we now receive with Wolfgang Capital. Phone calls and questions are answered promptly. We rest assured that our investments are well managed. We are now part of the Wolfgang Family.

From the owner: Wolfgang Capital is a fiduciary, RIA, full service wealth management and retirement planning firm…read more Our team creates a space where clients feel cared for, comfortable and understood. Our office has a welcoming feel that is created by genuine, hard-working, local people who understand your concerns. Our ideal client understands that as a fiduciary firm, we are responsible for our clients’ well-being, and we do not take that obligation lightly. Our client-centric approach emphasizes clear communication, transparency, and a commitment to understanding each client's vision for retirement. Our financial advisors have first-hand experience in making sure that a life change does not equal a family’s altered financial health. Disclosure: Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, an SEC Registered Investment Advisor. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered through Wolfgang Financial Group LLC dba Wolfgang Financial and Insurance Agency (CA LIC # 0K07551). Tax Services offered through Wolfgang Tax & Accounting LLP. The aforementioned companies are affiliated companies. Legal services offered through Drovetta Law APC, an unaffiliated company. Neither Wolfgang Financial Group LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

I first learned about Carver Insurance while helping my father secure coverage for his homes, and…read morethey were fantastic--easy to work with and highly responsive. When my current insurance provider couldn't offer me an umbrella policy, I decided to give Carver a try. Once again, they delivered. The entire process was simple, smooth, and handled with professionalism from start to finish. Highly recommend Carver Insurance for anyone looking for knowledgeable, reliable service.

They do follow up in timely manner, which means they are professional and caring for their…read morecustomers and own business! Quote is reasonable. Glad to find them and Happy to do business with John and his team. Thank you !