After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

Fred and the entire team at Financial Accounting Services has been incredible to work with…read more Thorough, quick with excellent quality, prompt and secure communication and just a lovely team all around. Highly recommend!!

Corey, told me what he was going to do has far as a plan to get my credit back in order been a…read morelittle over a month and things are moving forward with my credit scores they moving up just like Corey said he's been a godsend helping me out he did so well with helping me out that I have him doing the same thing for my wife if you need somebody to help you out with getting your credit scores Corey's the Man Thx's again Corey

Wow! I took a call with Corey to talk about potential credit discrepancies on my report. What I…read moregot was some of the best financial advice for free. he guided me where to look for information, provided me contracts that could help me, places to go for "good" credit. I have been doing business for a long time and I have never had such an amazing education and support session as I had with Corey. This should have been hundreds of dollars in consultation. Thank you..

Regina, Sorry that I…read moremissed you, thank you for the advice. I was able to get on and handle it and thank you so much, you mean the world to me. I have come such a long way with your help in getting my obligations in order. You're super inspirational. I truly appreciate your work ethic and passion to your field, just going to school and learning that Language of law which is Greek to me;) I was so stressed about all of it, you put me at ease instantly with your soft, feminine, and firm know how! Making it too easy..I hope to one day meet you and give you a gigantic hug . Say hi to your mom for me, and thank her for doing such a great job Cheers! Daniel

Regina returned my call within an hour was able to answer my tax question in five minutes over the…read morephone. I offered to pay her something for her time and she wouldn't accept it. Highly recommend her law group, totally legit.

I'm able to get weekly updates from the firm owner. I find his understanding of the markets…read moreextremely impressive. He has done this for a long time and has ran a portfolio in the many, many millions.

Rainier is an excellent Financial Advisor. He is very thorough, organized, reliable, easy to work…read morewith and very professional. I highly recommend him, especially his very affordable rate. Because of his assessment, we were able to make an important educated decision about our retirement. You will not regret hiring him, very personable, knowledgeable and easy going. Please recommend him to other people as well. The best investment we have ever spent !

I can't say enough good things about Paul and his business!…read moreHe's provided countless assitance with my tax needs, saving me thousands of dollars, and most importantly days of headaches!

HORRIBLE. Do not use them for personal tax returns they will steal all of your money and bill you…read morefor doing nothing that free turbo tax couldn't do, horribly managed and I'd never do business again with them.

We run an emergency vehicle business with a very long sales cycle that causes cash flow issues now…read moreand then. I have worked with National Funding a few times now to help us bridge the gap between the contract signing and the commission receipt, which can take up to a year. They are always wonderful to work with and they fund very fast! National is transparent about the costs and fees, which is awesome, plus they sometimes offer discount incentives to pay off the loans early, which works great for us. Not many companies offer that these days. This time around I worked with James Romero and he was a delight! He was friendly and patient as I worked through gathering our documents, so I am grateful we have him as our account manager. Thanks to the National Team!!

I applied with National Funding for business funding and they added me to some Risk system lenders…read moreuse, and after that, everything changed. Other lenders started backing away, and I was told my file may have been flagged in a lender risk system. The worst part is that no one from National Funding ever contacted me to verify anything with my bank or ask for clarification. They just made a decision, seemingly put me on some kind of lending blacklist, and then ghosted me. This has hurt my business badly. I am frustrated, angry, and honestly feel completely screwed over. I need National Funding to explain what happened, who they shared my file with, and how they are going to fix it. I ended up looking at a local lender and they explained to me why others were backing off and it was cause of a single damn company.

She is beyong caring and professional her voice puts you at ease with such knowledge in all areas…read morewith the highest standards of ethical practices We would never trust anyone else.

Veronica is amazing. She provided great service for my taxes this year. Not only that she is very…read moreknowledgeable in many different aspects of taxes. I'm glad I found her and will continue to utilize her services. Plus I could tell how much she really cares about her clients.

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.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

There are no words how horrible this company is. Trying to…read morewithdraw my money from LPL for 6 months and still dont have it. Theres a different story every time I call! Please research all the bad reviews about this company and you will know!

LPL was handling our Rollover IRA, not our choice. When we decided to move our funds to a different…read morecompany, LPL said we needed to liquidate the accounts into cash. That was more than 3 weeks ago, the money is sitting idle, and they are unresponsive. Our retirement funds are sitting in their account, and they keep saying it is in process.