We bought our first home almost 2 years ago, and decided recently it was time to Refinance. Chris…read morewas our loan officer for our original purchase, and we went back to him when we wanted to Refi. Chris closed the loan on schedule, under a month, through the holiday season, all while being highly communicative with us. We HIGHLY recommend using Chris if you need a home loan. You will not regret putting your faith in him. PS: Chris is not my cousin or relative, he is simply the BOMB!

Working with Chris is a pleasure. Very knowledgeable. Very responsive…read more I bought my first house with him on the FHA 3% down. I also did a refinance with Chris as well. Both times it went off without a hitch. Very painless, and I'm completely allergic to paperwork. I wouldn't hesitate to refer him.

I've had WorkPerks doing the payroll for my accounting business for over 8 years now, and it's been…read moregreat. I love the personalized service that James and his team provide, as opposed to the bigger payroll companies where you feel insignificant. WorkPerks feels like a part of my team, and I highly recommend them.

Really love working with WerkPerks. Their customer service team is consistently responsive &…read morehelpful. The set-up and payroll submission process is super simple. And to top it off they save me 25% in fees. Glad I made the switch! Thanks again.

John Kwok has been our family's CPA for three generations! Trustworthy, intelligent guidance,…read morereliable, generous and a gentleman family man his son is also a CPA same location. Foresight with your investments, taxes and end of life decisions always pays off. I cannot esteem John any higher. If you don't want to be ripped-off, treated like just another customer, have blessed assurance he is your man! Join our Happy family.

We highly recommend John Kwok who has been our tax accountant for nearly two decades. He is…read moreexceptionally helpful even at the busiest times. As a CPA, he is thorough and efficient, often sharing updates about the changing laws which saves us more than we anticipated. He has always offered a hospitality that puts his clients first---which is huge, but most of all, he is a man of integrity and we've been so grateful for him.

Brandon is wonderful. I needed a Rental Property Insurance policy for a home I am renting out. I…read morewas recommended to Brandon from another insurance agent because their carrier is currently not writing policies in CA. Brandon went above and beyond to help me find the right carrier. He was gracious with his time and any questions I have. A man of high character. Highly recommended.

Where do I start. I worked with Natalie Gale and due to her lackadaisical approach my closing has…read morebeen delayed. Spoke to her a good two weeks ahead of a quick closing date, September 9th. It is now September 13th late afternoon. Luckily my lender told me that the underwriters were delaying closing because the insurance Natalie found is not compatible with the lender. You would think this would've been caught by experts in insurance. I had to cancel and work with another home insurance broker. Cancellation of my annual premium with Natalie will take a month. Highly recommend going with other brokers in the region like directly with State Farm. Quoted and signed in 2 hours and they made sure the insurance would work with my specific lender..

I am so estatic that I found Gabriel. He explained the process step by step in acquiring planned…read moreretirement portfolio that will for. He answered all my questions and addressed my insecurities. I am confident that he would do a great job for you too. I retire next year and I can't wait! Naomi

Sal and his team are full service and highly competent. Brian and his case designers are brilliant…read moreand have helped me close many cases. 8 years and counting and they continue to exceed my expectations. I am 33 years in the business of financial planning, asset management and insurance.

Mark is very professional and has a great team. We appreciate their service and team.read more

Mark Hayes and team are great tax advisors. The staff is very responsive and thorough. We've saved…read morea lot of money with their advice and direction!

great service joey was very helpful and kind to us whole time, highly recommend to anyone elseread more

Charles La Bella, presently Of Counsel at Barnes & Thornburg and a former deputy chief of the US…read moreDept of Justice Fraud Section, represented a client opposite me in litigation between 2016 and 2017. On April 26, 2017 and again on May 1, 2017, Charles La Bella met with my attorneys from the Duane Morris law firm and another attorney from the Alexander law firm and demanded a $6.5 million settlement package for his client. Each of the meetings lasted several hours. Regrettably, his client was lying about a certain key allegation and made multiple other false allegations that were being used as a threat for a global settlement. Shortly after the second meeting, one of my attorneys alerted a local city prosecutor that Charles La Bella was using the threat of a criminal charge to exert financial leverage in the settlement of an associated civil dispute. That evening, on May 3, 2017, Charles La Bella emailed a partner attorney at the Duane Morris law firm that the parties were not in settlement discussions, that there were no ongoing negotiations and that if this was being represented to anyone it would be untrue. Charles La Bella, a veteran of the Justice Department and former Ethics Commissioner for the City of San Diego was lying. Charles La Bella sent a falsified electronic message to the Duane Morris law firm to conceal the existence of his outrageous settlement demand and this was exposed through a sworn statement from one of the attorneys at the meeting and supported by billing records and correspondence from the Duane Morris law firm. Ultimately, Charles La Bella's client was found not to be a credible witness at a San Diego Superior Court trial in 2018. My attorneys argued that the substance of La Bella's client's allegations were a "fraud on the court". After several more years of litigation, I received a six figure judgment at trial and a portion of my legal fees from Charles La Bella's client for my representation by the Duane Morris law firm. There is a certain amount of trust invested in the truth of statements made and electronic messages sent by current and former government officials, especially that of a US Attorney tasked with prosecuting criminal investigations in the public service. Charles La Bella, a dishonest and arrogant little man, is unfortunately not worthy of that trust. The Barnes & Thornburg bio sketch extols Charles La Bella's "unique wisdom and sound judgment to craft informal resolutions to complex problems." Perhaps this bio should be re-written to commend Charles La Bella for his connections and willingness to lie in his electronic communications. La Bella's "informal resolution" was for me to give his client $6.5 million but that it had to be done secretively and he had to lie about it to conceal it. Disgusting and corrupt.

The last four years with James and Olivia have been worry free.I trust them completely.read more

James has been doing my taxes (both business and personal) for about 35 years or so. He is super…read morefast and super efficient. His daughter, Olivia, is taking over now and she's just like the old man -- fast and efficient. They make complicated things simple -- right up my alley. Also, they have a very nice office centrally located on Grand Ave. If you're looking, no need to look further.