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.

Andrew helped me so much during a very difficult and confusing time. He was kind and patient and…read morenot only got me the information I needed but gave me much needed peace of mind. Thank you so much, Andrew.

From the owner: Fiduciary Services Estate Administration (Probate)…read moreTrust Administration Charitable Trust Administration Special Needs Trust Administration Guardianship/Conservatorship Power of Attorney ​Bill Payment Personal "Payee" Representative

We have been with Heslin Wealth since Sean started. We have nothing but great things to say about…read moreSean and his team. Sean is thorough in his explanations, he has managed our money better than any company prior. We have recommended him to a few friends, they have been very happy as well.

New client here and very happy with the service from the moment I walked in. Frederick, David and…read moreSean have been very welcoming and accommodating.

Notary Services -- I had a great experience with Barton CPA. I was referred by a local friend and…read moreneeded some trust and estate documents notarized for a quick turn-around. Danya was professional and clearly she takes this portion of her job seriously. She scheduled an appointment in advance, which gave me real peace of mind, and everything was handled smoothly.

Run away from this firm, in particular Kathy Cintas. Worst public relations I have ever…read moreexperienced. Don't expect emails to be answered by her or to be able to get a phone call. Charged for a return that had to be amended because of an error on THEIR part.

very professional, and responsive, I had a great experience and I was able to get into my new houseread more

John Kenny was introduced to me by one of my clients, a first time home buyer who, came to me after…read moreworking with John to get his credit repaired. The buyer was totally qualified after John repaired his credit. In addition he was coached by John and was a happy camper once we closed his loan. He owed it all to Credit Cure of California who repaired his credit and advised him on maintaining a superior credit score. This buyer was the first of several John referred to me for their home loans, and I must admit a referral from John means the borrower now has good credit and understands how to maintain it. I referred a client who was under contract to buy a new home, whose score was drastically reduced by a collection from a cable company. She did not even know it was there but it made her score so low that her loan rate would have increased to the point she could no longer afford the home she has contracted to buy. I sent her to John and within a week or so he had that unsubstantiated collection removed from her credit and her score returned to the high score where it belonged and we were able to close her loan on time with a nice low rate! A friend of mine applied for an apartment and found out an apartment complex he lived in 4 years ago had entered a collection of $3,000+ in his report...the friend had never been late with his rent. The building had changed hands several times and the collection agency bought the account from the original owner. It smelled like fraud but the collection agency didn't want to remove the account. It took a good month but John stayed on top of it and them like the Ninja credit guru he is and got the collection removed and my friend's credit to the point he was accepted into the complex he wanted with interior hook ups for washer and dryer! John also got him a new Master Card which was a bonus! My friend's life was changed as were the lives of several people who were able to buy their homes thanks to John Kenny. I'd recommend John to anyone who needs help with their credit scores/credit reports...he knows how to resolve issues and dramatically improve scores. He fights for you like no one else could because he knows the laws and the ins and outs of the credit reporting systems.

I'm a young entrepreneur, have been working with Tim for 3 years -started with around $100k in…read moredebt, now I'm at $20k. Tim has been there for all the ups and downs, has been supportive and his expertise has benefited me and my business tremendously. I recommend Tim for anyone looking for financial advice and support, and as a mentor, his impact on my life has been incredible. A must!

Tim Mann and Financial Calm Coaching have been a blessing for me and my family. I think it's…read moreimportant for people to really absorb the term "Financial Calm". It's especially important to consider when you think about the opposite: Stress. I have been feeling stress over finances for decades; however, after working with Tim, I now feel a sense of calm. We are saving for home improvements, and long term goals. We are saving for a new car. I have never minded spending money for things we needed, I just always wanted there to be a plan. A PLAN. We now have that plan, and I feel a sense of calm about our finances. It is really amazing to hear "good news" when it comes to money. Don't get me wrong, it's hard work at times; but don't we all WANT to put in that work, and to get the help we need to be calm about finances? I would recommend his services without hesitation.

Experience was streamlined and exclusive! Merrill certainly makes it a point to have the…read moreparticipant walk away feeling confident and empowered.

For months I have been extensively researching a financial advising team for my father. My father…read moreis looking to retire soon and it was important to our family that we have a team who had experience and success,but also had the potential to plan for our family for years to come. I finally found a group to fit what we were looking for, the Valenzuela, Haddock group. We called and set up an appointment to meet with John Haddock. When we arrived at the office we were met by John and led to his partner Diane's office. The office was newly renovated, clean and modern. Both John and Diane greeted us with warmth and smiles. After the initial meeting John and Diane made my father and our family feel at ease about financial prospects and the future growth they are able to provide. Since then we have had several interactions with the office staff, Sylvia was kind and vibrant over the phone and worked quickly and efficiently when we needed her. Overall, I would recommend this office, and Diane Valenzuela and John Haddock to everyone looking to have great customer service, a trustworthy advisor, a holistic approach to wealth management and financial planning, as well as the potential for tremendous growth! Thank you Diane and John!

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

I am starting to wonder what happen to customer service and the customer always comes first. Is it…read moreeven a thing anymore? If I could give "ZERO" stars I would! I can't tell you how dissatisfied I am with Schwab, not only this branch, as well as, the Estate planning department, others via their 800 customer service number, the branch manager & Eric Moser (the VP of this branch), Which is perplexing in itself, as he is completely disconnected from his clients, I wondered how he even sits at the position he does. And Just over all Charles Schwab as a whole. Very long story short. My mother & father placed their trust years ago in Charles Schwab and their broker. In doing so, I am sure they thought they were placing their funds in the hands of professionals and to be professionally managed. Well, that's not always the case. My mom passed away, and my brother is "legally" the POA of my father's estate, and doing an outstanding job. My father's life was turned upside down after being married for almost 60 years. He has full time care, lots of family around, and seemingly in a good place. And fortunately, my dad did well for himself. Maintaining his lifestyle was never a question, even with 24/7 care which is in the tune of give or take $15,000 a month. Sadly, it's just without my mom. Fast forward to 2 months ago, yes, I said 2 months ago (so remember that). There's a lot , and I won't bore you with all. Yet, we are now dealing with, lazy, poor performance, mismanaged & uncaring employees at Charles Schwab, as well as an unscrupulous broker, and honestly at this point we are being taken advantage of. When Charles Schwab was informed my mother passed, they immediately locked my dad's account (mind you it's my mom & dads account). I understand the security aspect of it all. Yet, the hamster wheel my dad and brother are on due to the irresponsible humans working at Charles Schwab, it's absolutely ridiculous! I'm livid! And that's putting it lightly. I took my dad down to Charles Schwab twice to try and fix this issue, my brother has been there 3 times, and each and every time, it's "Oh you just need to sign this and get us that", yet when he signs, they then tell him "oh we need you to sign one more thing", this has gone on for almost two months! Once I went down and Eric was too anxious to even speak to me, what a professional. Can you imagine your broker not even speaking with you yet making money off you. Disgusting! MY DAD and My brother have been locked out for 2 FRICKEN MONTHS. Money has been lost due to not trading, my brother even called ERIC MOSRER (sp) and asked him to please sell a position, Eric said he would, yet forgot. Great job Eric! My brother was so upset, he said to me that day, we lost 60K. I told him NO, CHARLES SCHWAB lost us 60K - not you, not dad, Charles Schwab, Period I realize dealing with Schwab especially the last 2 weeks, they are unethical, misleading, and the breach of duty they have on their end to their clients, is damaged. A broker is beholden to Strick regulatory guidelines and ethical code that carry stiff penalties! I am really questioning their wrong doings. No one has acted with integrity here! Hell even "Chewy" sent a card and flowers when my dog died! What did Charles Schwab do when my mom died, they locked my dad out of his own account with a boat load of money. And never sent or offered condolences to my dad! Yet the worst part for me, they never ever apologized to my father or my brother for this unimageable run around that they have been given! They have done everything asked of them and are still getting the run around and still not getting calls back! At this point, this is misappropriation of my dads' funds! What.... Is Charles Schwab just going to steal / embezzle / keep / never give access to my dad, to get his money, because that's how it looks! Eric Moser & the Charles Schwab team, pull your big boy pants up and take care of this ASAP! Enough! Worst branch! Horrible people! The worst of anything you can think of, that's this branch! Their customer service is in the toilet! #charlesschwab #shameonyou 9/25/23 - regarding your message below, its BS! It's a generic message doesn't go to anyone directly. It's basically just to save face on their end! Saying.... look at we tried to reach out. The truth is, it doesn't go to anyone!!! Again this just reiterates what I said at the beginning about their customer service and the company as a whole. Horrible company.

Hamilton Allman is wonderfully thorough and helpful! He has been patient and kind with me in his…read moretime and financial advice.

We hired Hamilton to file our 2017 tax returns and we will be using him again this year. I had been…read moredoing our taxes myself and really didn't know what I was doing. It was time for professional help! Hamilton helped me to understand everything and answered all my questions. I really feel like we are in good hands while navigating the craziness of tax season. Highly recommend!