I like in person contact n i love this Schwab office. I met John n William a few times and found…read morethem very easy to talk, n professional. of the few times that i was in their office, i observed that they were very helpful to other of their clients as well n made everyone welcom. Highly recommended.

Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area…read morewho would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no. Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.

Concerned about keeping current with the ever-changing tax codes for both State & Federal? Cieslik…read more& Glenn have been my "go to" resource for accurate & knowledgeable tax preparation for several decades. Their professionalism, combined with personal warmth, make the entire tax process far less "taxing"! In summation, my experience is that you receive a Rolex/Lexus service in total, despite a continually evolving & complex tax code. Is there a cost? Certainly, but the price is minimal for peace of mind knowing you are legally complying with an ever-convoluted tax environment. Excellence in action!!

We were told to send in a substantial amount of money when we filed an extension. When it came…read moretime to file, the preparer couldn't "find it". She said she could send a letter to the IRS (they weren't taking calls) to enquire, but we needed to proceed without that credit. A few weeks later I called to follow up and she said it could take months to get a response from them. Months and months later, still no response. I walked into an H and R Block and explained. The preparer hopped on the phone, called the IRS and we got our answer in 10 minutes. Ten minutes. Ten months later and no response from this office. Needless to say we switched. The new tax preparer reviewed our taxes done by this office and found at least 5 major issues. What a waste of money.

i live in georgia and carlos serna took my case i can say without a douubt we lost it all if it…read morewasnt for carlos!! dedicated is an understatement! we got all mixed up when lenders was selling my loan ever other month! if you want the real deal & your in trouble with your home or jusrt need gudiance please let carlos help you!!!! you will not regret it!!!!

Carlos did not help us at all, months he didn't contact us or call us back. When our home when to…read morethe magistrate, I notified him, he didn't contact me back our home was sold with out my knowledge and he still was trying to find funding for my mitigation institution of filing for me to keep my house

James Murray did an excellent job in explaining my options. Gave great examples and really…read morestripped it down and easily to understand. A true Fiduciary who is solely looking after you and gives you the best options for you versus his own interest as plans that he would get the best mark ups.

My wife and I can't say enough great things about how much we value Safeguard Investment Advisory…read moregroup. We came to Safeguard, not knowing what to expect. We were referred to them from friends. Our first visit was to the office in Corona, CA, where we were met and welcomed by the receptionist at the front desk. Her greetings made us feel like we were long time clients already. We were offered beverages (non-alcoholic) and escorted to a meeting room, where we met with our advisor named Reid Abedeen. We discussed what we were looking for in an advisor and what our retirement dreams were. From there, Reid developed a fantastic plan that would help make our dreams come true. Safeguard makes you feel like you are doing them the favor by doing business with them. A person feels valued and appreciated. I came to Safeguard for help because the investment group that I had prior, just put everything in a computer and whatever the computer developed as a plan, is what a person got. I never felt our previous investment company had my best interest as a top priority, where Safeguard does! Safeguard develops a plan specifically for you to earn income, to try to help reduce taxes from accounts and to give one a sense of ease in retirement. To make retirement not so scary. Because of Safeguard, we know our retirement is on the right track. Safeguard monitors our accounts and makes the necessary adjustments when needed. Safeguard schedules follow-up meetings and provides us with valuable information to help us navigate retirement. With Safeguard, we feel like our best interest is their top priority. Through our time with Safeguard, we have met many of the Corona, CA office members. All make a client feel so appreciated. Their professionalism, knowledge and kindness is top notch. We have developed more than a client - advisor relationship. We feel like we made some great friends at Safeguard, who are always looking out for us. In a sense, we feel like we have been welcomed into the Safeguard family and it is a fantastic feeling!

John really knows his stuff when it comes to the proper life insurance for your situation. It is…read moredifficult to assess this complicated purchase. You need John in your corner guiding you! He has all the licenses and designations and on top of that he cares about you!

This review is long overdue, but John was so professional and got persistent! I had a business debt…read morewith American Express that I was not able to pay. John negotiated and negotiated to get the huge debt down to a manageable lump sum payment for me to pay off and walk away from. Without his help, I would have been an anxious mess! I couldn't have done it without his expertise and assistance through the whole process.

I've been going to her for the past 5 years, she's amazing and really helped me out a lot. I was in…read morea lot of debt with the IRS and she took care of it. I now have her doing my tax returns. I highly recommend her.....

I had issues where I owed over $10,000 in back taxes. She went through and reviewed and corrected…read moreerrors in my tax filings through H&R block and Turbo Tax over the past 10 years. She worked with the IRS on my behalf and I never once had to talk to them. Ever since I've been going to her I've been consistently getting a refund. I highly recommend her to all my friends and family.

Ryan has made a world of difference in my financial life. From our first call, he outlined current…read moremarket trends and gave me concrete guidance on how to invest wisely with limited capital. He quickly diagnosed my financial health and we discussed my goals--graduate school, present needs, and retirement--in detail. I tried investing on my own for years with minimal results. In just a few months with Ryan, I've achieved what took me years to reach on my own. He's outstanding to work with - he prioritizes communication, responds quickly to emails, and is always willing to jump on a call when I have questions. His market knowledge is extensive, and I trust his recommendations completely. I've recommended Ryan to friends and family, and I'd strongly encourage you to call Gerber Kawasaki and hop on a quick call with him.

The financial advisors at Gerber Kawasaki are incredible. From my experience, I've found the team…read moreto be insightful, knowledgeable, and attentive. The founders are exceptionally intelligent, and that expertise is reflected throughout the firm. I got to meet the team at their beautiful Santa Monica office where they are also great hosts. My advisor, Brett Sifling, has been especially great to work with. He is highly intelligent and takes the time to understand the financial goals and plans I have in mind. Rather than simply putting me into a standard strategy, he helps guide me with my specific goals at the center of the conversation while also bringing his own ideas and expertise to the table. I appreciate his ability to think strategically about what is held in my portfolio, why it is held, and the appropriate time horizon for each investment.