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.

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!

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.

This Location has by far is the sloppiest customer service at any US Bank I've been to. So I hope…read moreone reading this does not mistake this as a US Bank review because I very much like and still have US Bank. Verinconsistent on enforcing their policies and do not go out of their way to try to retain your business. For example, my wife and I are on the same account. She tried to cash a $2500 check issued to her. She only had her DL with her that day. She could not because she didn't have the appropriate two forms of ID. My wife is on the primary account. A drivers license or social security number is all that you need. There are security questions established for a reason. I walked in the next day and with just my bank card The same exact teller cashed the check for me. A little inconsistent. Another example of poor and inconsistent customer service. My business account have a long series of overdraft and extended overdraft fees. Explaining to the teller that I was in difficult times and was probably going to have to close my personal account unless she could reverse one of the two fees just to help me get it back to a zero balance so that I could keep my business account. Today I had a overdraft returned item fee of $36 that took the remaining balance of my account. This Friday is payday so I needed that $36 to give me by. I talk to the branch manager and pleaded for her help to reverse the fee. I got put on hold for 10 minutes to be told that there was nothing that they could do. No exceptions can be made unless it was a bank error. That very well could be the formal policy for returning banking fees.However having had branch managers provide me return fee services for the sake of good business she made U.S. Bank look bad and inconsistent. These are just a few of several bad customer service examples.

My husband and I were looking for a bank that would help with our small business. So far I've been…read morevery happy with the customer service and knowledge the staff members have regarding small business. Soleiman and Jessica were very knowledgeable and kind. Thank you!

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

Back in 2008 when the economy took a dive I let my credit go due to financial hardship and I have…read morebeen working on getting back to par with all those creditors, however it's been an uphill battle. It took me some time but I finally got some movement although I did not owe  those credit cards anymore there was a negative impact that is still reflected on my credit profile and it's been haunting me ever since.  A year or so I came across PLAN B that I friend of mine referred me to, I reached out and spoke to Michael, he explained his process and I signed up. It took some time but I have to say that I am back to where I was pre 2008/2009 mortgage bubble Needless to say, PLAN B got to work and removed ALL of my old credit baggage, I'm so happy, it's a great feeling to be back on track, keep up the good work, thank you PLAN B

Hands down amazing customer service. Always replies to my calls. I appreciate his attention to…read moredetail and diligence! Thanks Mike inwill definately keep refering my friends to you.