I have been doing business with Palm Valley since I bought my condo 2 1/2 yrs. Recently I received…read morea "Thank you email" for renewing with them. Then a few days later I received information from my Mortgage company that the rate increased 50%. You can imagin it was a surprise, not mentioned in the thank you email. So I called the office wanting to speack with the person that sent the email. Keep in mind, this agency has not contacted me personally since I signed up with them. Anyway, the person was nopt available therefore I asked for a return call. I am here 5 days later, NO CALL. I can't take the risk with an insurance agent that does not return calls, what if I had a claim? They would probably not call then either. Bottom line, I am changing agents and low and behold at a better rate with the same Carrier Mercury. My opinion is, the management of this group doesn't care about my business. I recommend someone else, anybody else.

This company help me find great coverage for my business, Mayra made it so easy and explained…read moreeverything in detail to found what would work for my business. Thank you Mayra at Palm valley insurance

When we met with Garrett the first time, he looked over our situation and finances and gave us the…read moregreat news that we could retire and live quite comfortably immediately, if we wanted. The next day, my wife expressed that life felt completely different. Interestingly, I was feeling the exact same way - happy and stress free. Garrett is all about being able to enjoy your life, and encouraged us to seriously consider settling down and enjoying what we've worked for. I would highly recommend Yack Wealth Management. That have a fantastic team. Thank you, YWM!

I just received an invitation in the mail for one one his events for retirees finance. I called…read morethe number told the invitation I've received he asked me my full name and e mail addres, phone number mailing address and said sorry we are full but I can add you on waitlist if you'd like. I was very upset for waisted time and giving my whole information to this stranger on the line. please let people know you're full before you get all their info on the phone.

AMS has been doing our taxes for roughly 40 years. They're very thorough and totally take the worry…read moreout of taxes for us. Any problems we've had with the IRS or FTB (my own fault) they have guided us through. Staff is always friendly and helpful; a pleasure to do business with.

Through searching Yelp I decided to contact AMS Tax Service to help me resolve a time sensitive…read moreaudit of my 2016 tax return. The IRS audit which included penalties and interest was substantial . Laura Silva was the accountant I worked with on my case. Laura worked diligently for me communicating with the IRS . Through her communication with them I was able to provide the missing documentation needed for their acceptance. This all took place during the government shutdown also . I just received a letter yesterday stating they accepted my provided information and my case is closed . Through this ordeal I was stressed out and Laura was so professional and very certain we would be alright . I want all readers to know this company is very qualified and professional to help resolve outstanding issues you may have with the IRS. I totally recommend AMS Tax Service to handle your tax returns and all your accounting needs . Thank You AMS and Laura Paul R

I have been a local Palm Springs area Realtor for over 20 years! Brennan and Company have handled…read moreAll of my business and personal transactions! I use them personally and Always recommend them to my friends, family and clients! Thank You for all that you do! Bryan Dearden

The first time was for an amendment to a faulty gift tax form that I filed (form 709)…read more Cost$150.00. Reasonable enough. This tear it was a gift tax filing, not an amendment. Simple but I was charged $500.00. Outrageous.

My mother hated her insurance company. They had sold the company to another agency and she felt…read morethat the new company was rude and uncaring. They were also further away from her house and she had to drive 30 minutes over there to see them. Gina Notrica from Healthbridge has been a godsend! She will go to her clients house and this is crucial for older people, especially if their mobility is limited. She explained everything thoroughly to my mom and made sure she kept every part of her old insurance that she liked. If you have an older family member who needs to go over their insurance, or wants a new one, don't wait or worry any more. Call Gina. She will take wonderful care of them.

My wife and I had a consultation with Marv Law of HealthBridge today. Mr Law was punctual,…read moreknowledgeable, affable and honest; even when it didn't benefit his business. We highly recommend him when it comes to selecting the best health plan for your circumstances, including Medicare plans and options.

Synthia Alvarez is one of the best banking representatives I have ever worked with. I have been in…read morethe banking industry for 27 years, so I have had many interactions with financial institutions and their staff. Synthia's customer service is exceptional, and her willingness to go above and beyond to fulfill a request is truly impressive. Her smile and positive attitude are contagious. I highly recommend Synthia and Banc of California. We have been customers at the Indian Wells location for nearly 30 years.

Customer Service is exceptional. They always greet me by my name, and always have a smile. If you…read moreare looking for a bank, Banc of California in Indian Wells is your go to bank.

Bill and Company has been doing our taxes for 12 years. We have 2 businesses (both S Corps). I…read morerate Bill and crew 5 stars. I am writing this review as I saw a few negative ones and I simply don't agree. My experience has been very good. I deal with many CPAs, Tax Accountants and Bookkeepers in my business. Bill has a good shop and is worth interviewing when looking for a very competent tax and business accountant. Bob Iglehart - CPA, CFP®, CDFA®, CPFA® - iHart Retirement Income Strategies | The Iglehart Group - Coldwell Banker Global Luxury

I went seeking counsel on tax strategies as I prepare for retirement. The 45 minutes spent there…read morewith the discussion provided absolutely no value. Back door Roth, the tax rates on Social Security or advantages or disadvantages to early or delaying applying for SSAN, how to possibly reduce taxes on IRA distributions. There was no value to this visit what so ever. I would say the only benefit to this visit was to the firm at the cost of $400.00. I'd consider an alternative if these are your objectives.

I had a fender bender accident where I was not at fault. However, the insurance company said I was…read moreand raised my insurance rate. I notified Tiffany of the error and she worked with the insurance company and got the problem corrected. My costs went down and I am a happy camper. Thanks Tiffany.