Fast and east process to get financing for a new roof…read more Thank you, Scott

Do not get a loan through this horrible place!!!…read more I REPEAT DO NOT NOT ONLY do they have fixed interest rates and all sorts of hidden fees, but they deliberately work with contractors to take advantage of home owners to ultimately take your home!!! Also, do not work here either !! the so called trainer who is a supervisor (being they don't even have a full operating staff ) named Nayrobi who looks like baby bop will literally try to take advantage of you and the situation which also the director Jose is in cahoots with the contractors to get more money for their scam parade to take advantage and take homes from hard working citizens !! This place is a joke inside and out people The supervisor will even text u after you lost your job to make a mockery of you all because you live rent free in their head !! Ha If this isn't a joke enough

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

I am extremely disappointed with my experience with TaxCounsel. When I first contacted the firm, I…read morewas quoted a fee range of $2000-2500. I made it clear that I could not afford anything higher and that I needed to be notified if the work was ever going to exceed that amount. I was never warned of any increase and no clear communication was given as the bill grew. Their hourly rate of $275 per hour was not properly explained to me. My final bill ended up FAR!!! beyond the original estimate and the total was shocking If I had known the real cost or how many hours they would charge for basic communication and corrections, I would have never hired this firm. This experience has caused me significant financial stress and I cannot recommend their services based on what I went through. They did not honour their orginal quote. DO NOT trust these people. awful awful awful.

I have been using Tax Ninja for the past 20 years! They are hands down the best in their field. The…read morelast couple of years, Jayson Vantuyl has been preparing my taxes. Jayson is by far the most competent, helpful and knowledgeable tax preparer I have ever worked with. Highly recommend!

I met with Benjamin because I had a specific tax planning question and was exploring the idea of…read moreworking with an advisor. He took the time to ask questions and understand my situation and my needs He basically said "you don't need me, but go talk to my accountant." No sales pitch, just straightforward advice. None of that gut feeling you get when someone is trying to sell you something that you don't understand or don't think you need but you go along with anyway because they're the "expert." Benjamin will be my first call whenever I do need a financial planner.

Seriously, it is time to fire your financial advisor if they are charging a percentage of your…read moreassets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started working with Benjamin after a major life setback and felt completely lost. He grabbed my hand and helped me take the financial steps I needed to regain control of my future. He is kind, compassionate, and truly encouraging. He helped me make important adjustments to my finances that I should have made years ago. What I appreciate most is that he does not overcomplicate things to make you feel dependent on him. His goal is to educate his clients so they can take the reins themselves.

Stephen went above and beyond during mine and my boyfriend's first home purchase. He was super…read morecommunicative and even connected directly with my agent to ensure everything went smoothly. We recently had the opportunity to refinance and without hesitation, Stephen reached out directly to us as soon as he noticed rates were coming down. We did not need to chase him for it nor constantly inquire about it--he just felt like it was the right time and reached out! I'm very grateful for Stephen and his team and will definitely be referring him to our friends and family.

Based on his numerous good reviews, I messaged Stephen early last August about the possibility of…read moregetting a United Wholesale Mortgage (UWM) 15-year fixed home loan at 1.99%. This was a new program announced by press release, which I read about in a Yahoo! Finance article, through a link on Google News. Having worked previously in real estate and finance, I knew what the key points were to our situation, so I included those in the message to Stephen, asking whether he would be able to do the loan. Stephen responded abruptly by saying that he would have to talk with me by phone, to discuss "details." After I called him, he proceeded to try to browbeat me into accepting a different program at a higher interest rate. His approach was to use old-fashioned psychological pressure tactics, along the lines of: "Are you so naïve that you think you could actually get such a loan? That rate is just a teaser that you would never actually get." He was crude, demeaning and even insulting. I informed him, politely, that I had a background in real estate and finance, so I was not naïve about these things, offering him one last chance to do business with us, if he was so inclined. But he insisted that the loan would not be possible for us, so I thanked him and said goodbye. Shortly thereafter, I found a straightforward loan broker who in fact did the loan for us, on exactly the terms I had in mind: 1.99% 15-year fixed, with a reasonable fee. We closed in less than three weeks and none of the things that Stephen said were obstacles turned out to be an issue. I am pleased to report that my wife and I are now enjoying substantially lower monthly payments. BOTTOM LINE: If you want someone with an "old-school" approach to sales--involving psychological games, pressure tactics and absence of transparency (resulting in your not getting the best deal that you could)--Stephen Wong may be a good fit for you. Anyone interested in connecting with the straightforward broker we ultimately used is welcome to send me a private message, as I'm not allowed to include that information in my review.

I've been a client of Jason Matthews for several years now. Since becoming a client, I have become…read moreeducated on maintaining and increasing my finances, as well as diversifying my portfolio. He is flexible with the time and location of our meetings, which is important for a busy mom! He's helped me make financial decisions that will protect my family for years to come, and he's always available to answer any questions I may have. Anybody can sign you up for a retirement or savings plan, but with Matthews Financial, you will LEARN about what's best for you and your family.

Jason Matthew is a great guy. He is caring and competent in his financial and insurance business…read more He is passionate is what he does. I like how he takes time to check in and ask me to come and review my policy. He stays on top of things. I also like how he gives informative workshops and seminars on different subjects, such as retirement, economics, just how money works. He is transparent and proactive in helping his clients. He's very knowledgeable about the economy and how to secure your financial future. I would recommend him to anyone who wants to save money and put there money to work for them. There is a time for everything and he likes to have fun. All work and no play makes anyone dull. Continue to do what you do Jason, keeping me abreast on my money honey.