This place use to be amazing. A few years ago new management took over but I decided to continue my…read moreloyalty to them regardless of the hiccups that occurred. I figured it was just an adjustment period and things would get better. However it just continued to declined. Scheduled phone calls were not happening, communication was not there and overall friendliness slipped. Its so unfortunate that Herbie is no longer here. His kindness and dedication really is unmatched and I will have to look elsewhere where for future services.

I have been coming here for 3 years now to do my taxes…read more The staff here is super friendly, and everyone is always there to help. Not to mention there are always cookies and candies there for the taking. :) Veneranda is my CPA, and she always does a smashing job. As long as i am in the area, I will continue to go here to do my taxes.

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Today we attended a tax seminar hosted by Marshall Life & Financial Solutions (MLFS). Victoria…read moreMarshall opened the session with brief remarks, followed by Adrien Barajas as the lead presenter. From the outset, the presentation was incoherent. Adrien jumped erratically between topics, clipped terminology mid-sentence, and attempted to showcase expertise through jargon that ultimately backfired. His use of a graph depicting tax history and national debt felt performative rather than informative--a clear turnoff. Mentions of Roth conversions were casually dropped, seemingly to entice attendees into future consultations rather than to educate. At no point did either presenter cite their professional credentials, nor are any verifiable designations listed on their website. This lack of transparency raises serious concerns about the legitimacy of the material presented. The venue--a community room at the local library--was poorly maintained. We were forced to relocate due to visibly dirty tables and stained surfaces. The acoustics were equally problematic: excessive echo and ambient noise severely undermined any attempt at meaningful communication. It's unclear why MLFS couldn't secure a venue that meets basic health and presentation standards--such as a clean, carpeted hotel conference room with proper sound insulation and equipment. Victoria encouraged attendees to grab snacks as the session approached lunchtime, triggering a chorus of crinkling bags and chewing that further disrupted the already fractured delivery. Overall, this seminar failed on every metric: content quality, presenter skill, venue hygiene, and professional credibility. Within 15 minutes, we were compelled to leave--astonished by the lack of coherence and institutional rigor. It was, without exaggeration, the most poorly executed seminar we've ever attended.

I'm so glad with you in my life. You have helped me so…read moremuch. Thank you Victoria for your patience and expertise with my retirement accounts. K trevino

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

I needed help filing my taxes and fixing filings from a previous year when I lived overseas. Dana…read moreHopkins was wonderful and made the process a breeze. I highly recommend Trimble & Co.

Tried to call about getting Buisness and personal taxes done. The lady on the phone was very rude…read moreand didn't give me the time of day. I guess I will have to reach out to another company

$300,000.00+ invested thur Joe Pratte. Now I can't locate him. No dividens/payments coming into my…read morebank account. Office & personal phone are "ring no answer" & home phone is out of order. Last contact with Joe was in March of 2025. Joe, if you read this please call me & send my my payments.

I and my family have been associated with Joseph Pratte for over 30 years. Joe is the BEST…read moreFinancial Planner I have ever worked with. We trust and respect him completely. Pratte & Associates give true financial advice and guidance. He takes your "whole" finances into consideration and provides you with the right tools to help you achieve your financial goals. Joe has a plethora of knowledge in investments, retirement and many saving options; he uses this knowledge to help guide you in your financial goals. Most financial planners sell you a product; not Joe, he plans according to the goal YOU want to achieve! Joe is a humble man with a heart of gold! He puts his "whole self" into his work, always going above and beyond! He is a caring man and a wonderful family man who takes joy in helping others. We have been blessed to have Joe Pratte in our lives not only as our financial planner but as our dear Friend!

Alan and his whole team are top notch! We've worked with them more than once and each time we…read morereceive excellent service from them and couldn't be happier with the outcome of our credit. They're even there afterward to help out with any questions or concerns. Thank you Nufico team!

Not to sound korny but Alan is the man with a plan. The miracle worker of credit repairs. Keep in…read moremind though that no matter what miracles he creates, he cannot maintain it. Thats all on you. Alan last year brought my entire world back to life with vivid color when he fixed my credit. It was the first time in a long time i had access to so many options with loans and credit. I didnt go too crazy, but i did let myself slip a bit. Alan took me from a 560 to a 720 fico score and now im down to a 616. Ive already set things up with Alan to work his magic one more time, but this time im gonna maintain that magic myself. If you want another chance at financial freedom and escape bad credit depression, please dont hesitate to call Alan.

Dealing with debt can be extremely stressful and scary. Michael and his team made going through a…read moredifficult time so much better. Michael came up with thoughtful, innovative ideas to handle my situation and helped me out immeasurably. His experience and relationships working on 4000 debt cases showed. He came up with an affordable, tailored strategy that helped me out of a very tough spot. Most of all, Michael cares about his clients and it shows. I cannot recommend Michael and the Financial Counseling Center strongly enough. Highest recommendation. Good people you can trust.

Feeling financially stuck? Overwhelmed with credit card debt? High interest rate loans…read moresuffocating any progress? Insomnia? 6 months ago I was staying up all night worried about my family's financial future. I felt like I was going to have a heart attack or stroke from the stress. So, how did we get to this point? Business was affected by Covid. My wife was laid off so our income was slashed in half. Started racking up credit card debt. Paying the minimum. Then, there was the financial burden of taking care of elderly parents. I tried debt consolidation but it would take multiple years to pay down the overwhelming mountain of debt compounding like a pounding headache of misery. I felt trapped in a circle of debt, barely getting by month to month with cost of living going up. Then I met with Michael to pick his brain and discuss my options. Our best strategy was to file for chapter 7 bankruptcy. To get a fresh start. This was the best choice for us. Highly recommend talking to Michael and Tamara to just review your options. Worst case at least you will have some clarity of what solutions are out there. Michael held our hands and walked us through everything. Tamara does most of the heavy lifting. She is amazing. Much respect to Tamara's patience and diligence. She told us exactly what was necessary to file so the process was easy and smooth. I spent many hours to get all my docs in order per her request. So, dont be lazy and get your stuff in order. John is the confident lawyer. Straight shooter. Decades of experience with the trustees. Highly recommend a lawyer to file instead of trying to do it yourself. 4 months later. Discharged over $200K of debt. Now I can sleep at night like a baby. Thank you so much to FCC. I feel like I got a second chance. God bless America for having a system that allows qualified debtors to get a "fresh start". Much gratitude.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.