Horrible attitudes and very unprofessional. I was trying to settle a debt with this company and…read moretheir representatives are extremely rude and lied repeatedly while interacting with them. I will be contacting the DOJ and the CFPB regarding this compan.

I did a lot of shopping around because I was in desperate need of tax help for myself and my…read morebusiness. Unfortunately, I discovered that there are a lot of scammers and a lot of companies in the tax business that literally just rip you off. Sequoia was different! From day one they were completely upfront and explained what I could expect from them. The only complaint I would have is that it did take a little bit longer than I would've liked to put me in touch with a good accountant however, in the big picture, it was not a big deal. If you're looking for an honest and fair company to represent you with your tax situation, I would definitely recommend Sequoia financial services.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

My company has been working with Assessment Appeal Advisors for years. They are diligent,…read moreresourceful and have consistently gotten us great results. Lara especially has gone above and beyond by following up with the county assessor's office (daily if needed) to ensure we receive our refunds timely. Highly recommend AAA!

I have worked with Elliott for years. These guys are good! They have helped save thousands. at a…read moretime when values are down and we really need it most. I recommend working with AAA

I had an easy, quick experience with Western Gold. First, I LOVE that they answer the phone. In the…read moreworld of AI answering services, it was great that I talked to a human who connected me to another human. RIck C helped me quickly and efficiently get the car insurance I needed. I was able to do it in a single day which was perfect for me. I highly recommend that you use this agency.

I have had this agency insure multiple rental properties for over 10 years and they frequently…read morerequest copies of my family's trust (which is supposed to be private) before they speak with me about any of the trust policies. This has happened at least six times over the last 4 or 5 years and the properties have not changed. They seem to lose the copies of the document that I sent every 9 months or so, which is distressing. Other than that, they seem to provide competitive policies. I'm open to any agency that provides similar pricing but maintains my records properly.

Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

These reviews appear to be real! I texted him and he got back to me the same day, gave me a ton of…read moreinformation I would never have figured out on my own, walked me through stuff IN DETAIL, and refused to accept any money. What I really liked was you can tell he's sharp when you talk to him, and he gets it done and doesn't waste any time. He's also very personable, someone you'd hang out with. Definitely recommended.

Fischer investments is a place where I feel they always place the client interest first. During…read morethese crazy times with the stock market I can say I feel good that they are watching over me and I sleep like a baby. The team is exceptional and make you feel like family.

Ted Fischer has worked with my family for many years and has exceeded all expectations! Once…read moreworking with Ted you will find that his communication skills and his wide knowledge of investing displays why he has been able to be so successful! He has given us quite the education! ((Education is so important as you need to be involved!) He has a proven historical track record with us with his loyalty! He has many clients like me who have displayed their loyalty to Mr. Fischer by continuing to send referrals his way! (I have!) Thank you Ted Fischer!

They put bills on your credit score with bureaus with no contacting of the person who's supposed to…read morepay, and then when you call and try to explain you don't have an account number they talk over you and tell you you need an account number when you're trying to explain that you don't have one. Not a single word can be spoken to their "representatives" without them calling you rude and threatening your credit score. Absolutely abhorrent company and are nothing but willing to be rude, disrespectful, and crass on the phone while not letting customers speak. Do your absolute best to AVOID this company as much as possible. They're bullies with superiority complexes and will not let you pay your bill so they can keep getting money. AVOID.

Being an adult isn't as fun as you thought it would be as a kid. Sure, you get to stay up late, eat…read morewhat you want, etc. but you also have to deal with medical bills, and worse yet, having them sent to debt collectors (which I suppose would be the natural transition of things, IF the debt was valid, which it was not). I had a preventative service back in spring of 2020, and I've been to this medical center the year prior, so this was nothing new for me. I did receive my results in the mail which was fine, but then I also received an EOB with a $200 charge for 'Imaging Center'. I never had one of these in previous years, so I called up my health insurance about it, in addition to the billing department at the medical center. Both places declared this to be incorrect, and I took notes on whom I spoke to, when, etc. However, later in the year (December to be exact), I get a 'bill' from this 'Grant & Weber' whom I never heard of before, claiming I owe $200+ (of course, interest was added on) so I called my insurance AGAIN, and I had a great guy put me on hold, resolving what I needed. I received an updated EOB with the same claim # stating it was resolved and I had a $0 balance. This EOB arrived in January of this year, 2021. In February however, I receive ANOTHER notice from G&W, with higher interest since it was obviously a couple months since their prior notice. Now I know from common sense NOT to call these people; they don't care about your situation, they just want your payment, and I hate to admit it but in their defense, they probably have heard every excuse in the book from scammers. When you are actually in the right though, this makes for a most frustrating experience. Cut to July, I get a phone call from a man named 'J. Dawson' STILL asking about this debt. Exasperated, I reach out to my insurance and the rep called G&W on my behalf. I was put on a three-way call and 'J. Dawson' came across as smarmy which I expected, but said he would contact Cedars and I was to call him back the following week which I was not looking forward to. Of course, I called, left a message, and have yet to hear back. It's now September. So, do you still want to be a grown up?

Thank you so much for everything Luke and Brian. You guys…read moremade it happen for my husband and I . I really appreciate your honesty in this process of our home buying experience. We started working with Luke in October 2020 during COVID time. We close on our new home March 2021. We took our time looking for our home during this time we didn't feel rushed by them or our realtor Diya from Cyrene Properties We found our home in The middle of January. The online portal made it easy to upload paycheck stubs, statements and you know all the great stuff they ask for in the beginning. It was so easy. The updated phone calls were so friendly. Along with personal touch emails with your name on the videos. It's a great feeling in the end I can tell you it was not stressful at all it went smoothly. Now we are in our new home Thank you Luke and Brian 100%

This guy Brian something is horrible. He does not return calls and then pretends nothing is wrong…read morewhen you speak to him. If you are looking for a reliable person to handle your mortgage loan then move on to the next !!!!!