AGR Partners - Davis (CA)

Rex C Am a long time member and very pleased with the way management takes care of our monies. They reduce overhead when needed and expand when appropriate. Rates are very competitive.

Anthony Kang Shamal was awesome in helping me resolve my old tax return issues. He responded to my reach out the very next morning, told me the exact documents he needed AND how to get them, and came up with a solution within a day. Luckily, my issue was able to be handled on my own thanks to his detailed instructions. Will definitely look to work with Shamal again as my filings become more complicated.

Leviathan The store was neat and clean, I brought my package up with a preprinted label and basically just handed it to an employee and that was it

L Killmaster We have been working with Tony for many years. He has helped us with our tax preperation, investments and retirement. Over the years we have come to trust him more and more as we have seen how his advice has played out. He always gets back to us to answer our questions and he has really helped us get a good perspective on life and what is important, which is normally beyond the scope of most financial consultants. Its always a pleasure to see him. Thank you Tony!