Apex Wealth Management Group - Santa Ana (CA)

Mar V A couple of years ago I borrowed from these guys. They struck me a pretty unprofessional then but I paid off the loan and forgot about them. Then I was contacted by a collection agency in Chicago--another really lax outfit. Part of their complaint was that they had not been able to contact me. I have not changed contact information in 11 years--so that was the big clue that these guys are bogus. I challenged them and sent them the evidence of the payoff. They would not stop even when I asked them to return the loan to the client. I contacted Freedom and sent then the documentation. The collection agency persisted. So this is simple--I sent the information to the California Department of Financial Protection and Innovation. It was accepted so I will let them work it out. Use these guys at your own risk.

Alan Bleiweiss As an independent consultant small business owner, I have relied up on Linda Panicelli at Morre & Company accountants in Novato for all my tax preparation needs since 2011. Before I was introduced to the team at Morre, I had been burned by a couple different accountants over the years, so I was initially nervous. Linda quickly put that to rest. The work Linda and her team do is beyond invaluable to me, and I am not a normal case. Because I work for myself, from home, Ive moved every couple years across California and to other states. Yet its never a problem for her. The amount of experience and knowledge she has is vast. At the end of last year, I decided it was time to settle down and buy a house. So Ive had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs. So dont just think youre going to get basic run of the mill services with Linda or the Morre team. They offer much more than that, and I am truly grateful.

Tom Parker TreeStar Solutions has been doing my taxes for the last 5 years and this office is friendly, easy to communicate with, and efficient. I feel quite confident in their work and appreciate how responsive they are to questions. Ill be doing my taxes with TreeStar Solutions for as long as Im paying taxes ... and what is that old saying about taxes?

Kayla Colvard She made it incredibly easy for me to get everything set up, and was very precise with what each plan offers. I would recommend this place to anyone who needs to set up insurance, especially if you are hesitant with how complicated everything looks.