Bleeck Financial Management - Carmel-By-The-Sea (CA)

Yasmine Elsherbini I came to Debbie last year (2023) when my 2021 taxes were a mess- I had to deal with IRS letters and back and forth with my financial institution. Long story short--Debbie was able to help me prove that I did not need to pay and get me back the large amount of money that I had paid when I didnt need to. Fast forward to this tax season and I returned to work with Zack for my tax filing. I was pleased again with the service and would recommend them to anyone looking for assistance. Happy customer!

Erendira Reyes Fidel and his team are absolutely awesome! They are true home mortgage experts who always put their clients first. As a first-time home buyer, I had so many questions, and they were always open, patient, and willing to explain every step of the process. Their guidance made what could have been a stressful experience feel smooth and straightforward. I truly felt supported from start to finish, and I couldn’t have asked for a better team to work with. A top-tier experience all around!