CPA Financial Advisors Inc - Riverside (CA)

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.

O Che Bob and his team have provided excellent service and advise on our business accounts. He is professional, knowledgable, and always readily available to answer my questions. He also helps with our personal finances which is a plus! I highly recommend Marin Wealth Advisors because they are reliable and a pleasure to work with!

Janelle Varada I was with Mercury for many years and have switched to Farmers. Derek and his team have gone above and beyond in explaining and triple checking every discount available to me and because they care so much about the clients, they have taken a personal interest in lowering my cost. Derek was referred by a friend in that area and he was kind enough to take me on even in another city as I live in Los Angeles They are sympathetic due to this hard economic climate and do everything in their power to make it affordable so I will be protected in these times of SUE HAPPY. I do not want to risk losing my home or going broke for some crooked bandit to leave me without the proper coverage. I will now look into a life insurance policy as I would hate to be kicked out of my home if something should happen to my husband because I could not now afford to pay the mortgage without my husbands part and this really worries me as we all have to check out sooner or later and I dont want to live my older age on the streets. Being with Framers a reputable company gives me peace of mind. Derek and Gina Thank you for being compassionate human beings not just some hard sell agents.

Deirdre Jones I applied for a small loan one morning, didnt find out if I was approved or not until later the following morning. It was supposed to be a quick process. After they pulled my credit, they realized that GI Bill housing allowance doesnt count as guaranteed income. Why they couldnt tell me that before pulling my credit upsets me a little, otherwise I wouldnt have applied and hurt my credit. What job is guaranteed anyway? Sure I might get a low GPA and have to pay it back, but someone on a job can make a simple mistake and get fired. It makes no sense to me and I wasted so much time. I guess this will help anyone else in my position. The staff were pretty friendly overall despite the flawed policies.