Equity Direct Financial, LLC - Irvine (CA)

Dorian Brandon Anish displayed exceptional customer service skills and very personable. Answered calls,messages and questions right away. So pleased that I am switching all insurance needs over to his office. His parents raised a fine young man.

Douglas Arnold Lou and his team have recommended investments that beat the market, just as Gary consistently did when he was at the helm. The team makes everything easy for me, tracking down and figuring out all of the paperwork needed to keep my investments current to my circumstances. For these reasons I am a loyal customer still, even though I have moved to the East Coast.

Denise Bridgeman My sisters and I own a small company in Northern California. After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance. Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague. From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional. He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended. As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake. We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance. Denise B., Business Owner

lynn osti I used Books & Taxes for my business. These guys are professional and to the point. Meet with the knowledge staff and get your questions answered. I wont go into all that they do way more than I know. They do my S-Copr tax return. Thanks for all the help guys!